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Grandbridge Real Estate Capital jobs in New York, NY

- 37 jobs
  • Equity Capital Markets Vice President

    Truist 4.5company rating

    Truist job in New York, NY

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (*************************************************** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Advise, manage and underwrite initial public offerings, follow-on offerings, equity-linked offerings, at-the-market offerings, private placements and share repurchases. Team is aligned in a pod structure by sector vertical; managing directors / directors lead each pod and are supported by vice presidents, associates and analysts. Revenue expectation of the business is $75 to $100 million annually. **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth. 2. Leads support work, business development and/or product/client relationship management. 3. Assists in the generation of ideas and strategies for new business opportunities. 4. Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation. 5. Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, helping sell product and advisory ideas internally and externally, and managing resolution of complex client transaction issues 6. May supervise junior staff (i.e., Associates, Analysts, and interns) by assigning and overseeing their day-to-day work. 7. Manages highly complex financial and investor analyses, pitch-book production and development, and client relationship projects. **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7, 79, 63 3. 7-10 years of related work experience 4. In-depth knowledge of investment banking, equity markets, industry sector and/or financial products 5. Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management 6. Superior skills in written and oral communications **Preferred Qualifications:** 1. MBA degree, with a Finance focus 2. 7-10 years of related work experience 3. 2-4 years of management experience The base salary for this position is $275,000 **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision (*********************************************************************************************** E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)
    $275k yearly 60d+ ago
  • Institutional Capital Group Managing Director

    Truist 4.5company rating

    Truist job in New York, NY

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Responsible for providing client coverage to institutional capital clients (private equity and family office), to include driving revenue growth from payments, lending, and fees. Focus is on Mid to Small Cap sized institutional capital and coverage will be aligned by geographic location of client. Effective bankers have expertise in strategic idea generation around add-ons and are fluent in product areas such as payments, leveraged lending, and M&A. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities to portfolio companies is key. Additional responsibilities on internal client management duties as specified by manager and team. Locations: New York, Atlanta, Charlotte, & Miami **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1 Responsible for maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based on opportunity. 2.Responsible for loan generation and growing exposure year-over-year for portfolio and clients in sector 3.Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success 4.Responsible for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our platform 5 Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client 6. Responsible for engaging and facilitating introductions to the appropriate product teammates across Truist to discuss specific solutions as relevant and appropriate to clients' needs and our ability to be relevant in meeting those 7.Responsible for ensuring there is a reasonably attainable strategy for delivering appropriate return metrics on capital deployment. 8.Additional responsibilities on internal client management duties as specified by manager and team **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 or 79, 63 and 24 for managers only 3.16-18 years of related work experience 4.Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum 5. Advanced knowledge of industry, market, and products 6. Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives 7.Advanced analytical and technical skills combined with a problem solving attitude 8.Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely 9. Strong partnering and leadership skills in a complex, matrixed environment **Preferred Qualifications:** 1. MBA degree, with a Finance focus 2. 14+ years of related work experience The annual salary for this position is $300,000.00 **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $300k yearly 4d ago
  • IBCM Industry Sr. Specialist - FIG

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in New York, NY

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Industry Specialist (IBCM) supports end-to-end deal origination and execution for technical investment banking mandates. Requires combining investment banking acumen with hands-on subject matter expertise to advise clients on important, highly technical transactions. Responsible for overseeing technical diligence in partnership with investment banking coverage officers to identify, pitch, and execute technical advisory mandates. The role leverages a strong technical background to perform analyses specific to the industry vertical covered. This senior role may manage a team of technical analysts/engineers/data scientists in the creation and refinement of CIMs, pitch books, and data-room presentations. In addition, this role provides strategic thought leadership for the practice, positioning the firm as a top-tier advisor with subject matter credibility in the space. Additional responsibilities on internal client management duties as specified by manager and team. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive business growth. 2. Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success 3. Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client 4. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 79, 63 3. 12-14 years of related work experience 4. Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum 5. Advanced knowledge of industry, market, and products 6. Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives 7. Advanced analytical and technical skills combined with a problem solving attitude 8. Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely 9. Strong partnering and leadership skills in a complex, matrixed environment Preferred Requirements 1. MBA degree, with a Finance focus, or equivalent advanced technical degree 2. 14-16 years of related work experience 3. 6-8 years of management experience * The annual base salary for this position in New York is $200,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $200k yearly 13d ago
  • Equity Research Associate - Power & Utilities

