At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$42k-52k yearly est. 8d ago
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Structured Equity Derivatives Trader - Associate
W.F. Young 3.5
Investment banker job in Day, NY
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.
About this role:
Wells Fargo is seeking a Structured Equity Derivatives Trader who will model, quote, trade, and risk-manage complex exotic/structured equity derivatives and QIS strategies. Learn more about Wells Fargo's Corporate and Investment Banking group and career areas at wellsfargojobs.com.
In this role, you will:
Model, quote, trade, and risk-manage complex exotic/structured equity derivatives and QIS strategies
Work with derivative and QIS products including autocallables, cliquets, barriers and digitals, baskets, rainbows, synthetic converts, volatility control and algorithmic index derivatives, and risk premia strategies
Support senior traders by executing derivatives hedging transactions, pricing new transactions, managing secondary market trades, and helping improve modeling, hedging, systems, and workflow processes
Develop and maintain Python and VBA code, along with Excel-based pricing and risk management tools, to enhance and automate the desk's workflow
Interface with internal partners including Structuring, Sales, Quants, Technology, Operations, Compliance, and Documentation
Required Qualifications:
2+ years of Securities Trading experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
BS or MS degree in Engineering or Mathematics
Experience trading structured/exotic derivatives and QIS products
Proficiency and comfort with Python programming
Ability to take initiative in a fast‑paced environment while maintaining strong attention to detail and delivering high‑quality analytical and problem‑solving work
Excellent verbal, written, and interpersonal communication skills
Experience working collaboratively in a team environment
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Job Expectations:
Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire if it is not available for transfer upon hire. FINRA-recognized equivalents will be accepted.
Registration for FINRA Series 7 must be completed within 90 days of hire if it is not available for transfer upon hire. FINRA-recognized equivalents will be accepted.
Registration for FINRA Series 57 must be completed within 90 days of hire if it is not available for transfer upon hire. FINRA-recognized equivalents will be accepted.
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting Location:
500 W 33rd St, New York, NY 10001
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$143,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
8 Feb 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$143k-224k yearly Auto-Apply 3d ago
Private Client Banker - Clifton Park - Clifton Park, NY
JPMC
Investment banker job in Clifton Park, NY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Share the value of Chase Private Client with eligible clients.
Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience in cultivating relationships with affluent clients.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
$61k-136k yearly est. Auto-Apply 60d+ ago
Berlin Investing - Internship
Warburg Pincus 4.9
Investment banker job in Berlin, NY
Warburg Pincus LLC, a global growth investor, is offering an internship opportunity at their Berlin office. The internship will last approximately three months and provides a valuable learning experience within the Investment Team. As an Intern, you will work in a dynamic and hands-on environment alongside experienced professionals.
Responsibilities:
- Support the investment team in various tasks, including sourcing, identifying, and analyzing investment opportunities.
- Assist in due diligence processes, company analyses, financial modeling, and market studies.
- Prepare investment recommendations for the investment committee.
- Collaborate closely with management to contribute to the development of portfolio companies.
Qualifications:
- Demonstrated interest in assessing investment opportunities and associated risks.
- Pursuing a degree from a recognized university with a strong academic track record.
- Prior internship experience in top-tier private equity or investment banking. At least 3+ months experience preferred.
- Possess exceptional research, analytical, and quantitative skills with an entrepreneurial mindset.
- Strong interpersonal skills, a team player, and the ability to work independently in a proactive manner.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office applications (Excel, PowerPoint, Word).
- Fluency in both German and English, both spoken and written.
Warburg Pincus does not make employment decisions, including hiring and promotion decisions, based on any EEOC characteristics including race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.
For jobs in the United Kingdom, view the UK privacy notice here.
For jobs in Germany, view the Germany privacy notice here (in English) and here (in German).
CANDIDATE PRIVACY NOTICE
Why are you receiving this notice?
In connection with your application to work at Warburg Pincus, we will collect about you certain “personal information” or “personal data,” as those terms are defined under applicable law, or other reasonably equivalent terms within the scope of applicable data protection laws (collectively, “personal information”). This Candidate Privacy Notice (“Notice”) describes how we process that personal information and certain rights you may have with respect to that personal information.
This Notice supplements any other privacy notice we may give you when we collect or process your personal information. This Notice is not an offer for employment.
For purposes of applicable data protection laws, Warburg Pincus is the data controller, or other reasonably equivalent term within the scope of applicable data protection laws, of the personal information we collect about you for the processing activities set forth in this Policy.
Warburg Pincus
450 Lexington Avenue
New York, New York 10017
**************
Our data protection officer is Doug Madden.
If at any point you have questions about this notice or how we process your personal information, please review our Warburg Pincus Privacy Notice at: *********************************************************************************************** or contact us at ******************************.
What personal information do we collect and use?
In connection with your application to work with us, and in accordance with applicable law, we may collect and process the following types of personal information about you:
Contact Data: your name, address, email, mobile phone number, and similar contact information;
Identity Data: date of birth, nationality, country and city of birth, gender identity and pronouns;
Application-Related Data: information contained in your curriculum vitae and cover letter including your employment and education histories, qualifications, certifications, professional associations, skills; eligibility to work in a certain country; information provided in your communications with us or during interviews, calls or video chats;
Assessment Results: your results from any tests or qualification exams required to work with us; and
Reference Data: information provided by referees.
To the extent permitted by applicable law, we may also collect (directly or indirectly), store and use information that may qualify as “special category”, “sensitive personal information”, or other reasonably equivalent terms within the scope of applicable data protection laws (“sensitive data”). For instance:
your race or ethnicity, philosophical or religious beliefs, sexual orientation, political opinions, and trade union membership, if you voluntarily provide it to us;
work-related information about your health, including any medical condition or disability, health and sickness records-again, if you choose to provide it to us;
citizenship or immigration status;
national ID numbers (e.g., Singapore National Registration Identification Card number); and
criminal history, where permitted by applicable law
Notwithstanding, please do not submit sensitive data unless such information is legally required and/or we request that you submit such information.
