Investment Banker Jobs in Germantown, MD

Connie Snook Insurance and Financial Services Inc., honored as a top agent in Frederick Magazine for 2024 and known for its strong reputation, is seeking a driven Financial Services Representative - State Farm Agent Team Member with expertise in financial products and services. If you thrive on working with clients but feel trapped in the grind of endless cold calling and the uncertainty of a commission-only role, we want to hear from you! Location: Frederick, MD In Office: Qualified candidates (in or near hub locations listed) should plan to spend time working in the office with clients as part of our work environment. Job Description As a Financial Services Representative - State Farm Agent Team Member, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact. Your responsibilities will include: Provide holistic financial guidance by delivering comprehensive financial planning and advice to State Farm customer households, addressing their unique needs and goals. Collaborate and mentor with a career agent to create and execute business plans, ensuring alignment with client service models and fostering professional development. Enhance client relationships by proactively communicating with clients, resolving inquiries, providing guidance, and ensuring all documentation and key information is accurate and up-to-date. Uphold integrity and compliance by demonstrating expertise in financial markets, educating clients on tools and technology for managing investments, and ensuring adherence to Michaels Insurance and Financial Services Inc. policies and industry regulations. Qualifications Minimum of 2 years of experience as a financial services representative or in a similar financial services role. Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members. Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals. Eagerness to learn and grow with the financial services industry. Requirements Bachelor's degree preferred. Life and Health License highly preferred. Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, 65 and/or ChFC Licenses preferred. Perks for Financial Services Representative - State Farm Agent Team Member The first year's compensation is expected to range between $60,000-$140,000 (including commission and production bonuses) with upward earning potential over time. Comprehensive benefits package, including 401(k) match, medical, dental, vision, Life Insurance and Accrued Paid Time Off (PTO). Volunteer events within the community and engage in a learning and fun culture. Access to a large book of customer households and top-tier training with mentorship from a successful career agent. A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace. *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. An equal opportunity employer We shall hire, retain, promote, compensate, and provide terms, conditions, and privileges of employment solely on the basis of the Companies' human resources requirements and each person's qualifications. We have an obligation to our policyholders to realistically determine our needs for employees and to select the best qualified available people to manage their insurance business. In fulfilling our obligations, we will not practice, tolerate, nor condone discrimination because of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or genetic information. All employees must respect the individuality and dignity of one another and the customers we serve. We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.

Washington D.C. Our client's Finance practice group has extensive experience counseling clients in a wide range of public and private financing transactions, including everything from routine corporate financing transactions to highly complex structures that are often beyond the capacity of conventional legal service providers. They represent private equity sponsors and their portfolio companies, service providers, manufacturers, companies in the automotive industry, high-tech companies, healthcare and pharmaceutical companies, financial institutions, retailers, casino/gaming operators, and other industries. Their attorneys bring a depth and diversity of experience that allows them to maintain knowledge and familiarity with market terms and customs. KEY RESPONSIBILITIES Assist with representing clients in complex financing transactions, including private equity financing, acquisition financing, strategic debt financing, asset-based lending and other debt transactions; Deliver high quality work-product and effectively communicate at all levels. Demonstrate excellent problem-solving skills and high energy and enthusiasm for counseling in the relevant client sector; Exhibit highly responsive, creative and efficient work habits; Strive to continuously improve knowledge, skills and abilities and seek guidance and feedback to improve performance and productivity; Take responsibility for enhancing expertise, in addition to seeking out formal and informal training; Integrate into the practice and build strong relationships with clients. Demonstrate a long-term interest in networking with existing clients and developing business opportunities. QUALIFICATIONS 4-6 years of experience in corporate finance transactions in a law firm; Ability to organize and prioritize numerous tasks and complete them under significant time constraints; Outstanding interpersonal, analytical, organizational, and communication (written and verbal) skills required; J.D. degree from an ABA-accredited institution; Licensed Illinois, D.C. or Michigan attorney in good standing (or with ability to waive into either jurisdiction); and Ability to travel as client needs require.

