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  • Investment Banking Analyst

    Optomi 4.5company rating

    Investment Banker Job 24 miles from Ashburn

    Important Notes: Due to the nature/constraints of the role: Please do NOT apply to this role if you need to do so through a third party (LLC owners/Independent Consultants CAN apply) Due to the nature/constraints of the role: Candidates need to be eligible to work in the US without sponsorship indefinitely If you feel as though you fit 60-70% of the role's ask; please apply; regardless of the number of current applicants Compensation range below is the total compensation (Base + Bonus); variance is due to an openness to varying levels of experience Title: Trading & Investment Technologist Summary: Optomi, in partnership with an excellent organization in the Capital Markets space, is inviting applicants for a Trading & Investment Technologist to provide mission-critical support for our trading, investment operations, compliance, and client service systems. Acting as the front line for technical, trade execution and trade settlement and reconciliation issues, you will ensure the reliability, efficiency, and scalability of these systems in a high-pressure environment. The Trading & Investment Technologist engages directly with traders, portfolio managers, compliance analysts, operations, and client service teams to troubleshoot issues, optimize workflows, and implement robust technical solutions. The ideal candidate combines strong technical skills, including expertise databases including Snowflake and SQL as well as complex system integrations along with a solid understanding of equity trading and settlement processes. As part of our technology team, you will play a key role as a front-line engineer focused on maintaining seamless operations, enhancing system performance, and contributing to the continuous improvement of our technology ecosystem. Work Expectations: The work location for this role is expected to be onsite in Arlington, Virginia on a hybrid schedule of 3 days per week in-office at a minimum (specifically, Tuesday, Wednesday, and Thursday) or as directed by your manager, depending on the role and team needs. Please know that the hybrid schedule is subject to change, as directed by our Executive Management Team, at any time. WHAT THE RIGHT CANDIDATE WILL ENJOY Acting as the first point of contact for daily support functions required for Trading, Operations, Compliance and Client Service teams Acting as a technical liaison for business stakeholders (e.g., Traders, PMs, Compliance), conducting requirements analysis and implementing tailored solutions; Troubleshooting, analyzing, and resolving technical issues across front and back-office systems, focusing on root cause identification and long-term improvements; Developing and managing API integrations between internal and external systems, ensuring seamless data flow and operational efficiency; Monitoring, optimizing, and maintaining SQL jobs and data pipelines to ensure reliable and accurate processing of critical workflows; Creating and maintaining a comprehensive internal knowledge base, documenting workflows, troubleshooting steps, and system configurations; Proactively identifying areas for operational improvement, implementing best practices, and driving enhancements to support processes and systems; Providing training and onboarding for new users, ensuring efficient adoption of systems and tools; Contributing to fostering a culture of teamwork, innovation, and operational excellence; Performing other position responsibilities, as needed; and Exhibiting behaviors consistent with Sands Capital's Mission, Values, and culture. EXPERIENCE OF THE RIGHT CANDIDATE: Bachelor's degree in information technology, computer science, or a related field; 3-4+ years of experience in technology, advanced analytics, development, or engineering within trading, investment, or related environments; Strong understanding of equities trade execution and settlement processes; Hands-on experience with SQL jobs and data integration techniques for automating and optimizing workflows; Proficiency in programming using Python or similar languages (e.g., PowerShell, .NET), with the ability to write scripts and develop solutions to enhance system integrations and automate tasks is preferred
    $72k-109k yearly est. 14d ago
  • Investment Consultant/Relationship Manager/Key Accounts (Series 7)