How do we collect personal information about you?
We collect personal information about candidates from the following sources, to the extent permitted by applicable law:
you directly, when you voluntarily provide it;
recruitment agencies we collaborate with to fill vacancies, from which we may receive information including your resume/curriculum vitae, current and past employment and other qualifications;
service providers or vendors who collect or process personal data on our behalf including professional background check providers;
credit reference agencies;
your named referees and former employers, from whom we collect information about your previous employment and suitability for the role you are applying for; and
publicly accessible sources, including social media pages consistent with your settings and as permitted by applicable law or from publicly available websites consistent with their terms and conditions, and financial regulator registers, from which we collect information about your qualifications, regulatory authorizations, and news items involving you.
What do we use your personal information for?
We use the personal information we collect about you for purposes related to our consideration of your application for employment and our internal business purposes related to the hiring and application process. For instance, to:
assess your skills, qualifications, suitability and eligibility for the vacancy you are applying for;
verify your identity and the accuracy of the information you provided;
carry out background and reference checks, where applicable;
communicate with you about the recruitment process;
keep records related to our hiring processes to monitor and ensure fairness in our recruiting practices, satisfy record retention requirements, and respond to your rights requests;
notify you of future job opportunities or consider you for a future opportunity;
take steps necessary for security and fraud prevention;
conduct research and development, such as analyzing trends and improving our recruitment and application process; and
comply with our rights and obligations at law or under regulation, including the establishment, exercise or defense of legal claims.
Certain jurisdictions require that we disclose the lawful basis upon which we process your personal information for the purposes listed above. Those jurisdictions also permit you to obtain information about how we assess our legitimate interests or object to our processing your personal information when we rely on our legitimate interests. You can do so by using the email address listed below.
We collect and process Contact Data, Identity Data, Application-Related Data, Assessment Data, and Reference Data in reliance on one or more of the following lawful bases:
To enter into a contract with you.
As necessary for our legitimate interests (e.g., recruiting and hiring suitable and qualified candidates; communicating with you; managing our human resources, benchmarking, business forecasting and contingency planning; monitoring, analyzing and improving our recruitment and application review processes; security and preventing fraud; investigating allegations or establishing, exercising or defending legal claims; maintaining appropriate records and satisfying record retention requirements)
For legal and regulatory compliance.
Based on your consent, including when we retain your personal data for future job opportunities or to conduct a background or similar checks to the extent permitted by applicable law.
We may collect and process sensitive data in the following ways:
We may use information about your disability status to consider potential accommodations during the recruitment process, such as whether adjustments need to be made for any interview you are invited to attend;
We may use information about your race or ethnic origin, religious or philosophical beliefs, or sexual orientation, to ensure meaningful equal opportunity monitoring and reporting.
To keep records related to our hiring processes;
To respond to or manage legal claims, including civil discovery in litigation; and
To comply with legal and regulatory obligations.
Certain jurisdictions require that we disclose the lawful basis upon which we process your sensitive data. We may process sensitive data for the purposes listed above in reliance on the following lawful bases:
With your explicit consent, in accordance with applicable law;
For carrying out obligations and exercising specific rights of Warburg Pincus or you in the field of employment and social security and social protection law in so far as it is authorized by domestic law or a collective agreement pursuant to domestic law;
For the establishment, exercise or defense of legal claims.
When you have manifestly made public the personal information; or
As needed in the public interest, such as for equal opportunities monitoring.
We will use your personal information only for the disclosed purpose(s) or for a purpose that we reasonably believe is compatible with the original purpose for which we collected it. Warburg Pincus may add to the categories of personal information it collects and the purposes for which it uses that information and will inform you in the event we do so. We may also process your personal information without your knowledge or consent when we are required or permitted by applicable law. For purposes of research or statistical analysis, we may use personal information that has been aggregated or anonymized.
Your submission of any personal information is voluntary; however, if you fail to provide certain personal data when requested, we may be unable to communicate with you, process your application, offer you a position, or comply with certain legal obligations. We will advise you when submission of specific personal information is necessary for a contractual or legal purpose. For example, if we require a credit check or references to determine your suitability for the role and you fail to provide us with relevant details, we will not be able to take your application further.
After we receive from you all requested application materials, we will then process that information to decide whether or not to invite you for an interview. If we decide to call you for an interview, we will use the information you provide to us at the interview, along with other information we have collected about you, to decide whether to offer you employment. If we decide to offer you employment, we may contact additional references, conduct further checks, or request additional information before confirming your offer. We will inform you of those checks at the time. Personal information collected during the application process may become part of your employment file if we hire you.
During the application process, you will not be subject to decisions that have a significant impact on you based solely on automated decision-making.
How do we handle information about criminal convictions?
Depending on the role you apply for, we may need to or choose to collect information about your criminal convictions history during the application process. Where the law allows or requires us to, we will carry out criminal records check in order to assess whether there is anything in your criminal convictions history that could make you unsuitable for employment with us. For example, we will need to carry out a Standard Disclosure and Barring Service Check for those wishing to work in our London office that will be discharging certain functions regulated by the Financial Conduct Authority. We will inform you directly where we need to perform criminal convictions checks on you for your application.
When do we disclose the personal information we collect about you?
We only disclose your personal information to third parties for the purposes of processing your application and for our internal operations.
Internal Warburg Pincus team members and related third parties: We may disclose your personal information to Warburg Pincus employees based on their role and responsibility or other Warburg Pincus entities to help assess and administer your application.