    Truist Bank 4.5company rating

    Truist Bank job in New York, NY

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients. 2. Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients. 3. Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls. 4. Conduct independent industry assessments and company-specific research reports. 5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc) Level-specific duties: 1. Works closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process. 2. Conducts research at several levels: macro, industry and individual companies 3. Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level. 4. Conducts financial and valuation analyses. 5. Formulates investment ideas. 6. Writes draft research commentary. 7. Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base. 8. Depending on experience of the Associate and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies. 9. May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II. 3. Minimum of 5 years of related work experience or academic study beyond BA/BS. 4. Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models. 5. Advanced written and oral communication skills and teaming ability. 6. Strong analytical and sales skills Preferred Qualifications: 1. Advanced Degree and/or CFA Designation 2. 6+ years of related work experience 3. Experience in mentoring and coaching - The annual base salary for this position in New York is $185,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $185k yearly Auto-Apply 60d+ ago
  • Corporate Banking Associate (Energy)

    Truist 4.5company rating

    Truist job in New York, NY

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (*************************************************** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Responsible for the origination of banking services including financing, capital markets, and ancillary solutions under the Power, Utilities & Infrastructure and Energy verticals. Financing transactions ranging across acquisition and bridge loans, corporate revolvers, and regular way funding needs. Candidate will focus on mid-to-large cap sized private, sponsor-backed, and public companies with an ability to execute growth across Truist's full suite of products and capabilities. Additional responsibility on internal client management duties and business planning as specified by manager and team **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Plays an integral role in supporting new business development, due diligence, and/or transaction execution. 2. Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. 3. May coach and mentor Analysts or Interns. 4. Additional responsibilities on internal client management duties as specified by manager and team. **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 or 79, 63 3. 6 years of related work experience 4. Strong knowledge of investment banking, market, industry sector, and/or financial products 5. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 6. Strong organizational and leadership skills 7. Advanced skills in written and oral communications, and interpersonal relationship management 8. Solid analytical and sales skills **Preferred Qualifications:** 1. Work experience in investment and corporate banking, corporate finance and / or capital markets 2. Relevant experience with the PU&I industry 3. Financial modeling ability, as well as strong writing and presentation skills The base salary for this position is $175,000. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision (*********************************************************************************************** E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)
    $175k yearly 60d+ ago
  • Syndicate Sales Assistant

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in New York, NY

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Syndicate Sales Assistant supports the ABS, Investment Grade and High Yield Syndicate Desks in managing all aspects of new issue trading activity, including trade booking, settlement coordination, and regulatory reporting. This role ensures accurate and timely processing of Syndicate New Issue and U.S. Treasury hedge trades through Bloomberg's trading platform. The position serves as a key liaison between trading, sales, operations, and compliance to facilitate efficient deal execution and settlement. Additional responsibilities include reconciling daily and monthly P&L, maintaining position and deal reports, and managing internal documentation to support audit and compliance requirements. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Responsible for managing the booking of all Syndicate New Issue trading activity and related UST hedging tickets using Bloomberg's trading book platform 2. Liaise and coordinate with syndicate operational personnel for all new issue set-up and settlement 3. Interact with sales professionals to ensure accurate and timely booking of new issue tickets 4. Responsible for monitoring and resolving all trades settlement issues Deal Flow Related Functions 5. Manage new issue deal set-up process on TSI Syndicate's platform 6. Work closely with the desk to coordinate the final settlement new issue deal process and CUSIP filings 7. Responsible for coordinating all deal regulatory reporting requirements P&L/Positions 8. Reconcile Daily & Monthly P&L with desk and provide EOD communication with various internal groups 9. Reconcile positions and appropriate reporting as required 10. Maintain and file internal approval documents 11. Maintain spreadsheets including deal and order trackers Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Analytical ability, attention to detail, and organizational skills 3. Ability to work well in a fast-paced, team-oriented environment 4. Strong written and oral communication skills 5. Basic understanding of bond markets 6. Proficient in Microsoft Office with a focus on Excel and PowerPoint 7. Familiarity with Bloomberg would be beneficial Preferred Qualifications: 1. 3 years of related work experience since graduation from an undergraduate program The base salary for this position is between $70,000 - $90,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $70k-90k yearly 10d ago
  • Software Engineer - Equity Sales & Trading Technology

