Finance Associate Upstream O&G Denver, CO In this high exposure role that will take part in deal evaluation and large scale transactions. The Finance Associate will be instrumental in planning and executing the financial strategy of the company. The individual will report to the Director of Finance and will work with the entire team to deliver their long-term strategic goals. Responsibilities
•Build and maintain corporate financial models to guide budget processes and strategic commercial decision making •Help manage reserve-based loan programs •Assist in the structuring of asset backed securitization issuances •Compile Board, investor, bank, and rating agency presentations •Prepare and maintain various financial and operational analyses •Strengthen relationships with investors, banks, attorneys, auditors, and consultants •Work directly with senior leadership and team members from accounting, engineering, geology, land, and software to develop and implement operational improvements •Help manage hedging, and insurance programs •Play a key role in the development and maintenance of the company's reserve reports •Manage and maintain market research including comps and macro O&G trends •Work closely with accounting department on financial reporting to investors •Collaborate with data science and software teams to develop software and data analytics products Desired Qualifications and Skills
•Bachelor's in Finance, Business, or Accounting preferred
•Previous investment banking and/or private equity experience focused on oil and gas with at least2 years of experience
•Self-starter with the ability to work independently with minimal supervision
•Integrity, humility, creativity, and team-oriented are essential Salary Range
•$120,000-160,000
$27k-46k yearly est. 60d+ ago
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Land Strategy Investment Associate
Tract
Investment banker job in Denver, CO
The Strategy/Investment Associate is a unique hybrid operating / investing role with the opportunity to learn all aspects of real estate investments and work on analyses that will drive core strategic business decisions at Tract. The role will involve market research, financial analysis and modeling, site acquisition, due diligence, and data analysis / visualization to produce a variety of investment materials to present to senior leadership. The right candidate is a self-starter with strong research and analytical abilities, comfortable working in team environments, but also able to independently manage and own tasks. This is an exciting role with an opportunity to build skills, leverage experienced mentorship to learn deal sourcing and negotiation, and grow within a dynamic company.
Responsibilities
Research, gather, and analyze useful datasets from public and proprietary sources to summarize market trends and evaluate new opportunities
Develop, screen and contact acquisition prospects and other market stakeholders
Create financial models using data-driven assumptions to determine valuation/ acquisition pricing and potential investment returns
Build presentation materials to form an investment case and present to senior leadership/investment committee
Collaborate with GIS, development, and legal teams to accelerate due diligence efforts and work towards transaction closing
Baseline Requirements
Education: Bachelor's Degree in Accounting/Finance, Economics, Real Estate, Computer Science, or related degree.
Experience:
3+ years of experience at an investment bank, management / strategy / real estate consulting firm, corporate development, or private equity / venture capital
Prior experience in transaction execution
Proficiency in Microsoft Excel / Word / PowerPoint
Bonus: familiarity with GIS data formats, experience with data visualization tools (e.g. Tableau or equivalent), or programming (e.g. Python, R, Javascript)
Preferred background in data centers, real estate, utility, or industrial industries
Travel: This position will require occasional travel to Tract markets - up to 10% per year.
Required Traits and Skills
Responsible, ethical, and collaborative mindset with a can-do attitude, pride in work product, and appreciation of the value of communicating, brainstorming and sharing information
Passion for entrepreneurial growth or real estate and a hands-on, collaborative approach towards investing and business
Enthusiastic problem solver who enjoys widely varied challenges
Self-starter who can take the lead on complex projects, work under pressure, deal with multiple deadlines, and work with minimal supervision
Detail oriented to support data-driven analysis and decision-making
Strong written communication skills including internal reports / memos and verbal communication skills including presentations to senior leaders and board members
Eagerness to be a part of building something unique, special, and valuable in a dynamic environment with a top-notch team
Expected Salary Range: $155,000 - $195,000 Total Compensation (Base + Annual Bonus)
Tract Employment
Tract employees enjoy competitive compensation and comprehensive benefits, including 100% employer-covered medical, dental, and vision insurance, a 401K program, standard paid holidays, and unlimited PTO.
NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned to meet the organization's ongoing needs.
Tract is proud to be an Equal Opportunity Employer. Qualified applicants are considered for employment regardless of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or veteran status. If you need assistance applying for any of our open positions, please contact us at **************.
$155k-195k yearly 46d ago
Investor Relations Associate
Speed Bay Warehouse Solutions
Investment banker job in Denver, CO
Reports to: Head of Investor Relations
Schedule: Full-time, Monday-Friday, In-Office
Speed Bay Warehouse Solutions is a vertically integrated real estate investment and management platform focused on acquiring and operating shallow bay, multi-tenant light industrial assets in prime infill markets throughout the U.S. Sponsored by the founders of Black Creek Group-whose 30-year track record includes over $25 billion in real estate transactions-the firm is led by a seasoned executive team with extensive real estate industry experience and deep expertise investing in and managing multi-tenant light industrial properties. Speed Bay is building a national portfolio designed to deliver durable, long-term value through disciplined acquisitions, operational excellence, and technology-enabled performance.