Service providers: All of our third-party service providers are required to maintain appropriate data protection controls. We do not allow our third-party service providers to use your personal information for their own purposes; instead, we only permit them to process your personal information for specified purposes and in accordance with our instructions (unless you have a direct relationship with them which dictates otherwise). These third parties include:
recruitment agencies who work with us to recruit and assess candidates;
background check providers who perform background checks for us;
third-party suppliers who administer our IT infrastructure, job application platform and maintain our employment records;
professional advisors including lawyers in relation to investigating, exercising or defending a legal claim;
government authorities or agencies, regulatory bodies, and law enforcement agencies if required by law, or to investigate, prevent, or act regarding suspected or actual illegal activities; and
third parties to comply with applicable laws or at your direction (e.g., your references).
Some of these third parties may transfer your personal information out of the country where you reside to another jurisdiction for processing or storage.
We do not “sell” or “share” your personal information, or disclose it for purposes of “targeted advertising” or “profiling,” as those terms are defined under applicable law.
Is your personal data transferred outside of the jurisdiction in which you are located?
Our operations involve various affiliated entities and non-affiliated service providers based in locations around the world. This enables us to operate as a globally integrated business and meet our own legal and regulatory obligations. Sometimes, the data protection laws in the recipient's jurisdiction may be less protective than those in the jurisdiction in which you are located.
For instance, our affiliates and service providers in the United States may need to process personal information related to applicants located in the European Economic Area or United Kingdom. In such cases, we take appropriate steps to ensure that information is transferred in accordance with applicable data protection law. Where required by law, we will request your permission to do so. For information on the steps we take, please contact us at: ******************************.
How long is your personal information retained?
Subject to applicable law, we will retain your personal information for as long as is necessary to fulfill our contractual, regulatory, and statutory obligations, to process your application for and employment with us, and to operate our business. Our goal is to maintain personal information for no longer than is necessary for the purposes for which we collected it or compatible purposes. To determine the appropriate retention period for your personal information, we consider various factors, such as the amount, nature, and sensitivity of your information; the potential risk of unauthorized access, use or disclosure; the purposes for which we collect or process your information; and applicable legal requirements. In some instances, we retain your personal information in a deidentified or aggregated form so that it can no longer be associated with you.
If we wish to retain your personal information on file so we can consider you for future opportunities, we will seek your permission to do so.
Your rights in relation to the personal information we process about you
Depending on the jurisdiction in which you are located, you may have various rights in relation to the personal information we hold about you. These rights, which are subject to certain limitations, may include:
the right to request confirmation as to whether we are processing your personal information, access to and/or copies of your personal information;
the right to correct your personal information where it is incomplete or inaccurate;
the right to have your personal information erased;
the right to request that your personal information be used only for restricted purposes;
the right to object to, or opt-out of, your personal information being processed in certain manners;
the right to request that certain of your personal information be transferred to you or a third party;
the right to withdraw consent to our processing of your personal information where our use is based solely on your consent;
the right not to be subject to a decision based solely on automated processing, including profiling, which produces a legal effect concerning you or similarly significantly affects you;
the right to information about public and private entities with which the personal information has been shared. and/or
the right to lodge a complaint with the relevant data protection authority in your jurisdiction (for example, the Information Commissioner's Office in the United Kingdom).
If you wish to exercise any of these rights, you should contact the ******************************.
What are your responsibilities?
Please ensure the personal information you submit to us is accurate and complete and you have the lawful right to provide it. When there is a change to your personal information, notify us at ******************************
For California residents, the below listed communications channels are designated for submission of CCPA requests and are intended solely for that purpose; Warburg Pincus will not respond to communications unrelated to that purpose, and we reserve the right to block any sender who uses those channels for unrelated purposes.
To submit a consumer rights request, please contact us at toll-free number: ************** between 9:00 a.m. and 6:00 p.m. Eastern Time, via an online form: ************************************************************ or email us at the following email address: ******************************.
To the extent required by applicable law, if you have submitted personal information related to third parties such as your spouse, dependent, partner, or references, please inform them of their rights which are listed in the preceding section. When you provide us with the personal information of others, you are responsible for obtaining their consent to share their information with us.
How do we safeguard your personal information?
We implement reasonable and appropriate measures to protect the privacy and security of personal information under our control. Our security measures include administrative, physical, and technical measures to prevent unauthorized access to or disclosure of your information, to maintain data accuracy, to ensure the appropriate use of information, and otherwise safeguard your personal information. However, no system for safeguarding personal or other information is 100% secure, and, although we have taken steps to protect your personal information from being accessed, used or disclosed by unauthorized persons, we cannot fully eliminate security risks associated with personal information including data transmitted over the Internet.
What happens if we update this notice?
We may revise this Notice periodically to reflect changes to our data collection and use. In the event we make a material modification, we will post the revised version on Jobs at Warburg Pincus LLC
Questions or complaints?
If you have any questions or complaints regarding the how we process your personal information, in the first instance, please contact us at: ******************************.
Last Updated: November 2025
$128k-174k yearly est. Auto-Apply 60d+ ago
Main Banker
Saratoga Harness Racing, Inc.
Investment banker job in Saratoga Springs, NY
Do you thrive in a fast-paced & exciting environment? Do you have a passion for bringing joy to others? Do you want to be part of a company that not only cares for and uplifts their team members but also the community around them? Then Saratoga Casino Hotel may be the place for you! We offer highly competitive benefits and wages, opportunities for career growth, all in a fun & unique working environment.
About Us:
As the premier entertainment destination for the Capital Region, Saratoga Casino Hotel consistently strives to fulfil one promise to all of our guests, “To create special experiences one guest at a time.” If you would like to be part of the amazing team of people it takes to fulfil this special promise, Saratoga Casino Hotel welcomes you to apply!
