Finance advisor jobs in Bowie, MD - 2,034 jobs

A leading financial advisory firm in Baltimore seeks a Director, Financial Planning to provide fee-based financial advice and asset management. The ideal candidate has a proven track record of serving clients effectively, evaluating their needs, and delivering tailored recommendations. This position requires an active Series 65 license and client-facing experience in wealth management, with a strong emphasis on client relationships. The anticipated compensation ranges from $125,000 to $350,000, depending on performance and client relationships. #J-18808-Ljbffr

Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance (“GFCC”) Strategy Team, you will provide meaningful guidance to lines of business (“LOB”) as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control (“OFAC”). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs. Job responsibilities Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal; Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation); Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews; Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk; Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned; Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions; Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed Required qualifications, capabilities and skills Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit; Bachelor's degree or equivalent experience required; Recent experience working in the digital assets space Knowledge of OFAC regulatory requirements; Banking experience inclusive of knowledge onbanking processes, products, and controls; Ability to work independently on multiple assignments and meet deadlines in a fast paced environment; Advanced problem solving and critical thinking skills; Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management Preferred qualifications, capabilities and skills Proven experience and extensive familiarity working in a complex multi-national organization #J-18808-Ljbffr

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

Investment Banking Senior Analyst This Investment Banking Senior Analyst or Associate opportunity is a newly opened position new to continued growth within a boutique investment bank based in Baltimore, MD. Providing sell-side and buy-side M&A advisory, private placements of equity and debt, and financial advisory, this is an excellent opportunity to join an highly recognized team of industry leaders and established firm with more than 35 years in operation and support M&A transactions for growth-stage and middle-market companies with enterprise values ranging from $20 million to over $200 million. This opportunity will offer a base compensation in the $90,000 to $100,000 range, annual bonus of 20% - 30%, a comprehensive benefits package, as well as structured career growth plan. This is unique opportunity for candidates with 1 to 4 years of professional experience within either public accounting transactions, M&A advisory, or early career investment banking candidates located in Maryland to pivot into a top tier local team with deep industry experience in a variety of sectors including industrial and niche manufacturing, transportation and logistics, business services, consumer products and services, healthcare services, and hospitality. Job Description Prepare pitch materials and valuation analyses, including industry research, financial analysis, and comparable company and transaction analysis. Conduct research and develop targeted buyer and investor lists for M&A and capital-raising engagements. Prepare marketing materials including confidential information memoranda (CIMs), teasers, and management presentations. Build and maintain detailed three-statement financial models, including sensitivity and scenario analyses. Manage and coordinate due diligence processes, including data room organization and communication with buyers and advisors. Support outreach and engagement with potential acquirers and investors from initial contact through closing. Interact directly with client management teams, legal and accounting advisors, and other stakeholders. Provide timely analyses and work product to Managing Directors and support ad hoc projects and business development initiatives. Report to a Managing Director while working closely with an Associate. Job Requirements One to four years of relevant experience in investment banking, private equity, credit investing, corporate finance, accounting, or related financial services. Strong foundation in accounting and finance, with the ability to analyze internal and audited financial statements. Demonstrated financial modeling proficiency, including three-statement modeling and valuation modeling. Bachelor's degree required; finance, accounting, or economics preferred. Strong commercial instincts and ability to quickly understand business models. Excellent written and verbal communication skills. Proficiency in Excel, PowerPoint, and Word; experience with CRM systems, PitchBook, Macabacus, and AI productivity tools is a plus. Ability to manage multiple workstreams simultaneously and collaborate effectively across deal teams.

