Analyst/Associate, Bank Strategic Relationship Management
Finance professional job at Apollo Global Management
Apollo Capital Solutions ("ACS") anchors the Firm's capital markets, syndication, and dedicated origination efforts. As one centralized team, ACS partners with each of Apollo's investment businesses to provide capital markets expertise, structuring, execution, and ultimately drive syndication efforts on investments across the Credit, Hybrid, and Equity spectrum. You can learn more about Apollo's ACS strategy here.
As ACS continues to expand globally, we are deepening our Global bank coverage efforts to strengthen our strategic relationships and enhance connectivity across our platform. This role provides a unique opportunity to sit at the intersection of bank origination, capital solutions, and relationship management, working directly with ACS leadership and product teams across Apollo.
The candidate will be responsible for supporting the coordination and management of Apollo's relationships with Global banks and capital markets partners. The successful candidate will combine strong analytical skills, market awareness, and relationship acumen to help advance Apollo's strategic initiatives with financial institutions. This high-visibility role offers broad interaction across Apollo, providing a front-row seat to Apollo's evolving partnerships with leading banks.
Primary Responsibilities:
* Support relationship management and coverage efforts across Global banks, including DCM, leveraged finance, sponsor coverage, and capital markets desks
* Work closely with the respective Senior Relationship Manager to coordinate outreach, follow-up, and strategic dialogue with senior relationship managers and partner institutions
* Track and analyse pipeline activity, relationship metrics (e.g. fee wallet, origination flow, capital outstanding), and partnership opportunities to drive strategic insights and reporting
* Prepare briefing materials, relationship maps, and updates for internal stakeholders, including ACS and Apollo leadership
* Conduct market and competitor analysis to identify emerging opportunities and help shape partnership priorities
* Contribute to CRM management, data integrity initiatives, and process enhancements across the ACS coverage platform.
* Partner with global teams to ensure consistent connectivity and information flow across regions and between origination, product, and capital markets teams
Qualifications & Experience
* 2+ years of experience in investment banking, capital markets, consulting or a related financial services field
* Prior experience working with banking or capital markets counterparties preferred
* Undergraduate degree from a leading academic institution with a record of academic achievement
* Demonstrated ability to support senior client and counterparty interactions with professionalism and precision
* Excellent analytical, financial modelling, and project management skills, with strong attention to detail
* Proven ability to work effectively in cross-functional, global teams within a fast-paced environment
* Strong communication and interpersonal skills; confident engaging with senior stakeholders both internally and externally
* Proactive, entrepreneurial mindset and a passion for building and deepening strategic partnerships
* Self-starter with a willingness to execute projects on a small, nimble team
* Strong understanding of banking and capital markets, or relationship management functions
* Excels in a rigorous and fast-paced work environment
ABOUT APOLLO
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of June 30, 2025, Apollo had approximately $840 billion of assets under management. To learn more, please visit ***************
OUR PURPOSE AND CORE VALUES
Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:
* The leading provider of retirement income solutions to institutions, companies, and individuals.
* The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.
* A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference.
We are building a unique firm of extraordinary colleagues who:
* Outperform Expectations
* Challenge Convention
* Champion Opportunity
* Lead Responsibly
* Drive Collaboration
As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.
OUR BENEFITS
Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family.
Pay Range
$175,000 - $200,000
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.
The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.
The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
Auto-ApplyEquities Quant Researcher
New York, NY jobs
We provide asset management, wealth management and banking expertise to consumers and institutions around the world. We partner with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.
We work one-on-one with clients to advise and deliver customized strategies within Equities drawn from our deep investment experience, diverse wealth management capabilities and global reach. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of our Global Investment Bank.
Your Impact
We are looking for a Strategist to join the team. As a Strategist, you will use your quantitative techniques and industry knowledge to help our asset management and private lending business. Projects typically span various and products and entail extensive interaction with the division's clients, portfolio managers, risk managers, marketers, salespeople and senior management.
Responsibilities:
Responsibilities:
• Working closely with portfolio managers and traders to build quantitative models and tools to streamline their trading and portfolio management process
• Designing and producing customized client-facing performance reporting, scenario analytics, and marketing materials
• Working closely with the Private Bank lending business to provide analytics, tools, and models for valuation and risk management
• Developing and maintaining risk management tools across equities for senior management, portfolio managers, and traders
Qualifications
• Communications skills are essential
• Deep experience in a quantitative discipline
• Programming skills and/or math background are required
• Intelligence, creativity, and problem-solving skills
• A self-starter, should have ability to work independently as well as thrive in a team environment
Investment Consultant- Indian Wells, CA
Indio, CA jobs
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Desk Quant- Equity Derivatives
New York jobs
Job Title: Desk Quant- Equity Derivatives
Department: Global Markets
Corporate Title: Associate/Vice President
The pay range for this position at commencement of employment is expected to be between 175,000-250,000 per/year
Company Overview
Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit **************
Aon's Benefit Index , Nomura's benefits rank #1 amongst our competitors
Department Overview
Nomura's Global Markets department provides liquidity, market insights, and execution services to clients worldwide across various asset classes, including equities, fixed income, currencies, and commodities. The team's focus on innovation and technology provides clients with access to cutting-edge trading platforms and customized solutions. Nomura's Global Markets team specializes in market-making, risk management, and electronic trading, with a strong global presence and reputation for exceptional service to clients. With expertise, global reach, and commitment to innovation, Nomura's Global Markets department is well-positioned to continue driving growth and success in the financial industry.