This is an exciting opportunity to join an emerging commercial real estate operating platform focused on acquiring and managing multi-tenant light industrial shallow bay properties in key metropolitan areas across the US.
About the Role
The Investor Relations Associate is responsible for overseeing all investor information, marketing, and communication initiatives, serving as a liaison for current and prospective investors. This role helps lead the development and execution of Speed Bay's corporate brand, including capital raising campaigns, investor communications, and investor due diligence requests. The Associate will manage the company's investor and marketing materials and collaborate with cross-functional leadership to support product development, and long-term growth of the company's capital markets presence.
Key Responsibilities
Serve as one of the primary contacts for investor information needs, responding to formal Requests for Proposal (RFP), ad hoc diligence inquiries, and completion of Due Diligence Questionnaires (DDQs) through the fund marketing process.
Work with legal counsel to prepare and manage investor-facing documents, including Private Placement Memorandums, co-investment offerings, special fundraising notices, and memos for specific diligence topics.
Communicate with prospective and existing investors to address ongoing questions and requests as they complete fund due diligence.
Coordinate logistics, agendas, and materials for onsite and virtual due diligence meetings with potential investors.
Partner with executive leadership, acquisitions, and product development teams to support new and existing investment products, participate in development of marketing materials for launches, and ensure clear communication of product features and performance to investors.
Lead corporate brand strategy across investor communications.
Develop, review, and update marketing assets such as pitch decks, brochures, branding guides, and other collateral to support capital raising and company visibility.
Present ideas, instructions, and investment information clearly, both orally and in writing, to internal and external audiences.
Review and interpret real estate investment performance data for communication with investors and consultants.
Manage multiple projects, leveraging internal resources to ensure timely, accurate, and effective completion.
Maintain a helpful, patient, and professional attitude in all interactions across teams and with external partners and investors.
Support product development initiatives by collaborating with acquisitions and executive teams on new fund structures to align with investor interests and market demand.
Travel as required to fulfill job responsibilities and attend meetings, trainings, or events, based on business and fund raising needs.
Qualifications
Bachelor's degree (B.A. or B.S.) in business, real estate or related field.
Minimum 5 years' experience in investor relations, financial services or a related capacity. Real estate experience required.
Demonstrated ability to interpret and explain real estate investment data and complete industry-standard DDQs.
Exceptional written and verbal communication skills and ability to present complex concepts.
Excellent organizational, self-review, project management, and multitasking capabilities with attention to detail and accuracy.
Proficient in design and office platforms (Adobe, Microsoft Office Suite, etc.).
Strong team orientation and cross-functional collaboration skills.
Knowledge of fund structures and investment marketing is a requirement.
What We Offer
Competitive salary + bonus structure
Benefits package including Medical, Dental, Vision and Life Insurance
401k Plan
Paid office parking
Growth opportunities within a thriving real estate company
A collaborative and supportive work environment
The opportunity to shape the company's brand and directly impact market presence
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings.
The annual full-time base salary range for this role is:
$110,000 - $135,000
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and Speed Bay Senior Management approval. Speed Bay offers PTO and paid holidays, the terms of which are set forth in the program policies. All full-time employees are also eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K, in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision:
Speed Bay is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights: Workplace Discrimination is Illegal:
Speed Bay does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to Speed Bay in any manner will be considered Speed Bay property, and Speed Bay will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
$110k-135k yearly Auto-Apply 60d+ ago
Investment Banking Intern
GLC 4.4
Investment banker job in Denver, CO
SUMMER INTERN, INVESTMENT BANKING
COMPANY: GLC Advisors & Co., LLC
Investment Banking Summer Intern
EMPLOYMENT TYPE: Internship
GLC is a leading independent investment banking firm that delivers objective, senior- level advice within a number of industries including: business services, consumer & retail, energy & power, financial services, gaming, general industrials, healthcare, media & telecom, metals & mining and technology.
GLC was founded in 2009 and brings financial advisory experience from both Wall Street and specialized boutique investment banking firms. With over 60 professionals, we have worked through multiple economic cycles dating back to the 1980's and have led more than 900 transactions representing over $800 billion in total transaction value.
Our comprehensive service offerings involve all aspects of sell-side and buy-side M&A, capital raising and restructuring.
