Equity Trader
Investment Banker Job 15 miles from Belleville
Looking for an exceptional Portfolio Finance Equity Trader to liaise with trading/financing desks, counterparties, exchanges, prime brokers, and custodians to assist in the lifecycle of a trade.
·Bachelor's degree in Finance, Economics, or a related field.
·Minimum 6 years in financial services (buy or sell side experience) working with equity products.
·Experience with financing, accounting principles and procedures as well as financial markets and instruments.
Associate, Investment Sales
Investment Banker Job 15 miles from Belleville
This is an opportunity to join TerraCRG; the leading commercial real estate brokerage firm focused exclusively on the Brooklyn market. TerraCRG has been at the forefront of Brooklyn's transformation for nearly two decades, responsible for over $3 Billion of transactional volume in the process. The firm - 20 people strong and growing - has marketed 800+ properties and consistently closes over 50 Brooklyn transactions a year.
Joining our Investment Sales Team as a commercial real estate agent will provide you with the experience of working in an energetic, demanding, and collaborative environment, gaining immediate exposure to the various aspects of commercial real estate brokerage. Through our company structure, you will capture and grow market share in clearly defined Brooklyn regions with a focus on a specific asset class. You will work directly alongside our highly successful and tenured transaction professionals and associates.
Ideal candidates who are more likely to find success in this role; are driven with the passion and dedication to grow their careers, are team players who excel while working collaboratively, and are resilient and embody the grit and persistence needed to overcome obstacles.
Earning Potential
This is an independent contractor, 100% commission-only based position, offering significant un-capped earning potential.
Six-figure estimated earning potential within several years of consistent business development
Role Description
This is a full-time on-site role for an Associate, Investment Sales at TerraCRG located in Brooklyn, NY. The role involves day-to-day tasks related to commercial property investment sales, including market analysis, property valuation, client management, and deal negotiation.
On-site in the TerraCRG office at 634 Dean Street, Brooklyn, NY
You will develop your professional expertise in business development through structured training sessions, real-time on the job training, and industry leader observation.
We promote a culture of collaborative, driven, and coachable individuals who appreciate accountability.
We operate within the Specialization approach, with our agents focusing on specific territories and asset types - promoting collaboration and information sharing, while eliminating internal deal competition.
Our leadership team is mostly composed of individuals who started their commercial real estate careers at TerraCRG, presenting the opportunity for organic professional growth.
Qualifications
Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process)
Must be comfortable with hands-on sales and marketing activities including extensive cold calling
Market Analysis, Property Valuation, and Deal Negotiation skills
Strong understanding of the commercial real estate industry
Client Management and Relationship Building
Financial Modeling and Analytical Skills
Excellent verbal and written communication and negotiation skills
Bachelor's degree in Real Estate, Finance, Business, or related field
Experience in investment sales or commercial real estate industry
Must be coachable and receptive to feedback
Must be a team player with integrity
Must have superb organization skills, proficient in Microsoft Office, Excel, PowerPoint and Outlook
Investor Relations Associate
Investment Banker Job 12 miles from Belleville
SPECS
Primary Responsibilities Will Include
• Acknowledge, review and/or respond to client inquiries in a prompt manner while coordinating with internal and external teams, as needed.
• Review and/or process investor on-boarding documentation (Subscription, Tax, and AML documentation)
• Review and/or process subsequent investor activity and changes to investor static data (Partner transfers, name changes, contact and wire instruction updates)
• Review and/or maintain investor records across multiple internal and external systems
• Review and/or prepare ad-hoc, monthly, quarterly, annual reporting, and capital activity notices for sponsor funds and investors
• Review and/or prepare investor audit confirmations and monthly recurring deliverables
• Disseminate and/or review fund & investor correspondence (capital call, distribution, partner capital statement and other sponsor communications) across various investor portal platforms
• Track incoming capital call wires and prepare capital distributions payments across various client accounts
• Progressive responsibilities to include training of less experienced associates, and first level review of deliverables
• Ensure all work is completed in line with the service level agreement
• Participate in special projects
• Operate efficiently in a deadline-driven, high volume, and everchanging environment
Qualifications and Skills
• Bachelor's degree, degree in Business Administration or Economics is a plus
• 2-10 years' experience in the financial services Industry
• Private Equity or Hedge Fund Investor Services background
• Demonstrate strong customer service/client relationship skills
• Ability to manage multiple tasks and projects with differing deadlines
• Impeccable attention to details
• Excellent verbal and written communications
Investment Review Associate
Investment Banker Job 14 miles from Belleville
Job Title: Investment Review Associate
About Us:
Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. As an integral part of Bleakley Financial Group, we are looking for an Investment Review Associate who will work closely with the analyst team to provide comprehensive client investment review reports.