Role Description
Candidate will work with traders and risk managers to implement and maintain quantitation models that support pricing, risk management and trading strategies across listed and OTC equity derivative products. The role sits on the trading desk proving real time support and continuous enhancement of pricing and risk infrastructure.
- Analyze large datasets to extract signals, identify mispricing's, and support alpha generation
- Collaborate with technology teams to enhance pricing, risk and position management
- Candidate will work daily to provide actionable idea generation
- Conduct in depth research and analysis of macroeconomic indicators, market data, and cross asset fund flows to uncover novel trading opportunities and market trends
- Provide strategic insights and recommendations in a simple and accessible manner to traders pms and sr mgmt. based on quantitative analyses,, risk assessments and performance evaluations
Nomura Leadership Behaviours
Explore Insights & Vision
Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
Making Strategic Decisions
Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
Inspire Entrepreneurship in People
Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
Elevate Organizational Capability
Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
Inclusion
Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).
*base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience.
If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors”.
Nomura is an Equal Opportunity Employer
Private Equity Analyst - Business Development
Manhattan Beach, CA jobs
K1 is seeking a Private Equity Business Development Analyst to join our expanding Business Development team for our office located in Manhattan Beach, CA. At the front lines of our success, Analysts identify and build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an expansive knowledge of a variety of businesses and business models, as well as an intricate understanding of business fundamentals. Candidates are expected to have stellar written and verbal communication skills and a strong record of leadership accomplishments. We encourage applicants of all majors to apply. Most importantly, the right candidate will fit the values of K1 - Passion, Persistence, Humility, and Excellence.
Key Responsibilities:
Identifying M&A and strategic opportunities for existing portfolio companies
Creating and executing on investment theses within enterprise software
Developing proprietary research within enterprise software
Expanding K1's relationship network with key industry contacts
Performing other duties as assigned
Position Summary:
K1 is seeking a Private Equity Business Development Analyst to join our expanding Business Development team for our office located in Manhattan Beach, CA. At the front lines of our success, Analysts identify and build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an expansive knowledge of a variety of businesses and business models, as well as an intricate understanding of business fundamentals. Candidates are expected to have stellar written and verbal communication skills and a strong record of leadership accomplishments. We encourage applicants of all majors to apply. Most importantly, the right candidate will fit the values of K1 - Passion, Persistence, Humility, and Excellence.
Key Responsibilities:
Identifying M&A and strategic opportunities for existing portfolio companies
Creating and executing on investment theses within enterprise software
Developing proprietary research within enterprise software
Expanding K1's relationship network with key industry contacts
Performing other duties as assigned
Requirements:
Demonstrated leadership ability
Initiative; professional ambition; team orientation
Creativity and entrepreneurial spirit
Excellent analytical and communications capabilities; organizational discipline; attention to detail
Strong work ethic and interest in learning about private equity and the enterprise software industry
Ability to build trust and support with senior executives as the face of K1
Bachelor's degree
About K1:
K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: **********************
Skills & Requirements
Requirements:
Demonstrated leadership ability
Initiative; professional ambition; team orientation
Creativity and entrepreneurial spirit
Excellent analytical and communications capabilities; organizational discipline; attention to detail
Strong work ethic and interest in learning about private equity and the enterprise software industry
Ability to build trust and support with senior executives as the face of K1
Bachelor's degree
About K1:
K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: **********************
Corporate & Private Side FX Sales - Analyst
New York jobs
JPMorgan is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.
As an FX Sales analyst in Corporate & Private Side FX Sales, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing. You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights. In addition, you will bring a collaborative approach working with our business partners in Trading, Research and Investment Banking, Legal, Credit and colleagues across Corporate & Private Side Sales including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform.