Our offices are in New York, Denver, Los Angeles and San Francisco. For more information visit *************
RESPONSIBILITIES:
Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit. Responsibilities include:
Building financial models and performing valuation analyses
Preparing presentations, company offering memorandums, management presentations, and other marketing materials
Analyzing company historical financial statements and prospective financial information
Conducting extensive industry and company research
Collaborating within M&A execution teams
PREFERRED QUALIFICATIONS:
Current undergraduate or graduate student with an expected graduation date in Summer 2027
Prior experience in corporate finance, accounting, private equity, investment banking, or related financial services
Pursuing a Bachelor's or Master's degree in Finance, Accounting, Business Administration or Management, Economics, or other degree from an accredited university or college
Proficient in Excel and PowerPoint, as well as preferred experience with other financial information tools such as S&P Capital IQ and PitchBook
Excellent written and oral communication skills with a high level of attention to detail
Outstanding work ethic with ability to perform in a fast-paced environment
Strong desire to develop modeling and financial statement analysis skills
Ability and willingness to work hard beyond typical work week hours
OFFERING:
We offer an exciting work environment with an entrepreneurial spirit. This position offers the opportunity to gain in-depth and diverse work experience in investment banking.
Please include in your cover letter why you are interested in our Denver team and Denver, CO more broadly.
$76k-122k yearly est. Auto-Apply 60d+ ago
Investor Relations Associate
Scale IR
Investment banker job in Denver, CO
Title: Investor Relations Associate
Scale IR is hiring on behalf of a private investment sponsor raising capital under Rule 506(c). This firm is an alternative asset manager specializing in private real estate and private credit, focused on value-add multifamily properties. The platform offers institutional-quality investments, managing all aspects of property and construction in-house, and provides deal-by-deal access, as well as private fund offerings.
The firm is looking for a full-cycle Investor Relations Associate with a proven track record in capital raising, who can own the investor relationship from first contact through to close.
Key Responsibilities
Own the full investor journey: from first contact through to commitment
Qualify inbound and reengaged leads for timeline, liquidity, accreditation, and fit
Educate prospects on the firm's investment thesis, offerings, and process
Guide prospects through next steps: diligence, calls, document access, and Q&A
Involve partners or senior IR professionals as needed to close high-potential leads
Maintain pipeline tracking and reporting in CRM
Follow up with leads throughout the funnel to maximize conversion and retention
Hit activity and conversion goals aligned to meetings, movement, and closes
Work with the IR and marketing teams to develop investor decks, case studies, and branded collateral
What Were Looking For
3+ years in a client-facing role with measurable success across revenue or retention
Proven ability to manage a sales or engagement pipeline end-to-end
Comfortable navigating investor objections and managing complex conversations
Familiar with CRM platforms (HubSpot, Salesforce, Active Campaign, etc.)
Background in financial services, private equity, or high-ticket consultative sales is a plus
Self-starter comfortable working remotely and meeting weekly performance goals
Ongoing support with investors, feedback on products/collateral or industry/market research is all a plus
Qualifications
3+ years of professional experience in investor relations with measurable success in capital raising, private equity, real estate investment, wealth management, or financial sales
Familiarity with accredited investor and institutional sales processes
Strong organizational skills with an ability to manage multiple priorities and follow through on details
Skills & Competencies
Excellent communication and presentation skills; comfortable interacting with investors and stakeholders at all levels
Strong sales skills; comfortable with financial models, KPIs, forecasts, and performance metrics
Financial acumen - comfortable discussing investment structures, returns, and performance metrics
Proficient in CRM tools (e.g., HubSpot, Salesforce) and Microsoft Office Suite; experience with investor portals a plus
Team-oriented with a proactive, self-starter mindset
Why Join
Work directly with a fast-growing investment platform and senior leadership team
Gain hands-on exposure to both retail and institutional capital markets
Career growth potential in a rapidly expanding IR function
Competitive base salary, performance-based bonuses, and participation in project profit interests
Hybrid work flexibility and a collaborative, entrepreneurial team culture in Denvers investment community
$59k-104k yearly est. 60d+ ago
Investment Associate
Atlas Real Estate Group
Investment banker job in Denver, CO
Are you passionate about real estate and making a positive impact?
If so, Atlas Real Estate might be the perfect place for you to join our team and Learn by Doing, Together. We are a Denver-based, full-service powerhouse with a national reach, seeking a Assistant Portfolio Manager to join our growing team. Since 2013, we've been guided by a powerful mission: Uplift Humanity Through Real Estate.
Think Like an Owner at Atlas, and you can own your financial future by learning how to become a real estate investor. We empower you to shape a career that excites you.
Here's why Atlas should be your next career move:
Nationally recognized: With offices in 10 states, we manage over $2.5 billion in real estate assets and 6,000+ residential units.
Zillow Flex Partner: Benefit from our partnership with Zillow for a steady stream of qualified leads.
Purpose-driven culture: We believe real estate can make a difference, and it shows in everything we do.
At Atlas, we Champion Human Flourishing: Yours, Theirs, and Ours. Your impact extends beyond the office walls. Make a difference in the community and watch your own life flourish as you and your team help others thrive.