Your Role:
Our successful Main Banker promote outstanding relations with all guests and fellow Team Members by providing service in a friendly, swift, and responsible manner. They thrive in a team base environment where everyone consistently uplifts and supports each other through detail oriented work and regularly doing what it takes to ensure all necessary work completed.
Keys to Success in this Role:
Must be at least 18 years old.
Complies with State regulations and Company internal controls.
Responsible for accountability of funds including main bank, reserve bank, soft count, change banks, front window and booth inventories, and self-redemption automated kiosks.
Responsible for tracking inventory of coin, currency and vouchers.
Responsible for all exchanges between main bank and other outlets.
Completes necessary paperwork for variances and accountability.
Verifies the all revenues from VGM, Racing, Food and Beverage, and Lottery.
Maintains self-redemption kiosks.
Prepares and verifies daily deposits.
Performs all other duties as assigned.
Promotes outstanding customer relations.
Able to lift and carry 30 lbs. occasionally.
Able to stand for up to 6-8 hours.
Ability to work flexible schedules due to the needs of the business, including evenings, weekends and holidays.
Why Saratoga Casino Hotel?
Competitive Medical, Dental, & Vision Insurance
Vacation & Sick Time That Promote Work/Life Balance
Company Paid Life Insurance
401(k) with 4% Match
Free Employee Assistance Program
Attendance Bonus
Robust Employee Recognition Program
$20.00 YMCA Memberships.
Local and National Discount Programs Through EAP & Tickets@Work
STASH Hotel Partner Program Offering $69 per Night Hotel Across North and South America.
Unlimited growth potential
Delicious FREE Meals in Our Team Dining Facility
Securitization Credit Structuring works with our origination team, across various asset classes for existing and prospective clients. The Associate will be expected to manage and monitor a sizeable portfolio, providing strategic direction in framing client opportunities to drive our client business forward. Will work closely with the origination team and other product and risk management partners, utilizing one's expertise to ensure the continued success of our product offerings. Additionally, the Associate will be expected to support our Sponsor team by creating various credit applications utilizing commitment letters, fee letters, and credit agreements, within given deadlines.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
Work closely with origination team and review program documents, deal structure, and complete credit applications.
Respond to various customer requests, explain deal mechanics to our back office, and assist our risk and credit teams as questions arise.
Prepare credit applications on new transactions and renewals, outlining rationale, structure, terms and conditions, and returns, as well as other requested or required forms or information needed
As part of credit application process, prepare as needed/required:
- Front Sheets, Collateral and Guarantee Registrations, etc.
- Coordinate/manage compliance requirements (Conflict of Interest, External Legal Waivers, KYC, etc.).
- Ensure all related internal policies and procedures are followed, including sector/industry risk limits.
- Work seamlessly with Credit Risk, Covenant Compliance, Portfolio Management, and other areas.
Engage with the Customer, Agent Bank, Bank Participants, and Operations to ensure seamless deal execution for the Client.
As part of first line of defense, act as a credit steward monitoring client performance trends/market movements in coordination with the Credit Risk department, and action as needed.
Act as the Agent on various securitization deals; set up wires, review co-lender invoices, disseminate servicer reports and other reporting to our co-lenders, and respond to lender and client questions.
Produce monthly income and usage reports which are shared with our reporting team (COO).
Create various monthly and quarterly reports (ex: Deferred Purchase Price, SPE Checklist, Risk Weight Modification, CRI, etc.).
Assist with regulatory related requests/meetings/presentations, as needed.
Assist with audit related requests/meetings/presentations, as needed.
The expected base salary ranges from $87K - $125k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
#LI-Onsite
Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
$87k-125k yearly Auto-Apply 16d ago
Investment Associate, Global Macro
Dalio Family Office
Investment banker job in Day, NY
Dalio Family Office
The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO's culture is built around meaningful work and meaningful relationships and the family's commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.
Position Summary:
This Investment Associate will serve on the Global Macro Team. Collaborating closely with Mr. Ray Dalio on key initiatives, this small team conducts cutting edge macroeconomic and markets research. In turn, the research directly impacts the DFO's investments, and much of it is published externally and read by the top policymakers and thinkers globally. Our work orients towards the biggest things going on in the world, whether that be economic crises, asset bubbles, AI's impact on the economy, wars, big new government policies and more. The work is fast paced and challenging, and requires curiosity, creativity and an ability to excel across multiple disciplines (markets, economics, statistics, analytics, history, writing, and more). As such, you'd be developing across a broad set of skills - systematic macroeconomic investing, portfolio construction, data visualization, programming, idea generation, qualitative (often economic history) research and writing. And as a small team, we'd intend to give you a lot of responsibility fast. Please note - after a few months of ramp up, this role requires the individual to travel internationally around 50% of the time, principally to the UAE, and occasionally to Singapore and elsewhere.
Day-to-day responsibilities would include a combination of the following:
Under the direction of Senior Investment Associates and Co-CIOs, lead major research macroeconomic and market research projects.
Synthesizing findings in investment memos.
Codifying investment understanding in timeless and universal investment systems (typically, by programming them in Python).
Coming up with new ideas and perceptions that drive the research agenda.
Helping develop the process for DFO portfolio construction and diagnostics.
Collaborate with global investment teams to ensure consistent execution standards and process improvements
Perform additional responsibilities and reporting as assigned
The ideal candidate will possess the following knowledge, skills, attributes, and values:
Passionate about markets, economics, and studying how the world works.
Intellectually curious and possess strong critical reasoning skills
A highly motivated self-starter with a desire to “roll up his/her sleeves” to get the job done, and to learn
A strong coder, but also comfortable flexing into a wide range of other work.
Passionate about data visualization and communicating complex topics in “simple but not simplistic” ways.