    Advisorshares

    Investment Banker Job 21 miles from Ashburn

    Investment Consultant/Relationship Manager/Key Accounts AdvisorShares is an investment management firm offering actively managed ETFs. AdvisorShares offers innovative products and services which provide access to best of breed institutional money managers, emerging themes and qualified emerging money managers. Position Overview AdvisorShares is looking for motivated individuals to join our Investment Consultant team. Our Investment Consultants support financial intermediaries in the Bank, Independent Broker Dealer (IBD), Registered Investment Advisors (RIA), Family Office and Wirehouse channels in a business development, relationship management and hybrid wholesaling role. Investment Consultants will work with home offices and financial intermediaries to assist in platform availability as well as provide product education and application. Investment Consultants must have the ability to work in a high volume and high activity environment, be self motivated, goal oriented and have the ability to prioritize activities to ensure financial professionals satisfaction. This position requires accountability and experience to recognize opportunities, vision to respond with sound strategies, discipline to adhere to those strategies and attentiveness to help deliver the right results for each firm and financial intermediary. Primary Objectives: Our investment consultant team uses a process oriented consultative approach to build relationships and generate asset growth. The primary role of the investment consultant team is to manage the relationship, educate, uncover platform opportunities, prospect for new relationships and promote AdvisorShares products to the financial professional community. We use a hybrid wholesaling model that employs marketing initiatives promoting various campaigns, followed up with outbound call activity to position our products and support aggressive asset growth goals. Compensation will be composed of both quantitative and qualitative attributes; considering the achievement of product AUM goals, individual activity goals, and incorporating the ability to successfully profile a financial professional within our CRM system. Additional objectives are as follows: · Cultivate and manage financial professional relationships, by responding to inquiries, providing ongoing communication, and managing the clients/prospects throughout the education cycle, resulting in asset growth · Deliver education around investment solutions to financial professionals, through value-add tools/support, product information and updates, and unique AdvisorShares market insights · Develop and strengthen relationships with financial professionals and centers of influence Qualifications The candidate will have: · Proven results and demonstrated sustainable achievement in a competitive environment · Ability to learn and demonstrate industry and product knowledge by understanding the competition, financial professionals and the investment marketplace · Capacity to build relationships across the entire organization and with our partner or affiliated firms · Excellent written and verbal communication skills · Computer proficiency This Role Requires: · Ability to drive relationships to increase and retain the firm's assets under management · Drive to exceed activity requirements · Ability to tell the AdvisorShares story clearly, concisely and in a compelling way to create interest by utilizing the AdvisorShares education process · Ability to grow, develop and maintain working relationships with hundreds of financial professionals · Some travel as opportunities dictate, i.e. branch presentations, regional conferences, national conferences, large opportunities · Proficiency in the use of a Customer Relationship Management (CRM) system similar to Salesforce.com · Reporting on a timely basis, including required reports to the VP of Business Development including business plan, activity reports, and asset recognition · Participating in high net worth and client presentations with FA's · Location: Bethesda, MD · Experience: Minimum of two years financial services experience, with RIA, fund company customer support, key accounts, internal wholesaling or hybrid wholesaling experience highly desirable · Education: Bachelor's degree in finance, economics or marketing highly desirable · Securities Licenses: Series 7, Series 63, and a clean U4 REQUIRED
    $62k-111k yearly est. 12d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Investment Banker Job 30 miles from Ashburn

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $50k-70k yearly 12d ago
  • Bilingual Personal Banker - Tivoli Square

    Wells Fargo Bank 4.6company rating

    Investment Banker Job 27 miles from Ashburn

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Must take and pass required language assessment Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 3325 14th St NW, Washington, DC 20010 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $20.00 - $27.69 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 20 Sep 2024 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $27k-37k yearly est. 60d+ ago
  • Licensed Financial Planning Associate

    Clark & Associates, Inc. Financial Solutions 4.4company rating

    Investment Banker Job 10 miles from Ashburn

    Are you an A player looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, Clark Financial, in Reston, VA is seeking to add an Licensed Financial Planning Associate to our Team! This Licensed Financial Planning Associate ideal candidate will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. In addition this position will service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery. Key Traits: Strong initiative Positive attitude Strong organizational skills Excellent communication; written and verbal Attention to detail and accuracy Proactive management style and consistent follow-through Minimum Requirements: College degree preferred 2+ years of financial service experience required Series 65 or equivalent to get registered as an IAR required Life and Health licensing preferred, or required within 30 days of hire Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite. including 365 and teams Experience with Redtail CRM preferred Position Responsibilities: Assist clients with annuities, life, long-term care, and managed money Develop, manage, and retain strong client relationships Assist main Advisors with meeting individual and team goals Resolve any issues regarding new accounts, transfers, or amendments Complete and process servicing requests Maintain database programs Prepare paperwork for new client accounts Salary: $50K-$95K Benefits 401(k) - automatic 4% company contribution based on salary Health, Dental, Vision, LTD, Life and AD&D Continuing education stipend/reimbursements Wellness Reimbursement All Federal holidays PTO Hours: Monday - Friday 8:00am-5:00pm Some evenings required for client events
    $50k-95k yearly 11d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Investment Banker Job 24 miles from Ashburn

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $69k-128k yearly est. Easy Apply 60d+ ago
  • 2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst

    Jpmorgan Chase & Co 4.8company rating

    Investment Banker Job 27 miles from Ashburn

    JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Seattle,WA $38.46-$38.46; New York,NY $38.46-$38.46; San Francisco,CA $38.46-$38.46; Chicago,IL $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details.
    $141k-234k yearly est. 17d ago
  • Mid-Level Investment Funds Associate (Multi Office)