We are partnered with a vertically integrated real estate investment, management and development company with a primary concentration in the Washington, DC metropolitan area. The company specializes in large-scale, institutional-quality development projects with high impact, while also owning and managing a portfolio of existing operating real estate assets. They are seeking a highly motivated Financial Analyst to support the Director of Financial Analytics and Strategic Initiatives and partner closely with the Investments team. This role will support budgeting, forecasting, variance analysis, and asset performance analysis. The ideal candidate is detail-oriented, analytical, and eager to grow within a fast-paced, entrepreneurial real estate environment. Responsibilities: Support the annual budgeting process, consolidation of department budgets, and periodic budget reforecasting to support the development of updated financial projections. Prepare quarterly budget-to-actual variance reporting, analyze financial results, identify key drivers, and summarize trends for management review. Support preparation and maintenance of cash flow projections, ensuring corporate cost inputs are properly consolidated and results are clearly communicated. Analyze indirect cost allocations and provide corporate cost inputs to project stakeholders for budget and liquidity consideration. Assist with financial reporting systems and infrastructure, including maintenance of account trees and reporting templates. Prepare executive presentation materials, including slides, dashboards, and summary reports that translate detailed analysis into clear, concise insights for senior leadership. Pull monthly reporting from Costar to maintain market analysis on rent growth, new construction projects, occupancy, etc. Conduct ad-hoc financial analysis, research, and assist with special projects to support decision-making, operational improvements, and business initiatives. Education and Experience: Bachelor's degree in Accounting, Finance, Economics, or a related discipline. 1-2+ years of relevant experience in FP&A, corporate finance, or accounting. Strong analytical and quantitative skills with the ability to interpret financial data clearly. Excel proficiency (e.g., financial modeling, data manipulation, scenario analysis). Experience with or exposure to Yardi or similar reporting/ERP systems preferred. Real estate industry experience is a plus. Familiarity with financial reporting structures and budgeting systems preferred

Are you ready to take your financial analysis skills to the next level? We're seeking a Financial Analyst to join a leading real estate organization supporting a dynamic property management team. This role offers exposure to a diverse portfolio and the opportunity to make a measurable impact on operational and investment decisions. What You'll Do Analyze financial performance across a portfolio of commercial properties. Prepare budgets, forecasts, and variance reports to support strategic decision-making. Collaborate with property managers and leadership to optimize financial outcomes. Assist with lease analysis, cash flow modeling, and reporting for internal stakeholders. What We're Looking For 1-4 years of financial analysis experience (real estate industry experience preferred but not required). Strong proficiency in Microsoft Excel (advanced formulas, pivot tables, and modeling). Excellent communication skills with the ability to present insights clearly. Familiarity with Argus or Yardi is a plus. #FinancialAnalyst #RealEstateJobs #PropertyManagement #FinanceCareers #ExcelExperts #CREFinance #CareerGrowth #HiringNow

# Financial Planning & Analysis Analyst IIGreenwood Village, COFull-Time# Financial Planning & Analysis Analyst IIGreenwood Village, COFull-TimeDec 27, 2025Accounting## Job Description**Job Summary:** This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, assisting in financial assessment, preparing financial and other reports, and researching financial trends. **Essential Responsibilities:** * Pursues self-development and effective relationships with others by sharing resources, information, and knowledge with coworkers and customers; listening, responding to, and seeking performance feedback; acknowledging strengths and weaknesses; assessing and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback. * Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; following procedures and policies and applying data, and resources to support projects or initiatives; collaborating with others, often cross-functionally, to solve business problems; supporting the completion of priorities, deadlines, and expectations; communicating progress and information; identifying and recommending ways to address improvement opportunities when possible; and escalating issues or risks as appropriate. * Supports the evaluation of the business environment by assisting with financial assessment (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis). * Supports internal and external audits by assisting with preparation of audit schedules and review of audit results. * Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives by analyzing budgeting trends; conducting budget and forecasting; and providing information as requested to aid the development of department/regional budgets. * Supports others in advising region/business unit leaders on strategic fiscal matters by assisting with preparation of regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and assisting with organizing regular meetings with leadership to review financial results for their areas. * Supports financial modeling by assisting with development of best-practice models; documenting risk alternatives; and assisting with the development of what-if scenarios and forecasts using in-house models or software. * Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives. * Supports costing activities by assisting with the identification of cost avoidance and cost recovery opportunities. * Evaluates performance/operations/financial state by using templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and completing variance analysis (e.g., volume, P&L line item, cost of goods, rate). * Supports reporting of region/business unit financial information by preparing and evaluating financial trend information, data analysis reports, and forecasts of income and expense; recording assets, liabilities, revenues, and expenses; and collecting data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules). * Supports field operations by assisting with analysis of their operational/financial performance. * Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; and determining the financial status (viability) of business partners. * Supports improving financial performance by assisting with the identification of financial trends; running analyses and calling attention to operational issues that need to be addressed to improve performance. * Supports strategic financial planning by performing financial, utilization, and benchmark analytics. * Supports strategic financial planning by gathering recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and assisting with development of financial concepts for financial planning and control. **Knowledge, Skills and Abilities: (Core)*** Ambiguity/Uncertainty Management* Attention to Detail* Business Knowledge* Communication* Critical Thinking* Cross-Group Collaboration* Decision Making* Dependability* Diversity, Equity, and Inclusion Support* Drives Results* Facilitation Skills* Health Care Industry* Influencing Others* Integrity* Learning Agility* Organizational Savvy* Problem Solving* Short- and Long-term Learning & Recall* Teamwork* Topic-Specific Communication **Minimum Qualifications:** * Bachelors degree in finance, business, or related field OR Minimum three (3) years financial planning and/or data analysis experience, or directly related business experience. **Preferred Qualifications:*** Two (2) years experience working with intermediate functions of spreadsheet software (e.g., Excel), including filtering data, creating pivot tables, and linking workbooks or spreadsheets.* Two (2) years experience working with KP data sources or tools. PDN-a0b0a41c-9ba1-4c86-9e96-c50209ef1939**Job Summary:** This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, assisting in financial assessment, preparing financial and other reports, and researching financial trends. **Essential Responsibilities:** * Pursues self-development and effective relationships with others by sharing resources, information, and knowledge with coworkers and customers; listening, responding to, and seeking performance feedback; acknowledging strengths and weaknesses; assessing and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback. * Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; following procedures and policies and applying data, and resources to support projects or initiatives; collaborating with others, often cross-functionally, to solve business problems; supporting the completion of priorities, deadlines, and expectations; communicating progress and information; identifying and recommending ways to address improvement opportunities when possible; and escalating issues or risks as appropriate. * Supports the evaluation of the business environment by assisting with financial assessment (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis). * Supports internal and external audits by assisting with preparation of audit schedules and review of audit results. * Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives by analyzing budgeting trends; conducting budget and forecasting; and providing information as requested to aid the development of department/regional budgets. * Supports others in advising region/business unit leaders on strategic fiscal matters by assisting with preparation of regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and assisting with organizing regular meetings with leadership to review financial results for their areas. #J-18808-Ljbffr