Resourceful in thinking “outside the box” and finding ways to obtain information when needed
Conceptual and analytical
Able to deal with ambiguity well
An individual with strong sense of initiative and ownership of projects
Illustrative Benefits:
100% company paid medical premiums
17 company paid holidays
Friday summer hours
Monthly community happy hours
Hybrid work environment
Free catered food services for in-office days
Generous PTO offering
Casual dress code
150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!
Qualifications:
Ability to travel up to 50% of the time internationally
At least two years into your career, with demonstrated track record of excelling in a previous financial/economic analysis role.
Ability to work highly flexible hours.
Bachelor's degree demonstrating strong academic performance.
Strong statistics skillset
Proficiency in Python programming and automation tools
Demonstrated interest in investing
Compensation:
Compensation for the role includes a competitive salary in the range from $200,000 -$300,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.
Please note we are unable to provide immigration sponsorship for this position.
At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.
$200k-300k yearly Auto-Apply 60d+ ago
MAIN BANKER
Saratoga Casino Hotel 3.6
Investment banker job in Saratoga Springs, NY
Job Description
Do you thrive in a fast-paced & exciting environment? Do you have a passion for bringing joy to others? Do you want to be part of a company that not only cares for and uplifts their team members but also the community around them? Then Saratoga Casino Hotel may be the place for you! We offer highly competitive benefits and wages, opportunities for career growth, all in a fun & unique working environment.
About Us:
As the premier entertainment destination for the Capital Region, Saratoga Casino Hotel consistently strives to fulfil one promise to all of our guests, “To create special experiences one guest at a time.” If you would like to be part of the amazing team of people it takes to fulfil this special promise, Saratoga Casino Hotel welcomes you to apply!
Your Role:
Our successful Main Banker promote outstanding relations with all guests and fellow Team Members by providing service in a friendly, swift, and responsible manner. They thrive in a team base environment where everyone consistently uplifts and supports each other through detail oriented work and regularly doing what it takes to ensure all necessary work completed.
Keys to Success in this Role:
Must be at least 18 years old.
Complies with State regulations and Company internal controls.
Responsible for accountability of funds including main bank, reserve bank, soft count, change banks, front window and booth inventories, and self-redemption automated kiosks.
Responsible for tracking inventory of coin, currency and vouchers.
Responsible for all exchanges between main bank and other outlets.
Completes necessary paperwork for variances and accountability.
Verifies the all revenues from VGM, Racing, Food and Beverage, and Lottery.
Maintains self-redemption kiosks.
Prepares and verifies daily deposits.
Performs all other duties as assigned.
Promotes outstanding customer relations.
Able to lift and carry 30 lbs. occasionally.
Able to stand for up to 6-8 hours.
Ability to work flexible schedules due to the needs of the business, including evenings, weekends and holidays.
Why Saratoga Casino Hotel?
Competitive Medical, Dental, & Vision Insurance
Vacation & Sick Time That Promote Work/Life Balance
Company Paid Life Insurance
401(k) with 4% Match
Free Employee Assistance Program
Attendance Bonus
Robust Employee Recognition Program
$20.00 YMCA Memberships.
Local and National Discount Programs Through EAP & Tickets@Work
STASH Hotel Partner Program Offering $69 per Night Hotel Across North and South America.
Unlimited growth potential
Delicious FREE Meals in Our Team Dining Facility
$40k-58k yearly est. 28d ago
New/Developing US Equity Trader NYC
Kershner Trading Group
Investment banker job in Day, NY
Kershner Trading and SMB Capital are excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program.
We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to Senior Multi-product Trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry.
What is your career path? New traders will spend two years training and trading,developing essential trading skills and building a trading playbook that makes the most sense to them. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis and risk management skills. The best traders from here will be offered the chance to work with our systems training coach, Rick Martin, and build trading models to supplement their trading. The best from this group will be offered other products to trade, such as Options and FX.
This is a unique opportunity for those with a passion for trading to receive training from and then trade with experienced pro traders. This training program was developed by Mike Bellafiore, author of the "trading classic"
One Good Trade
. SMB has been recognized for its outstanding training, and has been invited to train proprietary traders at other desks throughout the world. The partners in this world-class training program are widely sought out by financial and news media outlets for their expertise. Participating partners and senior traders have appeared on CNBC, CNNMoney, and StockTwitsTV, and have been cited in TheStreet.com, SFO Magazine, Financial Times and several other publications.
We are looking for individuals with the following characteristics:
-Passion for the Markets
-Demonstrable History of Success
-Entrepreneurial
-Focused
-Emotionally Disciplined
-Great Teammate
-Coachable
$103k-176k yearly est. 60d+ ago
Financial Services Representative State Farm Agent Team Member
Amy Aldrich-State Farm Agent
Investment banker job in Schenectady, NY
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Amy Aldrich - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Self-motivated
Ability to work in a team environment
Ability to assess customer needs and conduct effective interviews
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$44k-81k yearly est. 21d ago
Premier Banker at Bayside
Wells Fargo Bank 4.6
Investment banker job in Hillsdale, NY
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Desired Qualifications:
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Experience using strong business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Job Expectations:
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
State Insurance license(s) are required for this role and must be completed within a specified period
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Location:
2360 Bell Blvd, Bayside, NY
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$37.00 - $65.50
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
19 Feb 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$102k-193k yearly est. 4d ago
Investments 2026 Summer Intern, Global Macro
DFO Referrals 4.3
Investment banker job in Day, NY
Summer 2026 Investment Intern, Global Macro
Dalio Family Office
The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO's culture is built around meaningful work and meaningful relationships and the family's commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.