Job Responsibilities
Identify client opportunities for single-bank execution platforms, and market and demonstrate solutions
Model, structure, and market foreign exchange products to corporate clients
Price and execute live foreign exchange spot, forward, and option trades throughout the day
Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary
Collaborate on analytical work and presentation materials for discussions with clients on currency risk management. Participate in client discussions
Work with broader client coverage team including banking, treasury services, and credit to address client needs
Work with trading, middle and back-office functions to support client trading activity
Support activities of colleagues on the desk as part of a dynamic and collaborative team environment
Required qualifications, capabilities, and skills
1+ years of experience in FX sales
Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks. Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail
Ability to develop and manage client relationships
A desire to succeed individually and be a member of a winning team. Solid team player that partners well with stakeholders across the platform including Research and Trading
Critical thinker and driver of trade concepts and themes for clients. Clear, logical thinker with a strong qualitative skill set including effective communication and presentation. Confident presentation skills as well as strong oral and written communication skills, including the ability to translate complex financial concepts into simple language and concrete action steps
Strong understanding of fundamental product knowledge and market structure
Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint
Auto-ApplyCorporate Treasury - Resolution and Recovery Financial Analytics
New York jobs
JPMorgan Chase & Co (NYSE: JPM) is a leading global financial services firm that operates worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at ****************************
The Dodd-Frank Act requires large, systemically important financial institutions such as JPMorgan Chase to submit Board-approved Resolution and Recovery Plans (a.k.a. Living Wills) to US regulators annually and upon the occurrence of material changes to the Company. Recovery Plans need to demonstrate how the firm would recover if the firm were to experience significant decreases in capital and liquidity as a result of a severe, crisis event. Resolution Plans need to demonstrate how JPM would be resolved in an orderly way (i.e., without causing a major market disruption), if the company ever became bankrupt. These plans are a strategic priority for the firm.
Job Responsibilities:
The Corporate Treasury Resolution and Recovery Financial Analytics team (RRFA) is responsible for delivering the capital analyses for the Firm's Resolution and Recovery plans. As a member of the team, this person will be responsible for assisting on a variety of key deliverables in support of the production, analysis, maintenance and continued enhancement of firm wide capital analytics and reporting initiatives, in direct support of Resolution and Recovery planning. Specific duties include, but are not limited to the following:
Conduct firm wide and legal entity specific Resolution and Recovery capital stress testing, analyze capital impacts and identify potential capital risks; support the production of pro forma financials which form the basis of the capital analytics
Produce high quality and well-structured presentations and ad-hoc analyses for Senior Management and the Board of Directors, Regulatory Agencies, and other key stakeholders
Present relevant information and capital analytics to stakeholders including senior management
Develop an understanding of JPM's Recovery and Resolution-related regulatory capital requirements and processes
Drive end-to-end work streams in a fast-paced, results-driven environment
Support initiatives to continually improve and enhance existing processes including technological improvements
Develop familiarity with Resolution and Recovery financial analysis included in the Resolution and Recovery plans. Liaise with Lines of Business and other stakeholders to ensure that no inconsistencies exist or are introduced across the plans
Ensure RRFA deliverables are in compliance with evolving regulatory requirements related to capital, specifically around Resolution and Recovery planning
Consult internal stakeholders on Resolution and Recovery initiatives in other jurisdictions and provide guidance when local regulatory requests related to Resolution and Recovery planning are received
Required qualifications, capabilities and skills:
3 to 5 years of financial services experience ideally in Corporate Finance, Controllers, Capital Management or Risk Management
Ability to operate in a fast-paced environment with a high level of scrutiny and be able to interact effectively with the various stakeholders
Strong qualitative and quantitative analytical skills
Excellent presentation skills and the ability to succinctly convey complex results and issues
Strong communication skills and ability to effectively collaborate and coordinate across various lines of business, legal entities and geographic regions
Ability to work independently with minimal oversight but who can also be an effective team member
Able to work under pressure, prioritize multiple tasks and bring tasks to closure
Strong data analytics, including ability to manipulate large datasets
Preferred qualifications, capabilities and skills:
Proficiency in PowerPoint and Excel; experience using VBA, scripting language (such as Python), Tableau and Databricks a plus, but not required
Bachelor's Degree required, preferably in Finance, Accounting, Economics, or Engineering with knowledge of balance sheet, income statement and basic accounting concepts; prior regulatory capital experience is a plus
Auto-ApplyCorporate History Exhibits Analyst
New York, NY jobs
Are you passionate about history and storytelling? Join the team responsible for safeguarding and sharing the history and heritage of the 1,200+ predecessor institutions that make up today's JPMorganChase (JPMC).
As a Corporate History Exhibits Analyst on the Archives team you will report to the director of the Corporate History Program and will support all members of the team. Your primary focus will cover the curation of JPMorganChase history exhibits in JPMC offices and centers, but the role will encompass all duties of the Corporate History Program including collections management, reference services, client and employee engagement, vendor management and administrative activities.
Job Responsibilities
Partner with all members of the Corporate History team on the design and development of permanent and temporary JPMC history exhibits, concept development and research, including identification of exhibit-appropriate documents, artifacts and imagery in Corporate History Collection and outside repositories.
Management of copyright permissions and agreements, proposals, invoices, contracts and documentation associated with project.
Curatorial design including the preparation of detailed measurements/plans and exhibit layouts, calculation of object sizing, positioning, frame style and sizing, and overall exhibit flow within space.
Vendor management: coordination of conservation, framing and mountmaking needs; transport and installation schedules; invoice submission; etc.
Cross-departmental partnership with the firm's Real Estate team and others to ensure exhibition needs, including budget, are met and communicated properly.
Communication with partners and stakeholders throughout duration of project, ensuring all parties are up to date.
On-site or virtual installation supervision, share object information and installation plans with Collections Manager for record entry in TMS; provide data entry support, as necessary.