    Truist Bank 4.5company rating

    Truist Bank job in New York, NY

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Truist Securities is seeking a Developer to contribute to the development, enhancement, and support of applications specific to Equity Sales and Trading. Join an established, fast-paced Equity Sales and Trading Technology team to help enhance our Equity Sales and Trading Desk capabilities with a holistic focus on the full trade lifecycle, from Execution through Clearing and Settlement. In this role, the successful candidate will: Assist in the analysis, design, development, and testing of a new in-house developed system as well as enhancements to existing trading applications. Support system implementation, maintenance, and Level 2 escalation support. Collaborate with internal teams, including audit/regulatory teams and cross-bank groups, to support ongoing projects. Demonstrate a proactive approach to problem-solving and a strong ability to prioritize tasks effectively. Engage with traders and stakeholders in a professional and effective manner. ***This is not a virtual opportunity. This person must work in our Hudson Yards office in New York. ESSENTIAL DUTIES AND RESPONSIBILITIES Assist in the analysis, technical design, and customization of software solutions supporting Equity Sales and Trading. Contribute to the integration of applications with tools such as MuleSoft or other event-driven messaging platforms. Conduct unit testing and work toward automated testing using DevSecOps best practices. Assist in the design, development, and maintenance of applications throughout the Product Development Lifecycle. Collaborate with business stakeholders to understand requirements and deliver high-quality software solutions. Participate in integration and functional testing to ensure software meets business requirements. Provide front-office support to traders across locations. Support trading platforms in high-paced production environments. Investigate and resolve production issues, ensuring timely communication with traders. Work closely with traders to explain and support new technology implementations. Ensure timely responses to inquiries from stakeholders, traders, and external clients. Required Qualifications: Master's or Bachelor's degree in Computer Science, Finance, Economics, or a related field. 5-10 years of experience in Financial Services or Banking. 2+ years of experience with Fidessa OMS or equivalent Order Management Systems. Proficient in AWS (Amazon Web Services) including ECS, EC2, Glacier, S3, Cloud Watch Strong knowledge of Data Analysis/Mining using Python is a must Business Intelligence tools ( Python Dash, QlikView, Tableau, MS Power BI) Proficiency in object-oriented programming languages (Java, .NET) and scripting languages (JavaScript, TypeScript, Lua, etc.). Fundamental database knowledge, including FinSpace/KDB, SQL Server, Oracle, Sybase, MySQL, or MariaDB. Understanding of FIX protocol and FIX ATDL protocol. Familiarity with Agile methodologies, preferably SAFe Agile certification or similar experience. Ability to work in a fast-paced, high-pressure environment. Experience in an Agile environment (Kanban, SCRUM, or similar frameworks). Experience or familiarity with trading platforms such as Bloomberg. Basic knowledge of industry regulations and securities trading practices. Knowledge of machine learning or AI principles is a plus. Familiarity with REST and SOAP APIs for data integration. Experience in DevOps practices, including CI/CD pipelines. Understanding of data services, including data architecture and warehousing. Ability to work in the office 4 days/wk. (Hudson Yards, New York). The annual base salary for this position is $125,000 - $180,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $125k-180k yearly Auto-Apply 60d+ ago
  • Investment Banking Analyst - Power, Utilities & Infrastructure

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in New York, NY

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Works closely with senior CIB professionals 2. Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development 3. Serve as a member of merger and acquisition and capital raising transaction teams, providing credit underwriting support, drafting information memoranda, developing management and investor presentations Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Proven analytical ability and attention to detail 3. Solid leadership and interpersonal skills 4. Proven ability to work well in a fast-paced, team-oriented environment 5. Strong written and oral communication skills 6. 1 year of related work experience since graduation from an undergraduate program Preferred Qualifications 1. 2 years of related work experience since graduation from an undergraduate program * The annual base salary for this position in New York is $105,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $105k yearly 14d ago
  • Financial Advisor, Truist Investment Services, New York, NY

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in New York, NY

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests. 4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen client connections and loyalty. 6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies. 7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational seminars for clients and prospects. 10. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills. 6. Competent skills in Microsoft Office software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking experience helpful This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $95k-168k yearly est. 28d ago
  • Credit Sales VP

