Corporate Finance Associate
Finance service representative job in New York, NY
Our client is searching a high-performing Corporate Finance Associate to help shape the company's growth trajectory and strategic direction. In this role, you will work closely with senior leadership, including the executive team and leaders across subsidiary businesses, gaining meaningful exposure to key decision-makers. The organization is experiencing significant growth supported by a strong balance sheet and a disciplined value-creation strategy focused on outperforming industry growth and executing thoughtful acquisitions. This position is ideal for someone who thrives in a dynamic, fast-scaling environment and is excited to make a tangible impact.
The Corporate Finance Associate will play a key role in advancing the company's strategy through rigorous financial analysis, planning, and strategic support. Responsibilities include driving analytical rigor across budgeting and forecasting, supporting monthly financial reporting and performance analysis, maintaining industry and internal data intelligence, and contributing to earnings, board, and investor materials. You will partner closely with business leaders on strategic and operational analyses, support the full M&A lifecycle through due diligence and valuation work, and continuously improve financial processes, systems, and analytical infrastructure to support scalability and efficiency.
The ideal candidate brings a strong analytical foundation, attention to detail, and the ability to translate complex financial information into clear insights. Qualifications include a bachelor's degree in Finance, Business, Economics, or a related field, with at least two years of experience in investment banking, corporate development, finance, or a similarly rigorous environment. Strong financial modeling and valuation skills, advanced proficiency in Excel and PowerPoint, excellent communication abilities, and comfort working autonomously amid evolving processes are essential. We are looking for a proactive, intellectually curious self-starter with a growth mindset who is eager to contribute to a high-performing, collaborative team.
Online Customer Service Representative
Finance service representative job in Glen Head, NY
London Jewelers is a premier jewelry business, family owned and operated for over 95 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and gifts, presented in a luxurious style and setting with superior customer service. We are seeking a dedicated online customer service, brand relationship representative to manage customer interactions and provide support for our products and services. The ideal candidate will handle inquiries and tracking, resolve complaints, and ensure customer satisfaction.
Responsibilities:
Respond to customer inquiries via phone, email, and chat
Track customer inquiries through multiple websites and through entire lifecycle of customer's request
Add products and update content on London Jewelers website
Maintain Brand pages on London Jewelers website updating banners, products and information
Daily price and inventory updates on our website
Resolve customer complaints in a professional manner
Process orders, returns, and exchanges
Track monthly store traffic report
Daily cash report
Routine testing of functionality of website, content images displayed correctly, links live, and add to cart active
Provide product and service information and guidance
Maintain appointment requests for store locations
Document and update customer records based on interactions
Follow up and track with customers and the store to ensure their issues are resolved
Stay updated on product knowledge and company policies
Follow daily task check list
Maintain a positive and empathetic attitude toward customers
Qualifications/Experience:
Proven experience as a customer service representative or similar role
Excellent communication and interpersonal skills
Ability to handle stressful situations and diffuse upset customers
Proficient in using ERP software and CRM tools
Strong problem-solving skills
Ability to multitask and manage time effectively
Attention to detail and accuracy
High school diploma or equivalent; a degree or equivalent
Flexibility to work in shifts if required
Good typing skills and computer literacy
Preferred Qualifications:
Degree in a relevant field
Job Type:
Full-time
In office
Salary:
$25 an hour
Benefits:
Health insurance
Dental insurance
Vision insurance
Paid time off
401(k) with employer matching
Employee assistance program
Employee discount
Flexible spending account
Health savings account
Life insurance
We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.
Sales Representative | Painting & Coatings Division
Finance service representative job in Pelham, NY
Commercial & Industrial Painting (NY-CT Region) | Top Performers Earn $150,000-$200,000+ | Base Salary + Uncapped Commission
Are you a true hunter with a proven track record of closing B2B service contracts? Do you already sell in the commercial trades with relationships you can bring on Day 1? Do you thrive on achievement, competition, and delivering real value to clients?
A.G. Williams Painting Company is a respected, 120-year-old commercial and industrial painting leader. We are seeking a high-performance Commercial Sales Representative to expand our footprint in Westchester, Fairfield, Putnam, Rockland, and surrounding counties.
The Making of a Top-Performing Rep
High Need for Achievement: You set big goals, attack them relentlessly, and expect to win.
Competitiveness: You want to dominate your market, not just sell a job, but outperform competitors with superior solutions.
Relationship Intelligence: You already have connections with: Property managers, facility managers, HOAs, schools & universities, industrial & commercial site managers, healthcare facilities, hospitality, retail, and institutional clients
Consultative Problem-Solving: You listen deeply, identify risks/needs, and tailor the right solution, never just “quote a job.”
Resilience & Tenacity: You follow up, stay organized, and keep deals alive through long cycles.
Coachability & Accountability: You want structure, process, and feedback. Most importantly, you pride yourself on hitting your goals every single month.
Compensation
Base Salary + Uncapped Commission Structure
Top performers earn $150K-$200K+ annually, with no ceiling on earnings.