Investment Pillar Overview:
We have 2 Investment Internships open for Summer 2026. These Investment Interns will serve on the Global Macro Team. This team collaborates with Mr. Ray Dalio on key initiatives and conducts cutting-edge macroeconomic and markets research. In turn, the research directly impacts the DFO's investments, and much of it is published externally and read by the top policymakers and thinkers globally. Our work orients towards the biggest things going on in the world, whether that be economic crises, asset bubbles, AI's impact on the economy, wars, big new government policies and more. The work is fast paced and challenging, and requires curiosity, creativity and an ability to excel across multiple disciplines (markets, economics, statistics, analytics, history, writing, and more)
Position Summary:
To provide leverage to the investment portfolio and Global Macro team for Summer 2026. This internship typically starts in June of Summer 2026.
Day-to-day responsibilities would include a combination of the following:
Conduct major research macroeconomic and market research projects
Partner with the investment associate and leaders to synthesize findings in investment memos
Codifying investment understanding in timeless and universal investment systems (typically, by programming them in Python)
Coming up with new ideas and perceptions that drive the research agenda
Participating in meetings that help develop the process for DFO portfolio construction and diagnostics
Collaborate with global investment teams to ensure consistent execution standards and process improvements
Additional duties as assigned
The ideal candidate will possess the following knowledge, skills, attributes, and values:
Ability to work highly flexible hours
Bachelor's degree demonstrating exceptional academic performance
Strong statistics skillset
Proficiency in Python programming and automation tools
Demonstrated interest in macroeconomics and investing
Illustrative Benefits:
Friday summer hours
Monthly community happy hours
Hybrid work environment
Free catered food services for in-office days
Casual dress code
Qualifications:
Academic excellence in a high performing environment. All majors are welcome to apply
Independent thinker, with sound logic and machine-like thinking
Strong conceptual thinking and analytical thinking
Strong statistics skillset
Passionate about markets, economics, and studying how the world works.
Intellectually curious and possess strong critical reasoning skills
A highly motivated self-starter with a desire to “roll up his/her sleeves” to get the job done, and to learn
A strong coder, but also comfortable flexing into a wide range of other work
Passionate about data visualization and communicating complex topics in “simple but not simplistic” ways
Resourceful in thinking “outside the box” and finding ways to obtain information when needed
Conceptual and analytical
Able to deal with ambiguity well
An individual with strong sense of initiative and ownership of projects
Application Deadline: December 1
st
, 2025
Compensation:
Compensation for the role includes a weekly wage of $2,800- $3,461(based upon a 40-hour work week). This position is eligible for statutory benefits only.
Please note we are unable to provide immigration sponsorship for this position.
At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.
$2.8k-3.5k weekly Auto-Apply 50d ago
Associate | Investment Risk Analytics
Example Corp
Investment banker job in Day, NY
*** This is where your organization can create a consistent intro to all of your jobs, creating consistency in voice and messaging across all job posts
*** C'est ici que votre organisation peut créer une introduction cohérente à tous vos emplois, en créant une cohérence dans la voix et la messagerie dans tous les postes.
Position Overview
Apollo is seeking an experienced modeling expert interested in joining the Investment Risk team focused on quantitative business modeling and analytics for the firm's Credit business. This individual will join a dynamic intellectually stimulating team working on the cutting edge of credit investments.
Primary Responsibilities
- Develop and maintain Apollo's in-house analytical suite of libraries such as APO Analytics in partnership with Technology.
- Develop, maintain and enhance Apollo's risk and stress models for the credit investments undertaken by the firm.
- Maintain and enhance existing in-house risk systems in partnership with Technology.
- Build tools to analyze investment risk including valuation models for complex new investments such as exotic securities and variable annuities.
- Develop, maintain and enhance portfolio optimization models for credit investments.
Qualifications & Experience
- Undergraduate degree in a quantitative field is required.
- Graduate degree (MS or PhD) in a quantitative discipline such as financial engineering, mathematics, engineering, hard sciences or economics is preferred.
- Strong conceptual and mathematical knowledge of financial engineering, stochastic modeling, derivatives pricing, and risk analytics is required.
- Deep knowledge of credit markets and rates derivatives is required.
- 2-3 years of work experience in quantitative modeling or risk analytics in a financial institution is preferred.
- Strong programming skill in Python is required.
- Prior experience in developing C++ or Java pricing libraries for securities/derivatives is preferred.
- Self-starter who can learn quickly and develop creative models for a wide range of analytical problems.
*** Similar to the introduction that can precede all job descriptions, an outro can also be formatted for consistency on all posts
*** Semblable à l'introduction qui peut précéder toutes les descriptions de poste, une outro peut également être formatée pour la cohérence sur tous les messages
$97k-167k yearly est. Auto-Apply 60d+ ago
2026 Jencap Summer Insurance Internships- Atlanta, Houston, Springfield, MO, Red Bank, NJ and NYC
Jencap 4.2
Investment banker job in Day, NY
Why Jencap? We are one of the largest wholesale insurance intermediaries in the United States with expertise in wholesale brokerage, binding authority, and program management. The common thread woven throughout our success story is our collaborative and driven team of people. Our teams are empowered and work together to find solutions. We have a passion culture - with teamwork, collaboration and a focus on growing individuals and giving them the tools & development opportunities to have a successful career.
2026 Summer Insurance Internships- Multiple Locations
Why consider an internship with Jencap, a leading national wholesaler?
We are offering you a unique experience that will be both challenging and rewarding in addition to providing you with hands-on experience! The Internship Program will run for eight weeks beginning in June 2026.
As an intern you will:
Be assigned mentors and have a working relationship with them.
Shadow staff members and join team meetings and activities.
Be assigned meaningful work assignments with one of our core business units: Brokerage or Delegated Binding Authority
Regularly engage with the Vice President of Training & Development and other interns on training and education hubs.
Participate in a group assignment with other interns offering meaningful ideas through a final presentation to Jencap leaders at the end of the internship.
Hiring in multiple Jencap offices: Redbank, NJ; Atlanta, GA; Springfield, MO; Houston, TX and NY, NY
Who are our ideal candidates?
