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Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.

JobID: 210675800 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $175,750.00-$235,000.00 This role provides the opportunity to work on key strategic initiatives on our Digital & Platform Services (DPS) Strategic Execution team. The DPS Strategic execution team is part of J.P. Morgan's larger Commercial & Investment Bank (CIB) Strategy Americas organization, which functions as an internal consulting group and works on a project basis to address topics at the top of senior management agendas. As a Vice President on the DPS Strategic Execution team, you will take the lead in managing fast-paced projects to solve complex problems and implement critical initiatives. Projects include developing the overall strategy, governance, organizational structure, operating model, architecture, and processes for the DPS organization. You will work closely with the senior leaders on the Strategy team, as well as leaders across the DPS organization. J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, wholesale payments and securities services. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and municipalities entrust us with their business. We offer our clients a full suite of global financial services and capabilities, providing strategic advice, raising capital, managing risk, and extending liquidity in markets around the world. Not only is our goal to help clients succeed, but we are committed to contributing to orderly and well-functioning markets and supporting global economic growth across our businesses. Job Responsibilities: * Lead initiatives and projects to resolve diverse problems identified by senior managers of the DPS organization * Lead teams of 1-3 junior strategists to develop and execute solutions / projects in partnership with business leaders * Gather, synthesize, and creatively analyze data (e.g., financial modeling, valuation analysis) to provide insights, identify issues and arrive at recommendations * Develop and execute work plans to test / evaluate strategies and insights which could span process improvement and organizational change efforts and identify potential roadblocks / obstacles and escalate issues, as needed * Plan and execute research with business partners via in-depth interviews, facilitated working sessions, design workshops, focus groups, and surveys * Develop and apply an understanding of innovation in financial services and emerging technologies (e.g., Artificial Intelligence, Machine Learning, Robotic Process Automation) to help reimagine the future of D&PS * Support early-stage execution and op model for new priority areas to validate strategic assumptions * Develop strategic presentations for both internal and external audiences * Coach and mentor less experienced colleagues; create and/or contribute to an environment of collaboration and mutual responsibility * Develop "trusted advisor" relationships with senior stakeholders * Simultaneously work on multiple projects across the DPS organization Required qualifications, capabilities, and skills: * 8+ years of experience with either premier management consulting firm (including minimum 2+ years of Manager experience) or investment banking (Mergers & Acquisitions, Coverage, Capital Markets, Equity Research) division (minimum 2+ years as Vice President), and Financial Institutions Group (FIG) experience * Diverse strategic problem solving experience, such as leading CFO level programs across the financial services sector * An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), influence senior business leaders, work well in cross-functional teams * Demonstrated ability to execute strategic programs in a complex, multi-functional environment * Exceptionally strong project management skills * Passion to foster an environment of active constructive feedback and continuous development * Intellectual curiosity and ability to develop subject matter expertise in new subjects quickly * Advanced Microsoft Suite Excel and PowerPoint skills * Bachelor's degree in Economics, Finance, Math, Engineering, or a related field Preferred qualifications, capabilities, and skills: * Graduate degree in Economics, Finance, Math, Engineering, or a related field * Experience applying data analysis to solve business problems in a fast-paced environment * Experience with cross-functional collaboration, including influencing stakeholders and working with diverse team