    DLA Piper 4.9company rating

    Investment Banker Job 27 miles from Ashburn

    DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let's see what we can achieve. Together. **Summary** DLA Piper's is seeking a mid-level associate to join its Investment Funds group. This position is open to our Atlanta, Austin, Boston, Chicago, Dallas, New York, Washington, D.C., and California offices. **Educatio** **n** + JD **Bar Admission** + Admitted to practice in the jurisdiction in which you are applying. **Experience** + 5+ years of relevant experience. + Experience with investments in, or the formation of, domestic and international private equity, real estate, venture capital and hedge funds. + Experience with secondary transactions, structuring separately managed accounts and structuring carry vehicles preferred. **Job Competencies & Desired Skills** + Strong analytical and writing skills + Attention to detail + Good business judgment + Excellent organizational skills + Ability to work collaboratively and independently + Demonstrated oral and written communication skills + Research and problem-solving skills + Conceptual thinking + Ability to influence others + Persuasive communication + Management skills **General & Essential Job Expectations** While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: + Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; + Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; + Provide timely, accurate, and quality work product; + Successfully meet deadlines, expectations, and perform work duties as required; + Foster positive work relationships; + Comply with all firm policies and practices; + Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; + Perform all other duties, tasks or projects as assigned; + Our employees are expected to embrace and uphold our firm values as a part of our DLA Piper culture. We are committed to excellence in how we represent our clients and develop our people. **Physical Demands, Work Environment, and Other Requirements** Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met. **Work Environment** Hybrid with some in-office expectations **Application Process** Please apply online if you are a direct applicant. Applicants must apply directly online instead of sending application materials via email. If you have a request for an accommodation during the application process or if you have any questions about the process, please contact ******************************** (%20********************************) . Please add ********************** to your list of safe senders. **Search Firms** Per the terms of our agreement, all candidates must be submitted through the firm's agency portal for consideration. If you have an agreement with the firm, please log in to the agency portal. If you do not have an agreement with us and would like us to consider candidates, please send a blind candidate profile to ******************************** . **Pay Transparency** The firm's expected hiring range for this position is $310,000 - $390,000 per year depending on the candidate's experience, skills, educational and professional background, and overall qualifications. We offer a comprehensive package of benefits including medical/dental/vision insurance, and 401(k). \#LI-Hybrid \#LI-CS1 _DLA Piper is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._ Job applicant poster viewing center (****************************************************************************************************** _._ **DLA Piper is, at its core, bold, exceptional, collaborative and supportive** Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let's see what we can achieve. Together. **Get to Know Us** We invite you to learn more about us. Please visit the following pages for more information about DLA Piper. Laterals (*********************************************** Lateral Partners Law Students (*************************************************** Business Professionals **Recruitment Agencies:** Per the terms of our agreement, all candidates must be submitted through the firm's agency portal for consideration. If you have an agreement with the firm, please log in to the agency portal via the following link (*********************************************************************** to review positions accepting agency submissions. _Lawyer Positions Only:_ If you do not have an agreement with us and would like us to consider candidates, please send a blind candidate profile to ********************************
    $310k-390k yearly Easy Apply 60d+ ago
  • Investment Associate