Responsibilities:
Prepares comprehensive annual reviews which include information such as:
Provide trade history from the last review.
Report dates of portfolio rebalancing with allocation before and after completion of the rebalancing.
Provide a breakdown of investment accounts with respect to Account #, Total Value, as well as the breakdown of assets.
List cash receipts by clients including amount and date.
List of cash disbursements made to clients including amount and date.
Review clients with cash needs to ensure their cash is sufficiently funded.
Provide booked gain/loss information for tax planning.
Reporting required minimum distributions if applicable including required distribution vs. actual distributions made to date.
Requirements:
2-3 years' experience with investment trading and/or client financial reporting.
Experience with Orion
Detail oriented.
Ability to communicate clearly and concisely, both orally and in writing.
Bachelor's Degree in math, finance, accounting or business preferred.
Work experience in wealth management, financial planning, investments related field.
Right to Revise:
This is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.
The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.
Why Join Us:
Opportunity to play a key role in the growth and success of a leading RIA firm.
Collaborative and supportive team environment.
Competitive salary and benefits package.
Continuous professional development opportunities.
High end office located in Parsippany NJ with gym on-site.
Culture activities focused on health & wellness, team collaboration, and employee engagement.
Private Investment Funds Associate
Investment Banker Job 15 miles from Belleville
Mid-Level Investment Funds Associate - New York
If you're a sixth-year associate at a leading funds practice and you're starting to think more intentionally about long-term growth, this opportunity may offer something meaningfully different.
This is your chance to help shape something new.
A national firm with approximately 40 attorneys, including a strong and growing presence in New York, is continuing to build out its private investment funds offering. Following several high-profile lateral partner hires, the funds team now includes three partners in New York supported by four associates and two special counsel. The group is collegial, forward-looking, and deeply committed to creating a high-performing, collaborative practice.
The firm has long-standing strengths in venture fund formation, particularly for technology-focused clients, and is now expanding into broader private investment strategies, including buyout and growth funds. The result is a highly varied practice with exposure to both emerging managers and institutional fund clients - ideal for someone looking to broaden their portfolio without losing the energy and innovation of the venture ecosystem.
You do not need a venture capital or tech-specific background. The team is open-minded and more focused on strong training, motivation, and long-term potential.
This is a rare opportunity to step into a practice that is in active growth mode. This isn't an established machine where you're one of many, but a platform where you'll be visible, valued, and instrumental in shaping the next phase of development.
If you're interested in a role that combines top-tier work with real upward trajectory, click apply and we can arrange a suitable time for a conversation.
Investment Funds, Registered Funds/BDC Associate- 374017
Investment Banker Job 15 miles from Belleville
Practice area:- Corporate - Asset / Investment Management,Corporate - General,Corporate - Securities and Capital Markets,Finance - General
A highly regarded law firm is seeking an associate attorney with 3 to 5 years of experience to join its Investment Funds Group, focusing on Registered Funds. This role involves advising clients on the formation, structuring, and regulatory aspects of a range of retail fund products, including both traditional and alternative vehicles. The ideal candidate will bring experience from a recognized investment funds practice and demonstrate a deep understanding of fund structures, securities regulations, and compliance matters across multiple fund types.