Embrace change and help us disrupt the industry norm and positively impact our community. We experiment, we pivot, we zig when others zag, we push boundaries, embrace bold ideas, and rewrite the script together.
Ready to Learn More? We're seeking an Investment Associate to join our team with primary focus on acquisitions (75%) and asset management (25%). This role will support deal sourcing, underwriting, execution, due diligence, and portfolio oversight across our multi-market SFR/BTR platform.
Responsibilities and Duties:
Promote and continuously reinforce the Atlas Culture and Values:
Purpose First
>
Uplifting Humanity Through Real Estate
Good for You, Good for Me, Good for Everything
In Community
Make it Memorable
Simple, Empowered, Accountable
Acquisitions (75%)
Source and analyze residential investment opportunities across target markets
Build and maintain financial models for acquisitions, including sensitivity analyses and IRR projections
Conduct market research and competitive analysis for target markets
Coordinate due diligence processes including inspections, appraisals, and third-party reports
Prepare investment committee memos and presentations
Support deal pipeline management and track opportunities through underwriting to closing
Coordinate with brokers, sellers, and internal teams during acquisition process
Lead due diligence and investment committee material preparation
Asset Management (25%)
Monitor currently owned 1,700 property SFR portfolio performance metrics and prepare investor reports
Conduct sell vs. rent analysis on existing portfolio assets to optimize disposition strategy
Evaluate hold/sell decisions based on market conditions, property performance, and capital deployment opportunities
Support property management operations and vendor coordination
Assist with budget preparation and variance analysis
Coordinate property tax appeals and insurance claims
Track key operational metrics across the portfolio
Learn and uphold Atlas best practices
* Always tell the truth every time without hesitation; aka make a non-conforming commitment to truthfulness.
* Do the right thing, every time even if it's inconvenient or costly.
* Understand and comply with applicable law and Atlas policies.
* Use good judgment and avoid even the appearance of improper conduct.
* Treat every person with dignity and respect.
* Seek guidance when questions arise about the right course of action.
* Intervene to prevent others from acting if you become aware that they are contemplating violating the law or the policies of Atlas.
* Raise your hand to leadership if you encounter possible violations of the law or Atlas policies.
What you get:
Base Salary: $75,000 - $90,000/year
Performance bonus tied to deal volume and portfolio performance
Benefits that Support Your Well-being:
Comprehensive health insurance (medical, dental, and vision)
Generous time off, including discretionary time off, holidays, birthdays, and volunteer days
Paid parental leave for both birthing and non-birthing parents
Supplemental insurance options (life, disability, critical illness, etc.)
Gym membership stipend to promote physical health.
Financial Wellness:
Competitive salaries and bonus plans.
Team member ownership program.
Incentives and education to become a real estate investor (discounts, reduced fees).
Additional Perks:
Laptop reimbursement : We are a Bring-Your-Own-Device company, but we offer a reimbursement to help you purchase a laptop that you'll own!
Employee Referral program
Pet Insurance and Discount plans
Compost-at-home reimbursement
Annual holiday party and 5-year anniversary trip
Office perks like dog-friendly spaces and kombucha on tap!
Join Atlas Real Estate and experience a Total Rewards package that invests in your success and well-being.
Recruiting Agency Notice: Atlas Real Estate Group does not accept agency resumes and is not responsible for any fees related to unsolicited resumes. Please do not forward resumes to any Atlas Real Estate Group employees.
Accepting applications through JANUARY 2026.
Requirements
What you Bring:
2-4 years of real estate experience (acquisitions, asset management, or development)
Strong Excel financial modeling skills
Bachelor's degree in Finance, Real Estate, or related field
Experience with underwriting residential real estate investments
Ability to evaluate investment returns across multiple time horizons and exit strategies
Self-starter with excellent analytical and communication skills
Familiarity with Microsoft Office and other basic office technology
Commitment to continual learning and growth
High-functioning multi-tasking
Strong communication skills
Ability to problem solve
Systems-oriented (can take direction and follow procedures)
Strong organizational skills
Must pass background check
"Nice to Have" Qualifications:
Familiarity with single-family rental or build-to-rent sectors
Experience with property management systems
Knowledge of Sun Belt markets (Denver, Phoenix, Las Vegas, KC, Utah)
ADA Requirements
Walking: Regularly required to inspect properties, meet with residents, and move around the property.
Standing: Frequently required to conduct property inspections, meet with residents, and perform office tasks.
Sitting: Regularly required to perform office tasks, such as computer work and paperwork.
Lifting: Occasionally required to lift up to 15 pounds, such as boxes, files, or maintenance supplies.
Carrying: Occasionally required to carry light to moderate weight items, such as keys, paperwork, or small tools.
Bending: Occasionally required to inspect property conditions, such as basements or crawl spaces.