    Truist Bank 4.5company rating

    Truist Bank job in New York, NY

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Cultivate relationships with institutional investors / buy-side clients in order to distribute primary and secondary corporate bonds. Essential Duties and Responsibilities 1. Provide insights and market color from strategic accounts to help trading desk manage market opportunities. 2. Deliver a comprehensive platform of senior management, trading, research and syndicate teammates to our strategic accounts. 3. Works with Syndicate and DCM to get reverse inquiry for issuing clients. 4. Have a collaborative approach towards other Market/Risk teammates in order to best leverage our platform. 5. Support the risk management needs of the trading desk through active sales engagement Specific to level: 1. Experience in financial markets 2. Understanding of different sales approaches using credit skills and market knowledge to manage client transactions 3. Consistently meeting quality individual revenue goals from a variety of FI investors. Required Qualifications 1. BA/BS degree 2. 8 years of related work experience 3. In-depth knowledge of Credit industry, market, and products 4. Track record of revenue generation and entrepreneurial nature 5. Prudent risk management skills 6. Advanced analytical and technical skills combined with a problem solving attitude 7. Excellent interpersonal style, good listening skills and the ability to communicate highly complex ideas clearly and concisely Preferred Qualifications 1. CFA and/or MBA degree, with a Finance focus 2. 10 years of related work experience 3. Experience in mentoring and coaching junior talent 4. Technology / Coding experience (Python, R, VBA, ect.) - The annual base salary for this position in New York is $250,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $250k yearly Auto-Apply 60d+ ago
  • Business Unit Risk Specialist - FINRA - New York, Atlanta, or Charlotte

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in New York, NY

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and Capital Markets Business Unit stakeholders to support The Business Unit Risk Advisor Specialist II-FINRA is a role within the Investment Banking and Capital Markets (IBCM) Business Unit Risk Team. In this role, you will support the IBCM team in managing risks and controls across highly complex business area, while helping ensure compliance with enterprise compliance program requirements. Key responsibilities include partnering with business stakeholder to provide advice and guidance on mitigating risks and implementing control activities, collaborating with teammates to promote a strong risk culture by helping ensure alignment with frameworks, policies and regulatory expectations and executing and facilitating risk program activities including Risk and Control Self Assessments (RCSA), Key Risk Indicators (KRIs) and other thematic trend reviews across Investment Banking and Capital Markets. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide risk support to assigned Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures and risk program requirements. 2. Partner with first- and second-line defense teammates across highly complex business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy. 3. Monitor and report on emerging risks potentially impactful to Business Unit partners and Truist. Execute processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements. 4. Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input. 5. Other activities and special projects, as deemed required. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in accounting, Business, Finance or related field, or equivalent education and related training. 2. 4+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience. 3. Experience in compliance and operational risk mitigation and remediation. 4. Strong communication, interpersonal, presentation and negotiation skills. 5. Proven leadership and management skills. 6. Strong time management and organizational skills adaptable to a dynamic and complex work environment; Capable of handling multiple projects concurrently. 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 8. Ability to travel, occasionally overnight. Preferred Qualifications: 1. Strongly preferred: FINRA Series 7, and 66 licenses (Series 63 & 65 can be used in lieu of Series 66). * The annual base salary for this position ranges between $105K-$135K General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $105k-135k yearly 10d ago
  • Project Finance Origination Director

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in New York, NY

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Originate Project Finance lease, partnerships or loan transaction and working constructively with PF Structuring and Portfolio Management. Collaborate with internal partners including Risk, Operations, and Legal to achieve seamless execution, appropriate risk mitigation and strong client experience. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Drive revenue through targeted clients/prospects in coordination with banking. 2. Demonstrate subject matter expertise; translate knowledge into strategic dialogue and value added ideas which result in lead roles 3. Collaborate with internal partners, including risk, to achieve optimal client outcomes. 4. Mentor and develop junior teammates. 5. Communicate complex or difficult ideas clearly, concisely and persuasively. 6. Demonstrate the Truist values Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. 11-15 years of related work experience 3. Solid subject matter expertise including knowledge of industry drivers, product positioning, structuring and risk mitigation. 4. Demonstrated ability to collaborate across functional areas to resolve complex issues 5. Strong interpersonal skills which foster teamwork, trust, creativity/innovation and accountability 6. Ability to communicate clearly, concisely and insightfully Preferred Qualifications: 1. MBA degree, with a Finance focus The base salary for this position is $275,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $275k yearly 21d ago
  • Equity and Structured Finance, Senior Analyst