Provide assistance to the Collections Manager with accessioning, inventorying, and rehousing of Collection documents and artifacts in central storage facility; help to maintain intellectual control of Collection items on display worldwide through data entry in content and digital asset management systems; locate Collection items in offsite storage and coordinate onsite consolidation.
Provide research assistance to Reference Archivist. This includes both internal and external research requests, preparation of history fact sheets and reference guides, licensing agreements, etc.
Contribute to the writing and preparation of internal articles, image-heavy digital displays and social media content.
Offer guided tours of Corporate History galleries and host JPMorganChase history trivia sessions for employees.
Provide assistance as necessary on internal and external outreach efforts.
Help manage administrative operations, including preparing expense reports, scheduling meeting rooms and travel details, ordering office supplies, etc.
Required qualifications, capabilities, and skills
2+years of experience working in a museum, archive or related public history environment.
Master's Degree in Museum Studies, Public History, Archival Administration, Library Science or related field required.
Strong exhibit design skills, ability to discern what looks good visually on walls, in display cases, etc.
Proficient in calculating and determining the sizing and spacing of exhibit pieces, including images, frames, and matboards, to fit seamlessly within designated spaces.
Strong writing skills; must be able to analyze archival material and convert content into digestible formats including introductory exhibit text, captions, articles, PowerPoint presentations, and factsheets.
Strong organizational skills and an acute attention to detail that can be applied to a diverse array of tasks.
Strong communication and interpersonal skills; comfortable speaking publicly in small and large groups and ability to interact confidently with people at all levels in the firm.
Must work well individually and as part of a team, share information and support colleagues.
Proven ability to work well under pressure and adhere to tight deadlines while juggling multiple projects simultaneously.
Open to traveling for work.
Physical Requirements: must be physically able to perform the duties of this position including handling boxes weighing up to 40 pounds.
Auto-ApplyInvestment Banking - Corporate Finance Advisory - Analyst
New York, NY jobs
Join the Investment Banking Division, on the Corporate Finance Advisory team as a 2026 Analyst (June 2026 start date), where you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
Working with J.P. Morgan product and sector teams
Building and using complex financial models, completing analytical exercises, working with large data sets
Supporting senior bankers in developing structured solutions for complex transactions
Developing a subject matter expertise in corporate finance and structuring areas including capital structure, capital allocation, separations/spin-offs
Drafting management presentations, Board materials, and other materials for use in M&A and capital markets transactions or strategic client dialogue
Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Creating thematic client content on key issues and market developments
Required qualifications, capabilities, and skills
Prior work experience in an investment banking front office, or related, role
Strong accounting, finance, quantitative, corporate finance and business writing skills
Understanding of the transaction cycle and the steps in the process and is execution oriented
Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information
Self-directed, highly motivated, and able to work independently across multiple projects simultaneously
Problem solver with the desire to create new solutions and products
Auto-ApplyInvestment Banking - Corporate Finance Advisory - Analyst
New York, NY jobs
Join the Investment Banking Division, on the Corporate Finance Advisory team as a 2026 Analyst (June 2026 start date), where you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
**Job Responsibilities**
+ Working with J.P. Morgan product and sector teams
+ Building and using complex financial models, completing analytical exercises, working with large data sets
+ Supporting senior bankers in developing structured solutions for complex transactions
+ Developing a subject matter expertise in corporate finance and structuring areas including capital structure, capital allocation, separations/spin-offs
+ Drafting management presentations, Board materials, and other materials for use in M&A and capital markets transactions or strategic client dialogue
+ Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
+ Creating thematic client content on key issues and market developments
**Required qualifications, capabilities, and skills**
+ Prior work experience in an investment banking front office, or related, role
+ Strong accounting, finance, quantitative, corporate finance and business writing skills
+ Understanding of the transaction cycle and the steps in the process and is execution oriented
+ Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
+ Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information
+ Self-directed, highly motivated, and able to work independently across multiple projects simultaneously
+ Problem solver with the desire to create new solutions and products
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 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.
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
**Base Pay/Salary**
New York,NY $110,000.00 - $110,000.00 / year
Financial Representative Entry Level
Monterey, CA jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Northwestern Mutual Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact. We partner with local organizations that align with our values, investing in initiatives that promote diversity, equity, and inclusion, while also providing advisors with resources to connect meaningfully with their communities. Through leadership development, ongoing education, and field advisory councils, we nurture diverse pipelines of talent and create space for every voice to be heard. Beyond our work in financial planning, our district is deeply committed to giving backsupporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. With over $11,000 donated directly into the community, we are proud to stand alongside organizations that make a meaningful difference in peoples lives.
Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Anthony Ivancich Managing Director:
Time with NM: 14 years.
Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wifes uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career.
Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan.
Francisco Arrevalo Financial Advisor:
Time with NM: 3 years.
Prior Experience: Francisco played collegiate soccer at Hastings College in Nebraska, where he served as team captain for three years and earned First-Team Academic All-American honors. While there, he founded a mental health awareness organization, Hope120, and co-hosted
The Unknown
podcast, which focused on sharing real-life stories to inspire others.