Location:
New York, NY
Duties:
Advise on the formation and structuring of registered investment funds
Counsel clients on mutual funds, ETFs, closed-end funds, interval funds, tender offer funds, and BDCs
Provide guidance on regulatory and compliance matters, including U.S. and global distribution
Support clients with public company reporting obligations and related capital markets transactions
Draft offering materials, board materials, and SEC filings for registered fund products
Collaborate with cross-functional legal teams to advise on fund governance and operations
Requirements:
3 to 5 years of legal experience in investment funds, preferably in a top-tier funds practice
Demonstrated experience advising on a variety of registered fund structures
Knowledge of Investment Company Act, Advisers Act, and securities regulatory frameworks
Familiarity with alternative registered products such as BDCs and REITs is a plus
Public company reporting and capital markets experience is valued
Education:
Juris Doctor (JD) from an accredited law school
Strong academic credentials required
Certifications:
Admission to the bar in at least one U.S. jurisdiction (New York, California, D.C., or Massachusetts preferred)
Candidates must be admitted or eligible to seek prompt admission in relevant jurisdiction
Skills:
Excellent written and verbal communication skills
Strong analytical and issue-spotting capabilities
Proven ability to manage complex fund structuring and compliance matters
Highly organized and detail-oriented, with strong project management abilities
Ability to work effectively both independently and within team settings
Benefits:
Competitive salary structure based on experience, education, and role responsibilities
Comprehensive benefits package offered to attorneys and legal staff
This New York law firm has practice areas that are grouped into six broad categories: bankruptcy, intellectual property, interdisciplinary, litigation, tax & planning and transactional. They have offices located throughout the world and pride themselves on their ability to obtain cost-effective results in complicated litigation, intellectual property and transactional matters. This firm has a stellar reputation as trial lawyers and has represented many major national and international clients. This firm's strength and reputation is built upon their strong foundation of ingenuity and leadership. They offer market salaries and have a comfortable work atmosphere.
BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.
BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.
Summer 2026 Investment Banking Internship
Investment Banker Job 15 miles from Belleville
Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed.
Responsibilities:
Cantor Fitzgerald offers 10-week Investment Banking Summer Analyst Programs in its Healthcare, Technology, FIG, and Industrials coverage groups. Interns will be able to work on projects across different products within their industry coverage group, such as Mergers & Acquisitions, Equity Capital Markets, and Debt Capital Markets. Throughout the program, interns have the opportunity to work on pitches, live deals, and other long-term projects supporting our client-calling efforts, having exposure to the same type of work as full-time junior bankers, which includes, but is not limited to:
Performing valuation and building complex financial models
Analyzing detailed corporate, industry, and financial information
Creating client presentations, pitches, and bake-offs
Conducting due diligence
Preparing marketing memoranda and other written materials
Participating in the execution of financing and M&A transactions
Our internship program features a training program conducted by Pillars of Wall Street focused on modeling, valuation, and financial accounting. Networking opportunities with colleagues, both in Investment Banking and across other businesses at Cantor Fitzgerald, provide ample opportunities for career development. Depending on performance, an intern may receive an offer to return to Cantor in a full-time position post-graduation.
Qualifications:
Student pursuing a bachelor's degree with an anticipated graduation date between December 2026 and June 2027
Knowledge of finance and a strong interest in investment banking
Previous internships in financial services or a related field preferred
Strong analytical, critical thinking, problem-solving, and quantitative skills
Outstanding academic record
Ability to work in a team environment but also thrive in an entrepreneurial culture
High ethical and professional standards
Outstanding communication, interpersonal, and presentation skills
Self-starters who display initiative, drive, motivation, and leadership
Hourly $35.00 - $45.00 hourly
Power Trader
Investment Banker Job 15 miles from Belleville
⚡ Role: Power Trader (Virtuals)
💰 Compensation: $150-220k base + 25-30% of book
💼 Benefits: Full comprehensive package
Join a Leading Power Trading Firm
We're working with a top-performing, highly capitalized proprietary trading shop that's consistently profitable and active across all major US power markets. With top-tier infrastructure, deep capital backing, and a strong team of experienced traders, they offer a real opportunity to trade at scale and make an impact-all while having the support and tools you need to succeed.
They're growing their Virtuals desk and looking for skilled traders ready to take ownership, drive PnL, and thrive in a high-performance environment.