    Calvert Impact OTOF 3.9company rating

    Investment Banker Job 21 miles from Ashburn

    About Climate United Climate United will use funding from the EPA under the Inflation Reduction Act to rapidly deploy low- and zero-emission products, technologies, and services to all American communities in order to (1) reduce GHG emissions and other forms of air pollutants; (2) bring direct benefits to American communities in the form of energy security, energy savings, cleaner air, and quality jobs; and (3) transform the capital markets so they can drive an equitable clean energy transition at scale. Visit Climate United (weareclimateunited.org) for more information. Climate United will focus its investments in Distributed Power Generation and Storage, Building Decarbonization and Electric Transportation. Calvert Impact, Inc., a 501(c)(3) nonprofit (“Calvert Impact”), is the sole member of Climate United. The successful candidate will be employed by Calvert Impact or one of its subsidiaries. Job Description: Climate United Fund, a 501(c)(3) nonprofit (“Climate United”), is seeking several full-time Associates to join our Investments team. This is an excellent opportunity for an individual early in their career who is passionate about investing for positive social and environmental impact. The Associate will support all stages of the investment life cycle from initial due diligence to portfolio management. Key responsibilities include financial analysis, project management, risk assessment, reporting, and ongoing loan monitoring. The role requires strong analytical and financial modeling skills, attention to detail, and an interest in impact-driven investment strategies. This individual must also be able to provide a high level of service to internal and external stakeholders and share the commitment Climate United's mission. The position will work closely with the Investment Officers and Directors and contribute to key aspects of investment strategy and portfolio performance management. Key Responsibilities: Support the Investment team in investment analysis and underwriting transactions to drive executions and key decision making. Take ownership of portfolio management activities, including waivers and modifications, ensuring alignment with strategic goals. Support the collection and analysis of quarterly and annual financial data from borrowers, ensuring timely and accurate submission of impact and financial reports. Help track and maintain portfolio performance metrics, including compliance with loan covenants and progress toward impact goals. Support Asset Management in loan servicing, including documentation review, as needed. Liaise with internal teams, borrowers, and other stakeholders to ensure smooth execution of investment transactions and effective management of relationships. Provide support during the loan closing process, assisting in document preparation and compliance checks. Be a positive contribution to our high-performing, mission-driven culture. Engage with colleagues on the team and across the organization on special projects as needed. Required Skills: The ideal candidate brings: Education: Bachelor's degree in finance, economics, accounting, or a related field. Coursework in renewable energy, sustainability, or impact investing is a plus. Experience: At least 1-3 years of experience in finance, renewable energy, or a related field, including internships or relevant academic projects. Skills: Strong financial modeling skills, proficiency in Excel and familiarity with financial analysis tools. Ability to analyze complex financial and impact data and translate it into actionable insights. Proficient with relational databases (e.g., Salesforce, Airtable, or similar platforms). Strong written and verbal communication skills with the ability to present data clearly and concisely. Excellent organizational skills and attention to detail with the ability to prioritize and manage multiple tasks in a fast-paced environment. Traits: Strong teamwork orientation with the ability to work independently when necessary. A keen intellect combined with a good sense of humor and solid personal integrity. A positive, forward-looking approach directed to overcoming obstacles and a “can-do” attitude to implement solutions. Strong interest in the clean energy sector and a desire to contribute to positive social and environmental impact. Ability to work from the New York City or Washington, DC area.
    $86k-136k yearly est. 60d+ ago
  • Internship - Investment Banking Analyst, Real Estate (Tysons Corner, VA Summer 2026)

    Robert W. Baird & Co. Incorporated 4.7company rating

    Investment Banker Job 16 miles from Ashburn

    Our Internship Program: Our competitive intern program is a robust experience that offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative and dynamic environment. Our Team Baird is a leading global investment bank with more than 400+ banking professionals in the U.S., Europe and Asia. We provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, restructuring, debt advisory and equity financing transactions. Since 2017, Baird has completed more than 700 advisory transactions, representing nearly $285 billion in transaction value, and nearly 500 financings, raising over $200 billion. Committed to being a great place to work, Baird has been recognized as a Great Place to work since 2004. We are seeking a highly motivated Investment Banking Analyst Intern to join our Real Estate team in the Washington, D.C area. As an Investment Banking Analyst Intern, you will: * Play an integral role on investment banking teams, providing analytical support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, public equity offerings, and other financial advisory services for clients across the Real Estate sector. * Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. * Hone your skills by working closely with senior bankers and client senior management on a variety of transactions. * Work primarily on domestic and cross-border M&A transactions, with clients including Fortune 1000 companies, private equity groups, and founder-run businesses. What makes this great? * Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. * Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. * Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. What we look for: * Current enrollment in a Bachelor's degree program required with a graduation date of December 2026 or Spring 2027 * A full-time minimum 10-week commitment during the summer is required * A clearly defined interest in Real Estate / Real Estate Investment Banking * Possess a strong work ethic and a record for excellence * Ability to function both within teams and self-directed tasks * Superior intellect, demonstrated leadership ability, excellent verbal and written communication skills, attention to detail, and a commitment to excellence. What makes this opportunity great: * Solutions-focused environment that will enable you to grow as a professional * Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership * Gain hands-on, real-world experience with a highly ranked organization * Interact and work closely with various levels of professionals in both a social and office setting * Receive mentorship both formal and informal from a variety of experienced bankers Additional Details: Compensation Information: * Min: $110,000 - $110,000 Max Annual Salary (pro-rated for summer program) * Check out our Total Rewards at Baird, which is a summary of our benefits and compensation Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Commitment to Inclusion & Diversity Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.
    $110k-110k yearly 21d ago
  • Intern, Quantitative Strategy & Investment Risk

