Finance Internship jobs at Hilltop Holdings - 5967 jobs

A leading global asset management firm is seeking a Summer Analyst for a 10-week in-person program in San Francisco. This role offers extensive exposure across the firm with responsibilities in investment research, financial analysis, and valuation modeling. Candidates must be undergraduate students with strong communication skills, a desire to work in teams, and a keen interest in finance. The firm promotes professional development and mentorship within its unique culture. #J-18808-Ljbffr

Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at . Follow @blackstone on , , and .**2027 Blackstone Private Equity Summer Analyst (San Francisco)****Employer**Blackstone **Job Title**Summer Analyst**Business Unit**Private Equity**Private Equity**With $158 billion of assets under management, Blackstone's corporate private equity business has been a global leader since 1985. We uncover value by identifying great companies and enhancing their performance by providing strategic capital and outstanding management talent. We aim to grow stronger enterprises, create jobs, and enable our portfolio companies to build lasting value for our investors, their employees and all stakeholders.**Program Description**Blackstone's Summer Analyst Program is a 10-week in-person experience, offering participants extensive exposure across the firm. This program provides Summer Analysts with valuable guidance through mentorship, continuous feedback, technical and soft skill training, networking opportunities with professionals across the firm, and the unique chance to fully immerse themselves in Blackstone's culture.**Job Description**Blackstone Capital Partners (BCP) offers Summer Analysts a unique opportunity to engage in the acquisition of large-cap and midsized companies across a variety of sectors. The investment process strengthens both the financial analysis toolkit of investment banking and the strategic thinking mindset of management consulting, resulting in a unique opportunity to enhance a well-rounded and comprehensive skill set in business.Summer Analysts at Blackstone are given similar responsibilities as a full-time analyst, with the opportunity to participate in all aspects of a given project and be staffed on several assignments at once. Summer Analysts can assume integral roles within their deal teams and will work directly with senior-level professionals. Summer Analysts are involved with the diligence, evaluation, structuring, and financing of transactions and regularly attend investment committee meetings, management sessions, and negotiations.**Responsibilities*** Investment research* Financial analysis, valuation, and LBO modeling* Industry and competitive analysis* Business diligence* Drafting of memoranda for internal and external use* Assistance in the execution and financing of transactions **Qualifications**Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, and have sound judgment and demonstrated excellence in prior endeavors.In addition, the successful candidate must meet the following qualifications:* Strong verbal and written communication skills* A desire to work in a team environment with dynamic roles* A basic knowledge of accounting and finance (including financial modeling)* Highly motivated to find solutions independently* Sincere commitment to professional development* Excellent attention to detail* Intellectual curiosity To be considered for the 2027 Summer Analyst Program, applicants must meet the following criteria:* Currently enrolled as an undergraduate student* Anticipated graduation date: Fall 2027 - Spring 2028* Resume must include expected graduation month/year and GPA* Resume must be in PDF format If you do not meet these criteria, please see Blackstone's Careers website for other opportunities that may be available, including other entry level positions.San Francisco Applicants: Blackstone will consider for employment qualified applicants with arrest and conviction records, consistent with the San Francisco Fair Chance Ordinance.The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.**Expected annual base salary range:**$110,000 - $110,000Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables. Additional compensation: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role.Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.If you need a reasonable accommodation to complete your application, please contact Human Resources at ************ (US), +44 (0)20 7451 4000 (EMEA) or +852 3656 8600 (APAC).Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:* Attending client meetings where you are discussing Blackstone products and/or and client questions;* Marketing Blackstone funds to new or existing clients;* Supervising or training securities licensed employees;* Structuring or creating Blackstone funds/products; and* Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions.You will not be eligible to participate in Blackstone's health and other insurance benefit programs.Please note that we use an AI resume screening tool to help with the initial review of applications. The tool helps us assess candidates based on skills, experience, and qualifications. The tool's scores are one of the factors we consider when deciding who moves to the next stage of the application process.To submit your application please complete the form below. Fields marked with a red asterisk \* must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form. #J-18808-Ljbffr