What You'll Be Doing:
Run and scale a Virtuals book with real ownership
Use cutting-edge tech and data to execute your edge
Work alongside a team of high-caliber traders, while having the freedom to trade your own way
Contribute to the growth of a market-leading desk
What They're Looking For:
A solid track record in Virtuals trading
Strong grasp of US power markets and grid dynamics
Sharp risk management and decision-making skills
A competitive but collaborative mindset
Why It's Worth a Conversation:
Competitive comp with strong upside (25-30% of book)
Work with some of the best in the industry
Room to grow, learn, and scale your strategies
Balance of autonomy and support-do your thing, backed by a world-class platform
📧 Sounds interesting to you? Please click on the ‘Easy Apply' button. You can also send your resume directly to ************************ or message me directly!
⚡ Storm4 is a specialist GreenTech recruitment firm with clients across Europe, APAC and North America. To discuss open opportunities or career options, please visit our website at ************** and follow the Storm4 LinkedIn page for the latest jobs and information
Portfolio & Investments Summer Intern
Investment Banker Job 15 miles from Belleville
At Pronghorn, we are passionate about building the future of the Spirits industry through innovation, diversity, and leadership. Our Spirits Internship Program (SIP) offers a unique 10-week paid experience designed for college students and graduating seniors to gain hands-on exposure to the business of Spirits, entrepreneurship, and brand-building.
SIP participants will experience hybrid work, with the opportunity to collaborate with teams in our Alpharetta, GA, or New York, NY locations. Interns can expect a structured program with project ownership, professional development workshops, leadership networking, and real-world business impact.
Pronghorn Partner Collaboration: (HQ)
Pronghorn partners with some of the leading Spirits companies in the industry to create meaningful, real-world experiences for our interns. Through SIP, participants may have the opportunity to support initiatives connected to our partners, gaining unique exposure to the broader Spirits ecosystem.
Specific project assignments and potential partner collaborations will be discussed during the interview process to ensure the best fit for each intern's interests and skills.
General Responsibilities:
Support Pronghorn's Investment Management team in identifying, analyzing, and tracking potential investment opportunities within the Spirits and entrepreneurial ecosystem.
Conduct market research, competitive analysis, and leverage market trends data (e.g., Nielsen) to inform investment decisions.
Assist in preparing materials and agendas for weekly investment review meetings.
Develop and manage scalable tools for internal investment tracking and portfolio performance analysis.
Track monthly performance data for active portfolio companies, ensuring alignment with growth KPIs.
Support founder success by curating resources, building a digital library, and developing training materials for portfolio companies.
Collaborate cross-functionally to gather, organize, and deliver founder-focused tools and resources.
Basic Qualifications:
Current graduating senior with a minimum of two prior internships or significant project-based experience.
Strong proficiency with Microsoft Excel, Word, and PowerPoint.
Exceptional communication skills, both written and verbal.
Strong work ethic, attention to detail, and self-motivated drive.
Passion for the Spirits industry, entrepreneurship, and Pronghorn's mission to foster empowerment within diverse communities.
Ability to think strategically, adapt quickly, and approach challenges with creativity and solution-oriented thinking.
Locations:
New York, NY
Hybrid (Combination of in-office and remote)
Start Dates:
Fellowship programs start date: June 2025
Why Choose Us:
At Pronghorn, we're not just offering an internship, we're offering an opportunity to grow, innovate, and make an impact. You'll work alongside industry trailblazers, be empowered to own your ideas, and help shape a more inclusive future for the Spirits industry.
Here, you'll find a vibrant community committed to your success, leadership that invests in your growth, and real opportunities to launch your career.
Salary:
$22-25 per hour
Work Authorization:
Due to the nature of this position, we are unable to provide sponsorship for U.S. work authorization now or in the future.
Equal Opportunity Employer Statement:
Pronghorn is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and applicants. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Financial Sales Representative
Investment Banker Job 15 miles from Belleville
Financial
Sales Representative
Compensation: Commission-Only | $100,000 - $200,000+ annually
Location: Full-Time, In-Person| Financial District, NYC
Blueline Capital Group is seeking highly motivated, driven individuals to join our expanding sales team. This is a fast-paced, performance-based opportunity for professionals looking to earn six figures or more within their first year.