    Strategic Investment Partners 4.2company rating

    Investment Banker Job 24 miles from Ashburn

    Summer 2025 Strategic Investment Group (Strategic) a pioneer in dedicated Outsourced Chief Investment Officer (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for a select group of clients. Our proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection. Strategic functions as our clients' investment partner and co-fiduciary, effectively becoming an extension of their resources. Clients are then free to focus on their core businesses, while we focus on providing the highly specialized portfolio management that clients need to meet their investment goals. We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world class client service. Our mission is to empower investors through experience, innovation, and excellence. Visit our website at ********************** for more information. What will I Learn? As an Intern at Strategic, you will gain hands-on experience, learn from experts, and collaborate with teams that are focused on supporting our clients' missions with investment excellence. We offer an in-depth training program with exposure to the various teams, competencies, and functions throughout the firm, as well as role-specific guidance pertaining to Quantitative Strategy and Investment Risk. The primary focus of the Quantitative Strategy team is the development of innovative approaches to portfolio management and investment research analytics, working closely with our internal engineers and supporting the firm's broader investment process. The internship program culminates in a meaningful research project, and you will be able share your findings and contributions with our colleagues along with the rest of the intern class in a firm-wide presentation at the end of the summer. Over the course of the program interns will have the following opportunities and responsibilities : Work directly with a mentor to assist the team with projects related to: the development and maintenance of investment analytics and related internal applications; risk management; data pipelines and infrastructure; potentially supporting investment due diligence functions working with our asset class teams (e.g., public equity, fixed income, hedge funds, private equity, real assets and Other). Complete a research project in an assigned investment management or technical subject and present findings to the firm. Conduct other projects related to broad array of institutional investment areas. Gain the skills and knowledge to become a professional in the investment management industry. Build a lasting professional network through social events and engaging activities. What are we looking for? 2026 graduates with an expected Bachelor's or Master's degree in Finance, Economics, Engineering, Mathematics or Accounting. Strong academic credentials and understanding of relevant financial, mathematical, and accounting techniques. Which skills do you need? Basic understanding of financial markets and strong interest in investments or economics. Experience or proficiency with R, Python, SQL, and related programming languages. Experience cleaning, analyzing, and interpreting large and complex datasets. Strong problem-solving and analytical skills. High degree of attention to detail and time-management skills. Exceptional communication, interpersonal and relationship-building skills. Ability to work independently and as part of a team. Effective oral and written communication skills. Proven proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook). High integrity and ethical values. It would be a plus if you also possess: Experience developing data pipelines, visualizations, or predictive models programmatically. Experience working with relational databases. Prior working experience in financial services or investment management. What we offer: Competitive pay. Housing and transportation stipends. State of the art office space located right across the river from Washington DC and easily accessible by public transportation (Metro and Bus). Social events plus community volunteer opportunities. A collaborative, inclusive culture that is committed to attracting, retaining, engaging, and developing a diverse workforce. Employee must be able to perform the essential functions of the job satisfactorily and, if requested, reasonable accommodations may be made to enable employees with disabilities to perform the essentials functions of the job, absent undue hardship. Strategic is committed to a policy of equal employment opportunity. We will not discriminate against staff members or applicants for employment on any legally-recognized basis including, but not limited to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, physical or mental disability, age or veteran status.
    $72k-112k yearly est. 2d ago
  • Infrastructure and Public Finance - Investment Banking Analyst

    Siebert Williams Shank

    Investment Banker Job 27 miles from Ashburn

    Siebert Williams Shank & Co., LLC ("SWS" or the "Firm") is conducting a search for an experienced Investment Banking Analyst and Associate to join its Infrastructure and Public team and work hybrid (4 days in-office) from its Chicago, New York or Washington, DC offices. Investment Banking Analysts and Associates provide analytical and quantitative support and generally assist more experienced junior bankers, as well as senior bankers, to provide investment banking services to clients in the public sector. At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions. SWS is a full-service investment banking and financial services company dual-headquartered in New York and Oakland. SWS is a perennial leader as a co-manager of investment-grade corporate debt, a national leader in public finance investment banking, a named dealer on more than 50 commercial paper programs, and a seasoned and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live. We have a 25+ year track record built on integrity, experience and results. Primary Responsibilities: + Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc. + Prepare graphical representations or various debt statistics + Compile municipal issuers' historical financial information from public documents + Prepare and maintain databases on client debt + Analyze historical debt issuance and debt affordability + Performing financial modeling and cash flow analyses to evaluate debt financing alternatives + Participating in active transactions + Participate in presentations to clients, as needed + Format, print and bind of professional-looking documents for meetings + Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures Qualifications: + B.S. or B.A. in finance, economics, public administration or related fields is preferred + SIE, Series 52 & 63 licenses required + Relevant experience working in the public finance sector and/or familiarity with municipal debt instruments are extremely strong positives + Excellent analytical and quantitative skills are a must and a good understanding of financial markets is expected + Advanced user of Microsoft Excel, PowerPoint, and Word + Ability to use Bloomberg and other finance industry statistical and structuring tools (WhatsBest!, DBC Finance and SDC); the ability to multitask efficiently across all these software platforms with prompt turnovers to bankers and clients is essential + Highly self-motivated, well-organized, and willing to work long hours when needed + Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented + Demonstrated attention to detail with the highest standards of diligence in work product are essential to success + Strong written and verbal communication skills and professional presence with clients are required We are Committed to Fair Pay. At SWS, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target total fixed compensation range for these positions is $100,000 - $160,000. Compensation for the successful candidate will be determined by the candidate's particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus. SWS empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection. Siebert Williams Shank & Co., LLC is an Equal Opportunity Employer: EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.
    $100k-160k yearly 60d+ ago
  • Intern, Investment Office