Your income is driven by your effort, skill, and relationships.
What You'll Do
Drive Revenue. Build Relationships. Close Deals. You will:
Proactively identify, prospect, and win new commercial accounts. Leverage existing customer relationships and build new ones across NY-CT.
Conduct site visits, measurements, and detailed takeoffs.
Prepare accurate estimates using company estimating tools (training provided).
Present proposals and close business confidently and professionally. Build a pipeline through consistent prospecting and networking.
Collaborate with operations to ensure flawless project hand-off.
Maintain CRM discipline, follow a proven sales process, and hit revenue targets.
Must-Have Qualifications
5-7+ years B2B trade sales experience: Painting industry experience is ideal. Comparable trade experience (roofing, flooring, pavement, restoration, mechanical, janitorial, facility services, etc.) is acceptable if you have strong relationships in our target market.
Strong existing relationships in the territory: This role requires a warm network and the ability to generate meetings through trust and reputation.
Proven track record of hitting sales goals: Average performers will not succeed here.
Hunter mindset with relationship-first approach: You must be both aggressive and professional.
Relationship Building & Communication Mastery: Skilled in prospecting, engaging prospects, and presenting solutions with clarity and confidence.
Self-Driven, Organized, Coachable, Accountable: We value autonomy, and we also expect process alignment and a team-first mentality.
Valid driver's license + reliable vehicle
Key Behaviors of High Performers (Drawn From Industry Best Practices)
Our top reps share the following traits:
Disciplined time management and high-output daily activity
CRM mastery and exceptional follow-up
Confidence without ego
Empathy and consultative communication
Professional appearance and conduct
Ownership mentality, no excuses, only solutions
Strong teamwork with estimators, operations, and leadership
What Greatness Looks Like
Existing book of business or strong relational equity
Self-generating opportunities
Winning 50%+ of qualified estimates
Clean, accurate project documentation
Consistently hitting revenue, profit & activity targets
High client retention
About A.G. Williams Painting Company
A.G. Williams is a fourth-generation, family-owned leader in commercial, industrial, and institutional painting. For 120 years, we have built our name on professionalism, consistency, craftsmanship, integrity, and long-term partnerships.
Our commercial division focuses on direct-to-owner repaint work across corporate offices, industrial buildings, hospitals, schools, multifamily properties, country clubs, religious institutions, municipalities, and more.
Benefits & Professional Growth
Unlimited income potential
Stable pipeline support and high-quality inbound opportunities
Career path with continuous mentorship and performance coaching
Ongoing paid training: coatings systems, manufacturer certifications, LRRP, lift certifications, OSHA, and other skill-development programs
Strong operations team to ensure projects are delivered professionally and on time
Sell a respected brand with 120 years of excellence
A value proposition built on quality, trust and professionalism
Family culture and strong team support
Flexible PTO and paid holidays
To Apply
Apply on our company website, directly on LinkedIn, or on Indeed. You can also send your résumé and a brief note to ******************************** with the subject line “Your Next Commercial Sales Representative”.
Proprietary Equity Trader Position
Finance service representative job in Glen Rock, NJ
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyProprietary US Equities Trader/Active
Finance service representative job in New York, NY
About the Job:
Hold Brothers Capital, LLC, is a FINRA Registered, SEC, Self-Clearing Broker Dealer. We strive to be a complete destination for traders looking to maximize their performance in today's financial markets. We trade the US Equity Markets only. Our proprietary traders focus primarily on technical analysis to develop their trading strategies. By utilizing multiple time-frames, our traders exercise position, swing, and intraday trading styles to maximize returns based on market conditions. We aim to help traders become successful by providing premier technology, and a highly professional, value added environment.
Requirements
Competitive Advantages Include:
Buying power based on experience and performance. Example: 50/1 Intra-Day
Opportunity to Trade Firm Capital based on past experience/track record
Our Cost and Fee Structures are the Best in the Business
Access to High frequency, and Black Box infrastructures
Use of our own internal execution platform (GrayBox) Built by traders, and in-house developers. Also highly customizable upon trader request.
First class, in-house tech support, and connectivity
Remote trading available
Self-Clearing Capabilities (which will reduce monthly costs to the Traders)
Equity “Prop” Traders with Hold Brothers Capital LLC, are required to be registered, and licensed with our broker-dealer in order to trade at the firm. Either, an active Series 7 and Series 55, Series 56, or 57 are required. We can provide Series 57 exam sponsorship to qualified candidates. Retail “Pattern Day Traders” are not required to be registered, and licensed with our broker-dealer. They must maintain a balance of $25,000 USD in order to continue actively trading.
Benefits
Medical, Dental, Vision, Paid Time Off
Highly Competitive (Up to 99%) Monthly Payout based on Performance.
You can get paid twice within a month. (We are the only firm that offers Bi-Weekly Payments.)
