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Grandbridge Real Estate Capital jobs in New York, NY - 43 jobs

  • Credit Trading Associate II

    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:** Credit Trading desk makes a secondary market in, and stands ready to purchase and sell, corporate bonds for Truist Securities fixed income investor clients and support our bond origination and syndication business. **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. In connection with market making, Truist is typically required to maintain an inventory of positions (both long and short), and to establish positions to facilitate liquidity on behalf of our clients. 2. Responsible for managing individual credit trading book with multiple sectors including but not limited to risk management, trade execution, trade analysis, sector analysis, idea generation, and hedging. 3. Accountable for P&L generation and maintaining market share in assigned sectors 4. Active communication and dialog with Credit Research team to define views and trading strategy within the respective industries covered. 5. Independently analyze and evaluate credit market and security specific opportunities. 6. Develop and maintain client relationships across the Credit account base. 7. Work closely with Debt Capital Markets and coverage banking teams to successfully originate and distribute Truist Left Lead deals. Level-specific duties: 1. Plays an integral role working directly with Senior traders and research analysts to support the trading desk while managing an individual trading book. 2. Duties include but are not limited to: security valuation, financial modeling, statistical analysis, research, programing (Python) and presentation development. 3. Acitvely support and back up individual members of the trading desk while out of the office 4. Manages own trading book independently. 5. Responsible for client relationship development and expected to attend client meetings while representing the trading desk. 6. In-depth knowledge of the Credit market and demonstrates ability to independently manage risk (position management/hedging/pair trades/risk assessment). 7. Strong analytical, written, and oral communication skills 8. Builds cross-functional relationships within the investment bank and leverages these relationships to aid in communication and desk/firm improvements. 9. Assists in training, mentoring, and directing the work of Jr Associates/Analysts and directly responsible for their work **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. 5 years of related work experience 3. Knowledge of Credit Credit industry, market, and products 4. Track record of entrepreneurial nature 5. Advanced skills in written and oral communications, and interpersonal relationship management 6. Advanced analytical and technical skills combined with a problem solving attitude 7. Mastery of financial and accounting concepts **Preferred Qualifications:** 1. CFA and/or MBA degree, with a Finance focus 2. 6 years of related work experience 3. Technology / Coding experience (Python, R, VBA, ect.) The base salary for this position is $160,000 **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)
    $160k yearly 42d ago
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  • FIG Investment Banking VP

    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 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 including prospecting 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, selling product and advisory ideas internally and externally, and managing resolution of complex client transaction issues 6. May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work 7. Manages highly complex financial modeling, pitch-book production development, client relationship, and deal team travel, etc. 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. Minimum of 8 years of related work experience 3. In-depth knowledge of investment banking, market, industry sector and/or financial products 4. Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management 5. Superior skills in written and oral communications Preferred Qualifications: 1. MBA degree, with a Finance focus 2. 10+ years of related work experience 3. 2-4 years of management experience * The annual base salary for this position in New York 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 10d ago
  • FIG Investment Banking Associate

    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 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. 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 **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. Minimum of 6 years of related work experience 3. Strong knowledge of investment banking, market, industry sector, and/or financial products 4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 5. Strong organizational and leadership skills 6. Advanced skills in written and oral communications, and interpersonal relationship management 7. Solid analytical and sales skills **Preferred Qualifications** 1. MBA degree, with a Finance focus 2. 8+ years of related work experience 3. Experience in mentoring and coaching - 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 (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)
    $200k yearly 52d ago
  • Equity Research Associate - Communications/AI Infrastructure and Technology

    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:** 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 4 years of related work experience 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 7. Proven ability to work well in a fast-paced, team-oriented environment **Preferred Qualifications:** 1. Working towards CFA Designation. 2. 4+ years of related work related experience - The annual base salary for this position in New York is $160,000 **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)
    $160k yearly 60d+ ago
  • Syndicate Desk 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 54d ago
  • Grandbridge Head of Multi-Family Lending