This role provides the opportunity to work on key strategic initiatives on our Digital & Platform Services (DPS) Strategic Execution team. The DPS Strategic execution team is part of J.P. Morgan's larger Commercial & Investment Bank (CIB) Strategy Americas organization, which functions as an internal consulting group and works on a project basis to address topics at the top of senior management agendas. As a Vice President on the DPS Strategic Execution team, you will take the lead in managing fast-paced projects to solve complex problems and implement critical initiatives. Projects include developing the overall strategy, governance, organizational structure, operating model, architecture, and processes for the DPS organization. You will work closely with the senior leaders on the Strategy team, as well as leaders across the DPS organization. J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, wholesale payments and securities services. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and municipalities entrust us with their business. We offer our clients a full suite of global financial services and capabilities, providing strategic advice, raising capital, managing risk, and extending liquidity in markets around the world. Not only is our goal to help clients succeed, but we are committed to contributing to orderly and well-functioning markets and supporting global economic growth across our businesses. **Job Responsibilities:** + Lead initiatives and projects to resolve diverse problems identified by senior managers of the DPS organization + Lead teams of 1-3 junior strategists to develop and execute solutions / projects in partnership with business leaders + Gather, synthesize, and creatively analyze data (e.g., financial modeling, valuation analysis) to provide insights, identify issues and arrive at recommendations + Develop and execute work plans to test / evaluate strategies and insights which could span process improvement and organizational change efforts and identify potential roadblocks / obstacles and escalate issues, as needed + Plan and execute research with business partners via in-depth interviews, facilitated working sessions, design workshops, focus groups, and surveys + Develop and apply an understanding of innovation in financial services and emerging technologies (e.g., Artificial Intelligence, Machine Learning, Robotic Process Automation) to help reimagine the future of D&PS + Support early-stage execution and op model for new priority areas to validate strategic assumptions + Develop strategic presentations for both internal and external audiences + Coach and mentor less experienced colleagues; create and/or contribute to an environment of collaboration and mutual responsibility + Develop \"trusted advisor\" relationships with senior stakeholders + Simultaneously work on multiple projects across the DPS organization **Required qualifications, capabilities, and skills:** + 8+ years of experience with either premier management consulting firm (including minimum 2+ years of Manager experience) or investment banking (Mergers & Acquisitions, Coverage, Capital Markets, Equity Research) division (minimum 2+ years as Vice President), and Financial Institutions Group (FIG) experience + Diverse strategic problem solving experience, such as leading CFO level programs across the financial services sector + An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), influence senior business leaders, work well in cross-functional teams + Demonstrated ability to execute strategic programs in a complex, multi-functional environment + Exceptionally strong project management skills + Passion to foster an environment of active constructive feedback and continuous development + Intellectual curiosity and ability to develop subject matter expertise in new subjects quickly + Advanced Microsoft Suite Excel and PowerPoint skills + Bachelor's degree in Economics, Finance, Math, Engineering, or a related field **Preferred qualifications, capabilities, and skills:** + Graduate degree in Economics, Finance, Math, Engineering, or a related field + Experience applying data analysis to solve business problems in a fast-paced environment + Experience with cross-functional collaboration, including influencing stakeholders and working with diverse team 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 $175,750.00 - $235,000.00 / year

We are seeking an experienced Vice President to join our industry-leading Healthcare Investment Banking team. As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities Acting as the primary day-to-day client point of contact and lead banker on deals, with an emphasis on the Life Sciences Tools & Diagnostics sub-sector Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward Refining marketing/execution materials for maximum client impact Overseeing the creation of financial projection models Identifying and managing all risks in a given deal Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills Prior VP level experience in Healthcare Investment Banking Experience in training junior bankers Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment Bachelor's degree required

We are seeking an experienced Vice President to join our industry leading investment banking team. As a Vice President in Healthcare Services Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities Acting as the primary day-to-day client point of contact and lead banker on deals Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward Refining marketing/execution materials for maximum client impact Overseeing the creation of financial projection models Identifying and managing all risks in a given deal Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. Experience in training junior bankers Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity; Ability to comfortably interact with clients in a professional and mature manner Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, 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. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

We are seeking an experienced Vice President to join our industry-leading team. As a Vice President in Technology M&A, you'll have experience developing strong relationships with corporates and financial institution clients. You'll work on executing mergers, acquisitions, divestitures, carve-outs and leveraged buyouts, and will play a key role in marketing to prospective new clients. Job Responsibilities Acting as the primary day-to-day client point of contact and lead banker on deals Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward Refining marketing/execution materials for maximum client impact Overseeing the creation of financial projection models and customer cubes Identifying and managing all risks in a given deal Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills Bachelors degree in Finance, Accounting, Business, or a related discipline Prior work experience in an investment banking front office role Experience working with clients in the Technology industry, including but not limited to IT Services, Software, FinTech Experience in training junior bankers Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills Sophomore standing (expected graduation date of December 2027 through Summer 2028) Attends college/university in the U.S. (all majors considered) in good standing Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: New York, NY About Our Track Line of Business: Community & Investment Bank (CIB) Track: Global Markets The Global Markets Track offers an immersive experience with our Global Markets teams, who are active in all major financial markets. Participants will gain insights into how we develop sophisticated financial solutions to help clients manage risk, increase returns, and solve complex financial problems. Key features of Global Markets include: Leadership and Innovation: A team that holds leadership positions globally, working on challenging and interesting business issues. Dynamic Team Environment: Experts across five key tracks: Trading, Sales, Structuring & Origination, Digital Markets, and Research. Comprehensive Skill Development: Insights into market dynamics, enhancing your ability to deliver impactful solutions. The Global Markets Track equips participants with the skills and knowledge needed to excel in the fast-paced world of global markets. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, 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. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, 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. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships. 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 - $200,000.00 / year; San Franciso,CA $110,000.00 - $200,000.00 / year; Boston,MA $110,000.00 - $200,000.00 / year