Auto-ApplyExperienced Equities Trader
Finance service representative job in New York, NY
“You can be better tomorrow than you are today!”- Mike Bellafiore, The PlayBook SMB Capital, in a “JV” (joint venture) with Kershner Trading Group in NYC, is looking for experienced US Equities Traders with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading.
The SMB Capital - Kershner Trading Group JV provides all capital and a PnL firm infrastructure to in-house traders, who actively trade stock instruments in financial markets. Traders share the profits from their trading activity with the firm. Each trader sets their own style and strategy, but in general, traders buy and sell in U.S. equity, options, and futures markets on both a manual and automated basis. Compensation in this role is based fully on an individual trader's performance.
The JV provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize if they try. The JV empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and who are open to being both a student and teacher in a learning organization.
In short, the Experienced Equities Trader role is a chance to join a high-performance team of:
experienced traders pushing their skills and adapting to new market opportunities;
talented technology professionals developing leading-edge trading and market analytics systems;
quantitative/business analysts providing tools and insights to fuel business growth;
top-notch support staff who keep everything humming and meet all challenges in a cool, casual atmosphere.
Our JV is currently seeking candidates who are excited about the prospect of pushing their own professional limits. Think you can do more? What are you capable of?
Trader, Equities
Finance service representative job in New York, NY
Job DescriptionWe are looking for a Trader to lead the development and execution of trading strategies for our public equities fund. This is a high-impact role requiring market vision, analytical rigor, and executional accuracy. The Trader will be responsible for developing the risk and trading strategies for a newly launched fund, as well as the execution of such strategies, ensuring strong fund performance. As a Trader, you will collaborate with the Trading and Operations teams on portfolio optimization frameworks and operational and trading execution best practices.What you'll do:
Extract value for our trading strategies on a risk-adjusted return basis
Risk manages positions and adherence to the fund's risk mandate and limits
Execute trades with precision and accuracy, demonstrating a commitment to staying tuned in and responsive to market changes
Build on the existing strategy and track record from across the platform
Develop, write up, and recommend trading strategies
Manage trade execution across venues and products
Portfolio risk monitoring
Actively track markets to identify market dislocations and relative value opportunities
Assist with investor relations activity during the monthly reporting cycle and capital formation activities
Our ideal candidate:
5+ years of experience in an investment role at an Investment Manager, Crypto Firm, Investment Bank, Hedge Fund, or similar
Comfort with both the institutional rigor of a fundamental bottom-up equity analysis, an appreciation for market technicals, as well as the flexibility to consider the potential upside of blockchain and other frontier technologies
A passion for trading and a love for the dynamic nature of the financial markets
Self-starter able to proactively generate, execute, and manage trades through the lifecycle
Proven track record of generating profits in various market conditions and strategies
Willingness to work in a team and within a risk mandate structure
Advanced Excel skills with experience utilizing dynamic parameters, flexible modeling, sensitivity analysis, and data aggregation & analysis
Strong analytical and problem-solving skills
Outstanding presentation, reporting, and communication skills
Excellent understanding of industry trends and best practices
Ability to execute under pressure and within tight timelines while juggling multiple objectives
Detail-orientated and delivery-focused approach
Robust people skills, with a focus on collaboration and the ability to work effectively as part of a team
Bachelor's Degree or equivalent experience
Previous experience trading digital assets is highly desirable
Experience with derivatives and DeFi preferred
Comfort with scripting languages or other development experience with a data science/statistical analysis background is a plus
Compensation:A well-qualified candidate, based in New York City, can expect a base salary of $150,000.00 - $200,000.00. A standard offer from Hivemind Capital includes base compensation, incentive-based compensation such as discretionary bonuses or upside, and a highly competitive benefits and perks package. Offers are determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team.About us:Hivemind Capital Partners is a Web3 and blockchain technology focused investment firm. Committed to institutionalizing digital asset investing, Hivemind combines crypto-native technology and expertise with institutional-grade risk management and practices. With a thesis-driven and multi-strategy approach, Hivemind unlocks the potential of digital assets to be an investable asset class by providing curated and scalable access to institutional investors. Founded in 2021, Hivemind is headquartered in the US with offices across the globe.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Experienced US Equities Trader - NYC
Finance service representative job in New York, NY
Kershner Trading Group, LLC is looking for experienced US Equities Traders with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading.
Kershner Trading Group is a leading proprietary trading and technology firm, headquartered in Austin, Texas with a second office in midtown Manhattan, NY. Our proprietary trading firm provides all capital and a PnL firm infrastructure to in-house traders, who actively trade stock instruments in financial markets. The traders share the profits from their trading activity with the firm. Traders buy and sell in the U.S. equity markets, options and futures on both a manual and automated basis.. Each trader sets their own style and strategy. All trading roles are performance based earning. Please review our website to learn even more about our culture and environment.
Kershner Trading Group, LLC provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize, if they try. KTG empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and are open to being both a student and teacher in a learning organization.