    National Geographic Society 4.7company rating

    Investment Banker Job 27 miles from Ashburn

    Internship Description SummarySummary of Internship The Investment Office team oversees the Society's $1.4 billion endowment in support of the Society's grant making efforts in science, conservation, and technology. The newly established Investment Office will be a fast-paced environment dedicated to building a well-diversified portfolio of best-in-class investment managers to support the Society's mission for many years to come. The Investment Office is seeking an Intern to work across the team with both the Investment Directors and the Operations Manager.Internship Description Three Principal Learning Responsibilities (40%) Support and shadow day-to-day Operations. This includes: Learning how to perform basic due diligence on potential investments Gaining technical knowledge with our RMS and IBOR systems Learning about performance reporting, data management, and the operational fund activities for the investment portfolio (40%) Support the Investment Director. This includes: Researching investment related topics and immersing yourself in global markets and macroeconomic news flows to identify investment opportunities for the endowment Training on the Bloomberg terminal and utilizing other research tools to perform investment fund examinations Shadowing Investment manager calls with the Investment team and assist in company analysis. (20%) Support current team members in various responsibilities, as assigned. Related Field of Study Required Current undergraduate or graduate student working towards a bachelor's degree in Finance, Math, Accounting, Economics, or Science with the completion of, or progress toward, earning an MBA. Students will need to be enrolled in school during the internship. Knowledge and Skills Required We are seeking an intern candidate with strong analytical and communication skills, the capacity to multi-task and the ability to work as part of a team. The ideal candidate will be inquisitive and highly motivated, display initiative, work well under the direction of others and possess the ability to perform at a high level under pressure. Basic knowledge about investment banking businesses and financial analysis Interest in investing, financial markets, global economics, climate-related investing, and geopolitics Broad knowledge of data analysis, financial modeling, portfolio theory and asset allocation is a plus Working knowledge of Microsoft Office-Word, Excel, and PowerPoint Excellent interpersonal, verbal, and written communication skills Intellectual curiosity; seeking opportunities to develop new skills Ability to work in teams and be flexible to work under tight deadlines and changing client needs Superior organizational skills and strong attention to detail Additional Information Cover letter is required. Please submit a cover letter as a single document with your resume. A student must be enrolled in an accredited college or university and be eligible to work in the U.S. in order to qualify. Application Deadline All applications must be submitted by February 28, 2025 Offers will go out between April 9-11, 2025 Internship Dates Start Date: 6/2/25 (no exceptions) End Date: 8/8/25 Work Designation This internship is in-person in Washington D.C. Salary Information The pay rate for this internship are as follows: $18.55 (undergraduate) $22.00 (graduate) We encourage you to apply even if your experience is not a 100% match with the position. We are looking for someone with relevant skills and experience, not a checklist that exactly matches the job description. We want to help you grow and in return, you help us grow into a stronger, more inclusive organization. National Geographic's headquarters is located in the heart of Washington, D.C. National Geographic is an Equal Opportunity Employer.
    $18.6 hourly 4d ago
  • Investment Banking Analyst

    Robert Half 4.5company rating

    Investment Banker Job 17 miles from Ashburn

    Boutique investment banking firm is seeking an Investment Banking Analyst with proven experience extracting and manipulating financial data. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating insights to support investment decision-making. In addition to conducting comprehensive financial analysis of companies, industries, and markets, the Investment Banking Analyst will also, perform extensive research, financial modeling, complete risk assessments to help maximize investment returns, and collaborate with portfolio managers, research teams, and other stakeholders to contribute to investment strategies. Major Responsibilities · Provide financial analysis, forecasting and reporting · Develop strategic initiatives · Budgeting & Forecasting · Variance Analysis · Generate periodic asset allocation reports · Maintain knowledge of regulations and policies · Integrate financial data · Prepare financial reports with key metrics · Establish financial trends and make recommendations · Resolve data discrepancies · Ensure compliance with relevant financial regulations To be considered, please apply directly to this post. Please direct additional questions to Lee Chernett, VP at Robert Half Finance & Accounting, via LinkedIn or by calling 571.297.9074 Requirements The ideal Investment Banking Analyst will have a Bachelors degree in Accounting, Mathematics or Finance. Other requirements for the Investment Analyst role include and are not limited to: · 3+ years' experience in IB, transaction advisory, PE or VC · MUST have advanced Microsoft Excel skills · Mergers & Acquisition experience · Financial Modeling, Investment Financial Modeling, Investment Banking To be considered, please apply directly to this position. Please direct additional questions to Lee Chernett, VP at Robert Half Finance & Accounting, via LinkedIn or by calling 571.297.9074 Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
    $70k-105k yearly est. 60d+ ago
  • Analyst - Investment Banking