A leading financial advisory firm in Boston seeks a Director of Financial Planning to provide top-tier financial advice to clients. Candidates should have direct client-facing experience in wealth management and a strong background in building lasting client relationships. Responsibilities include evaluating client needs, developing recommendations, and serving the client's best interests without seeking commissions. The anticipated cash range for this role is $125,000 - $350,000, reflecting base salary and bonuses, with opportunities for performance-based compensation. #J-18808-Ljbffr

A leading global financial services firm is seeking a Summer Analyst for its San Francisco office. This program offers students the chance to gain real-world experience in financial services while receiving training designed to help them succeed. Candidates must be pursuing a bachelor's or graduate degree and have strong analytical and communication skills. The position entails working closely with other interns and professionals, providing exposure to important business tasks within a dynamic team environment. #J-18808-Ljbffr

About the program Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's / graduate degree. You will be fully immersed in our day-to-day activities. As a participant, you will: Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities of being a member of the firm Receive training designed to help you succeed Have the opportunity to work on real responsibilities alongside fellow interns and our people Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down. A single applicant should not create multiple email addresses to apply to additional opportunities About the division Global Banking & Markets (Public) / FICC and Equities (Sales and Trading) enables our clients to buy and sell financial products, raise funding and manage risk. We make markets and facilitate client transactions in fixed income, equity, currency and commodity products. We make markets in and clear client transactions on major stock, options and futures exchanges worldwide. Through our global sales force, we maintain relationships with our clients, receiving orders and distributing investment research, trading ideas, market information and analysis. Job Info Job Category: Summer Analyst Locations: San Francisco, California, United States Areas of the Firm: Global Banking & Markets Anaplan Salary Range Lower Limit: 110,000 Anaplan Salary Range Upper Limit: 110,000 Healthcare & Medical Services We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity up to a pre-approved amount. We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer. #J-18808-Ljbffr

Why Corporate Banking? A Corporate Banker is a relationship-driven corporate finance professional, who is an expert in matching clients' needs with banking solutions. The Corporate Banker fully embodies Bank of America's motto and core value "What would you like the power to do?" by leveraging their deep understanding of the financial challenges corporate clients face to effectively deploy the bank's capabilities and resources to help them achieve their goals. As a Corporate Banker, you'll be the hub in the wheel of Bank of America's products and services for our corporate clients, driving the dialogue and working in partnership with products experts from each group to deliver the bank's full platform to clients in a timely, smooth and coordinated manner. Corporate Banking vs. Investment Banking Corporate and Investment Banking are both relationship-focused roles. Although the two groups, which are both organized by industry, often work closely together and even sit on the same floor, there are fundamental differences: The Corporate Banker is the gatekeeper of three of the core pillars of the bank's offering, Debt & Credit Ratings, Risk Management and Treasury Solutions, while the Investment Banker is the gatekeeper of two of the core pillars, M&A and Equity The Corporate Banker key contacts are the Treasurer, Assistant Treasurer and CFO while the Investment Banker's key client contacts are the CEO, CFO and Business Development Manager As the Corporate Banker and Investment Banker work in parallel, making sure corporate clients can access the full breadth of the bank's offering, their paths often intersect on strategic client discussions and transactions and on building and maintaining strong relationships with key client executives Why Bank of America? Bank of America is one of the world's leading financial institutions, serving individuals, businesses, large corporations, and governments with a broad, comprehensive range of solutions to their complex financial issues. Bank of America strives to be a place you can be proud and happy to work at. It is a diverse, inclusive workplace where employees are valued for their individual strengths and perspectives, supported in growing their careers and recognized and rewarded for their contributions. Why our Summer Internship program? The Summer Analyst program is a collaborative and motivating program designed to offer you broad and exciting exposure to the full range of products and services we offer to our clients and to empower you to make an impact, with the support of an extensive formal training offered at the start of the program and mentorship throughout. Our Summer Analyst program will set you up for success, by providing you with analytical based work experience focused on the financial markets, true insight into life as a Corporate Banker and a strong platform to launch your career. As a Summer Analyst, your key responsibilities may include but will be not limited to the below - don't worry if these tasks don't make sense yet, we are here to guide you! Working on live deals Preparation of internal materials from compliance clearance to deal approval memos for transaction capital committees Preparation of external materials such as working group lists, due diligence questionnaires and lender presentations Working on client pitches, helping strengthen and expand the relationship Preparation of relationship overview and coverage team pages Performance of various financial analyses including capital structure and credit ratings analysis, WACC analysis and fire power analysis Peer analysis, such as liquidity, capital allocation, capital structure and fixed to floating profile analysis * Working on the day-to-day client relationship, helping clients solve any issues or needs that might arise Qualifications Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 3.5 minimum GPA preferred and can demonstrate a track record of superior performance in extracurricular and professional activities Distinguished written and oral communications skills Strong analytical and organizational skills and attention to detail Proactivity, curiosity, ability to learn quickly, team focus, strong work ethic Dedication to building a career in the corporate banking industry, coupled with a strong desire to learn and succeed in team environments Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA

BDO's Specialized Tax Services ("STS") Business Incentives Group ("BIG") has gone through tremendous growth and continues to expand rapidly. The STS BIG Internship presents a unique opportunity to gain hands on experience in one of BDO's premiere national consulting practices. A Tax Intern, Business Incentives Group, helps achieve BDO's core purpose-helping people thrive every day-by helping companies and individuals identify and claim government incentives designed to promote innovation, economic growth, and job creation in the U.S. like the Research & Development (R&D) Tax Credit. Our clients are leaders in innovation in virtually every industry, from technology, manufacturing, life sciences, and healthcare to retail, consumer products, and natural resources. An STS BIG Intern will have the opportunity and charge to innovate and collaborate with BDO professionals in all of our business lines as well as with our clients' innovation leaders, in tax, accounting, finance, and also in their engineering, software, manufacturing, scientific, medical, and other R&D-related departments. STS BIG's short-term mission is to help our clients as efficiently and effectively as possible to identify, document, and support on examination by tax authorities the various incentives to which they are legally entitled. Our longer-term goal is to develop an understanding of them as people and of all aspects of their business so that we are well positioned as their trusted advisors, as professionals who understand both their business operations and business drivers as well as how BDO can help them realize their goals. In pursuing this mission, we are also seeking to help our STS BIG Interns gain first-hand experience in becoming trusted advisors, ensuring they have a clear sense of the importance and responsibilities of such a role, as well as the training and opportunities to fill it. Toward that end, STS BIG Interns pursue opportunities which enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal, and written communication, project management, practice management, and business development. Job Duties: Assists in the execution of multiple client engagements Collaborates with other STS BIG professionals in all aspects of our business, e.g., innovating, developing and implementing better strategies and processes for our services, marketing, etc. Establishes effective working relationships directly with STS BIG professionals and other BDO employees Contributes to the development of your own technical acumen and STS BIG's market prominence Assists in business development research and identification of opportunities for new and existing clients Contributes to, supports, and enhances the culture of STS BIG, our local offices, and BDO as a globally leading professional services firm Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * Currently enrolled in a Bachelor's or Master's program, required; with a focus in Accounting, Finance, Computer Science, Engineering, Data Analytics, Communications, or Law, preferred Experience: * Leadership experience, preferred License/Certifications: * N/A Software: * Proficient in the use of Microsoft Office Suite, especially Excel and Word, preferred Other Knowledge, Skills, & Abilities: Excellent verbal and written communication skills Strong analytical and basic research skills Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Ability to work in a deadline-driven environment and handle multiple projects simultaneously Able to interact professionally with people at all organizational levels of the firm Desire to understand why a task is being performed and to seek learning opportunities Demonstrate interest in performing self-study to further develop technical competency and knowledge of issues impacting various incentives Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $35.00/hr - $39.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $38.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr

A leading technology firm is seeking a VP, Controller & Finance Transformation to lead accounting operations and optimize financial processes. The role requires a CPA and extensive experience in accounting and finance transformation, focusing on automation, reporting, and new product support. The salary range is $260,000 to $310,000 annually plus bonuses. This key position supports the company's rapid growth in financing sustainable solutions. #J-18808-Ljbffr

A leading banking institution is seeking an Associate in Technology Investment Banking for its San Francisco office. This role involves championing client relationships, performing financial analysis, and collaborating with senior bankers on various transactions. A suitable candidate should have a Bachelor's degree, 2-4 years of experience in investment banking, and strong quantitative skills. The role promises opportunities for growth and exposure to key clients. #J-18808-Ljbffr

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Position highlights and title Title: Associate, Technology Investment Banking - San Francisco, CA Requisition ID: 232917 Salary Range: 175,000.00-225,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. This role is part of Scotiabank's Global Technology Investment Banking Group, which works on mergers & acquisitions, public equity offerings, debt capital markets issuances, and capital advisory projects. The Associate will work with senior bankers across a variety of transaction types and advisory assignments. The group offers opportunities for growth, development, and exposure to clients and product partners across GBM. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What You'll Do Champion a client centric culture focused on deepening client relationships and leveraging broader Bank relationships, systems, and knowledge to deliver Scotiabank solutions across its footprint and generate revenue. Relationship management and cross collaboration includes: Coordinating with the various product groups and industry coverage teams within GBM Developing and maintaining effective industry relationships with various external parties and clients Day-to-day responsibilities include the following: Evaluating and analyzing the financial needs of clients, including the development of financial models, and supporting the team in determining advisory and financing solutions for these clients Collecting, consolidating, and interpreting company, industry, and market data Performing comprehensive financial statement analysis and creating and maintaining financial models Financial and written analysis of companies and industries Identifying and developing business opportunities for and with clients Preparing client presentations, including compiling data and assembling presentation materials Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time Applying product and capital markets knowledge to help clients achieve their financial and strategic objectives Develop junior bankers on the team and across GBM through active engagement focusing on skill development (i.e., technical, coverage, and other professional and leadership skills) and providing valuable real-time constructive feedback to support their career development Actively partner with group leaders and broader team to build, reinforce, and maintain positive team dynamics, engagement, and morale Actively contribute to a high performance, inclusive work environment What You'll Bring 2-4 years' work experience in Investment Banking TMT or Software experience is preferred but not required Completed Bachelor's or M.B.A. Degree Strong quantitative skills focused on financial analysis, accounting, and financial theory Strong written and verbal communication skills Excellent command of Microsoft Suite, with an emphasis on Excel, PowerPoint, and Word A high level of attention to detail A high level of energy and a keen desire to learn Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What\'s in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Nearest Major Market: San Francisco Nearest Secondary Market: Oakland Job Segment: M&A, Investment Banking, Financial, Equity, Relationship Manager, Management, Finance, Customer Service #J-18808-Ljbffr

A major financial institution in Boston is seeking a Private Equity Lending Associate. The role involves underwriting and managing a commercial loan portfolio, primarily focusing on fund finance transactions while also handling C&I and CRE transactions. Candidates should possess over three years of experience in credit analysis and strong communication skills. A bachelor's degree is required. The position provides a competitive salary and benefits package including bonus opportunities and comprehensive insurance coverage. #J-18808-Ljbffr