Dexis is a dynamic professional services firm dedicated to partnering with government and community leaders both in the U.S. and internationally to achieve critical social outcomes in a rapidly changing world. At Dexis, you will experience a corporate culture of inclusiveness, respect, fairness, and trust. You will be given the means and mentorship needed to succeed, and your creativity will be rewarded. About the Position This position's work will involve providing medium- to long-term funding through direct loans and guaranties as a complement to private sector investments.to help solve critical world challenges and in doing so, advances U.S. foreign policy. The contractor shall report to a Managing Director and provide services as an officer working on the most complex, sensitive, or precedent-setting finance projects which are located in developing countries and markets. The position is responsible for carrying out initial screenings of new loan proposals, underwriting, and due diligence tasks in the loan origination process which includes in-depth financial analysis, preparing portions of the loan papers and memoranda associated with presenting proposed loans to credit approval committees, supporting the loan negotiations and development of appropriate covenants for finance agreements, processing disbursement requests, and preparing proper documentation of the loan files associated with the transition of projects to the monitoring group. This position is contingent on contract award. Responsibilities Conducts in-depth analyses of new loan proposals to determine their financial, technical, economic, legal, marketing, and political feasibility. Performs in depth analyses of the nature of the proposed business ventures; country related macroeconomic and microeconomic risks; risks related to project contractual obligations; the eligibility, financial standing and business background of the sponsor; and other related factors. Independently conducts in-depth financial analyses of new loan proposals to determine a proposed project's ability to maintain debt service and fully repay a loan based on a review of the documentation provided. Performs analyses utilizing available financial data including the financial statements provided by the project. Creates or modifies sponsor-provided financial projections to assess logical model construction and adequacy of business case assumptions for the proposed financing. Conducts sensitivity analyses to test project assumptions and key economic drivers. Summarizes clearly and concisely due diligence finding as part of credit packages and other documents and memoranda required in the government's approval process and presents loan credit proposals to committees to obtain approvals. Serves as point of contact for day-to-day advancement of transactions, including scheduling and attending calls; project management and planning; coordinating among the client, internal parties, external advisors and financing partners; and generally managing the multifaceted workstreams required to advance transactions to , financial close and disbursement. Oversees ancillary workstreams related to transactions including liaising with client, intradepartmental tasks and external Work with clients to complete forms, liaising with environmental and social teams, reviewing know-your-customer diligence results, and similar routine tasks that must be completed on all transactions. Responds to communications in a timely manner and conducts duties with Performs other related duties as assigned. Qualifications Minimum of a master's degree in international business/studies, international relations, finance, business, economics, political science, or a related field. Minimum of 3 years of experience in international finance, corporate finance or project finance, and investments within the last 7 years. Must be a US Citizen or Foreign National with the ability to obtain and maintain a Public Trust or higher-level clearance. Experience analyzing and structuring complex international finance capital market Experience creating, analyzing, auditing, and running sensitivities on financial models for debt finance in the project finance manner for projects located in developing markets Experience in investments and strategic engagement in developing Experience working on international investments or international financial transactions in a commercial bank, investment bank, international financial institution, or multilateral Experience conducting and reviewing project finance loan origination including financial analysis, economic or political risk analysis, and detailed credit analysis. Broad and comprehensive knowledge of international business Working with minimal supervision, on simultaneous projects, in a complex environment, and under deadlines. Excellent English speaking, reading, and writing Demonstrated ability to produce written materials that are clear and Delivering customer service and resolving customer Dexis is on a mission to help solve today's most pressing global political, social, and economic challenges and create a world where all people are safe and prosperous. As a Dexis employee, you will be challenged, empowered, and mentored. Our motto is “find a way or make a way” - that's how Dexis goes “all in.” How will you? If you are passionate about this opportunity, apply now! Only those applicants who meet the above criteria will be contacted for interview. Dexis is an Equal Opportunity Employer, and does not discriminate on the basis of race, color, sex, national origin, religion, pregnancy, disability, age, genetic information, military service, veteran status, ethnicity, citizenship, sexual orientation, gender identity, marital status, childbirth and related medical conditions, including lactation, or any other protected class under applicable law. As part of a competitive benefits package for eligible employees, Dexis provides healthcare insurance in addition to other staff welfare benefits and perks.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities • Attend and engage in coaching and training led by the leadership team and established advisors. • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. • Schedule and conduct financial planning and advice meetings with clients and client prospects. • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • 3+ years of work experience with a proven track record of success. • Have a network of personal and professional contacts within the local area that you may engage for referrals. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Current Employees and Contractors Apply HereOsaic Careers Wealth Management Opportunity in Financial Services Associate Financial Advisor Osaic has returned to the office on a hybrid schedule. Osaic is not considering remote candidates at this time. Role Type: Full time Salary: $70,000 - $80,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits. Summary: The Associate Financial Advisor provides essential support to wealth Advisors through meeting preparation, client service, data gathering, financial plan development, and workflow coordination to ensure a high-quality client experience. Responsibilities: Ensure accurate, current client information for inputs used to develop and update comprehensive financial plans; assist Wealth Managers by supporting tax planning, cash flow management, retirement planning, estate planning, executive compensation, risk management and other areas as directed. Scheduling client meetings upon advisor request and producing standard meeting preparation materials. Actively participating in client meetings, taking notes, and entering documentation into Salesforce within 24 hours. Update financial planning software and checklists in Salesforce as needed. Drafting post‑meeting summary emails and outlining next steps for clients within 24 hours. Initiating follow‑up tasks after meetings, including investment changes, contribution/withdrawal processing, administrative updates, opportunity tracking, meeting cadence updates, and coordination with other professionals. Gathering client information and financial data, preparing financial reports and presentations, and responding to client inquiries. Supporting senior advisors with research on planning strategies, investment opportunities, and market trends. Participating in prospecting activities as appropriate and supporting relationship building with existing clients, prospective clients and centers of influence. Education Requirements: Bachelor's degree is required. Basic Requirements: Strong written and verbal communication skills. Ability to manage multiple tasks and communicate progress effectively. High attention to detail and strong organizational capability. Proficiency in standard office software; willingness to learn financial planning tools. Professionalism and client‑first orientation. Ability to work collaboratively within a team environment. Preferred Requirements: Experience in financial services or client service roles. Foundational understanding of investment and planning concepts. Interest in pursuing professional certifications such as CFP. Current Employees and Contractors Apply Here

RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: NoneTRAVEL: NoDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman Corporate Office is seeking a highly qualified candidates for an Financial Analyst Intern in Falls Church, VA. This position requires a highly motivated, self-starter with excellent verbal and written communication skills and attention to detail. The selected candidate will directly report to the Manager of Financial Planning & Strategy and job responsibilities will include, but not be limited to, the following: Provides analytical support for major corporate actions, including capital management decisions, strategic & M&A transactions (including portfolio optimization projects with targeted asset divestitures, bolt-on & large platform transactions) Involved in confidential & special projects in support of the executive management team and Board of Directors The Financial Analyst is also closely involved in long-range strategic/financial planning, setting annual and long-term company-wide compensation metrics, proxy analysis, performing peer competitive analyses, detailed valuation analyses and evaluating the position of the company's business portfolio The role involves coordination with internal and external parties, including investment bankers, consultants, corporate and sector strategic and financial planners, and other business management functions Proactive process improvement approach to recurring deliverables, with a focus on increased data fidelity and reduced cycle time Basic Qualifications A candidate must meet ALL of the below criteria. The candidate must: Be a student who is enrolled full-time and pursuing an undergraduate or graduate degree from an accredited college/university in a background in line with our Global Operations Strategic Disciplines. Be available to work full-time 40 hours per week Must be relevant to the student's course of study or connected to a student's future plans. Preferred Qualifications Have an overall cumulative GPA of 3.0/4.0 or higher Intern Pay Range: Bachelor's: $18.50 to $33.50 per hour Master's: $26.75 to $42.25 per hour The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.