    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: A senior leadership position responsible for directing all business transacted with Fannie Mae, Freddie Mac, and the Federal Housing Administration (FHA). Manage all aspects of loan processing; ensure superior customer service; build a high quality multifamily loan portfolio. 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. Management oversight for all agency and FHA business activities, including strategic goal setting, budgeting, team staffing, loan structuring, pricing and processing, program compliance, and recommendation of financing opportunities for credit approval. 2. Drive agency production in collaboration with Executive Leadership, the Grandbridge Head of National Sales Manager and Grandbridge specialty (e.g. Affordable Housing, Seniors Housing) and generalist origination teams, to serve clients with a premier, high volume Fannie Mae/Freddie Mac/FHA lending platform. 3. Continually review the agency lending processes to identify improvements benefitting clients with a streamlined Grandbridge execution while maintaining credit quality and in strict conformance with agency and FHA guidelines and program requirements. 4. Maintain knowledge of Fannie Mae, Freddie Mac and FHA loan programs, promulgating that knowledge throughout Grandbridge with training programs and marketing support for agency and FHA products and services. 5. Cultivate close working relationships with agency and FHA leadership, serving as liaison between Grandbridge and the agencies, and representing Grandbridge at agency and industry functions. Work with the agencies to ensure that Grandbridge is viewed as a strong partner and is appropriately supportive of agency housing mission goals and program objectives. 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 2. Fifteen years of experience in the commercial real estate industry, with at least ten years focused on multifamily lending with Fannie Mae, Freddie Mac or FHA 3. Highly developed sales skills, management experience and a thorough knowledge of multifamily loan originations and underwriting 4. Highly organized 5. Ability to organize, direct, supervise and motivate others 6. Ability to meet deadlines 7. Maturity and self-confidence to simultaneously handle a variety of assignments 8. Ability to work harmoniously with internal/external workers/customers 9. Analytical skills and the ability to find solutions to problems 10. Excellent written and verbal communication skills 11. Ability to represent the company in a positive and professional manner with the senior management teams at Fannie Mae and Freddie Mac 12. Ability to understand and explain complex financing concepts 13. Skill set to create a viable long-term business plan for agency/FHA area and execute on that plan over time 14. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 15. Ability to travel, occasionally overnight Preferred Qualifications: 1. Master of Business Administration (MBA) or Master's degree in Finance or Real Estate 2. Experience in multifamily credit risk management within the context of Fannie Mae DUS loss sharing 3. Proven self-starter 4. Sales/marketing training skills with technical proficiency in agency executions. 5. Strong, proven relationships with Fannie Mae and Freddie Mac 6. Good knowledge of local/regional/national real estate markets 7. Strong history of managing high volume loan production with direct involvement in front end quoting; loan negotiation; credit underwriting, closing and delivery of multifamily loans in conformity with Fannie Mae, Freddie Mac and FHA requirements 8. Direct relationships with large owners of multifamily properties 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 IER Right to Work
    $300k yearly 40d 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
  • 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. 5+ 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 60d+ ago
  • Syndicated & Leverage Finance Associate I or II

    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 advising, managing and underwriting all leveraged finance activities for corporate and financial sponsor clients. Advise clients on raising debt for acquisitions, refinancing, or restructuring existing debt through high yield bonds and syndicated loans. 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. Under limited supervision, 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. Builds cross-functional relationships within CIB. 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. 4 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. MBA degree, with a Finance focus 2. 6 years of related work experience 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 E-Verify IER Right to Work
    $175k yearly 23h 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
  • Credit Trading Desk Analyst (DIR)

    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: Research credit investments in support of fixed income sales & trading, debt capital markets and buy-side clients that buy and sell the firm's credit products. 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. Credit Trading Desk Analyst: 1. Perform credit due diligence to determine credit risk and relative value: analyze company reports, collect data, participate in company calls, attend conferences and investor meetings, question management, engage industry experts and model expectations 2. Make credit research recommendations in support of RENTD capital 3. Supplement clients' research with additional credit support 4. Directly support sales with supplemental credit teach-ins, participation in client calls and buy-side sales meetings 5. Directly support traders by monitoring and advising on desk positions and trading levels 6. Support the debt capital markets process by analyzing new bonds issues, educating S&T and buy-side on new issue credit risk and relative value, and providing client feedback and inquiry back to the syndicate desk Director Level: 1. Applies deep experience, proven judgement, and industry resources to make credit product investment recommendations with a performance track record commensurate with experience and skill level. Continues to cultivate and develop industry resources to build expertise. 2. Continues to develop client relationships with strong interpersonal skills. Applies highly developed communication skills, written and oral, to convey complex ideas clearly and concisely. Produces credit commentary and hosts meetings with investors and high level banking clients. Must represent the bank in client meetings with strong knowledge of the industry, market and products. 3. Takes a proactive approach to risk management in the fixed income trading business 4. Supervises, mentors and develops junior analysts. 5. Applies industry/market/product knowledge to drive revenue production and business. 6. Identifies and cultivate reverse client inquiry, facilitating origination opportunities. 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. CFA designation or equivalent knowledge 3. Licenses required: Series 7, Series 63, Series 52 (muni analyst only) 4. Minimum of 10 years of related work experience 5. Advanced knowledge of industry, market and products 6. Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives 7. Excellent interpersonal style, good listening skills and the ability to communicate highly complex ideas clearly and concisely 8. Strong partnering and leadership skills in a complex, matrixed environment Preferred Qualifications: 1. MBA degree, with finance focus 2. CFA designation 3. 14+ years of related work experience 4. Experience recruiting, mentoring and coaching * The annual base salary for this position in New York is $225,000 - $300,000 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
    $81k-122k yearly est. 23h ago
  • Digital Infrastructure Advisory Associate Director