Kershner offers the chance to join a high-performance team of experienced traders trading bigger everyday and adapting to new market opportunities, talented technology professionals developing leading edge trading and market analytics systems, quantitative/ business analysts providing tools and insights to fuel business growth and top-notch support staff.
What are you capable of? KTG is currently seeking candidates who are excited at the prospect of pushing their own professional limits. Think you can do more?
Requirements
Clear system for expressing your trade ideas in the market
Minimum 2 year track record managing at least 1m
Past experience at a prop trading group, Hedge Fund or institution is preferred
Short-term trading strategies preferred
At Kershner Trading Group we are democratizing the science of quantitative trading. Please check out our cloud-based research platform at cloudquant.com. Cloudquant is a free trading and research tool for ordinary people with extraordinary ideas. You create it, we fund it, we profit together! There is no need to wait, take cloudquant.com for a test drive now while we review your application.
Equities Quantitative Trader
Finance service representative job in New York, NY
Our client is a diversified trading firm with over 3 decades of experience bringing sophisticated technology and exceptional people together to operate in markets around the world. They value autonomy and the ability to quickly pivot to capture opportunities, so they operate using their own capital and trading at their own risk.
Headquartered in Chicago with offices throughout the U.S., Canada, Europe, and Asia, they trade a variety of asset classes including Fixed Income, ETFs, Equities, FX, Commodities and Energy across all major global markets. They have also leveraged their expertise and technology to expand into three non-traditional strategies: real estate, venture capital and cryptoassets.
The Team:
You will join a trading team responsible for managing systematic strategies in Equities. The team focuses on both latency sensitive and non-latency sensitive investment opportunities across geographies and holding periods. The team is responsible for the complete lifecycle of quantitative investment process, research, development, and trading of systematic strategies. The team strongly emphasizes cutting-edge innovative scientific research and is looking to add an individual who is enthusiastic about contributing within a team environment.
Responsibilities:
The main responsibility of the role will be to research, design and implement new quantitative trading strategies. This will entail generating alphas from a variety of traditional and alternative datasets using rigorous statistical methods. To be successful in this role, the ideal candidate will need to build a deep understanding of the underlying datasets and be able to apply the latest scientific algorithms for statistical model development.
Qualifications:
The ideal candidate will be excited about working in a collaborative team environment, with an emphasis on team performance. We also require the following:
5+ years' experience in quantitative investment research in High Frequency Trading in the US, Canadian, or European Markets is required
Excellent written and verbal communication skills to report research results/methodologies required
Strong programming skills with the ability to explore large datasets required
Excellent compensation package. The role can sit anywhere in the country.
Thank you for illuminating hiring with Quanta Search!
********************
Experienced Equity Trader
Finance service representative job in New York, NY
Trillium is a leading proprietary trading firm active in US Equities, US Options, Canadian Equities, and OTC Equities. With trading technology built, tested, and optimized in-house, our engineers and technologists collaborate with our traders to deliver tools and functionality designed to support their needs. Our passion for the markets and our drive to succeed have propelled our track record of growth and profitability for over 20 years. At Trillium, we are a team of problem solvers and independent thinkers dedicated to seizing market opportunities.
We are headquartered in New York City, with additional trading floors in Chicago and Miami. To learn more about Trillium, visit ************
The Role:
Trillium is looking for an Experienced Equity Trader looking to scale their trading. As a proprietary trader, you will leverage Trillium's cutting-edge technology, deep market knowledge, and collaborative culture to identify and capitalize on trading opportunities in US Equity and Options, Canadian, and OTC markets. This role is ideal for a skilled trader with a strong track record of profitability and risk management already in place.
Compensation:
Monthly P&L-based bonuses (contingent on trading performance)
Responsibilities:
Actively trade US, Canada, and OTC equities, as well as US options, identifying profitable opportunities in real time
Manage risk effectively by monitoring market conditions, adjusting strategies, and maintaining compliance with firm-wide policies
Maintain detailed records of trades, market conditions, and strategy performance for review and optimization
Contribute to a culture of continuous learning by sharing market insights and trade strategies with other traders
Mentor and support less-experienced traders, fostering skill development and knowledge-sharing within the team
Follow macroeconomic events, news flow, and other research methods to inform trading
Participate in educational seminars and group meetings hosted by senior traders to discuss and review trades and strategies
About You:
You are an enthusiastic, motivated, and proactive team player who is eager to learn and further develop their trading skills. The ideal candidate must have/be the following:
Resourceful thought process, team-oriented mindset, and entrepreneurial spirit
Analytically minded, intellectually curious, and have a strong interest in financial markets
Must be competitive, adaptable, and persevering
Please note, Trillium will not sponsor applicants for work visas
Job Requirements:
Must have a 2+ year track record of success in US Equities and be able to communicate your strategies plainly
Benefits and Perks:
Medical & dental insurance options with FSA/HSA available
Catered lunch twice per week and Tuesday breakfast in-office
Complimentary membership to Battleground Country Club
Collaborative, inclusive, and dynamic work environment within a mission-driven company
Trillium is an Equal Opportunity Employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Trillium are based on merit, qualifications, and the needs of the company. Trillium does not discriminate on the basis of race, creed, color, religion, sex, national origin, age, disability, predisposing genetic characteristics, ancestry, military status, family care status, marital status, sexual orientation, domestic violence victim status, gender identity or any other legally protected basis protected by applicable law. Applicants who are interested in applying for a position and require special assistance or a reasonable accommodation due to a disability should contact ****************.