Please note: This is a commission-only, in-office position.
About Blueline Capital Group
Blueline Capital Group is a dynamic financial services firm providing working capital solutions to businesses across all industries-from growing startups to publicly traded companies. We specialize in:
Merchant Cash Advances
Small Business Loans
Lines of Credit
Term Loans
Equipment Financing
Auto Financing
What We Offer
Uncapped earning potential
A modern office in the Financial District
Performance-based bonuses
A collaborative, high-energy team environment
Opportunities for career advancement and professional development
Responsibilities
Prospect and engage with business owners to offer tailored financial solutions
Follow up with interested leads and communicate the value of partnering with Blueline Capital
Close deals and manage relationships using our CRM platform
Meet and exceed weekly, monthly, and quarterly sales targets
Maintain a strong pipeline and proactive approach to business development
Qualifications
Entrepreneurial mindset with a strong desire to succeed financially
Quick learner and strategic thinker
Excellent communication and time management skills
Highly organized, self-motivated, and detail-oriented
Ability to thrive in a fast-paced, competitive environment
Schedule
Full-time
Monday to Friday
In-person, 8-hour shifts
If you're ambitious, sales-oriented, and ready to be part of a growing team, we encourage you to apply. We look forward to connecting with candidates who are serious about building a long-term career in financial services.
Banking and Finance Associate - 2-to-5 years Law Firm Experience
Investment Banker Job 15 miles from Belleville
Our client, a long-standing Wall Street law firm, who counts among their clients a “who's who” of big banks and financial institutions, is seeking a Banking and Finance Associate with 2-to-5 years of experience, in a large Banking and Finance practice. This is a foundational career opportunity for a driven, resourceful Associate to work closely with clients of the firm and internal stakeholders very closely as this position has high growth potential.
The Associate must have superior written and verbal communication skills to collaborate effectively. The ideal candidate will have demonstrated experience drafting and reviewing loan documents, including credit agreements and collateral documents, in a highly structured middle market, asset-based lending, acquisition, and real estate finance transactions. In addition, representation of banks as an administrative agent is considered preferred.
Although Bankruptcy experience is not required, it would be considered a plus. 2-to-5 years of lending experience, primarily representing banks and other financial institutions, required. Licensed to practice in New York, New Jersey bar admission a plus. Compensation includes salary ($160K-$200K+) plus bonus and robust benefits package. Strong organizational skills with attention to detail are required, as is professional demeanor with excellent judgment and willingness to take initiative.
J. Sheppard Associates represents talented Partners, Associates, and top tier Law Firms.
Associate - Aviation Finance
Investment Banker Job 15 miles from Belleville
Job Title: Associate - Aviation Finance
Salary Range: $300,000 - $360,000
Our client, a leading law firm, is seeking a talented and highly motivated associate to join their Finance practice with a focus on aviation-related transactions. The firm's aviation finance team works with a diverse group of clients, including major banks, private equity firms, leasing companies, airlines, investors, traders, and manufacturers. The role will involve managing a wide range of complex aviation transactions, such as financing (lending and capital markets), leasing, trading, restructuring, asset enforcement, and the creation of joint ventures and leasing platforms.
Key Responsibilities:
Lead and manage large-scale financing transactions, including both secured and unsecured deals, as well as capital markets transactions, with a focus on those exceeding $100 million in value.
Draft, review, and negotiate key legal documents, including credit agreements, indentures, leases, and purchase agreements.
Provide expert legal advice on interpreting and navigating complex transactional documents.
Work on various aviation finance and leasing matters, addressing corporate, tax, and insolvency issues specific to aviation transactions.
Manage multiple matters simultaneously, collaborating effectively with both internal teams and external clients to ensure seamless execution.
Qualifications:
Deep understanding of secured and unsecured financing, including a strong grasp of the Uniform Commercial Code (UCC) Article 9 and the Cape Town Convention.