Shore United Bank is seeking a full-time Financial Advisor to join our team. A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. They are responsible for working with clients, prospects and staff to meet client objectives and achieving revenue production goals assigned as part of the division's annual operating plan. This is a licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H), which requires the ability to execute investment transactions. Essential Functions Include: Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools Securing stocks and bonds and establishing progressive savings accounts Moving money from accounts per industry and federal regulations Performing market research to stay current with financial trends Preparing financial documents, such as income projections and investment reports Maintaining compliance with all rules and regulations in the financial industry Identifying and pursuing potential clients to maintain a strong client base Develops and maintains a high level of knowledge of investment disciplines Develops and maintains new client files with the support of the administrative team Adheres to all Compliance Rules and Regulations set forth by NASD, Broker-Dealer and Bank Compliance Departments Attends various community functions to promote services provided Achieves goals assigned as part of the Department's annual operating plan: Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis Solicits new business from present and prospective customers Promotes an environment and culture to support and improve sales and referral activities to meet overall defined goals Responds to referrals within a reasonable timeframe not to exceed two (2) business days Coordinates specific work tasks with other personnel within the division as well as with other branches/departments to ensure the smooth and efficient flow of information Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace Communicates with management and staff personnel to integrate goals and activities Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy Maintains appropriate records and provides assigned reports Location: Westgate Building - 200 Westgate, Suite 202, Annapolis, MD 21401 Position Type/Expected Hours of Work: Full-time. Exempt. Days of Work: Monday-Friday Required Education and Experience: High school diploma/GED equivalent required. A BS or BA degree in Finance or related field preferred. Active status required: Series 7 Licensing; Series 63 and 65 (or 66) Licensing; Insurance Licensing in Life, Health, and Variable Annuities. Minimum experience within a wealth management role: 1-5 years (Financial Advisor I) or 5-10 years (Financial Advisor II) Must have the ability to travel to meet with various clients and attend community events as needed. Experience on LPL Financial ClientWorks platform and/or Fi-Tek GWES Platform preferred Certified Financial Planner (CFP ); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Financial Consultant (ChFC) preferred Compensation: The pay range for this position is: Financial Advisor I (1-5 years experience) - $60K base plus production commission Financial Advisor II (5-10 years experience) - $65K base plus production commission Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. Company Benefits: Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work. Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more! Paid parental leave 401k savings plan with up to a 4% company match Employee Stock Purchase Plan Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives. Opportunity for growth and advancement Paid training program and continuous training sessions throughout the year on various topics Generous paid time off and paid sick time Community involvement opportunities Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals. Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.

Job Description We are seeking an Investment Advisor (IA) to join our Reston, Virginia office. This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for working with clients to provide investment guidance, asset allocation, portfolio construction, and communication of investment results. The Investment Advisor will be responsible for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator. Investment Advisor Duties: Meets with clients on a regular basis, reviews accounts, investment strategy, and proactively manages client portfolios to meet goals and objectives in addition to responding to clients' questions and concerns Develops & maintains role as trusted advisor for clients with specified investment objectives & policies Invests accordingly to asset allocation committee recommendations where appropriate for clients Actively participates in the asset allocation committee and stays abreast of global macro-economic environment Promotes F.L.Putnam brand in the market and generates new business opportunities and expands existing business relationships Networks & Represents firm in educational or promotional presentations Qualifications: CFA professional designation and bachelor's degree required 7+ years of equivalent experience as an investment advisor Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Highly versed with all facets of asset allocation, investment strategies and client relationship management experience Experience with Salesforce and Orion a plus Experience developing new business through referrals and marketing Ability to work collaboratively with others as part of a team Strong community presence with an established network in the Reston, VA market Demonstrates strong organizational skills and a disciplined and organized approach throughout their business F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.