Auto-ApplyAsset Management, Highbridge, Special Situation Equity Trader
Finance service representative job in New York, NY
About Highbridge Capital Management
Highbridge Capital Management, LLC, founded in 1992, is a global alternative asset management firm. Over the years, it has developed a diversified investment platform that includes hedge funds, co-investment vehicles, and committed, closed-end vehicles designed for longer-term holding periods.
Today, Highbridge distinguishes itself as a credit, relative value and volatility-focused franchise, with the flexibility to invest opportunistically across the capital structure and liquidity spectrum. Currently managing over $4 billion in capital, the firm strives to generate attractive risk-adjusted returns for a financially sophisticated clientele, including institutional investors, public and corporate pension plans, sovereign wealth funds, endowments, foundations, and family offices. Headquartered in New York, Highbridge also operates an office in London.
Highbridge Capital Management is seeking an Associate to join its Special Situations Equity Team. In this role, you will support the firm's lead Special Situation Equity investor (“Lead Investor”) in identifying and investing in opportunities which arise from corporate events, including mergers, acquisitions, contingent value rights (CVRs), split-offs, and SPACs A key focus of this role will be managing a diverse SPAC portfolio that includes trust assets, rights, warrants, and risk capital investments. The successful candidate will execute trades, conduct fundamental due diligence, and maintain relevant data to develop innovative strategies that capitalize on market inefficiencies. This position offers significant growth potential as the firm seeks to expand its presence in Special Situation Equity, providing ample opportunities for professional development. Additionally, the role involves collaboration with the risk team to ensure effective risk management, as well as fostering strong relationships with many of Highbridge's key counterparties and stakeholders. This collaborative approach will reinforce Highbridge's reputation as a leader in special situations equity.
Job Responsibilities
This Associate Trader will play a crucial role in supporting the firm's Lead Investor. Key responsibilities include, but are not limited to:
Position Management: Execute trades and manage a diverse SPAC portfolio, including trust assets, rights, warrants, and risk capital investments, to achieve attractive risk-adjusted returns.
Investment Idea Generation: Identify and analyze investment opportunities arising from corporate events such as mergers, acquisitions, contingent value rights (CVRs), split-offs, and SPACs.
Fundamental Due Diligence: Conduct thorough research and analysis to assess the viability and potential risks of investment opportunities, including regular meetings with management teams and discussions with sell-side analysts.
Public Filings Analysis: Read, interpret and summarize SEC filings and corporate communications in order to inform trading decisions
Data Management: Maintain and organize relevant security and fundamental data to support the Investment Strategy.
Collaboration with Risk Team and Middle Office: Work closely with the risk team to implement effective risk management practices and collaborate with the middle office to ensure accurate position reporting and smooth execution of corporate actions.
Counterparty Relationship Management: Build and maintain strong relationships with key counterparties and stakeholders, representing the firm with professionalism and integrity.
Performance Monitoring: Regularly monitor portfolio performance and provide updates to the firm's Lead Investor and the Co-CIOs.
Professional Development: Engage in continuous learning and development opportunities to enhance investment knowledge and explore additional areas within Special Situation Equity.
Required Qualifications, Capabilities and Skills:
Experience: 3 - 5 years of trading experience in financial markets
Education: A degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related quantitative field
Strong Intellectual Capacity: Must possess a comprehensive understanding of trading, investing, and capital markets, with the ability to comprehend complex securities and investment strategies.
Financial Acumen: Strong understanding of equity options, SPAC structures, and corporate finance as well as ability to analyze 10-Ks/10-Qs, Proxies and 8-Ks
Organizational Skills: Excellent organizational abilities to effectively manage multiple tasks.
Outstanding Quantitative and Analytical Abilities: Demonstrated proficiency in quantitative analysis and problem-solving.
Meticulous Attention to Detail: A commitment to precision and adherence to disciplined processes is essential.
Effective Communication Skills: Strong verbal and written communication ability to engage effectively with internal and external stakeholders.
Collaborative and Adaptable Team Player: Excels in a dynamic, global team environment and embraces collaboration.
Entrepreneurial Mindset: Brings energy, intellectual curiosity, and a strong dedication to driving results.
Preferred Qualifications, Capabilities and Skills:
Experience in event-driven equity, equity derivatives, or SPACs
Proficiency in Data Management and Analysis Tools: Familiarity in programming languages such as Python and data visualization tools like Tableau is a plus.