Passionate About: Francisco is passionate about mental health, youth mentorship, and giving back to the community that shaped him. He volunteers with the Salinas Valley Chamber of Commerce, speaks to high school students through Fellowship of Christian Athletes, and supports local soccer initiatives such as Salinas Soccer Femenil. Outside of work, he enjoys running, playing piano, spending time with his girlfriend Crystal and their dog Peque, and cheering on Real Madrid, Chivas, the San Francisco Giants, Warriors, and 49ers.
Sarah Willson Financial Representative:
Time with NM: 2 months.
Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelors degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services.
Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime.
Chandler Sanguinetti Associate Financial Advisor:
Time with NM: 3 years.
Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelors degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor.
Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Analyst, Corporate Banking, U.S. Financial Institutions Group, Origination
New York, NY jobs
Salary Range: 105,000.00 - 110,000.00
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Title: Analyst, Corporate Banking, U.S. Financial Institutions Group, Origination
Global Banking and Markets
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Overview:
• Support relationship managers with all facets of the management and growth of the Financial Institutions (“FIG”) portfolio
• Work closely with the team to provide customized financial solutions to clients and manage client relationships.
• Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team's business strategies and objectives.
What You'll Do:
Accountabilities:
• Champion a client centric culture leveraging broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint
• Structure, analyze, and perform due diligence to facilitate prompt execution of transactions that vary in complexity, including the preparation of Deal memos
• Track client and portfolio activity utilizing salesforce and other internal systems
• Prepare and compile various reports to assist with managing the FIG business, including: annual budgeting, monitoring risk limits, and relationship/portfolio return metrics vs. plan
• Contribute to the annual industry reviews, industry papers on themes in the market, white papers to support new business initiatives, and ad-hoc updates on an ongoing basis
• Ensure that all Bank guidelines and KYC requirements are met for the FIG portfolio
Client Focus:
• Assist with client relationship management by efficiently addressing client requirements and contributing to cross sell activities (i.e. running Client Profitability Models, pitch books, coordinate product partner engagement)
• Assist with client planning and development, including meeting preparation, follow-up, and tracking
• Maintain a professional approach with all client interactions, demonstrating strong business acumen
• Establish and maintain an effective network of internal stakeholders to support client management
Product Expertise:
• Working knowledge of lending facilities and other financial products/services, including: Capital Markets, Foreign Exchange, Derivatives, and Global Transaction Banking
• Solid understanding of the US financial institutions industry, with a focus on the insurance sector
• Experience with reviewing and negotiating credit and legal documentation
Teamwork:
• Flexible to demands of work and viewed as a valuable team resource - extended hours are required on a regular basis
• Promotes cooperation, teamwork, and professional internal and external relationships
• Engage effectively with the Financial Institutions execution team
• Demonstrates a strong personal commitment to individual development
Results Focused:
• Ability to maintain a detail-oriented approach, multi-task and prioritize workload is essential
• Strong time management skills to achieve established timelines and goals
• Openness and ability to learn new concepts/processes and expand knowledge base
• Manage reporting in a timely manner with less direct oversight from supervisors
• Exhibits self-motivation and driven to achieve greater results
Leadership and Development:
• Demonstrate leadership qualities, and strategic thinking skills
• Contribute to a team environment that (i) is focused on the Bank's strategic priorities, (ii) is entrepreneurial in nature, and (iii) has independent/diverse views
• Foster and personify a culture of inclusion and diversity
• Follow internal compliance practices and act ethically at all times
What You'll Bring:
• 2+ years of experience in an Investment Banking/Corporate Banking/Commercial Lending or related environment.
• Knowledge of Capital Markets products
• Self-motivated, results focused, team player with strong learning ability
• Strong written and verbal communication skills
• Superior organization skills and multi-tasking abilities
• Excellent computer skills (Excel, Word, Power Point, Access)
Interested?
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : New York : New York City
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Corporate History Exhibits Analyst
New York, NY jobs
JobID: 210645178 JobSchedule: Full time JobShift: Day Base Pay/Salary: Brooklyn,NY $64,350.00-$95,000.00 Are you passionate about history and storytelling? Join the team responsible for safeguarding and sharing the history and heritage of the 1,200+ predecessor institutions that make up today's JPMorganChase (JPMC).
As a Corporate History Exhibits Analyst on the Archives team you will report to the director of the Corporate History Program and will support all members of the team. Your primary focus will cover the curation of JPMorganChase history exhibits in JPMC offices and centers, but the role will encompass all duties of the Corporate History Program including collections management, reference services, client and employee engagement, vendor management and administrative activities.
Job Responsibilities
* Partner with all members of the Corporate History team on the design and development of permanent and temporary JPMC history exhibits, concept development and research, including identification of exhibit-appropriate documents, artifacts and imagery in Corporate History Collection and outside repositories.
* Management of copyright permissions and agreements, proposals, invoices, contracts and documentation associated with project.
* Curatorial design including the preparation of detailed measurements/plans and exhibit layouts, calculation of object sizing, positioning, frame style and sizing, and overall exhibit flow within space.