Duties: Build and use complex financial models, complete analytical exercises, and work with large data sets. Support senior bankers in developing structured solutions for complex transactions. Develop corporate finance and structuring areas including capital structure, capital allocation, separations and spin-offs. Draft presentation materials, management presentations, Board materials, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue. Keep abreast of key market developments and establish knowledge of the target client base and relevant market dynamics. Create thematic client content on key issues and market development. Using data analysis and statistical tools like Excel VBA to analyze global market trends and make informed investment decisions. Use mathematical computing techniques like Monte Carlo simulations for stress testing future financial scenarios and multi- variable regressions for identifying optimal valuation drivers. Use financial software tools and techniques to drive and automate efficient data processing. QUALIFICATIONS: Minimum education and experience required: Bachelor's degree in Software Engineering, Data Science, Economics, Computational Finance, or related quantitative field of study plus 4 years (48 months) of experience in the job offered or as Investment Banking, or related occupation. Skills Required: This position requires four (4) years of experience with the following: performance measurement of corporates and translating quantitative information into actionable insights that can be leveraged by both analytic and non-analytic staff; designing and developing interactive Excel reports with advanced functionalities including lookup, index match, data analysis add-ins, pivots, VBA and VBScript; performing statistical data analysis including multi-variate regressions; running probabilistic scenarios including Monte Carlo simulations; building presentations for corporates and investors in PowerPoint; extracting, aggregating, and analyzing data from data providers including all of Factset, Bloomberg, and CapIQ; performing financial modeling by creating and interpreting valuation models including comparable company valuations, merger models, cost of capital models and performing sensitive scenario analysis; credit rating analysis and analyzing data from credit agency reports including Moody's and S&P. Job Location: 270 Park Avenue, New York, NY 10017. This position requires up to 10% domestic travel to JPMC client sites. Full-Time. Salary: $175,000 - $175,000 per year. 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 $175,000.00 - $175,000.00 / year

Duties: Build and use complex financial models, complete analytical exercises, and work with large data sets. Support senior bankers in developing structured solutions for complex transactions. Develop corporate finance and structuring areas including capital structure, capital allocation, separations and spin-offs. Draft presentation materials, management presentations, Board materials, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue. Keep abreast of key market developments and establish knowledge of the target client base and relevant market dynamics. Create thematic client content on key issues and market development. Using data analysis and statistical tools like Excel VBA to analyze global market trends and make informed investment decisions. Use mathematical computing techniques like Monte Carlo simulations for stress testing future financial scenarios and multi- variable regressions for identifying optimal valuation drivers. Use financial software tools and techniques to drive and automate efficient data processing. QUALIFICATIONS: Minimum education and experience required: Bachelor's degree in Software Engineering, Data Science, Economics, Computational Finance, or related quantitative field of study plus 4 years (48 months) of experience in the job offered or as Investment Banking, or related occupation. Skills Required: This position requires four (4) years of experience with the following: performance measurement of corporates and translating quantitative information into actionable insights that can be leveraged by both analytic and non-analytic staff; designing and developing interactive Excel reports with advanced functionalities including lookup, index match, data analysis add-ins, pivots, VBA and VBScript; performing statistical data analysis including multi-variate regressions; running probabilistic scenarios including Monte Carlo simulations; building presentations for corporates and investors in PowerPoint; extracting, aggregating, and analyzing data from data providers including all of Factset, Bloomberg, and CapIQ; performing financial modeling by creating and interpreting valuation models including comparable company valuations, merger models, cost of capital models and performing sensitive scenario analysis; credit rating analysis and analyzing data from credit agency reports including Moody's and S&P. Job Location: 270 Park Avenue, New York, NY 10017. This position requires up to 10% domestic travel to JPMC client sites. Full-Time. Salary: $175,000 - $175,000 per year. 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 $175,000.00 - $175,000.00 / year