    Walker and Dunlop, Inc. 4.9company rating

    New York, NY job

    Department: Capital Markets We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview As trusted advisors to our clients, Walker & Dunlop Equity and Structured Finance experts go beyond cursory deal economics - we align with our clients to achieve the totality of their business plan. The team executes on a wide range of transactions, including operating company, portfolio, and multi-property sector asset-level investments, with experience throughout the capital stack. While our opportunity focus is domestic, but our capital relationships are global. This vast experience has made us a highly sought after advisor for many of the industry's top developers, owners, and operators and a trusted resource for our capital providers The Impact You Will Have The Equity and Structured Finance team is seeking a collaborative and driven Senior Analyst to join the either the New York or Houston office. This candidate will join a team of structured finance, investment banking and capital markets professionals who have executed over $40 billion of transactions. The Senior Analyst collaborates closely with all members of the Equity and Structured finance team to support all aspects of transactions the team is pursuing. This includes underwriting, financial modeling, market research, documentation, negotiation, and more. This position offers a unique opportunity to work with industry professionals to learn the fundamentals of strategic advisory and capital placement for our clients. The Senior Analyst is responsible for financial analysis, material preparation, and market research to aid in the financing of all types of commercial real estate assets in various markets across the country. Primary Responsibilities * Collaborate with the Equity and Structured Finance team to draft pitch materials and offering memoranda for project and portfolio level equity raises and recapitalizations. Support in ensuring included research, financial modeling and transaction narratives are accurate. * Draft financial models for transactions, including outputs such as property level cash flows, draw schedules, investor waterfalls, and return sensitivity tables. Utilize market information, appraisals, and other data to support quick and accurately underwriting. * Review relevant documentation, including leases, joint ventures agreements, loan documents, and appraisals to quickly identify information relevant to transaction success. * Utilize Salesforce, excel and other platforms to track and maintain a database of investor mandates, transaction comps, and market trends. * Aggregate and analyze market and investor data to help identify new prospects and optimize strategies. * Participate in weekly pipeline meetings to discuss deal flow, deal status, market conditions and review new client leads. * Support investor communication and inquiries by responding to requests for information timely and with accurate information. * Perform other duties as assigned. * Attendance is generally required from 8:30 am to 5:30 pm local time, Monday through Friday. Education And Experience * Bachelor's Degree in Finance, Accounting, Economics, Real Estate or related discipline, required. * 3+ years of experience in Real Estate, Finance, Banking or related field preferred * Multifamily, industrial, office, retail, and hospitality underwriting experience a plus Knowledge, Skills And Abilities * Excellent financial modeling skills including thorough knowledge of Excel, and ARGUS a plus. * Proficiency in MS Outlook, Word, PowerPoint, and Excel. * Self-motivated, team oriented, and strong time management and organizational skills to prioritize tight deadlines. * Strong research, analytical, and problem-solving skills. Ability to analyze qualitative and quantitative information. * Ability to be proactive, anticipate demands, and accomplish tasks. * Ability to maintain confidentiality and handle sensitive materials with discretion. * Exceptional organizational, interpersonal, quantitative, writing and communication skills; able to interface with clients including top-level executives. * Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes. * Ability to accurately and productively handle multiple tasks during time sensitive situations. * Ability to problem-solve and exercise independent judgement while displaying a high degree of initiative and desire to continuously learn and advance. This position has an estimated base salary of $90,000 - $100,000 plus discretionary production incentives. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data. #LI-CR1 #LI-Onsite What We Offer * The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 * Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include: * Up to 83% subsidized medical payroll deductions * Competitive dental and vision benefits * 401(k) + match * Pre-tax transit and commuting benefits * A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance * Paid maternity and parental leave, as well as other family paid leave programs * Company-paid life, short and long-term disability insurance * Health Savings Account and Healthcare and Dependent Care Flexible Spending * Career development opportunities * Empowerment and encouragement to give back - volunteer hours and donation matching * Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
    $90k-100k yearly Auto-Apply 60d+ ago
  • Senior Portfolio Manager - Commercial Real Estate Credit Delivery