BDO's Specialized Tax Services ("STS") Business Incentives Group ("BIG") has gone through tremendous growth and continues to expand rapidly. The STS BIG Internship presents a unique opportunity to gain hands on experience in one of BDO's premiere national consulting practices. A Tax Intern, Business Incentives Group, helps achieve BDO's core purpose-helping people thrive every day-by helping companies and individuals identify and claim government incentives designed to promote innovation, economic growth, and job creation in the U.S. like the Research & Development (R&D) Tax Credit. Our clients are leaders in innovation in virtually every industry, from technology, manufacturing, life sciences, and healthcare to retail, consumer products, and natural resources. An STS BIG Intern will have the opportunity and charge to innovate and collaborate with BDO professionals in all of our business lines as well as with our clients' innovation leaders, in tax, accounting, finance, and also in their engineering, software, manufacturing, scientific, medical, and other R&D-related departments. STS BIG's short-term mission is to help our clients as efficiently and effectively as possible to identify, document, and support on examination by tax authorities the various incentives to which they are legally entitled. Our longer-term goal is to develop an understanding of them as people and of all aspects of their business so that we are well positioned as their trusted advisors, as professionals who understand both their business operations and business drivers as well as how BDO can help them realize their goals. In pursuing this mission, we are also seeking to help our STS BIG Interns gain first-hand experience in becoming trusted advisors, ensuring they have a clear sense of the importance and responsibilities of such a role, as well as the training and opportunities to fill it. Toward that end, STS BIG Interns pursue opportunities which enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal, and written communication, project management, practice management, and business development. Job Duties: Assists in the execution of multiple client engagements Collaborates with other STS BIG professionals in all aspects of our business, e.g., innovating, developing and implementing better strategies and processes for our services, marketing, etc. Establishes effective working relationships directly with STS BIG professionals and other BDO employees Contributes to the development of your own technical acumen and STS BIG's market prominence Assists in business development research and identification of opportunities for new and existing clients Contributes to, supports, and enhances the culture of STS BIG, our local offices, and BDO as a globally leading professional services firm Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * Currently enrolled in a Bachelor's or Master's program, required; with a focus in Accounting, Finance, Computer Science, Engineering, Data Analytics, Communications, or Law, preferred Experience: * Leadership experience, preferred License/Certifications: * N/A Software: * Proficient in the use of Microsoft Office Suite, especially Excel and Word, preferred Other Knowledge, Skills, & Abilities: Excellent verbal and written communication skills Strong analytical and basic research skills Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Ability to work in a deadline-driven environment and handle multiple projects simultaneously Able to interact professionally with people at all organizational levels of the firm Desire to understand why a task is being performed and to seek learning opportunities Demonstrate interest in performing self-study to further develop technical competency and knowledge of issues impacting various incentives Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $35.00/hr - $39.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $38.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr

General information Country USA City New York Type of role Professional Working time Full-time Type of contract Permanent Remaining openings 1 Description & Requirements For our Investment Banking division in New York, we are looking to hire an Investment Banking Analyst - New York Your role in the team: Berenberg is looking to hire an individual to work within the Investment Banking team who can support the firm's continued growth in US markets. In this role, you will directly work with both mid-level and senior members of the Investment Banking team and report directly to the Head of US Investment Banking. A successful candidate in this role will assume responsibilities in the origination and execution of transactions by serving as a key stakeholder in various workstreams across the department. A candidate will be joining a very fast paced and dynamic, growing team here in the US. What will you do? Preparing materials for meetings with new and existing clients and investors for potential capital raising activity throughout the company lifecycle Conducting in-depth market sector and company research to support pitches and deal execution Building and maintaining complex financial models, including equity valuation analyses Participating directly in deal execution (IPOs, capital increases, block trades), including managing due diligence and data room processes Coordinating syndicate materials, internal presentations, and facilitate communication between Sales and Compliance teams Who are we looking for? First relevant experience, preferably with a U.S. investment bank or broker-dealer; strong proficiency in Excel, PowerPoint, and financial software Degree-level education with outstanding academic achievements, preferably in finance or a related field Highly ambitious and motivated, eager for significant exposure, and responsibility with top-tier clients in a dynamic environment Exceptional written and verbal communication skills, demonstrating attention to detail and the ability to manage multiple workstreams under pressure A collaborative, entrepreneurial, and goal-oriented team player, willing to meet challenging deadlines What we offer you: 100% Company sponsored medical, dental, and vision insurance 25 Paid vacation and sick time Company-paid life insurance Company-paid STD/LTD Paid parental leave 401(k) plan with company match Gym membership discounts Apply now and join our Team - we look forward to receiving your application! Who We Are: Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise. We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens network and builds trusting, collegial relationships. For us, this forms foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals. We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us! We will only accept applications submitted through our online application management system on the website. We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss. BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Salary will vary based on role, education, level of experience, and expertise ranging between $90,000 to $115,000 as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.