    Walker and Dunlop, Inc. 4.9company rating

    New York, NY job

    Department: Digital Infrastructure 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 The Walker & Dunlop Digital Infrastructure Advisory team is looking to bring on an Associate to join the New York office. The group is currently comprised of a team of investment banking and capital markets professionals from various real estate and digital infrastructure backgrounds. The Associate will be joining one of the leading data center and digital infrastructure teams that have executed on more than $40 billion of transactions. The Digital Infrastructure team is focused on capital formation and strategic advisory for data center and digital infrastructure clients. The team has executed on a wide range of transactions, including corporate, portfolio, and asset-level investments. The team has experience up and down the capital stack across the globe. The team also advises on capital formation to include debt and equity placement. The Impact You Will Have The Digital Infrastructure Advisory Team is seeking to hire a collaborative and driven Associate who will be involved in every stage of the transaction including underwriting, market research, preparation of marketing materials, financial modeling, marketing of transactions, management presentations, negotiation, documentation, closings, and other events. Candidates will be working in a high-volume environment and need to be comfortable working on multiple engagements at a time. Primary Responsibilities * Prepare and deliver pitch materials and offering memoranda for data center & digital infrastructure transactions, to include research, financial modeling and developing of transaction narratives. * Responsible for complex financial modeling of property level cash flows and debt/equity structures utilizing market information, appraisals, and leasing / comps data to quickly and accurately underwrite a variety of different transactions. * Must review and understand relevant documents (leases, power agreements, loan documents, joint venture agreements, appraisals, etc.) to quickly identify relevant information. * Network within the industry via meetings, events and involvement in industry trade organizations. * Track and maintain database of transaction comps and help identify new business opportunities. * Participate in weekly pipeline meetings to discuss deal flow, deal status, market conditions and review new client leads. * Perform other duties as assigned. * Attendance is generally 9:30 am - 6:00 pm EST Monday through Friday in the office. Education and Experience * Bachelor's Degree in Finance, Accounting, Economics, Real Estate or related discipline or an equivalent combination of education and experience. * 3+ years of experience in accounting, advisory, investment banking, lending, or principal investing. * Transactional experience in data center, digital infrastructure and/or real estate preferred, but not required. 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, ability to learn Salesforce and other company software as needed. * Self-motivated, team oriented, and strong time management 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 with minimal direction and oversight. * Exceptional organizational, interpersonal, quantitative, writing and communication skills; able to interface with clients including top-level executives. * Strong writing skills with ability to communicate analytical and marketing data effectively. * Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders. This position has an estimated base salary of $100,000 - $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.
    $100k-125k yearly Auto-Apply 49d ago
  • Project Finance Origination 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:** 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 (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)
    $275k yearly 60d+ ago
  • Equity Research Associate - Aerospace & Defense

    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:** 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 4 years of related work experience 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 7. Proven ability to work well in a fast-paced, team-oriented environment **Preferred Qualifications:** 1. Working towards CFA Designation. 2. 4+ years of related work related experience - The annual base salary for this position in New York is $160,000 **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)
    $160k yearly 52d ago
  • Credit Trading Associate II

    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: Credit Trading desk makes a secondary market in, and stands ready to purchase and sell, corporate bonds for Truist Securities fixed income investor clients and support our bond origination and syndication business. 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. In connection with market making, Truist is typically required to maintain an inventory of positions (both long and short), and to establish positions to facilitate liquidity on behalf of our clients. 2. Responsible for managing individual credit trading book with multiple sectors including but not limited to risk management, trade execution, trade analysis, sector analysis, idea generation, and hedging. 3. Accountable for P&L generation and maintaining market share in assigned sectors 4. Active communication and dialog with Credit Research team to define views and trading strategy within the respective industries covered. 5. Independently analyze and evaluate credit market and security specific opportunities. 6. Develop and maintain client relationships across the Credit account base. 7. Work closely with Debt Capital Markets and coverage banking teams to successfully originate and distribute Truist Left Lead deals. Level-specific duties: 1. Plays an integral role working directly with Senior traders and research analysts to support the trading desk while managing an individual trading book. 2. Duties include but are not limited to: security valuation, financial modeling, statistical analysis, research, programing (Python) and presentation development. 3. Acitvely support and back up individual members of the trading desk while out of the office 4. Manages own trading book independently. 5. Responsible for client relationship development and expected to attend client meetings while representing the trading desk. 6. In-depth knowledge of the Credit market and demonstrates ability to independently manage risk (position management/hedging/pair trades/risk assessment). 7. Strong analytical, written, and oral communication skills 8. Builds cross-functional relationships within the investment bank and leverages these relationships to aid in communication and desk/firm improvements. 9. Assists in training, mentoring, and directing the work of Jr Associates/Analysts and directly responsible for their work 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. 5 years of related work experience 3. Knowledge of Credit Credit industry, market, and products 4. Track record of entrepreneurial nature 5. Advanced skills in written and oral communications, and interpersonal relationship management 6. Advanced analytical and technical skills combined with a problem solving attitude 7. Mastery of financial and accounting concepts Preferred Qualifications: 1. CFA and/or MBA degree, with a Finance focus 2. 6 years of related work experience 3. Technology / Coding experience (Python, R, VBA, ect.) The base salary for this position is $160,000 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
    $160k yearly 10d ago
  • Syndicate Desk 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
  • 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 60d+ ago
  • Corporate Banking Associate (Energy)

    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 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
    $175k yearly 60d+ ago
  • Investment Banking Analyst - Power, Utilities & Infrastructure

    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: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 Qualifications1. 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 Auto-Apply 56d ago

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