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in New York, NY

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Job summary: Responsible for the financial analysis, risk assessment and credit structure recommendation for Commercial Real Estate clients and prospects. This includes prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support. Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends. Collaborates with deal team to maintain data integrity and identify emerging trends/risks on existing portfolio. Supplement team performance through mentoring and coaching by applying a comprehensive knowledge of national project secured, portfolio secured, and unsecured lending including deep knowledge across all CRE asset classes and a working knowledge of national and international capital markets including institutional investment strategies, both public and private. Builds and maintains constructive relationships including Central Credit, Relationship Managers, Portfolio Managers and Wholesale CRE cross functional leadership. Maintain a comprehensive knowledge of the assigned portfolio and is responsible for operational and credit risk. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Responsible for leading the diligence and underwriting documentation of the most complex and larger credit relationships; leading credit presentation preparation and discussions with Credit Officer and other final approvers. * Ensures loan agreement is in accordance with approval documents. Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with RM. * Analyze financial statements/projections and documents client performance, along with identified risk and risk mitigants of most complex credits. * Provides oversight of credit relationship/project performance and monitoring activity to include overall portfolio management and understanding of current industry and market trends. * Accountable for and manages assigned portfolio by monitoring performance and trends. * Ensures all Credit Process Metrics are within prescribed tolerances. Accountable for the risk evaluation and associated compliance requirements within assigned portfolio and for prospects. * Identifies issues and follows through for remediation. * Manages pipeline of assigned portfolio to ensure that all requests are completed in a timely fashion and to ensure that the Client needs are met. * Serve as a client and internal point of contact in managing assigned portfolio. (May include site visit and/or visit with client management team) Serves as source of real estate underwriting knowledge and expertise, which includes understanding of current industry and/or market trends. * Facilitate strong communication and collaboration across servicing and functional teams internally to maintain executional excellence. * Decision and approve non-material Borrower requests, loan amendments or modifications, client requests requiring Bank approval, annual reviews, risk ratings, and renewals within authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead. * Mentors and coaches Analysts, Associates, and teammates still building skills. This includes oversight of underwriting and deal processing. Qualifications Required Qualifications: * The requirements listed below are representative of the knowledge, skill and/or ability required. * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience. * Excellent verbal and written communication skills. * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. * Strong analytical and problem-solving skills. * Knowledge of credit principles. * Ability to handle multiple priorities under time constraints. * Demonstrated success working in a collaborative team environment. Preferred Qualifications: * 10+ Years of portfolio management and client relationship experience. * Intermediate knowledge of ARGUS software and use of 3rd party Real Estate Data Sources (CoStar, REIS, Axiometrics). * Completion of commercial associate program or equivalent experience; or MBA in Accounting or Finance or in related field; or an equivalent combination of educational and experience or other related advanced degree. * Experience conducting periodic reviews/audits of loans within the loan portfolio to ensure compliance with bank origination, underwriting and portfolio management standards. * Demonstrated ability to assess the effectiveness of "quality assurance" processes - identify areas for improvement, document corrective measures, and convey findings and recommended changes to management. * Ability to troubleshoot and resolve issues effectively. #NewYork The annual base salary for this position is $130,000 - $165,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $130k-165k yearly 19d ago
  • Syndicate Sales Assistant

    Truist 4.5company rating

    Truist job in New York, NY

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** The Syndicate Sales Assistant supports the ABS, Investment Grade and High Yield Syndicate Desks in managing all aspects of new issue trading activity, including trade booking, settlement coordination, and regulatory reporting. This role ensures accurate and timely processing of Syndicate New Issue and U.S. Treasury hedge trades through Bloomberg's trading platform. The position serves as a key liaison between trading, sales, operations, and compliance to facilitate efficient deal execution and settlement. Additional responsibilities include reconciling daily and monthly P&L, maintaining position and deal reports, and managing internal documentation to support audit and compliance requirements. **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Responsible for managing the booking of all Syndicate New Issue trading activity and related UST hedging tickets using Bloomberg's trading book platform 2. Liaise and coordinate with syndicate operational personnel for all new issue set-up and settlement 3. Interact with sales professionals to ensure accurate and timely booking of new issue tickets 4. Responsible for monitoring and resolving all trades settlement issues Deal Flow Related Functions 5. Manage new issue deal set-up process on TSI Syndicate's platform 6. Work closely with the desk to coordinate the final settlement new issue deal process and CUSIP filings 7. Responsible for coordinating all deal regulatory reporting requirements P&L/Positions 8. Reconcile Daily & Monthly P&L with desk and provide EOD communication with various internal groups 9. Reconcile positions and appropriate reporting as required 10. Maintain and file internal approval documents 11. Maintain spreadsheets including deal and order trackers **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Analytical ability, attention to detail, and organizational skills 3. Ability to work well in a fast-paced, team-oriented environment 4. Strong written and oral communication skills 5. Basic understanding of bond markets 6. Proficient in Microsoft Office with a focus on Excel and PowerPoint 7. Familiarity with Bloomberg would be beneficial **Preferred Qualifications:** 1. 3 years of related work experience since graduation from an undergraduate program The base salary for this position is between $70,000 - $90,000. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $70k-90k yearly 9d ago
  • Associate Director, Institutional Advisory Practice