Lateral Link is assisting a reputable law firm and repeat client seeking a mid/senior-level debt finance attorney with 3-6 years (2018-2021) of experience. The firm's debt financing attorneys represent both public and private companies as well as a broad range of institutional lenders in a variety of complex, structured financing transactions. They also have a strong focus on middle market private equity deals. The firm is very big in the healthcare industry and operates in a full-service capacity for those kinds of clients. 1850 billable hour requirement. The firm is believes in sustainable workloads and retaining happy associates. 3 days per week in office. The group is in the early stages of reviewing candidates. If you are interested and qualified, please submit your resume here or email me at ***********************

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

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

Are you looking to spend your summer learning from seasoned professionals focused on developing future leaders? Berkadia's internship program offers you the opportunity to explore the commercial real estate industry while honing your skills and making an impact. During your internship, you'll receive the real-world work experience, personal development, training, and mentorship you need to thrive as you begin your professional journey. Be the Next Big Thing. Be Berkadia. We are committed to growing your career, so in this role you will: Learn the fundamentals of underwriting by assisting in the creation of initial deal sizing, conducting cash flow analysis, and drafting deal narratives. Support the review of third-party reports and contribute to marketing initiatives. Build strong working relationships with the underwriting team to understand their needs and gain insights into the world of Commercial Finance. Assist in the research, writing, and proofing of underwriting materials, presentations, analyses, reports, and loan or property documents. Help maintain and utilize databases that track relevant real estate metrics. Communicate directly with mortgage bankers, borrowers, and clients to provide information and answer questions as needed. Perform other duties as assigned to support the underwriting team. We are passionate about your growth, so to achieve success in this role you should have: · Current student pursuing a bachelor's or master's degree · Desire to learn and advance in the Commercial Real Estate sector · Initiative and drive to search for ways to contribute and grow · Basic technology skills and familiarity with Microsoft Office software including Excel and Word Be Backed by the Best. Be Berkadia. #LI-HB1 #LI-ONSITE Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws. In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact ******************************. You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.

Forum Partners, a global investment management company together with TSCG, a third party, privately held commercial real estate company located in D.C. Metro, is hiring an experienced Investment Associate. This role will work out of our Vienna office (Tysons Corner). The Investment Associate will be an integral part of the Investments team and will primarily be focused on execution for private credit funds which Forum manages in partnership with TSCG. The primary responsibility of this Associate is to support the Managing Director of Forums Investments team and TSCG management to execute on the underwriting, origination, documentation, reporting, and evaluation of mezzanine debt and preferred equity deployed throughout the Northeast, Mid-Atlantic, and Southeast regions. Qualifications Required * 2+ years of experience in real estate investment, investment banking, or similar roles * Bachelors degree required; Masters degree preferred * Strong analytical and business writing skills * Effective presentation skills * Extensive knowledge of Financial Modeling; Microsoft Excel based financial models * Ability to develop and maintain relationships with third parties * Travel is required 25% of the year Duties to include, but not limited to: * Private Credit Fund Execution: coordinate underwriting, origination process, and documentation of mezzanine loans and/or preferred equity investments across two or more private credit funds. * Coordinate calls, meetings, and pipeline updates with TSCG and Forum. * Underwrite loans which are sourced through TSCGs leasing and property management teams. * Track loan performance and work with Portfolio Management on reporting for the funds. * Financial Modeling: the candidate will be expected to prepare and update financial models related to debt and equity investments in real estate. * Structuring: the candidate will be expected to support the Managing Director and TSCG management on the structuring and documentation of new investments. This will require comfort working through legal documents. Forum Partners Overview Forum Partners is a global investment manager which specializes in identifying best-in-class management teams, investing in their platforms, and working with management to grow their businesses. Forum was founded in 2002 and has deployed approximately $7.7 billion of capital across 24 countries and over 100 investments. Forums portfolio of operating companies and affiliates directly or indirectly own or manage over $14 billion of commercial real estate in the United States and worldwide. For more information, visit forumpartners.com. TSCG Overview TSCG is a leading real estate services platform with capabilities including tenant services, leasing, sales, property management, construction, investment management, and data analytics. TSCG was founded in 1984 and now has 20 offices, and 300+ team members. Leasing oversees a 61 million square foot portfolio while property management covers more than 19 million square feet. For more information, visit tscg.com. Leading With Purpose Our goal is to sustain and grow a real estate services firm with a focus on long-term sustainability for our stakeholders, clients, properties, and operations. Achieving this vision requires every owner, manager, and employee to champion and uphold our Environmental, Social, and Governance (ESG) principles. These principles are integrated into all aspects of our business, from evaluating opportunities and investments to collaborating with landlords, investors, and occupier clients. By embedding ESG into our processes, we are committed to creating value, reducing risk, and enhancing client returns, while fostering a positive and supportive workplace for our team. United by Purpose TSCG is committed to creating an environment where all talents, perspectives, and experiences are valued. We believe that embracing our differences makes us stronger and drives our success. Together, we support our families, communities, and each other, fostering innovation in a competitive landscape.