Climbing: Occasionally required to inspect multi-story properties or access property exteriors.
Driving: Regularly required to travel between properties.
Visual Acuity: Required to inspect property conditions, read documents, and use computer equipment
Salary Description $75,000 - $90,000
$75k-90k yearly 6d ago
Investment Delivery Intern
Xcel Energy 4.4
Investment banker job in Denver, CO
Are you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge you and offer you opportunities to learn and grow? A position at Xcel Energy could be just what you're looking for.
At Xcel Energy, our employees are the driving force behind our success. So we make sure that, here, you can be your best. Doing work that makes a difference for neighbors and communities. Working with a team you can count on to push you. Expanding skills, staying ready for change, and capturing opportunities to grow. All with the support, rewards and recognition you need to thrive - during your internship and beyond.
**Project Description:**
As an intern you will work with engineering and business staff to support the facilitation of capital projects on the distribution system. The roles include supporting the five-year budget forecasting process, projecting monthly forecasts and comparing these projects against actuals.
An internship in Investment Delivery will provide real life knowledge of how Xcel Energy manages distribution planning and operation related to its capital investments on the distribution system
Typical intern responsibilities may include but are not limited to:
+ _Participate in the monthly financial close process._
+ _Learning to use various accounting and budgeting systems._
+ _Financial planning and analysis._
+ _Assist with updates, data maintenance, and analysis._
+ _Internal reporting on budget status to leadership._
This position is for a June 1st, 2026 start. These positions may have the possibility to extend beyond the internship's initial term based on the candidate's successful performance and Xcel's business needs.
**Minimum Requirements**
+ Current student, _Junior or Senior status (as of May 2026)_ .
+ Enrolled in an accredited college or university and pursuing a degree in _Finance, Accounting, Data Analytics, and Business Administration._
+ Able to commute to the service center in _Denver, CO - Hybrid Schedule_
+ Able to work _full-time during the summer (up to 40 hours a week)/ part time during the fall (up to 20 hours a week)._
**Preferred Qualifications**
+ _3.0 GPA (out of a 4.0 scale) or higher_
+ _Completed 2 years of undergraduate coursework, including classes in Intermediate Accounting, Auditing, and/or Tax_
+ _Experience with Microsoft Suite, specifically PowerPoint and Excel._
As a leading combination electricity and natural gas energy company, Xcel Energy offers a comprehensive portfolio of energy-related products and services to 3.4 million electricity and 1.9 million natural gas customers across eight Western and Midwestern states. At Xcel Energy, we strive to be the preferred and trusted provider of the energy our customers need. If you're ready to be a part of something big, we invite you to join our team.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Individuals with a disability who need an accommodation to apply please contact us at ************************* .
Non-Bargaining
The anticipated starting base pay for this position is: $20.40 to $21.60 per hour
This position is eligible for the following benefits: Pension, 401(k) plan, Paid time off (PTO), Holidays
Benefit plans are subject to change and Xcel Energy has the right to end, suspend, or amend any of its plans, at any time, in whole or in part.
In any materials you submit, you may redact or remove age-identifying information including but not limited to dates of school attendance and graduation. You will not be penalized for redacting or removing this information.
Deadline to Apply: 01/29/26
EEO is the Law (******************************************* | EEO is the Law Supplement (******************************************* | Pay Transparency Nondiscrimination (******************************************* | Equal Opportunity Policy (PDF) (**************************************************************************************************** | Employee Rights (PDF) (***************************************************************************************************************************
All Xcel Energy employees and contractors share responsibility for protecting the company's information and systems by adhering to cybersecurity policies, standards, and best practices, recognizing that cybersecurity is everyone's responsibility.
**ACCESSIBILITY STATEMENT**
Xcel Energy endeavors to make *************************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Xcel Energy Talent Acquisition at *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$20.4-21.6 hourly 60d+ ago
Supervision and Regulation Intern- Bank Examiner
Federal Reserve Bank 4.7
Investment banker job in Denver, CO
Company Federal Reserve Bank of Kansas City Challenging and Rewarding Work | Commitment to Integrity and Service | Leadership Opportunities Consider a career with an organization focused on promoting a healthy regional and national economy. As an intern, you will directly contribute to the trust and confidence in the nation's financial system through challenging work assignments and rewarding professional experiences. We focus on personal development and growth and reward high performance with increasingly complex assignments and promotional opportunities.
The internship opportunities will be available in all branches across the 10th district and will last approximately 10 weeks.
Key Activities:
* Completes a variety of projects and assignments, similar to those handled by full-time staff. Projects range from quantitative analytical work to qualitative presentations and write-ups. Examples include assisting on bank examinations by conducting financial analysis and reviewing compliance with laws and regulations, including those focused on consumer protection, evaluating statutory and other relevant factors that must be considered in connection with processing a bank application, and providing continuous improvement recommendations on the use of internal websites and automated tools.