Auto-ApplyCorporate Derivatives - Equities Solutions Trader
Finance service representative job in New York, NY
Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be.
The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets.
Traders on the team are responsible for:
* Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients
* Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests
* Conducting research on stocks / companies in order to evaluate risks and make trading decisions
* Daily risk management and hedging of the trading books, including close interaction with other traders and brokers
* Driving forward new technology and infrastructure projects with IT and desk strategists
The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities.
The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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).
Auto-ApplyFutures Trader/PM (Sharpe 4+; 30%-50% Pnl Split)
Finance service representative job in New York, NY
Job Description Company: One of the fastest-growing prop firms in the USA, offering K-1 status for ~20% tax savings on futures trading profits. Renowned for top-tier execution, data, and research capabilities in the futures market.Overview: Seeking talented Traders and Portfolio Managers to develop and scale innovative strategies. Optimal place to build out a desk in Futures, from anywhere in the world. Key Responsibilities:
Design and implement high Sharpe futures trading strategies.
Conduct in-depth market analysis to identify new opportunities and adapt strategies.
Work closely with the research and execution teams to enhance strategy performance.
Drive significant profit generation, with a 30-50% PnL split.
Qualifications:
Proven track record in successful futures trading.
Clear and well-defined business plan.
Specific requirements for achieving and sustaining success.
#LI-NB1
Senior Investment Banker- Capital Markets & Advisory
Finance service representative job in New York, NY
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.
Investment Banker - Mergers & Acquisitions (Technology) - Vice President
Finance service representative job in New York, NY
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, 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 $200,000.00 - $275,000.00 / year
Credit Associate - Top Global Bank
Finance service representative job in New York, NY
If you are an experienced Credit Analyst with a strong background in Corporate Banking or Leveraged Finance, we have an interesting opportunity to share with you. A prestigious and highly rated global financial institution is presently seeking a Senior Credit Officer \- Credit Risk professional to join their risk team. In this high profile role, you will be a key decision maker for new deal approval, using your credit skills to make risk assessments and advise on deal structure. Generalist leveraged credit experience is essential. Coverage would include leveraged companies in various sectors, with some concentration in TMT (Technology, Media and Telecom), Healthcare, Aerospace & Defense.
Requirements Must have 4+ years relevant leveraged finance credit analysis experience with a leading banking organization, rating agency or similar. The position requires strong fundamental corporate credit risk and financial modeling skills. Knowledge of cash flow lending structures, leveraged finance and the leveraged loan asset class is essential.
Qualified candidates will have superb communications and client relationship skills, plus strong business writing and verbal presentation skills. MBA and\/or CFA are a plus.
Must be available to commute to offices in New York City and work onsite.
Benefits This position offers career upside plus an attractive compensation package with a bonus opportunity. Excellent employee benefits package.
Hybrid work arrangement, presently 3 days in NYC office, other times can be remote.
Estimated base salary range is $150,000 to $200,000 depending on experience. Bonus eligible.
"}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"97398107","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Financial Services"},{"field Label":"Work Experience","uitype":2,"value":"5+ years"},{"field Label":"City","uitype":1,"value":"New York"},{"field Label":"State\/Province","uitype":1,"value":"New York"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"10017"}],"header Name":"Credit Associate \- Top Global Bank","widget Id":"**********00110058","is JobBoard":"false","user Id":"**********00101003","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"**********10103365","FontSize":"15","location":"New York","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do"}
Investment Banker
Finance service representative job in New York, NY
OffDeal is the world's first AI-native investment bank for small businesses. Instead of selling AI to Goldman Sachs, we're building what Goldman itself would have looked like if it launched in 2025.
Wall Street's playbook works well, but only for billion-dollar deals - it breaks where most businesses actually exist. Traditional firms run oversized teams on outdated software, making smaller M&A transactions uneconomical. This leaves millions of small business owners with nowhere to turn for the most important sale of their lives… Until now.
Our engineers built software to automate 80%+ of analyst work with AI, so our in-house bankers can focus where it counts - on earning owners' trust and closing deals.
We recently closed a $12M Series A ($17M in total funding) from Radical Ventures and Y Combinator and are scaling really fast. In less than a year, our team has already launched over 30 sell-side M&A transactions and has delivered numerous life-changing exits to our clients - and we're just getting started.
Read more about our story:
***************************************************************
************************************************************************************************************************
***************************************************************************
The Role
As an Investment Banker at OffDeal, you'll focus on what matters most: earning owners' trust and closing deals. Unlike traditional roles where 70 % of time is spent prospecting and creating documents, our AI does the heavy lifting. You step in once qualified owners are engaged - enabling you to work on 20-30 deals per year versus the industry norm of 3-5.
What You'll Do
High-Value Advisory: Build rapport with owners, provide strategic guidance, and structure optimal deals while AI drafts the core materials.
Efficient Deal Execution: Operate in a two-person pod: a dedicated BD banker fills your pipeline with pre-qualified sellers and you do the closing.