    Friedman, Billings, Ramsey Group, Inc. 4.2company rating

    Investment Banker Job 24 miles from Ashburn

    The Analyst role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Analyst. Ability and willingness to undertake travel is required. This position is located in our Los Angeles, California office. Required Skills and Competencies * Minimum 1-2 years of experience at a professional services firm, consulting firm, audit firm or investment banking. * Track record of consistently delivering high-value work to meet client's needs. * Strong financial analysis and modeling skills. Strong understanding of financial statements. * Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment. * Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence. * Advanced knowledge of Excel and PowerPoint. * Exceptional customer service and interpersonal skills. * An undergraduate degree from a top academic institution and a strong GPA required. * Advanced degree(s) and applicable professional certification(s) are preferred. About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit ******************
    $72k-109k yearly est. 60d+ ago
  • Investment Strategist Intern, application via RippleMatch

    Ripplematchinterns

    Investment Banker Job 27 miles from Ashburn

    This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field. Basic understanding of investment concepts, financial markets, and asset management strategies. Familiarity with financial modeling, quantitative analysis, and investment research techniques. Ability to assist in the analysis of market trends, economic data, and investment opportunities. Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models. Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, for working with investment teams and presenting findings. Eagerness to learn and stay updated with advancements in investment strategies and market conditions. Hands-on experience in creating and interpreting financial reports and investment portfolios. Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.
    $44k-82k yearly est. 8d ago
  • Investments Associate

    Cystic Fibrosis Foundation 4.4company rating

    Investment Banker Job 21 miles from Ashburn

    The Cystic Fibrosis Foundation is a leading healthcare nonprofit organization like no other. For decades, we have been taking major steps and pioneering new ways to advance the mission to find a cure for cystic fibrosis and to provide all people with CF the opportunity to lead long, fulfilling lives by funding research and drug development, partnering with the CF community, and advancing high-quality, specialized care. We are the global leader in the search for a cure for cystic fibrosis and nearly every CF drug and therapy available today was made possible because of CF Foundation support. We did this not only for the close to 40,000 people living in the U.S. with CF - and the estimated 105,000 people worldwide - but for the people with CF and families who have worked tirelessly to support the mission. These achievements have required dedication and unwavering commitment from a talented team of CF Foundation employees. We promote an environment that attracts -- and retains -- a diverse group of talented people who are passionate about eradicating this disease . Join us and you will join an amazing team, devoted to our community, and our mission. Position Description The Cystic Fibrosis Foundation (CF Foundation) and its employees embrace their commitment to its core values. These core values are the pillars on which the CF Foundation stand and will continue to sustain us as we move forward. * Keep sight of what really matters: Our decisions are based on what is best for people with cystic fibrosis and their families. * Aspire for excellence in all we do: We take pride in our work. We are committed to continuous learning and improvement. * Stronger together: We collaborate and work together so that we can learn more and achieve more. * Innovate with courage: We embrace challenges. We reach beyond boundaries in pursuit of our vision. * Care about our people: We deeply care about each other and all who support our shared mission. We listen with respect. We support one another. We are a nonprofit, donor-supported organization that has raised and invested billions of dollars to help develop cystic fibrosis therapies that have changed the lives of people with this disease. Nearly every CF medicine available today was made possible because of Foundation support. POSITION SUMMARY: Join our mission-driven team as an Investments Associate and you have an instrumental role in managing our $4.6 billion endowment. In this role, you will participate in formulating the investment strategy, underwriting, and investing in new opportunities, and managing the investment portfolio. The position provides opportunities to have material impact on the Foundation's actively managed portfolio as well as mentorship from a small, collaborative, and experienced investment team. This is a hybrid role based in Bethesda, MD, and requires 2-3 days per week in the Bethesda office. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Sourcing new opportunities and investments across the globe and all asset classes (public markets, private markets, and opportunistic). * Investment due diligence, selection, and monitoring of investments, including fund managers, co-investments, and direct investments. * Preparing and presenting investment analyses and recommendations to internal team and Investment Committee of the Board. * Improving the investment process, including work on investment operations, performance management and risk management. * ~30% travel. KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Minimum of 3 years of investment work-related experience. * Bachelor's degree required; master's degree or CFA (Chartered Financial Analyst) designation beneficial. * Experience building a sourcing network for new investment opportunities preferred. * Preference prior experience conducting investment due diligence on direct investments, co-investments, and investment funds. * Ability to synthesize information from various sources and critically evaluate alternative approaches. * Ability to prepare well-written, well-organized material and present recommendations in a clear and concise manner. * Capacity to conduct thorough investment analysis, including appropriate modeling and identifying merits and risks of investment opportunities. * Able to consider future scenarios, opportunities, and risks by thoroughly evaluating variables and assessing impact on the investment portfolio. * Capacity to fully understand a problem and offer potential solutions. * Capable of integrating complex information and concepts and synthesizing efforts into a systematic framework. * Ability to take courageous, decisive action and make timely and independent decisions that are in the best interests of the organization. REPORTING RELATIONSHIPS: * Reports to the Managing Director, Investments. No direct reports. WORKING CONDITIONS: * Normal office environment with little exposure to excessive noise, dust, and temperature. * No heavy lifting required. * Travel to conferences and meetings, as necessary. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. This position will be posted for a minimum of 5 days or until the position is filled. Applications will be accepted on an ongoing basis, so candidates are encouraged to apply promptly if interested. The salary range is $141,600.00 to $177,100.00. Specific salary varies based on geographic location and is commensurate with experience. Total Rewards: The CF Foundation is committed to offering competitive compensation (base pay and incentive), benefits, and professional development opportunities that maximize our ability to recruit, retain, reward, and motivate a highly qualified and diverse workforce. Our comprehensive benefits package includes medical, dental, and vision coverage; a holistic well-being program; health savings and flexible spending accounts; employer-provided life and disability insurance; retirement savings benefits; and a variety of work-life benefits to support employees and their family members. In addition, the CF Foundation offers full-time employees 20 days of vacation and 10 days of sick per year, prorated based on hire date, as well as 14 paid holidays, 2 personal days, and a variety of generous leave benefits. Visit our Why Work at the Cystic Fibrosis Foundation page to learn more. The CF Foundation is an equal opportunity employer that is committed to being an employer of choice, not just a good place to work, but a great and inclusive place to work. We strive to recruit and maintain a diverse workforce. Qualified applicants will receive consideration for employment without regard to race, physical or mental disability, color, religious creed, ancestry, national origin, religion, age, sex, pregnancy, marital status, genetic information or testing, gender identity and expression, sexual orientation or status as a Vietnam-era or special disabled veteran or any characteristic protected by law. Reasonable Accommodations: The CF Foundation is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or would like to request an accommodation due to a disability, please contact us at *************. #LI-Hybrid
    $141.6k-177.1k yearly 60d+ ago
  • Private Banker