The Global Energy Alliance for People and Planet (GEAPP) brings together philanthropy including the IKEA Foundation, The Rockefeller Foundation and the Bezos Earth Fund, governments, technology, policy and development partners, and the private sector to tackle the twin challenges of energy access and transition in emerging and developing countries. By 2030, we aim to expand clean energy access to one billion people, enable 150 million new jobs and reduce 4 gigatons of future carbon emissions. We believe clean energy is development: without it, every other form of progress is undermined so we're building a movement to unlock a new era of inclusive green economic growth that accelerates universal energy access while enabling the global community to meet critical climate goals during the next decade. Investment Team The Investment Team is an integral part of GEAPP. It serves the dual function of 1) supporting country, regional, and solutions teams in preparing, structuring, executing, and monitoring program-related investments (PRIs) and 2) developing the investment strategy and providing portfolio oversight to ensure alignment with that strategy. Role of Investment Associate The Investment Associate plays an important role in supporting the full transaction life cycle of investments, within the Investment Team and in partnership with the regional and solutions teams, by: Supporting with the landscaping, evaluation, structuring, and execution of transactions (grants and investments) in line with GEAPP's investment strategy and in partnership with country and solutions teams. Supporting with the design and globally consistent roll-out of GEAPP's investment strategy, investment policy, capital allocation model, and investment process. Conducting analysis on renewable energy market trends, innovative structures, transactions, and approaches to meet GEAPP's impact targets. Principal Duties and Responsibilities 1. Supporting with the landscaping, evaluation, structuring, and execution of transactions (grants and investments) in line with GEAPP's investment strategy and in partnership with country and solutions teams. Working with country / regional teams and solution teams to identify opportunities that align with the applicable investment strategy. Supporting senior members of the team to carry out full due diligence of potential grants and investments, including evaluating the proposed business model, investment partners, management team, impact/charitability factors, financial sustainability, risk factors, etc. Developing and presenting investment memos for management and Investment Committee approval. Supporting senior members of the team to handle investment structuring and negotiations of terms and conditions, to successful execution of the transaction Supporting the portfolio investees in a value-added, proactive manner to position investments to deliver on impact goals and ensure compliance with terms and conditions. 2. Supporting with the design and globally consistent roll-out of GEAPP's investment strategy, investment policy, capital allocation model, and investment process, specifically: Supporting with the design of the investment strategy, investment policy, capital allocation model, and investment process, to cater to organisational needs and maximise the catalytic role GEAPP can play as a philanthropic investor. Providing organizational support to the team, including capital deployment analysis, portfolio recalibration, preparation of written narratives and analyses of GEAPP's investment strategy execution. Preparing and providing strategic input into the teams' communications with the Investment Committee and the Board on investment-related matters. 3. Conducting analysis on renewable energy market trends, innovative structures, transactions, and approaches to meet GEAPP's impact targets., including: Tracking and assessing market trends, innovative structures, and transactions to inform investment and grant activities. Collaborating with country / regional teams, solution teams, and Alliance partners to identify opportunities and trends in GEAPP's core markets and sectors to support strategy deployment. Developing working-level relationships with and leveraging the Alliance's partners to support capital mobilization in GEAPP's core markets. Qualifications and Competencies Transactional Experience: Previous investment or grant program design experience; strong analytical skills; due diligence expertise a plus; understanding of blended finance instruments. Energy, Climate, or Infrastructure Expertise: Specific experience and expertise in these sectors; strong interest in and ability to take initiative in developing related products and instruments. Social Impact Commitment: Strong commitment to assessing and investing to achieve social impact. Communication and Teamwork: Excellent interpersonal abilities and communication skills; ability to present ideas cogently; team-oriented approach. Flexibility: Collaborative working style; comfort working with uncertainty and accelerating project development when needed. Education, Experience, and Skills Undergraduate or Master's/advanced degree in finance or economics, or equivalent work experience. Minimum of 3 years of professional experience. Experience executing impact-driven investments and programs. Experience and expertise in energy, climate, or infrastructure are preferred. Strong analytical and due diligence skills are preferred. Entrepreneurial mindset to spot opportunities and initiate action. Strategic mindset to spot critical issues and recommend creative solutions. Ability to multi-task; comfort with a changing work environment. Excellent communication skills, both oral and written. Interest in and sensitivity to working with and in diverse cultures; team-oriented approach. Ability to travel frequently. We operate from a strong commitment to equity, diversity, and inclusion in everything we do. It is not only the right thing to do - we could not make an impact without our team members' diverse perspectives and experiences. We expect all GEAPP employees to contribute by developing their unique perspectives and talent, challenging conventional wisdom through evidence and reason, and amplifying marginalized voices. GEAPP LLC is committed to the principles of equal employment opportunity and compliance with all federal, state, and local laws concerning employment discrimination, including the Americans with Disabilities Act. To this end, the organization ensures equal opportunity to all employees and applicants regardless of race, color, age, gender, sexual orientation, religion, marital status, national origin or ancestry, citizenship, lawful alien status, physical, mental, and medical disability, veteran status, or liability for service in the United States Armed Forces. GEAPP LLC is an Equal Opportunity Employer.