    Walker & Dunlop 4.9company rating

    New York, NY job

    Department: Institutional Advisory Practice We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview As trusted advisors to our clients, Walker & Dunlop Capital Markets experts go beyond the economics of a deal - we align with our clients to achieve their goals and objectives. Whether we are placing debt or equity, we match our clients to financing sources uniquely suited to each transaction. In 2022, Walker & Dunlop Capital Markets sourced over 1,000 loans totaling more than $25 billion in volume. This vast experience has made us a top advisor on all asset classes for many of the industry's top developers, owners, and operators and a trusted resource for our capital providers. The Impact You Will Have The Associate Director is responsible for leading the financial analysis, market research, capital marketing, underwriting, and closing processes as part of a leading loan originations team. The Associate Director works closely with the originator on the sourcing and structuring of transactions. Primary Responsibilities Assist loan originators to identify and pursue new business leads, maintain existing client relationships, and manage the sales pipeline Conduct detailed economic and demographic research to determine feasibility of transactions Ability to train and to lead development of analysts Assist in the review and analysis of financing proposals and commitments Write, prepare and assemble Investment Memoranda Analyze new proposed debt requirements and loan scenarios for our clients Manage transactions across several stages from initial identification through final loan closing Develop strong relationships with all internal and external clients Work with interns and analysts to coordinate tasks or delegate projects Perform other duties as assigned Attendance is generally onsite Monday through Friday Education and Experience Bachelor's degree (prefer finance and/or real estate concentration) 3 plus years of commercial real estate experience Experience with multifamily property types a plus Fannie Mae/Freddie Mac multifamily production or underwriting experience a plus CPA, CFA or CCIM a plus Knowledge, Skills and Abilities Possess a working knowledge of commercial loan diligence and closing processes Excellent financial modeling skills including thorough knowledge of Excel, and ARGUS a plus Proficiency in MS Outlook and Word, and ability to learn Salesforce and other company software as needed Proven written and oral communication skills Excellent attention to detail and organizational skills Ability to accurately and productively handle multiple tasks during time sensitive situations Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders This position has an estimated base salary of $115,000 - $125,000 plus discretionary production incentives An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data. #LI-CR1 #LI-Onsite What We Offer The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include: - Up to 83% subsidized medical payroll deductions - Competitive dental and vision benefits - 401(k) + match - Pre-tax transit and commuting benefits - A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance - Paid maternity and parental leave, as well as other family paid leave programs - Company-paid life, short and long-term disability insurance - Health Savings Account and Healthcare and Dependent Care Flexible Spending Career development opportunities Empowerment and encouragement to give back - volunteer hours and donation matching *Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
    $115k-125k yearly Auto-Apply 53d ago
  • Asset Securitization Origination Analyst I

    Truist Bank 4.5company rating

    Truist Bank job in New York, NY

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:As part of the Capital Markets division within Truist Securities, Inc., the Asset Securitization Group (ASG) provides structured debt capital solutions to clients of Truist Bank across a range of consumer, commercial and esoteric asset classes. The Originations team within ASG (i) partners with the structuring team, syndicate desk and sales team to place asset-backed securities (ABS) with institutional investors in the new issue market and (ii) partners with our ABS warehouse team to originate asset-backed credit facilities for our clients, funded by Truist Bank and/or syndicated to other banks and/or institutional investors. ASG collaborates with internal partners including Banking, Risk, Operations, and Legal to achieve seamless execution, appropriate risk mitigation and strong client experience. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Works closely with senior CIB professionals. 2. Performs assigned duties with limited independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Proven analytical ability and attention to detail 3. Solid leadership and interpersonal skills 4. Proven ability to work well in a fast-paced, team-oriented environment 5. Strong written and oral communication skills 6. Some related work experience since graduation from an undergraduate program The base salary for this position is $100,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $100k yearly Auto-Apply 60d ago
  • Financial Advisor, Truist Investment Services, New York, NY

    Truist 4.5company rating

    Truist job in New York, NY

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (*************************************************** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests. 4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen client connections and loyalty. 6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies. 7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational seminars for clients and prospects. 10. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills. 6. Competent skills in Microsoft Office software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking experience helpful This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision (*********************************************************************************************** E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)
    $95k-168k yearly est. 60d+ ago
  • Wholesale Strategic Execution Lead - Structured Credit and Commercial Real Estate Finance and Servicing (Grandbridge)