    City National Corporation 4.9company rating

    Investment Banker Job 27 miles from Ashburn

    PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. What you will do Develop new relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings. Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team is coordinated on communication. Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. Ensure that relationship plans have been developed and are implemented. Work with the Client Manager and rest of client team to ensure preparation of all presentation and review materials. Ensure that client's current goals, risk tolerance, and constraints are reflected in the IPS for managed investments. Ensure that regular, tailored investment and relationships reviews occur between client team and client. For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO. Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities). Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship. Maintain all appropriate training and continuing Must-Have* Bachelor's Degree or equivalent Minimum 10 years of experience in one or more of the following: asset management, banking/credit, personal trust, and brokerage services. Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients. FINRA Series 7 and 63 and 65 or 66 California Insurance License Skills and Knowledge Strong understanding of all products and services applicable to high net worth clients. Superior knowledge of credit policies and procedures, and bank operations policies and procedures. Demonstrated sales and marketing abilities. Strong interpersonal, verbal, and written communication skills Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills. Contributes positive suggestions and demonstrates productive collaboration with Line of Business and product partners that lead to ongoing growth and development of PB and City National Bank. May partner with another CA and manage a risk adjusted revenue book of up to $2million. Usually possesses a BA or MBA and typically has 8 years of financial services experience. May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. FINRA Series 7 and 63, and 65 or 66 securities licenses and state insurance license preferred. Compensation Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law. ' ABOUT CITY NATIONAL We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. #LI-BD1 #CA-BD1
    $64k-133k yearly est. 60d+ ago
  • Private Client Banker - Springfield Tower - Springfield VA

    144780-Payments_Us

    Investment Banker Job 24 miles from Ashburn

    You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $35k-79k yearly est. 60d+ ago
  • Private Client Banker - Maryland West Market

    241387-Comp & Ben Admin Prof Fees

    Investment Banker Job 21 miles from Ashburn

    You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $37k-83k yearly est. 7d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Ashburn, VA?

The average investment banker in Ashburn, VA earns between $89,000 and $282,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Ashburn, VA

$159,000
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