* Vendor management: coordination of conservation, framing and mountmaking needs; transport and installation schedules; invoice submission; etc.
* Cross-departmental partnership with the firm's Real Estate team and others to ensure exhibition needs, including budget, are met and communicated properly.
* Communication with partners and stakeholders throughout duration of project, ensuring all parties are up to date.
* On-site or virtual installation supervision, share object information and installation plans with Collections Manager for record entry in TMS; provide data entry support, as necessary.
* Provide assistance to the Collections Manager with accessioning, inventorying, and rehousing of Collection documents and artifacts in central storage facility; help to maintain intellectual control of Collection items on display worldwide through data entry in content and digital asset management systems; locate Collection items in offsite storage and coordinate onsite consolidation.
* Provide research assistance to Reference Archivist. This includes both internal and external research requests, preparation of history fact sheets and reference guides, licensing agreements, etc.
* Contribute to the writing and preparation of internal articles, image-heavy digital displays and social media content.
* Offer guided tours of Corporate History galleries and host JPMorganChase history trivia sessions for employees.
* Provide assistance as necessary on internal and external outreach efforts.
* Help manage administrative operations, including preparing expense reports, scheduling meeting rooms and travel details, ordering office supplies, etc.
Required qualifications, capabilities, and skills
* 2+years of experience working in a museum, archive or related public history environment.
* Master's Degree in Museum Studies, Public History, Archival Administration, Library Science or related field required.
* Strong exhibit design skills, ability to discern what looks good visually on walls, in display cases, etc.
* Proficient in calculating and determining the sizing and spacing of exhibit pieces, including images, frames, and matboards, to fit seamlessly within designated spaces.
* Strong writing skills; must be able to analyze archival material and convert content into digestible formats including introductory exhibit text, captions, articles, PowerPoint presentations, and factsheets.
* Strong organizational skills and an acute attention to detail that can be applied to a diverse array of tasks.
* Strong communication and interpersonal skills; comfortable speaking publicly in small and large groups and ability to interact confidently with people at all levels in the firm.
* Must work well individually and as part of a team, share information and support colleagues.
* Proven ability to work well under pressure and adhere to tight deadlines while juggling multiple projects simultaneously.
* Open to traveling for work.
* Physical Requirements: must be physically able to perform the duties of this position including handling boxes weighing up to 40 pounds.
Auto-ApplyCorporate History Exhibits Analyst
New York, NY jobs
Are you passionate about history and storytelling? Join the team responsible for safeguarding and sharing the history and heritage of the 1,200+ predecessor institutions that make up today's JPMorganChase (JPMC). As a Corporate History Exhibits Analyst on the Archives team you will report to the director of the Corporate History Program and will support all members of the team. Your primary focus will cover the curation of JPMorganChase history exhibits in JPMC offices and centers, but the role will encompass all duties of the Corporate History Program including collections management, reference services, client and employee engagement, vendor management and administrative activities.
**Job Responsibilities**
+ Partner with all members of the Corporate History team on the design and development of permanent and temporary JPMC history exhibits, concept development and research, including identification of exhibit-appropriate documents, artifacts and imagery in Corporate History Collection and outside repositories.
+ Management of copyright permissions and agreements, proposals, invoices, contracts and documentation associated with project.
+ Curatorial design including the preparation of detailed measurements/plans and exhibit layouts, calculation of object sizing, positioning, frame style and sizing, and overall exhibit flow within space.
+ Vendor management: coordination of conservation, framing and mountmaking needs; transport and installation schedules; invoice submission; etc.
+ Cross-departmental partnership with the firm's Real Estate team and others to ensure exhibition needs, including budget, are met and communicated properly.
+ Communication with partners and stakeholders throughout duration of project, ensuring all parties are up to date.
+ On-site or virtual installation supervision, share object information and installation plans with Collections Manager for record entry in TMS; provide data entry support, as necessary.
+ Provide assistance to the Collections Manager with accessioning, inventorying, and rehousing of Collection documents and artifacts in central storage facility; help to maintain intellectual control of Collection items on display worldwide through data entry in content and digital asset management systems; locate Collection items in offsite storage and coordinate onsite consolidation.
+ Provide research assistance to Reference Archivist. This includes both internal and external research requests, preparation of history fact sheets and reference guides, licensing agreements, etc.
+ Contribute to the writing and preparation of internal articles, image-heavy digital displays and social media content.
+ Offer guided tours of Corporate History galleries and host JPMorganChase history trivia sessions for employees.
+ Provide assistance as necessary on internal and external outreach efforts.
+ Help manage administrative operations, including preparing expense reports, scheduling meeting rooms and travel details, ordering office supplies, etc.
**Required qualifications, capabilities, and skills**
+ 2+years of experience working in a museum, archive or related public history environment.
+ Master's Degree in Museum Studies, Public History, Archival Administration, Library Science or related field required.
+ Strong exhibit design skills, ability to discern what looks good visually on walls, in display cases, etc.