Duties: Build and use complex financial models, complete analytical exercises, and work with large data sets. Support senior bankers in developing structured solutions for complex transactions. Develop corporate finance and structuring areas including capital structure, capital allocation, separations and spin-offs. Draft presentation materials, management presentations, Board materials, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue. Keep abreast of key market developments and establish knowledge of the target client base and relevant market dynamics. Create thematic client content on key issues and market development. Using data analysis and statistical tools like Excel VBA to analyze global market trends and make informed investment decisions. Use mathematical computing techniques like Monte Carlo simulations for stress testing future financial scenarios and multi- variable regressions for identifying optimal valuation drivers. Use financial software tools and techniques to drive and automate efficient data processing. QUALIFICATIONS: Minimum education and experience required: Bachelor's degree in Software Engineering, Data Science, Economics, Computational Finance, or related quantitative field of study plus 4 years (48 months) of experience in the job offered or as Investment Banking, or related occupation. Skills Required: This position requires four (4) years of experience with the following: performance measurement of corporates and translating quantitative information into actionable insights that can be leveraged by both analytic and non-analytic staff; designing and developing interactive Excel reports with advanced functionalities including lookup, index match, data analysis add-ins, pivots, VBA and VBScript; performing statistical data analysis including multi-variate regressions; running probabilistic scenarios including Monte Carlo simulations; building presentations for corporates and investors in PowerPoint; extracting, aggregating, and analyzing data from data providers including all of Factset, Bloomberg, and CapIQ; performing financial modeling by creating and interpreting valuation models including comparable company valuations, merger models, cost of capital models and performing sensitive scenario analysis; credit rating analysis and analyzing data from credit agency reports including Moody's and S&P. Job Location: 270 Park Avenue, New York, NY 10017. This position requires up to 10% domestic travel to JPMC client sites. Full-Time. Salary: $175,000 - $175,000 per year.

A fantastic opportunity to work in Corporate & Investment Bank Finance &Business Manager supporting the Fixed Income Financing trading desk and other key stakeholders with specific focus on Liquidity and Balance Sheet. The role is focused on providing financial analysis in order to assist the desk to optimize their liquidity footprint operating in a fast-paced environment. The role offers the chance to work with a truly global team and make a difference in the broader Finance organization and with the Fixed Income Financing business. As a Corporate & Investment Bank - Fixed Income Financing Controller - Associate in our prestigious organization, you will have the opportunity to operate as a key partner to the business in order to inform strategic decisions on resource management. Additional opportunities will include working cross-functionally with CIB Treasury, Corporate Treasury, Technology, Operations, and other Finance & Business Management teams to deliver consequential firmwide and process improvement projects. Job responsibilities: + Assist with production of monthly and quarterly Liquidity PnL reports and drivers. During this process will work closely with members of the CIB Treasury organization. + Help implementation and development of Treasury policy on funding for the business. + Provide detailed analysis and reporting on the financials to desk heads, senior finance management and other key stakeholders. + Improve existing financial and reporting MIS used on a monthly basis. + Partner with the business to drive forth and implement robust controls and new business initiatives utilizing new technology. + Drive coordination across various front & back office support functions to ensure resolution of control and reporting issues in an accurate and timely manner. + Partner with all Line of Business across Markets with regards to balance sheet and net funding allocations. + Manage various ad-hoc requests on a daily basis. Required qualifications, capabilities, and skills: + 2+ years within Product Control, Financial Control, Accounting, or related area + Proficient in Microsoft Excel (Pivot Tables, Macros, VBA) and experience working with other Finance systems + Bachelor's degree in Accounting, Finance, Business, or related area + Strong analytical skills and attention to detail including a strong control focus + Excellent communication skills and ability to develop strong working relationships. + Demonstrate ability and experience with process improvements Preferred qualifications, capabilities, and skills: + Strong team player with the ability to work independently, as needed. + Ability to multitask and prioritize effectively while demonstrating an ability and passion for process improvements + Solid understanding of financial products such as repos, swaps, futures, and bonds in a trading environment + Some controller background (product control or financial control) is a plus + Experience with Liquidity and/ or Balance Sheet desirable **NOTE: This position is not eligible for sponsorship.** 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** NY $83,600.00 - $145,000.00 / year

JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. **Job responsibilities** + Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. + Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. + Prepare and present a curriculum-based project to an audience of senior stakeholders. **Required qualifications, capabilities, and skills** + Sophomore standing (expected graduation date of December 2027 through Summer 2028) + Attends college/university in the U.S. (all majors considered) in good standing + Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity + Possess a strong interest in developing professional skills for future opportunities in financial services **Preferred qualifications, capabilities, and skills** + Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) **Locations fellows may join:** New York, NY Plano, TX Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area. **About Our Track** **Line of Business:** Commercial & Investment Bank (CIB) **Track:** Risk Management Track The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include: + **Comprehensive Risk Framework: You** will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators. + **Critical Risk Skills:** Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis. + **Mitigation and Transparency:** Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders. **Additional information about Risk Functions within JPMorganChase:** + **Credit Risk Team:** Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX + **Market Risk Team:** Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase. **What's next?** Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. **Base Pay/Salary** New York,NY $26.45 - $26.45 / hour

Established in 1982, The Buckingham Research Group is a New York based registered broker-dealer dedicated to providing high quality "value-add" equity research. Our research is based on independent, thorough, and unique analysis, distributed exclusively to our institutional client base. Job Description · Responsible for deal origination · Develop new opportunities and lead in the conversion of these opportunities into engagements · Complete detailed due diligence on new clients, including meeting with client management to gain a thorough understanding of the business · Lead the execution of M&A and restructuring transactions Qualifications · Minimum of ten years relevant experience in investment banking and strategic advisory · Proven track record of sourcing and closing deals, with the ability to originate leads, develop prospects and network to identify referrals to new clients/prospects · Extensive experience with mergers and acquisitions, capital raising, relationship management, business development, corporate finance and corporate strategy · Technical mastery of all relevant financial analysis and modeling frameworks · Excellent communication skills and confidence to effectively interact with clients and senior leadership Additional Information All your information will be kept confidential according to EEO guidelines.

Established in 1982, The Buckingham Research Group is a New York based registered broker-dealer dedicated to providing high quality "value-add" equity research. Our research is based on independent, thorough, and unique analysis, distributed exclusively to our institutional client base. Job Description · Responsible for deal origination · Develop new opportunities and lead in the conversion of these opportunities into engagements · Complete detailed due diligence on new clients, including meeting with client management to gain a thorough understanding of the business · Lead the execution of M&A and restructuring transactions Qualifications · Minimum of ten years relevant experience in investment banking and strategic advisory · Proven track record of sourcing and closing deals, with the ability to originate leads, develop prospects and network to identify referrals to new clients/prospects · Extensive experience with mergers and acquisitions, capital raising, relationship management, business development, corporate finance and corporate strategy · Technical mastery of all relevant financial analysis and modeling frameworks · Excellent communication skills and confidence to effectively interact with clients and senior leadership Additional Information All your information will be kept confidential according to EEO guidelines.