AI-Enhanced Deal Preparation: Refine AI-generated teasers, CIMs, and buyer lists; weeks of work collapse into hours.
Product Innovation: Feed real-time feedback to engineers and help shape the future of tech-enabled M&A.
A typical month as an OffDeal Investment Banker:
Engage with 50-100 qualified business owners
Manage 5-10 active sell-side mandates
Close 1-2 deals
Who We're Looking For
M&A Experience: 2-4+ years in investment banking or private equity from a top firm
Financial Acumen: Strong financial literacy (statements, multiples, diligence flows)
Communication & Empathy: Elite communicator who can translate complexity for first-time sellers
Entrepreneurial Spirit: Self-starter who excels in a fast-moving, ambiguous environment.
Educational Background: Bachelor's in Finance, Business, Economics, or related field
Why Join OffDeal
OffDeal is growing exceptionally fast and is a leader in AI-enabled services-deal volume is compounding every quarter
Top-tier benefits, including medical, dental, vision, and unlimited PTO
401K Matching
Perks like free food, Equinox membership, and NYC relocation allowance
Opportunity to be a foundational team member at a well-funded, high-growth startup
Be part of a mission to shape the future of small business ownership and to promote American entrepreneurship
If you're an ambitious early- or mid-career finance pro who'd rather shape the future of deal making than polish logos in Appendix K, let's talk.
Auto-ApplyAssociate, Corporate Banking, Structuring and Execution, FIG
Finance service representative job in New York, NY
Salary Range: 145,000.00 - 165,000.00
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Title: Associate, Corporate Banking, Structuring and Execution, US Financial Institutions
Global Banking and Markets
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Overview/Purpose:
Responsible for handling or providing assistance on all credit-related activities including completing credit presentations, negotiating loan documentation, updating systems with key credit details, adhering to internal policies and procedures, and monitoring industry trends. Work closely with the sector team to provide customized financial solutions to clients and manage client relationships. Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team's business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.
What You'll Do:
Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes:
Coordinating with the various product groups and industry team within GBM
Developing and maintaining effective industry relationships with clients
Provide day to day support, which includes:
Analyze, process, and execute credit requests
Research credit and bank product requirements of existing and prospective clients
Structure, analyze, and perform due diligence to facilitate prompt execution of transactions that vary in complexity
Develop recommendations for the appropriate course of action based on analysis, internal credit policies/procedures, and the Bank's risk appetite
Review loan documentation and update internal systems with pertinent transaction/facility details and conduct regular monitoring of credits/client relationships via annual and quarterly reviews
Provide day to day account management support for a number of client relationships and ensure credit files, agreements, and security documents are complete and up to date
Expand on sector/industry and Bank product knowledge to identify trends and cross-selling opportunities within sector
Lead and facilitate client onboarding for various products
Assist with various ad-hoc tasks including conducting industry reviews, validating/providing internal compliance documentation, update internal reports for management
Develop more junior bankers on their team and across CIB and GBM through active engagement on developing their skills (technical, coverage and other leadership skills) and providing real-time positive and constructive feedback to support their development
Actively partner with group leaders and broader team to build team dynamics and engagement across teams
Actively contribute to a high performance and inclusive work environment
What You'll Bring:
The ability to manage multiple projects simultaneously with competing deadlines while maintaining a high standard of work
The ability to perform effectively in a team environment
High professional standards including a strong sense of personal integrity and teamwork
Demonstrated ability to quickly adapt to new situations
Flexible to demands of work and viewed as a valuable team resource
Assist with client relationship management and contribute to cross-sell activities
Undergraduate degree in Business, Finance, Accounting, or equivalent
Master's degree, MBA, CFA, or other relevant professional designation/experience
Proficient industry knowledge, particularly industry-specific (fund finance, subscription finance) products.
Demonstrate ability to lead the underwriting process and close transactions independently
Strong written and verbal communication skills
Financial modelling skills and accounting knowledge
Strong computer skills including the use of MS Office, Excel, Word, PowerPoint
Superior organization skills
Maintain a professional approach in all client interactions
High attention to detail with a sense of urgency appropriate to the situation
Strong time management skills and driven to achieve timelines and goals
Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities
Interested?
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : New York : New York City
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Mid-Level Banking Associate Attorney
Finance service representative job in New York, NY
Practice Area: Leveraged and Secured Finance
(Hybrid Work Model)
Salary: $260,000 - $365,000
Benefits and Incentives: This position offers an exceptionally competitive compensation package within the AmLaw 50 cohort. Associates benefit from an enhanced lateral integration program focused on seamless professional transition and accelerated career development. The firm proudly offers a robust pro bono program where all hours count toward billable targets, as well as specified opportunities for extended remote work periods throughout the year, complementing the core hybrid schedule.