Ambitious, Professional, Committed, Collaborative, Positive, Hardworking, Ethical
Qualifications:
Completion of two or more business courses at an accredited college
Rising
Senior status, May 2027 graduate
Business major
Application Requirements:
Apply online and include a resume with a cover memo.
Want the opportunity to build something new? Expand your knowledge and stretch your experience through new and emerging risks? Have your voice heard, your skills properly applied, and to add tangible value to an organization? You're in the right place.
Jencap is dynamic, bold, tenacious, and trusted in the industry. Here, you are not just one of the many, you are one of us. We truly are better together.
Jencap is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin or citizenship status, sexual orientation, gender identity or expression, pregnancy, marital or familial status, disability status, medical condition, genetic information, military or veteran status, political affiliation, or any other characteristic protected by law. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard, as we believe that that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Job Description
Position Summary
Ares is currently searching for a high-performing Associate to join the Private Equity Secondaries Product Management and Investor Relations team based in our New York office. This group covers all aspects of capital raising and marketing activities for the Private Equity Secondaries strategy within the Ares Secondaries Group, and the individual will support product specialists in providing information and expertise on firm strategies and funds to investors.
The individual's primary responsibilities will include the creation of marketing materials and presentations, analysis of data sets for new content creation, addressing investor queries, drafting quarterly / annual investor reporting, market and competitor research, maintenance of investment and performance data, among others.
Primary Functions and Essential Responsibilities
Interface and develop strong working relationships with all internal subject matter experts of the Firm (primarily Portfolio Management and Finance, as well as Operations, Legal, Compliance and Human Resources)
Create and edit marketing investor materials for co-investment and funds
Build and “own” client materials and various prospect/marketing materials, updating market and fund specific data within existing materials on a quarterly or ad hoc basis
Drive process for creating responses to investor questionnaires, due diligence, and ad hoc requests for existing and potential clients
Maintain quantitative and qualitative key metrics on competitors
Produce monthly/quarterly portfolio reports for investors in commingled funds and separately managed accounts, working with Finance and Portfolio Management teams to collate relevant data
Liaise with Finance, Portfolio Management, Legal and Compliance teams to respond to a broad range of investor requests including audit confirmations, financial statement and fee data requests, as well as processing updates to investor details such as wire instructions and authorized signatories
Take on ad hoc projects and support all other teammates with their work as needed
Qualifications
Bachelor's degree with strong academic performance
At least 2 years of relevant work experience which can include investment banking, asset management, consulting and/or alternative investments
Experience with investor relations/business development from a placement agent, secondaries fund, asset manager or private equity firm is a plus, but not required
Strong verbal and written communication skills, ability to communicate effectively with all levels of the organization and represent the Firm in a professional manner
Exceptional attention to detail, placing a high priority on accuracy and organization
Highly proficient in Word, PowerPoint and Excel
Problem solver with ability to research solutions and suggest resolutions
Highly motivated self-starter with the ability to set priorities, multi-task and monitor own workload to meet deadlines
Strong initiative and work ethic
Demonstrated experience working in a team environment with multiple tasks
Creative, ready to think outside the box and add input to improving existing workflows
Series 7, 63 and SIE or ability to obtain
Reporting Relationships
Compensation
The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
$120,000 - $145,000
The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.
Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
$120k-145k yearly Auto-Apply 17d ago
Corporate Partnerships & Investments, Associate
Cypress Creek Renewables 3.3
Investment banker job in Day, NY
The Company
Cypress Creek Renewables is powering a sustainable future, one project at a time. We develop, finance, own and operate utility-scale and distributed solar and storage projects across the country. Fostering a diverse group of innovative thinkers from all backgrounds, Cypress people are drawn to work in a purpose-driven organization. We hope you will join us.
The Role
We are seeking a talented and highly motivated individual to join CCR's Corporate Development team to support strategic opportunities in coordination with CCR's Development, M&A, and Executive Teams. This person's primary responsibility will be the financial modeling, overseeing due diligence workstreams, and coordinating cross-functionally with subject matter experts and external consultants. The new hire will play a lead role in coordinating presentations of proposed opportunities for the CCR Executive Team and Investment Committee.
Key Responsibilities
Financial modeling and valuation analyses for strategic initiatives, including potential acquisitions, divestitures, merger of equals, and capital raise transactions
Preparation of materials for new opportunities to effectively communicate investment thesis, key value drivers, sensitivity analyses and market dynamics
Creation and enhancement of analytical tools to enhance financial models and streamline processes
Maintain databases related to strategic opportunities and market intelligence
Work cross-functionally across the company's subject matter experts, including but not limited to Development team, Structured Finance team and Legal team
Requirements
BA/BS degree (MBA or other relevant graduate degrees welcome)
At least 2 years of finance experience required, ideally with financial modeling related to renewable energy and/or gas-fired generation in the renewable energy and/or gas industry (investment banking, principal investing, and/or corporate M&A experience is strongly preferred; experience or familiarity with project debt and tax equity structures are a plus)
Strong financial analysis and modeling skills
Self-motivated with a high level of initiative and accountability
Excellent verbal, written, and interpersonal communication skills
High attention to detail and ability to work in a deadline driven environment
Unimpeachable ethics & integrity
Organized, diligent, and able to track/manage multiple streams of information on an ongoing basis
Successful completion of an Excel-based modeling test will be required
Location: The location for this role is our New York City office in midtown. Our team operates on a hybrid schedule, with in-office schedule of three days per week.
Compensation: The salary range for the position is $120,000-140,000 plus bonus and benefits. Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location.
A note to Recruiting Agencies Cypress Creek Renewables Human Resources team does not accept unsolicited resumes from third party recruiters, staffing firms, or related agencies. The Human Resources team coordinates all recruiting and hiring at our company. We do not accept resumes from third-party recruiters unless authorized by the Human Resources team and if a signed agreement is in place. Any unsolicited resumes will be considered property of CCR and we are not responsible for any related fees. All communication related to recruiting partnerships should ONLY be directed to the Human Resources team.