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About this role: The Fund Finance team provides fund-level financing to private equity funds and other asset managers through structured credit facilities. Fund Finance is part of the Corporate and Investment Bank (CIB). Team members support our focus on building strong customer relationships balanced with a strong risk mitigation and compliance-driven culture that firmly establishes those disciplines as critical to the success of our customers and company. As part of the broader Fund Finance team, the Fund Solutions team focuses on providing asset managers differentiated Fund Finance products spanning across Net Asset Value (NAV) financing, Structured Products (Collateralized Fund Obligations/Feeders), Advisory Services and Capital Raising Solutions. The Fund Solutions product set spans across a wide array of financing and capital raising solutions which may be suitable for the bank's balance sheet and/or distribution to the growing non-bank lender universe (e.g., Insurance Companies and Private Credit Investors). Fund Solutions is looking for an experienced Vice President to lead the origination, structuring and execution of Fund Solutions products. This role will spearhead the origination, structuring and portfolio management of NAV lending transactions. The candidate's responsibilities will also span across the broader Fund Solutions body of work, including: pitching clients and business development, content creation, structured product execution, credit underwriting, rating agency work, portfolio management, transaction distribution/syndication, and internal policy development and refinement. Given the breadth of the Fund Solutions product set, the team is searching for a dynamic candidate with the ability to think independently and help build a fast-growing team within Fund Finance. In this role, you will: * Lead the development and execution of Fund Solution's NAV lending strategy, inclusive of originating and maintaining a portfolio of primary and secondary NAV transactions. * Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms and corresponding term sheets; * Lead due diligence reviews including evaluating financial statements, fund documents and legal agreements; * Run client due diligence meetings; * Write detailed credit and approval committee memos, both independently and in partnership with deal team members; * Lead negotiation of legal documentation with the support of internal and external counsel; * Assist with transaction distribution/syndication to non-bank lenders, including developing syndication strategy and partnering with lenders to understand transaction details; * Negotiate, structure, and execute amendments and other facility modifications; * Ensure completion of all Fund Solution's required Annual reviews; * Maintain oversight of the Fund Solutions credit portfolio, inclusive of internal credit ratings, transaction performance, underlying asset trends, and collection/verification of all on-going reporting; * Lead the buildout and ongoing monitoring of credit portfolio analysis, including creating a quarterly trends report and summary performance of each loan; * Manage and refine Fund Solution's lending framework/policy, underwriting procedures, and partnerships with internal groups across Wells Fargo (including Sponsor Portfolio Management); * Partner closely with Wells Fargo Independent Risk Management on transactions and portfolio construction. Other General Responsibilities: * Create pitches/term sheets across the Fund Solutions product set, which are often in PowerPoint format; * Assist with structured product organization, including structuring and distribution; * Partner on NAV advisory engagements; * Work closely with rating agencies to obtain debt ratings; * Partner with analysts and internal partners to manage internal compliance, booking, and funding processes; * Be a leader in the Fund Solutions team, including driving a positive culture, recruiting, and advocating for the team. Required Qualifications: * 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience with originating and monitoring subscription facilities, NAV facilities, asset backed finance facilities, leveraged cash flow lending facilities, securitizations, or other structured products is strongly preferred. * Knowledgeable of private capital, fund finance, and structured finance industries including structure (e.g. waterfall, amortization profile, etc.), investment strategies, cash flows, performance metrics, and various product use cases. * Strong analytical skills with high attention to detail and accuracy. * Experience creating pitchbooks in Microsoft PowerPoint. * Ability to manage a high-volume workload while maintaining excellence and consistency of work. Ability to quickly change focus and stay organized is a must. * Ability to work effectively, as well as independently, in a team environment. * Excellent verbal, written, and interpersonal communication skills. * Experience reading, negotiating, and/or interpreting legal documents. * High level of personal motivation. Does more than what is asked for and anticipates questions/issues. * Direct client interaction experience, including some experience interacting with senior decision makers. * Willingness to work 50+ hours per week, depending on workload. Job Expectations: * Ability to travel up to 25% of the time * Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. * Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. * Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: * 550 S Tryon St., Charlotte, NC * 500 W 33rd St., New York, NY Base Pay: * Base pay for this position in New York City is $250,000 USD Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Responsible for the development, implementation, and coordination of the company's business development strategy in cooperation with applicable company business units in specific geographic markets. Works with management in establishing personal, growth, sales, and profit objectives. Provides input to these objectives and to the manner in which performance will be measured and controlled. Solicits new business from existing and prospective business clients; make business development calls and maintains ongoing business relationships with existing clients for cross-selling opportunities. Identifies new business opportunities and implements sales; Assists in developing new commercial and municipal products and services, as applicable; Actively calls on prospective and present clients to develop new business, resolve problems, etc; Makes group sales calls where these types of calls will improve the opportunity for new business development; Conducts presentations to employee groups; Makes presentations of business services/products to various individuals or groups; cross-sell business services/products; arrange meetings with other company personnel as appropriate. Manages the implementation of successful sales processes for new products and services, as applicable. Coordinates and increases sales of applicable products across all affected company units. Utilizes strong business acumen, judgment and maturity to differentiate strategic vs. non-strategic opportunities and makes recommendations accordingly. Functions as a resource for all personnel by developing a communication network that fosters teamwork among all areas of the company to enhance the overall success of the position. Conforms to General Performance Expectations as identified for all employees. Provides high level technical assistance and product support to Business clients. Responds to, strategizes and completes, in a timely manner, support requests submitted by bank employees and external clients. Complete proposals for complex requests for services. Protects the privacy of internal confidential information and ensures all procedures are being followed to safeguard any client non-public information. Conforms to General Performance Expectations as identified for all employees. Qualifications/Requirements BA or BS degree in accounting, finance, business administration or related field of study preferred Thorough knowledge of the features and benefits of all products and services Minimum of five years in a related position required Proficient interpersonal, communication skills and sales skills Proficient reading, writing, grammar and math skills required Management skills commensurate with establishing, leading and sustaining an effective sales and marketing effort Demonstrated proficiency in Microsoft Word, Excel and PowerPoint, computer software and operating systems Ability to travel; Valid Driver's License required Salary Range $74,900 to $113,420 Annually Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.