+ Proficient in calculating and determining the sizing and spacing of exhibit pieces, including images, frames, and matboards, to fit seamlessly within designated spaces.
+ Strong writing skills; must be able to analyze archival material and convert content into digestible formats including introductory exhibit text, captions, articles, PowerPoint presentations, and factsheets.
+ Strong organizational skills and an acute attention to detail that can be applied to a diverse array of tasks.
+ Strong communication and interpersonal skills; comfortable speaking publicly in small and large groups and ability to interact confidently with people at all levels in the firm.
+ Must work well individually and as part of a team, share information and support colleagues.
+ Proven ability to work well under pressure and adhere to tight deadlines while juggling multiple projects simultaneously.
+ Open to traveling for work.
+ Physical Requirements **:** must be physically able to perform the duties of this position including handling boxes weighing up to 40 pounds.
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 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.
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
**Base Pay/Salary**
Brooklyn,NY $64,350.00 - $95,000.00
Corporate Finance Crypto Analyst, Capital Markets
Gardena, CA jobs
The Company:
Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact.
The Corporate Finance & Crypto Analyst of Capital Markets is responsible for supporting and managing full cycle execution across our crypto (C10) strategy, capital work including equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines crypto and capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams.
Responsibilities:
Capital Markets Execution:
Support operational execution of crypto, equity and debt financings, and structured capital raises.
Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements.
Manage closing deliverables and post-deal investor transactions; serve as one of the primary interface with investors to ensure smooth and timely execution.
Track and maintain detailed financing schedules and documentation.
Maintain relationships and ongoing engagement with investment banks.
Investor Relations:
Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases.
Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics.
Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments.
Monitor and analyze stock performance, trading activity, and market sentiment.
Maintain and regularly update the investor relations (IR) website.
Regulatory & Compliance Support:
Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings.
Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions.
Cross-Functional Leadership:
Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams.
Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements.
Contribute to long-term capital planning and financial strategy development in partnership with the executive team.
Basic Qualifications
Bachelor's degree in Finance, Accounting, Business, or related field. CPA, CFA, or MBA preferred.
5+ years of experience in crypto, capital markets, investor relations, investment banking, or corporate finance.
Proven experience executing debt and equity financing transactions and managing investor-facing communications.
Strong understanding of SEC filings, public company reporting, and capital structure mechanics.
Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines.
Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR).
A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
Excellent communication skills and team-working tendencies
A penchant for multi-tasking and self-starting
A genuine fascination for the crypto field and a commitment to global change
Annual Salary Range:
($86K - $105K DOE), plus benefits and incentive plans
Perks + Benefits
Healthcare + dental + vision benefits (Free for you/discounted for family)
401(k) options
Casual dress code + relaxed work environment
Culturally diverse, progressive atmosphere
Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Auto-ApplyCorporate Finance Analyst, Capital Markets
Gardena, CA jobs
The Company:
Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact.
Your Role:
The Corporate Finance Analyst of Capital Markets is responsible for supporting and managing full cycle execution across equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams.
Responsibilities:
Capital Markets Execution:
Support operational execution of equity and debt financings, and structured capital raises.
Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements.
Manage closing deliverables and post-deal investor transactions; serve as one of the primary interfaces with investors to ensure smooth and timely execution.
Track and maintain detailed financing schedules and documentation.
Maintain relationships and ongoing engagement with investment banks.
Investor Relations:
Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases.
Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics.
Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments.
Monitor and analyze stock performance, trading activity, and market sentiment.
Maintain and regularly update the investor relations (IR) website.
Regulatory & Compliance Support:
Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings.
Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions.
Cross-Functional Leadership:
Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams.
Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements.
Contribute to long-term capital planning and financial strategy development in partnership with the executive team.
Basic Qualifications:
Bachelor's degree in Finance, Accounting, Business, or related field.
2+ years of experience in capital markets, investor relations, investment banking, or corporate finance.
Proven experience executing debt and equity financing transactions and managing investor-facing communications.
Strong understanding of SEC filings, public company reporting, and capital structure mechanics.
Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines.
Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR).
A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
Excellent communication skills and team-working tendencies
A penchant for multi-tasking and self-starting
Preferred Qualifications:
CPA, CFA, or MBA preferred.
Annual Salary Range:
($85K-$95K DOE), plus benefits and incentive plans
Perks + Benefits
Healthcare + dental + vision benefits (Free for you/discounted for family)
401(k) options
Relocation assistance + reimbursement
Casual dress code + relaxed work environment
Culturally diverse, progressive atmosphere
Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Auto-ApplyFinancial Representative Entry Level
San Francisco, CA jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Northwestern Mutual San Francisco, we are a Top 10 Network Office recognized nationally for both our excellence in advisor development and our leadership in diversity, equity, and inclusion. Our mission is to grow both our advisors and our clients with intention, creating lasting financial security through a culture of highly educated, integrated planning. We are proud recipients of honors such as the 2025 WealthManagement.com Industry Awards DEI Finalist, the Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes Best-In-State Top Financial Security Professionals list. We pair this commitment to inclusive growth with best-in-class training, earning the prestigious APEX Award from
Training Magazine
for our innovative, data-driven learning and leadership development programs. Beyond our office, we invest in the communities we servesupporting local initiatives, funding advisor-led impact programs, and engaging through dedicated field advisory councils that represent and advocate for diverse voices. Here, new Financial Representatives join a collaborative, purpose-driven environment where professional excellence and community impact go hand in hand.
Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Michael Byrne Managing Partner:
Time with NM: 18 years.
Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner.
Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.
Marlin Adams District Director & Financial Advisor:
Time with NM: 15 years.
Prior Experience: Began as a Northwestern Mutual intern in January 2010 while at California State East Bay. Became a full-time Financial Advisor in June 2010, later serving as Field Director and Growth & Development Director before becoming District Director in 2022.
Passionate About: A Bay Area native, married to his high school sweetheart. Enjoys traveling with their two children, is an avid Golden State Warriors fan, spends holidays at their lake house in Clearlake, and coaches cross country. Known as the essential commissioner of the office fantasy football league.
Anisa Henry Financial Advisor:
Time with NM: 2 years.
Prior Experience: Earned a BFA in Theatre Performance from Western Michigan University, receiving extensive training in acting, voice, and dance, and showcasing in New York City for agents and casting directors.
Passionate About: A second-generation San Francisco native with a love for theater, dining out, and experiencing all that the city has to offer.
Giordano Salvetti Financial Advisor/Growth & Development Director:
Time with NM: 5 years.
Prior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern.
Passionate About: Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiance, whom he met at NM.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative Entry Level
Santa Cruz, CA jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Northwestern Mutual Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact. We partner with local organizations that align with our values, investing in initiatives that promote diversity, equity, and inclusion, while also providing advisors with resources to connect meaningfully with their communities. Through leadership development, ongoing education, and field advisory councils, we nurture diverse pipelines of talent and create space for every voice to be heard. Beyond our work in financial planning, our district is deeply committed to giving backsupporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. With over $11,000 donated directly into the community, we are proud to stand alongside organizations that make a meaningful difference in peoples lives.
Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Anthony Ivancich Managing Director:
Time with NM: 14 years.
Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wifes uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career.
Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan.
Francisco Arrevalo Financial Advisor:
Time with NM: 3 years.
Prior Experience: Francisco played collegiate soccer at Hastings College in Nebraska, where he served as team captain for three years and earned First-Team Academic All-American honors. While there, he founded a mental health awareness organization, Hope120, and co-hosted
The Unknown
podcast, which focused on sharing real-life stories to inspire others.
Passionate About: Francisco is passionate about mental health, youth mentorship, and giving back to the community that shaped him. He volunteers with the Salinas Valley Chamber of Commerce, speaks to high school students through Fellowship of Christian Athletes, and supports local soccer initiatives such as Salinas Soccer Femenil. Outside of work, he enjoys running, playing piano, spending time with his girlfriend Crystal and their dog Peque, and cheering on Real Madrid, Chivas, the San Francisco Giants, Warriors, and 49ers.
Sarah Willson Financial Representative:
Time with NM: 2 months.
Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelors degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services.
Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime.
Chandler Sanguinetti Associate Financial Advisor:
Time with NM: 3 years.
Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelors degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor.
Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Corporate Finance Analyst
Stamford, CT jobs
Job Description
General Description
The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home.
Responsibilities
Essential Functions:
Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products
Monitor existing financing structures along with other peer transactions
Build out and maintain financial models related to financing transactions
Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors
Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s)
Assist with investor relations presentation materials and analysis as needed
Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams
Position Requirements
Formal Education and Certification
B.A or B.S in Finance, Economics or other related degree
Knowledge and Experience
1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred
Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus
Excellent financial modeling and presentation skills (advanced Excel + PowerPoint)
Broad understanding of basic accounting and the ability to interpret financial statements
Proficient with Bloomberg functionality
Competencies
Strong analytical skills with attention to detail
Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner
Team player: ability to work successfully with a variety of personalities and disciplines across the organization
Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Must be able to handle multiple responsibilities under pressure.
Travel
This position will not require travel.
We are not looking to work with outside employment agencies to fill this role.
Corporate Finance Analyst
Stamford, CT jobs
General Description
The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home.
Responsibilities
Essential Functions:
Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products
Monitor existing financing structures along with other peer transactions
Build out and maintain financial models related to financing transactions
Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors
Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s)
Assist with investor relations presentation materials and analysis as needed
Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams
Position Requirements
Formal Education and Certification
B.A or B.S in Finance, Economics or other related degree
Knowledge and Experience
1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred
Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus
Excellent financial modeling and presentation skills (advanced Excel + PowerPoint)
Broad understanding of basic accounting and the ability to interpret financial statements
Proficient with Bloomberg functionality
Competencies
Strong analytical skills with attention to detail
Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner
Team player: ability to work successfully with a variety of personalities and disciplines across the organization
Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Must be able to handle multiple responsibilities under pressure.
Travel
This position will not require travel.
We are not looking to work with outside employment agencies to fill this role.
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