A leading financial services firm located in San Francisco is seeking an Investment Banking Associate in Renewables. This role involves working closely with industry bankers on advisory and capital mandates, supporting senior bankers, and mentoring junior analysts. The ideal candidate will have over 3 years of investment banking experience, strong financial analysis skills, and a Bachelor's degree. The position offers a competitive salary range between $123,000 and $257,000 and emphasizes professional growth in a supportive, inclusive environment. #J-18808-Ljbffr

Investment Banking Associate, Renewables page is loaded## Investment Banking Associate, Renewableslocations: San Francisco, CAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 1, 2026 (30+ days left to apply)job requisition id: R-34342**Location:**1 California Street, San Francisco CaliforniaJob DescriptionThe Associate in KeyBanc Capital Markets' (KBCM) actively work with industry bankers and product groups in cross-functional teams originating and executing a wide variety of advisory and public/private capital mandates. Associates act as the primary day-to-day contact for execution support, including; financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including information memorandums, management presentations, industry white papers, etc. Associates play a central role coordinating the activities of all team members. Primary responsibilities include supporting senior bankers in developing junior analysts and helping with special projects to further develop the practice. An Associate in KBCM enjoys a unique developmental opportunity as junior bankers have the opportunity for far greater responsibility and recognition than at other investment banks.**Responsibilities*** Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice* Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.**Core Competencies*** All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.**Qualifications*** 3+ years of relevant experience in investment banking* Experience in managing and training junior investment bankers* Strong educational background with a Bachelors* Excellent business writing and financial analysis skills* Proven ability to work well in a fast-paced team environment* Outstanding work ethic* Must be willing to travel when necessary* Series 79 and 63 licenses preferred COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $123,000.00 - $257,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.Equal Pay Posting LanguageThis position is eligible to earn a base salary in the range of $175,000 to $200,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includeseligibility forshort-term incentive compensation and deferred incentive compensation subject to individual and company performance.Please click for a list of benefits for which this position is eligible.Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.Job Posting Expiration Date: 02/01/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR\_**********************. #LI-RemoteKeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you. #J-18808-Ljbffr

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

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ101872*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are currently seeking an experienced Associate to join our Technology financial advisory practice in San Francisco.Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.Ideal candidates must also possess:* Excellent analytical and presentation skills* Knowledge of basic accounting and financial concepts; ability to analyze and value businesses* Experience in Investment Banking (corporate finance/M&A) or equivalent* A drive for results, and ability to perform well under pressure and against tight deadlines* Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients* Strong multi-tasking skills* Exceptional Microsoft Office suite (Excel a must) and financial reporting skills* Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr

A leading investment bank in San Francisco is seeking an experienced Investment Banking Associate for its Technology financial advisory practice. The role involves financial analysis, team management, and preparing client presentations. Candidates should demonstrate strong analytical and presentation skills with a background in investment banking. Competitive compensation is offered with a salary range of $175,000 - $225,000. #J-18808-Ljbffr