* Presents oral and written findings and assessments to Federal Reserve Bank Management.
Requirements:
* Undergraduate or graduate students within one year of graduation with a degree in finance, accounting, economics, or a business-related field.
* Strong written and verbal communication, analytical, problem solving, initiative, and leadership skills.
* Ability to work independently or in a team environment.
* Proficient computer skills in programs including, but not limited to, Word, Excel, and PowerPoint.
Please attach the following with your application:
* Resume
* Unofficial Transcript
* Cover Letter - Optional
Note: You will not be able to attach documents after application submission.
Posting Close Date: Thursday, March 5, 2026
Additional Information
How We Work:
* On-site, full-time with 5 days per month remote work flexibility
* Location(s): Kansas City, MO- Denver, CO- Oklahoma City, OK- Omaha, NE
* Remote Only Eligible: No
Pay Rate:
* $21.00 per hour
* Final offers are determined by factors including the candidate's qualifications, internal alignment considerations, district assignment, and geographic location.
Screening Requirements:
Bank employees may not own or control, directly or indirectly, any debt or equity interest in a depository institution and, in certain assignments, in a primary dealer of government securities. A "depository institution" means a bank, a trust company, or any institution that accepts deposits, including a bank chartered under the laws of a foreign country. This restriction also applies to an employee's spouse or minor child. Prospective hires will be required to abide by this restriction and may be asked to divest of their financial holdings as a condition of employment.
This position has additional screening requirements due to the information accessed while performing the job. These additional screenings would be initiated at the time of offer acceptance and can take up to a couple of months to be completed. The candidate's start date may be impacted by completion of the screening. The areas screened may include education/employment verification, criminal history, credit history, and reference checks.
In some cases, positions require access to confidential supervisory information, access to which is limited to "Protected Individuals" as defined by regulation of the Board of Governors of the Federal Reserve System, 12 CFR 268.205. Protected Individuals include, but are not limited to, U.S. citizens, U.S. nationals, and lawful permanent resident aliens (also known as "green card holders") who are eligible for and seeking United States citizenship within the requisite timeframes.
Sponsorship: Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
About Us
* Who We Are
* What We Do
Follow us on LinkedIn, Instagram, X (formerly Twitter), and YouTube
Full Time / Part Time
Full time
Regular / Temporary
Temporary
Job Exempt (Yes / No)
No
Job Category
Internship Family Group
Work Shift
First (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
Privacy Notice
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Experience what it's like to work for a company invested in the community, dedicated to giving back, and ready to show you how fun banking can be! Apply now for a Wintrust Summer 2026 Internship. Come join our team this summer and let us show you why Wintrust was named a Chicago Tribune TOP WORKPLACE 11 years in a row. Wintrust's Commercial Banking internship experience allows the opportunity to build a professional network and develop technical skills in a credit analyst role.
Commercial Banking Intern Job Responsibilities:
Work closely with colleagues to meet business objectives and priorities defined by the specific line of commercial business.
Learn approval process for commercial loans.
Analyze credit and financial information of businesses and individuals to determine the degree of risk associated with the extension of credit.
Generate and interpret financial ratios for the purpose of evaluating an applicant's financial condition.
Spread balance sheets and income statements in financial statement spreading software.
Perform collateral analysis of current and prospective customers.
Underwrite and present an entire Credit Approval Presentation for both annual reviews and renewals.
Details:
The 2026 program will run Tuesday, May 19th - Friday, August 7th.
Full time, paid summer internship.
This is an in-person internship located in Denver, CO.
Participate in intern program activities, events, community service projects, and professional development opportunities with your cohort.
Compensation:
The hourly rate for this role is $19.00/hour.
Qualifications:
Currently enrolled in a U.S. college or university, with preference for students entering their senior year.
Concentrations in Finance, Accounting, Economics, or Business preferred.
Cumulative GPA of 3.0 or higher on a 4.0 scale.
Able to work in person at our Denver location.
Strong Analytical and problem solving skills, can work independently, strong business writing skills, open minded and willingness to learn and retain new information.
Leadership, extra-curricular, or volunteering experience skills with a passion for results.
You must be authorized to work permanently in the U.S. now and in the future to participate in Wintrust's Commercial Banking Internship Program. Due to the high volume of applicants we receive, we do not offer immigration sponsorship (including OPT and CPT) for this program.