Ideal candidate should be a member of the Class of 2020-2022.
Proven experience in managing and closing large-scale financing transactions, particularly those valued over $100 million.
Demonstrated expertise in drafting, negotiating, and advising on credit agreements, leases, indentures, and other related legal documents.
Solid knowledge of the aviation finance and leasing industry, along with an understanding of related corporate, tax, and insolvency issues.
Experience in a fast-paced, large law firm environment, successfully handling complex matters and working with a diverse range of clients.
Strong academic background with exceptional drafting, negotiation, and organizational skills.
Ability to work independently and collaboratively in a dynamic, high-pressure environment.
Must be admitted to practice law in New York.
This is an exciting opportunity for an associate looking to advance their career in aviation finance, working on high-profile transactions with top-tier clients.
Ref: 87603
Structured Finance Associate
Investment Banker Job 15 miles from Belleville
Top National law firm seeks a senior-level associate for its structured finance team. Ideal candidates should have experience representing financial institutions as issuers, underwriters, borrowers, lenders, sellers, and/or purchasers in a variety of asset-backed securitization and structured lending transactions, but general capital markets, private credit and/or leveraged finance experience coupled with an interest in securitization also encouraged to apply.
The high value and market leading practice focuses on Repo finance, trade receivable finance, digital infrastructure, warehouse lending, and structured private credit facilities.
Previous law firm experience is required.
Apply now or email Kevin@MerkerGroup.com to discuss the opportunity in detail!
Finance Associate Attorney
Investment Banker Job 15 miles from Belleville
Are you a Finance associate looking to make a lateral move to an AmLaw 100 firm in NYC? Do you have at least 2 years of experience in leveraged finance, lending, and/or fund financing as a law firm associate? Do you want to join a Chambers ranked finance group at a prestigious firm? Then this might be the right opportunity for you!
The ideal candidate will have:
2+ years of top law firm experience
Experience drafting complex finance transactions
JD from a T-20 law school or top 25% of a T-50 law school
Licensed in NY
This is a fantastic opportunity to work with an exceptional team at a top firm!
If you are interested in learning more about this position, please submit your resume in confidence and one of our dedicated associate recruiters will be in contact if you meet our qualifications. We will not disclose your identity or share your resume with our client until we have your express permission.
Commercial Business Banker (Queens)
Investment Banker Job 15 miles from Belleville
Why You Should Consider This Opportunity:
You're well connected with Commercial & Industrial clients (manufacturing, warehousing, logistics, wholesale/distribution), Professionals services in the Queens, NY market
You prospect companies 3-25 million in revenue size, with your average loan size anywhere from 500k-5 million (sweet spot 1+ million)
You want to work on a strong team where you get autonomy to build relationships and have end to end ownership (own your business)
You want flexibility on how your day is structured
Job Overview
The Business Banker will develop and manage client accounts for the Business Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at a minimum risk.
Responsibilities include but are not limited to:
Represents the bank in conducting active prospect and customer business development activities (geographic focus Queens) designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs.
Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met.
Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's).
Develops strong professional relationships with other Bank department associates, as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships.
Actively collaborates with other lines of business to ensure the clients specific needs are met.
Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls.
Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line.
Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners.
Participates in civic and community activities to promote the Bank's diverse products and services, maintains professional network relationships and strengthen community ties.
Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit.
Monitor outstanding loans and take necessary collection actions on past dues.
Educates the borrower on business line process, structure, and set expectations.
Analyzes, determines eligibility, originates, and structures loan requests.
Submits complete documentation packages to the credit. Assists in the credit analysis and underwriting process as needed.
Recommends approval of customer applications for commercial loans.
Requirements
Required Skills:
Excellent interpersonal skills and written and verbal communication skills.
Ability to calculate figures and amounts such as discounts, interest and percentages.
Ability to work independently, manage multiple projects and meet deadlines.
Ability to prioritize and organize assignments while working on multiple projects simultaneously.
Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force.
Has COIs and deep connectivity in Brooklyn
Required Experience:
High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience.
Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience is preferred.