About the Firm: Our client is a globally preeminent law firm, consistently ranked in the top tier of the American Lawyer's "A-List" and recognized as a
Financial Times
Most Innovative Law Firm. Founded as an ambitious upstart in the mid-20th century, the firm quickly established its reputation by tackling complex, high-stakes matters, eventually pioneering the landscape of global Mergers & Acquisitions. Today, it maintains Tier 1 Chambers rankings across multiple disciplines, including Corporate/M&A, Tax, and Securities Litigation, and holds a Band 3 ranking in Nationwide Banking & Finance. This firm is an acknowledged leader in complex corporate and transactional law, providing an unparalleled platform for legal professionals dedicated to groundbreaking commercial work on a global scale.
Job Description: People Placers Staffing is seeking a motivated and highly capable mid-level associate (Classes of 2022-2020) to join the elite Debt Finance practice in New York. This role focuses on sophisticated transactional matters for a diverse clientele, including major financial institutions, leading corporations, and private equity sponsors. The attorney will be tasked with drafting, negotiating, and finalizing complex financing documentation, including commitment letters, syndicated credit agreements, intercreditor arrangements, and security agreements. A core function involves advising clients on regulatory compliance and the intricacies of Article 9 of the Uniform Commercial Code (UCC) within large-scale corporate transactions. The successful candidate will navigate the full spectrum of debt instruments, contributing intellectual rigor to matters that shape the financial markets.
Qualifications:
Juris Doctor (J.D.) degree from an ABA-accredited law school.
Active membership in the New York State Bar or eligibility to waive in.
Between 3 to 5 years of post-J.D. experience (Classes of 2022-2020).
Demonstrated experience in general corporate finance matters within a highly-regarded law firm setting.
Substantial practical experience in drafting and negotiating credit and security documentation.
Preferred Skills:
A proven track record of superior academic achievement and success in previous law firm roles.
Prior experience advising on the structure and execution of leveraged recapitalizations and acquisition financings.
Familiarity with cross-border finance and multi-jurisdictional lending frameworks.
Advanced proficiencies in core corporate principles complementing the finance focus.
Associate, Corporate Banking, Structuring and Execution, FIG
Finance service representative job in New York, NY
Salary Range: 145,000.00 - 165,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Title: Associate, Corporate Banking, Structuring and Execution, US Financial Institutions
Global Banking and Markets
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Overview/Purpose:
Responsible for handling or providing assistance on all credit-related activities including completing credit presentations, negotiating loan documentation, updating systems with key credit details, adhering to internal policies and procedures, and monitoring industry trends. Work closely with the sector team to provide customized financial solutions to clients and manage client relationships. Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team's business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.
What You'll Do:
* Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes:
* Coordinating with the various product groups and industry team within GBM
* Developing and maintaining effective industry relationships with clients
* Provide day to day support, which includes:
* Analyze, process, and execute credit requests
* Research credit and bank product requirements of existing and prospective clients
* Structure, analyze, and perform due diligence to facilitate prompt execution of transactions that vary in complexity
* Develop recommendations for the appropriate course of action based on analysis, internal credit policies/procedures, and the Bank's risk appetite
* Review loan documentation and update internal systems with pertinent transaction/facility details and conduct regular monitoring of credits/client relationships via annual and quarterly reviews
* Provide day to day account management support for a number of client relationships and ensure credit files, agreements, and security documents are complete and up to date
* Expand on sector/industry and Bank product knowledge to identify trends and cross-selling opportunities within sector
* Lead and facilitate client onboarding for various products
* Assist with various ad-hoc tasks including conducting industry reviews, validating/providing internal compliance documentation, update internal reports for management
* Develop more junior bankers on their team and across CIB and GBM through active engagement on developing their skills (technical, coverage and other leadership skills) and providing real-time positive and constructive feedback to support their development
* Actively partner with group leaders and broader team to build team dynamics and engagement across teams
* Actively contribute to a high performance and inclusive work environment
What You'll Bring:
* The ability to manage multiple projects simultaneously with competing deadlines while maintaining a high standard of work
* The ability to perform effectively in a team environment
* High professional standards including a strong sense of personal integrity and teamwork
* Demonstrated ability to quickly adapt to new situations
* Flexible to demands of work and viewed as a valuable team resource
* Assist with client relationship management and contribute to cross-sell activities
* Undergraduate degree in Business, Finance, Accounting, or equivalent
* Master's degree, MBA, CFA, or other relevant professional designation/experience
* Proficient industry knowledge, particularly industry-specific (fund finance, subscription finance) products.
* Demonstrate ability to lead the underwriting process and close transactions independently
* Strong written and verbal communication skills
* Financial modelling skills and accounting knowledge
* Strong computer skills including the use of MS Office, Excel, Word, PowerPoint
* Superior organization skills
* Maintain a professional approach in all client interactions
* High attention to detail with a sense of urgency appropriate to the situation
* Strong time management skills and driven to achieve timelines and goals
* Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities
Interested?
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : New York : New York City
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Nearest Major Market: New York City
Job Segment: Bank, Banking, Underwriter, Investment Banking, Relationship Manager, Finance, Insurance, Customer Service