To apply, please visit ************************* If selected, our team will reach out to you with additional details. Applications will be reviewed on a rolling basis, and positions will remain open until programs are at capacity.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$19 hourly Auto-Apply 60d+ ago
Investment Real Estate Rep
Vertigo Real Estate Ventures
Investment banker job in Denver, CO
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
$28k-55k yearly est. Auto-Apply 60d+ ago
Private Client Banker - Centennial, Centennial CO - Metro Southeast
Jpmorgan Chase & Co 4.8
Investment banker job in Centennial, CO
JobID: 210704186 JobSchedule: Full time JobShift: Base Pay/Salary: Centennial,CO $22.50-$30.29 You have a passion 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
* Compliance with Dodd Frank/Truth in Lending Act*
* 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: **************************************************************************
$33k-63k yearly est. Auto-Apply 5d ago
Immediate Banking Opening
Xtended Resources
Investment banker job in Denver, CO
We are seeking a Bank Operations Specialist to join our team! You will perform clerical and administrative functions in order to drive company success
Duties: Responsible for processing all aspects related to incoming and outgoing cash funds such as wire transfers, ACHs, and checks. Works on functions such as processing incoming funds, processing outgoing wire / ACH/ and check files, handling exception items as required, as well as helping to actively identify, recommend, and implement ways to improve processes to ensure Gold Standard service Works on various projects at the request of the Cash Settlement Supervisor.
Any Banking experience will work - We will train in ACH department!
Qualifications:
3 years of financial experience
Preferred working knowledge of trust accounting systems, IRAs, and alternative assets
IRA/IRS rules and regulations knowledge and experience is preferred
$25k-42k yearly est. 60d+ ago
Private Client Banker - McIntyre and 64th - Golden, CO - CO METRO NORTH
JPMC
Investment banker job in Golden, CO
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'll 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. You've successfully collaborated with colleagues and worked as part of a team to achieve business results.
As a Private Client Banker, 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'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job Responsibilities
Share the value of Chase Private Client with clients that may be eligible
Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
Make 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
Adhere 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
Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED or foreign equivalent required
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 strongly preferred
Experience cultivating relationships with affluent clients is strongly preferred
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: ****************************************************************
$25k-42k yearly est. Auto-Apply 60d+ ago
Financial Services Representative
Yield Solutions Group LLC
Investment banker job in Englewood, CO
Job Description
Company
Based in the Denver Tech Center, Yield Solutions Group/RefiJet is dedicated to providing exceptional finance solutions through transparency, security and education. Our vision is to deliver the most innovative experience through focus on service, technology, our corporate culture and core values. These core values drive our every decision:
Integrity
Respect
Accountability
Compliance
Collaboration
Passion
Appreciation
Job Summary
We are seeking experienced Financial Services and Sales Representatives. You will ultimately be responsible for working with customers to help them refinance their automobiles.
You will be discussing finance options with qualified leads (no cold calling required) and educating them in the financial risks of auto loans.
$26k-37k yearly est. 6d ago
Financial Service Representative - $1000 Sign On Bonus
Arapahoe Credit Union 3.6
Investment banker job in Centennial, CO
Job Description
Arapahoe Credit Union is seeking a full time (40 hour) Financial Service Representative (Member Service Representative) for Centennial and Englewood Branch locations, Monday - Friday. New account and Credit Union banking relationship proficiency is required; IRA background is a plus. The applicant must be skilled at building and strengthening relationships and creating member loyalty while anticipating and exceeding their financial needs through active promotion, sales and delivery of our products and services. The applicant suited for this position also must have superior in person, telephone, and written communication skills. Credit Union or Banking experience is required. Bilingual (Spanish) is preferred but not required.
Hiring immediately - $1000 sign on bonus!
Choice Pay Structure available - earn an extra $2.20 an hour. This pay structure is NOT eligible for paid time off or paid holidays.
Duties
The Financial Service Representative is primarily accountable for establishing and maintaining member relationships through active listening and matching credit union products and service to the members' needs while simultaneously handling a wide variety of duties and responsibilities, which include:
Assists members and potential members with their credit union needs in person and over the phone
Identifies cross sell opportunities and successfully cross sells ACU's products and services
Assist members with IRA requests
Identifies and makes recommendations regarding steps to improve the department's operating methods and procedures
Identifies transactions/situations to which BSA documentation should be completed and submitted
Assist teller line by receiving and processing member financial transactions, including deposits, withdrawals and loan payments.
Maintains a high level of accuracy
Qualifications
The qualified applicant must have superior communication skills in person, over the phone, and through written form. They must provide friendly, prompt, professional and accurate service to all members and co-workers. The applicant is also expected to maintain a professional work environment and business-like appearance and represent the credit union in a professional manner at all times. Additionally, the applicant must maintain a dependable record of attendance and timeliness.