Associate Social Copywriter - Finance
Investment Banker Job 15 miles from Belleville
We are looking for a skilled Copywriter to support the social media initiatives for a large investment bank. This temporary role offers the opportunity to contribute to multiple business units, including Investment Banking, Capital Markets and Investment Management. Based in Midtown Manhattan with a hybrid work schedule (3x per week), you will combine an understanding of financial markets with social copy development, storytelling and digital engagement. In this role, you will collaborate with a diverse team of strategists, creative partners and compliance experts to craft compelling content that resonates with your audience, all while ensuring adherence to brand and regulatory guidelines. If you are a versatile writer who thrives in a fast-paced, high-volume environment, would love to hear from you!
Responsibilities:
Work alongside cross-functional teams (strategists, designers, stakeholders) to write impactful social media copy, including LinkedIn posts, video scripts and infographics
Ensure all copy adheres to the client's brand tone, voice and messaging standards
Stay up-to-date with trends in investment banking, capital markets and asset management to generate relevant content ideas
Collaborate with strategists to pitch new content concepts, post series and messaging frameworks
Present data-driven content ideas to senior leadership, backed by insights and industry knowledge
Required Qualifications:
Bachelor's degree in Marketing, Communications, Journalism or related field
2+ years of professional copywriting experience, ideally with a focus on social media. Experience in financial services is preferred but not required
Familiarity with financial concepts, especially in investment banking, capital markets and asset management is a big plus but not required
Ability to simplify complex financial topics into engaging, accessible content for a broad audience
Ability to analyze performance metrics (engagement, conversions, sentiment) to optimize content
Exceptional interpersonal skills and a proven ability to collaborate with senior stakeholders and cross-functional teams
Strong writing ability, with flexibility to adapt tone and style across different audiences and platforms
Ability to handle multiple projects simultaneously and meet tight deadlines
If you meet the required qualifications and are interested in this role, please apply today.
The Solomon Page Distinction
Solomon Page offers a comprehensive benefit program for hourly employees. We pride ourselves on offering medical, dental, 401(k), direct deposit and commuter benefits to our employees, including freelancers - which sets us apart in the industries we serve.
About Solomon Page
Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.
Opportunity Awaits.
Investment Banker - Mergers & Acquisitions (Technology) - Vice President
Investment Banker Job 15 miles from Belleville
JobID: 210582097 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$275,000.00 We are seeking an experienced Vice President to join our industry-leading team. As a Vice President in Technology M&A, you'll have experience developing strong relationships with corporates and financial institution clients. You'll work on executing mergers, acquisitions, divestitures, carve-outs and leveraged buyouts, and will play a key role in marketing to prospective new clients.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models and customer cubes
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Bachelors degree in Finance, Accounting, Business, or a related discipline
* Prior work experience in an investment banking front office role
* Experience working with clients in the Technology industry, including but not limited to IT Services, Software, FinTech
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Strategy Finance Associate
Investment Banker Job 15 miles from Belleville
Asset management, prop trading firm with over 30 billion in assets under management is looking to build out its strategy finance team. The job focuses on strategic finance, corporate development, special projects, capital management, modeling, automation, analytics, FP&A, and presentation work.
They looking for someone with an interest in financial technology, capital markets, financial analysis, and strategy to join our team. We work closely with other teams to analyze business opportunities, improve processes, and interact with external parties.
Qualifications
3-5 years of work experience at a top-tier investment bank, consulting firm, or a similar corporate strategy role within a trading firm or tech-focused financial company
Investment Banker - Healthcare Services - Vice President
Investment Banker Job 15 miles from Belleville
JobID: 210489672 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$275,000.00 We are seeking an experienced Vice President to join our industry leading investment banking team.
As a Vice President in Healthcare Services Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity; Ability to comfortably interact with clients in a professional and mature manner
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Investment Banker - Financial Institutions (Insurance) - Managing Director
Investment Banker Job 15 miles from Belleville
JobID: 210489474
JobSchedule: Full time
JobShift:
Base Pay/Salary: New York,NY $300,000.00-$500,000.00
Investment Banker - Financial Institutions (Insurance) - Managing Director