Cypress Creek Renewables is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. We are committed to providing a workplace that is inclusive and values diversity, and we encourage candidates from all backgrounds to apply.
Please be aware of recruiting scams-official communications will only come from @ccrenew.com, we will never request personal or financial information, and any suspicious activity should be reported to **************.
$120k-140k yearly Auto-Apply 42d ago
2027 Corporate, Investment Banking and Markets (CIBM) Summer Intern Program - Global Markets | New York
MUFG Americas Holdings 4.1
Investment banker job in Day, NY
Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
2027 Corporate, Investment Banking & Markets (CIBM) Summer Intern Program - Global Markets | New York
Location: New York City
Tentative Internship Period: May 31 - August 6, 2027
At MUFG, we strive to create an inclusive environment, where everyone's perspective is valued. We are committed to diversity and inclusion in our workforce - all students are welcome to apply.
On-the-Job Experience: Our 10-week Corporate, Investment Banking & Markets (CIB&M) Summer Intern Program is more than just a fascinating insight into MUFG: it is an opportunity to build the foundation for a long, rewarding career!
Our program begins in early June and provides rising seniors with hands-on experience and business exposure in the world of global finance. We will place you with a specific group, which enables you to concentrate and quickly develop valuable skills and knowledge that are essential to becoming an integral part of the team.
You will work alongside MUFG professionals at all levels who will serve as your instructors and mentors. Our summer interns will support deals and client-focused projects by conducting financial analysis, modeling and research, and assisting with pitch books and presentations. Our program is designed to help you grasp what it's like to work within a global financial organization and decide where you want to take your career.
Training: After one week of in-depth technical, financial products and/or markets training in New York, you will benefit from working alongside experienced colleagues on meaningful projects and will receive continuing on-the-job training throughout the 10-week program.
Support & Guidance: Our team is committed to your success and will pair you with a mentor/manager who will work with you to set goals, provide professional development, guidance and conduct your performance review. You will also have many opportunities to network with peers, mentors and senior managers through team-building sessions, speakers and other organized events.
In our open and inclusive environment, senior colleagues will know who you are and will see how your work impacts our high-performance culture. At the end of the program, you will leave with a better understanding of global banking/finance and an insider's perspective that you'll only acquire from serving multinational clients with complex financial needs.
Each summer intern gets a top-tier mentor in addition to their actual manager. The mentor will provide goals and professional development guidance and conduct performance reviews as a commitment to our summer interns. At the end of the program, you will obtain a better understanding of your group and how your role can play a part in the success of the bank.
Business Divisions
Global Markets: Sales & Trading, Derivatives/ FX Sales
View our Placement Groups here
Application Timeline
Application Opens: 1/2/26
Application Closes: 2/6/26 unless otherwise noted by your school's Handshake/Career Services Centers Job Posting. The position will stay open past this date for administrative purposes only.
We encourage you to apply early!
Please note that if you have not received a response from MUFG by 2/20/26 to invite to a first round interview, your application has not been selected to move forward.
Qualifications
GPA of 3.3 or above is preferred, along with recommended course work in finance, accounting or economics
Undergraduate student, graduating in Winter 2027 or Spring 2028
Strong interest in Corporate Banking, Investment Banking or Global Markets
Technologically savvy and proficient in Microsoft Office (Excel, PowerPoint, Word)
Strong verbal, writing, mathematical and statistical skills
Self-starter with strong interpersonal skills and individual initiative, self-discipline and integrity, who exhibits strong leadership qualities and the ability to develop creative solutions
You work well independently as well as in teams, and collaborating with groups across the organization
Applicants must be authorized to work in the United States on a permanent basis and not require visa sponsorship now or in the future. MUFG will not hire individuals for internships whose work eligibility is based on their F-1 or other limited student visa status
#Intern
The typical base pay range for this role is between $45 per hour depending on job-related knowledge, skills, experience and location. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
$45 hourly Auto-Apply 27d ago
Relationship Banker - Schenectady / Clifton Park Areas
Bank of America 4.7
Investment banker job in Schenectady, NY
Schenectady, New York;Clifton Park, New York; Saratoga Springs, New York; Schenectady, New York; Scotia, New York
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (******************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$42k-52k yearly est. 7d ago
2027 Summer Internship, Early Careers - Investment Banking
W.F. Young 3.5
Investment banker job in Day, NY
2027 Investment Banking Summer Analyst Program
Invest in your tomorrow
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
Investment banking
Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers.
Program overview
This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback.
What to expect
The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include:
Supporting financial analysis and contributing to transaction execution
Conducting company and industry research
Assisting in the preparation of client materials and pitch presentations
Participating in diligence sessions, client meetings, and internal discussions
Collaborating with senior bankers across sectors and geographies
You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development.
Is this program right for you?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required qualifications
6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired qualifications
Strong academic achievement
Bachelor's degree with expected graduation between December 2027 - June 2028
Demonstrated interest in finance and financial markets
Strong analytical and communication skills
Proven ability to take on significant responsibility
Relevant internship experience
Ability to work effectively both independently and in teams
Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Program Locations
Primary locations include New York and Charlotte
Pay Range
$53/hour
Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$90,000.00 - $150,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
29 Apr 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$34k-47k yearly est. Auto-Apply 27d ago
Relationship Banker - Greater Albany Area
Bank of America 4.7
Investment banker job in Troy, NY
Albany, New York;Latham, New York; Troy, New York; Albany, New York; Delmar, New York; Albany, New York
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
How much does an investment banker earn in Colonie, NY?
The average investment banker in Colonie, NY earns between $99,000 and $306,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.