Requirements About the role: We are currently seeking a Financial Advisor to join our team! Engage with members to understand their full financial needs, goals, and risk tolerance in order to provide personalized financial guidance and education to support long-term financial goals. Develop and implement personalized strategies across investments, insurance, retirement, and wealth management. Regularly review and update members' financial plans to reflect life changes and market shifts. Build and nurture our strong network of member relationships through referrals, community involvement, and professional connections. Ensure compliance with all internal policies, regulatory requirements, and FINRA/SEC , federal, & state standards. Guide members in making confident decisions as they embark on their financial journey. What We're Looking For: 3+ years of experience in financial services or investment management Proven success in relationship management and business development Active FINRA Series 7 & 66 (or Series 63 & 65), along with state Life, Accident & Health, and Variable Contract licenses Bachelor's degree or equivalent industry certifications Excellent interpersonal, communication, and negotiation skills Strong knowledge of local, national, and global economies Flexibility to meet clients before or after regular hours Top benefits or perks: Joining Lafayette Federal comes with perks to support you in your personal and professional journey. We provide employees with a generous benefits package including: Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan) Fully funded deductible (HMO Plan) Up to 12% 401k employer matching contribution Income protection with life insurance, short and long-term disability Paid time off, holiday leave & birthday leave Educational assistance Commuter benefits program and more *Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer *EOE/AA/DISABILITY/VETERAN Salary Description $75k annually depending on experience.

The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join. DUTIES AND RESPONSIBILITIES: Advise clients in accordance with the Team's agreed upon strategy Analyze investment opportunities and client needs, and recommend appropriate strategies Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed Comply with all industry rules and regulations Additional tasks as needed EDUCATION AND/OR EXPERIENCE Minimum of bachelor's degree or comparable professional certification required Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required Product and state licenses must be in parallel to Financial Advisors on the Team At least 5 year(s) of business experience and proven success in a previous career Minimum of 5 years FINRA Registration preferred KNOWLEDGE/SKILLS Extensive knowledge around financial industry and product knowledge Ability to communicate effectively with co-workers and clients Excellent written and oral communication skills Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: Branch Manager or Associate Market Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC. As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. A well-rounded academic background from a top tier educational institution. Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented. Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently

Investment Banking Associate An Investment Banking Associate at Clearsight Advisors plays a critical execution and project management role within the investment banking team. Associates work closely with Analysts, Vice Presidents, and Managing Directors to execute mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. The role combines deep financial analysis, client ready materials, and deal coordination, often under tight deadlines. Key Responsibilities Financial Analysis & Modeling * Build and review complex financial models, including: * Discounted Cash Flow (DCF) * Comparable Company Analysis * Precedent Transaction Analysis * LBO and merger models * Analyze historical and projected financial statements * Perform valuation analyses and scenario modeling * Review Analyst work for accuracy and quality control Transaction Execution * Support execution * Coordinate due diligence processes and data rooms * Interact with legal teams, accountants, and external advisors * Track deal milestones, timelines, and deliverables * Prepare transaction documentation Client Materials & Presentations * Create and review pitch books, management presentations, and confidential information memoranda (CIMS) * Ensure materials are analytically sound, well-structure, and client-ready * Participate in client meetings, calls, and internal deal discussions * Assist senior bankers in developing strategic recommendations Team Leadership & Mentorship * Manage and train Analysts * Delegate work and provide constructive feedback * Serve as the first line of quality control before VP-level review * Help maintain team morale in a high-pressure environment Required Qualifications * Bachelor's degree from a top academic institution * 3-4 years of relevant experience in investment banking * Advanced financial modeling and valuation skills * Strong accounting knowledge * Excellent written and verbal communication skills * High attention to detail and ability to multitask Preferred Skills & Attributes * Leadership and project-management experience * Client-facing confidence and professionalism * Strong business judgment and commercial awareness * Proficiency in Excel, PowerPoint, and financial databases (Capital IQ, Pitchbook, etc.) * Ability to anticipate senior banker and client needs Work Environment * Collegial but fast-paced, deadline-driven environment * Significant exposure to senior executives and complex transactions * Steep learning curve with strong career acceleration Applicants should apply to ******************************