At a minimum, the applicant needs to have one to twelve months of similar or related experience. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
Benefits:
Competitive salary
Incentive opportunities
Monday through Friday work week
Health insurance including medical, dental and vision
Retirement benefits
Employer paid life insurance, short term and long-term disability policies
Paid Time Off
Flexible Spending Accounts (FSA)
Tuition Reimbursement
$26k-30k yearly est. 18d ago
Bank Security - Westminster
Customized Guard Services & Systems
Investment banker job in Westminster, CO
Are you interested in working for us! Join our team at Customized Guard Services & Systems (CGSS) and advance your career with a fast-growing, privately-owned & operated company. Our hiring team will invest all of the necessary time and resources to ensure a perfect job placement is identified for you. Our commitment is our employees, and our entire business infrastructure is built for your career advancement and success. We are looking forward you to meet you and hope to welcome you to our “Customized” family in the very near future!
Job Skills / Requirements
We are currently seeking a professional and customer-oriented individual to join our team as a Bank Security Guard. In this role, you will play a crucial part in providing exceptional customer service while ensuring the safety and security of our bank premises. Your responsibilities will include customer service duties, greeting customers, opening doors, monitoring bank areas, patrolling the facility, and maintaining general security.
Responsibilities:
Customer Service:
Welcome and greet customers in a friendly and professional manner, ensuring a positive and welcoming atmosphere.
Assist customers with general inquiries, providing information about bank services, products, and policies.
Offer support and address customer concerns or questions promptly and courteously.
Direct customers to the appropriate bank personnel for further assistance when necessary.
Access Control and Door Monitoring:
Monitor and control access to the bank premises, ensuring only authorized individuals enter restricted areas.
Check identification of customers and visitors, verifying their credentials before granting access to secured areas.
Open doors for customers and assist individuals with disabilities or special needs.
Maintain a vigilant presence at the entrance, deterring any potential security threats or unauthorized access.
Bank Outlay Monitoring:
Monitor the bank's public areas, including the lobby, waiting areas, and teller stations, to ensure a safe and secure environment.
Report any suspicious behavior, potential security risks, or unusual activities to the appropriate bank personnel.
Maintain the cleanliness and organization of the public areas, ensuring a professional and welcoming atmosphere.
Patrolling:
Conduct regular patrols within the bank premises, including both indoor and outdoor areas, to deter and detect any security breaches.
Monitor surveillance systems, alarm systems, and other security devices to identify and respond to any irregularities or emergencies.
Report any security incidents, accidents, or safety hazards promptly, following established protocols and procedures.
Collaborate with local law enforcement agencies as needed, providing necessary assistance and information.
General Security Duties:
Enforce bank security policies and procedures, ensuring compliance and maintaining a secure environment.
Respond to emergencies, including medical incidents or alarms, following established protocols and providing necessary assistance until help arrives.
Assist in the implementation of security measures and initiatives to enhance the overall safety and security of the bank.
Participate in ongoing training and professional development to stay updated on security practices and procedures.
Certification Requirements (All)
Guard Card
Additional Information / Benefits
Weekly Pay: We offer competitive weekly pay, ensuring timely compensation for your work.
Uniforms Provided: We provide uniforms to maintain a professional appearance and ensure your comfort during working hours.
Exclusive App Access: Our dedicated app provides easy access to features such as direct deposit, clock in and out functionalities, W1 forms, day off request submissions, and any other resources or support needed.
Full Support: We provide comprehensive support to address any questions or concerns you may have, ensuring your smooth integration into the team.
Benefits: Medical Insurance, Dental Insurance, Vision Insurance
This is a Full-Time position
$25k-42k yearly est. 3d ago
Financial Services Representative
Adams Bank and Trust 4.0
Investment banker job in Longmont, CO
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative
$29k-33k yearly est. 22d ago
Financial Services Representative - State Farm Agent Team Member
Weston Leake-State Farm Agent
Investment banker job in Arvada, CO
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Position Overview:
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Key Responsibilities:
Consult customers on financial planning, investment options, and life/health insurance coverage
Assist customers with portfolio management, asset allocation, and risk management strategies
Conduct financial reviews and recommend personalized product solutions
Maintain compliance with financial and insurance regulations
Train and mentor team members on customer needs analysis and sales conversations
Preferred Qualifications:
Active Life & Health license (required or ability to obtain quickly)
FINRA Series 7 and 63 licenses preferred
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
If youre ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers lives, wed love to hear from you.
$26k-37k yearly est. 14d ago
Private Client Banker - Centennial, Centennial CO - Metro Southeast
Jpmorganchase 4.8
Investment banker job in Centennial, CO
You have a passion 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
Compliance with Dodd Frank/Truth in Lending Act*
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: **************************************************************************
$33k-63k yearly est. Auto-Apply 5d ago
Private Client Banker - Pearl and 30th - Boulder, CO - CO METRO NORTHWEST
JPMC
Investment banker job in Boulder, CO
You have a passion 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
Compliance with Dodd Frank/Truth in Lending Act*
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: **************************************************************************
How much does an investment banker earn in Aurora, CO?
The average investment banker in Aurora, CO earns between $73,000 and $256,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.