    Truist Financial Corporation 4.5company rating

    Truist Financial Corporation job in New York, NY

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The purpose of this role is to formulate, develop and drive strategic initiatives and operating routines for the Wholesale Banking organization with alignment to Truist Asset Finance (Truist Asset Finance includes: CRE, Structured Credit including ABL, WCS, and Equipment Finance). The role will utilize strong critical-thinking and cross-functional collaboration skills to help clarify business strategies and translate strategy to business capabilities and implementation approaches needed to help achieve Wholesale Banking's strategic objectives. May manage a team. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Partner with line of business and business unit leaders to develop business strategy and target operating model including organizational shifts and adjustments (people, product, process) required to deliver on strategy. 2. Translate strategic objectives into cross-functional execution plans that enable the realization of desired outcomes. 3. On an ongoing basis, identify opportunities and develop initiatives to accelerate performance against strategic goals and objectives. 4. Lead the development of, and present recommendations to address strategic business needs. 5. Perform qualitative and quantitative analyses (e.g., benchmarks, industry trends, internal operating and financial data) to support strategic rationale and measure results. 6. Lead cross-functional teams to clarify execution tactics and plans to achieve strategic goals. 7. Facilitate and drive project meetings with senior business leaders and client, product, business partner SMEs. 8. Develop, guide, and mentor less tenured teammates. 9. Support development and execution of agenda and approach to operating routines including leadership meetings and business reviews. 10. Prepare formal presentations for the CWBO, including regular town halls, leadership meetings, and leadership offsites. 11. Develop and drive consistent adoption of templates, processes, and approaches to streamline core and common functions including meetings, events & client engagement, business overviews, headcount tracking and management, HR initiatives, etc. 12. Collaborate with functional partners including finance, HR, credit & risk management, legal & compliance, marketing & communications, events, and technology. 13. Support a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect. 14. May manage a team. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, or equivalent education and related training or experience to include 8+ years of experience in positions that carry increasing levels of responsibility, including experience in strategy or business consulting 2. Critical-thinking skills; ability to break-down large, abstract problems or questions into sub-components and develop comprehensive and cohesive recommendations, with supporting data/rationale 3. Excellent communication skills (written and verbal) 4. Strong cross-functional collaboration skills 5. Excellent interpersonal skills, ability to engage with stakeholders at all levels in the organization 6. Advanced proficiency with MS Office tools: PowerPoint, Excel and Word Preferred Qualifications: 1. 2+ years of credit, portfolio, and/or relationship management experience 2. Strong knowledge and experience in strategic planning and execution, including creating and executing comprehensive plans associated with business mergers, conversions, product changes, technology releases, policy changes, and line of business strategic plans 3. Proven ability to collaborate across organizational silos 4. Ability to think strategically while delivering tactically 5. Ability to translate and present complex data in a manner that educates, enhances understanding, and influences decisions 6. Advanced skills in data visualization and storytelling 7. Deep knowledge of wholesale banking including corporate, commercial, and payments 8. Strong executive presence and communication skills 9. Sense of urgency and ability to multi-task and manage competing projects in a deadline-driven environment 10. MBA The annual base salary for this position is $175,000 - $185,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $175k-185k yearly 29d ago
  • Business Unit Risk Specialist - FINRA - New York, Atlanta, or Charlotte

    Truist 4.5company rating

    Truist job in New York, NY

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and Capital Markets Business Unit stakeholders to support The Business Unit Risk Advisor Specialist II-FINRA is a role within the Investment Banking and Capital Markets (IBCM) Business Unit Risk Team. In this role, you will support the IBCM team in managing risks and controls across highly complex business area, while helping ensure compliance with enterprise compliance program requirements. Key responsibilities include partnering with business stakeholder to provide advice and guidance on mitigating risks and implementing control activities, collaborating with teammates to promote a strong risk culture by helping ensure alignment with frameworks, policies and regulatory expectations and executing and facilitating risk program activities including Risk and Control Self Assessments (RCSA), Key Risk Indicators (KRIs) and other thematic trend reviews across Investment Banking and Capital Markets. **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide risk support to assigned Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures and risk program requirements. 2. Partner with first- and second-line defense teammates across highly complex business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy. 3. Monitor and report on emerging risks potentially impactful to Business Unit partners and Truist. Execute processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements. 4. Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input. 5. Other activities and special projects, as deemed required. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in accounting, Business, Finance or related field, or equivalent education and related training. 2. 4+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience. 3. Experience in compliance and operational risk mitigation and remediation. 4. Strong communication, interpersonal, presentation and negotiation skills. 5. Proven leadership and management skills. 6. Strong time management and organizational skills adaptable to a dynamic and complex work environment; Capable of handling multiple projects concurrently. 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 8. Ability to travel, occasionally overnight. Preferred Qualifications: 1. Strongly preferred: FINRA Series 7, and 66 licenses (Series 63 & 65 can be used in lieu of Series 66). - The annual base salary for this position ranges between $105K-$135K **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $105k-135k yearly 12d ago

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