Attain Partners is an innovative consulting firm dedicated to disrupting the status quo to change the world and improve the lives of those we touch. From strategy to technology and everywhere in between, our experts use their unique skills to advance the important missions of education, nonprofit, healthcare, and state and local government clients. People are at the center of all we do, and that's why we empower career growth, provide industry-leading benefits packages, encourage a flexible work environment, and foster a culture of inclusion to support the needs of our team. We share a collective passion for our mission and our people. Guided by our seven core values, The Attain Way, our vision is the foundation of our culture-to be and attain the best. Attain Capital Partners (“Attain Capital”) is a private equity firm investing in growth-stage companies in the knowledge economy. We seek to partner with firms delivering high-value technology-enabled solutions and services to government and education clients. Attain Capital is seeking current undergrad and MBA students for its summer 2025 MBA associate program. The summer associate will work closely with the investment team in all aspects of the investment process. This position is based in the McLean, VA area. To learn more about Attain Capital, please visit our website: ********************** Responsibilities Support members of the Attain Capital deal teams, primarily, but not exclusively through financial analysis Conduct company-specific and/or industry-specific research, including strategic and financial topics Support all aspects of the due diligence process in evaluating new and existing investments (financial, business analytics, commercial/market, legal, risk, regulatory, IT, and HR among others) Develop and prepare complex financial models Participate in the preparation of investment memoranda, presentations, and all other materials required in the investment, fundraising, and fund management process Support the ongoing monitoring / management of portfolio companies Complete additional projects, as requested Desired Skills and Experience Required: Current full-time MBA student Two to three years of prior work experience in private equity, investment banking, or strategy consulting desired Undergraduate degree from a leading institution with a strong track record of academic achievement Detail-oriented with strong financial analysis and modeling skills Knowledge of accounting concepts Highly proficient in MS Office (Excel, Word, PowerPoint) and deal CRM systems Excellent reading and written communication skills Strong verbal and interpersonal skills, Strong organizational skills, with an ability to multitask in an unstructured, small team environment Intellectual curiosity about investing, private equity, and business Other Summer 2025 start Location: McLean, VA Attain Partners is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Applicants have rights under Federal Employment Laws. For more Information visit EEO, EEO Poster Supplement, Family and Medical Leave Act (FMLA), and Employee Polygraph Protection Act (EPPA). If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Job Details ROCKVILLE, MD Full Time $125,400.00 Salary Business DevelopmentDescription This position is primarily responsible for developing, implementing, and presenting the quantitative and qualitative financial analysis that enables transaction pricing and financial return evaluation of capital investments in solar PV and storage. As an integral part of the development team, this role utilizes financial modeling expertise and experience in project finance to determine the optimal valuation to meet our customer's needs and maximize return on capital. The role will also involve an understanding of debt and tax equity financial structuring; prior experience in these areas is a strong plus. This position balances sound internal communication to act as a liaison for Business Development, supporting new and ongoing distributed generation projects. An effective candidate will demonstrate attention to detail, superior organization, enthusiastic initiative, and an excellent ability to navigate financial modeling, tax equity, and debt structures. Necessary Skills Modeling experience in solar acquisitions and/or project finance, including an understanding of project revenue profiles and key value drivers Collaborator, facilitator, and ability to work with a diverse set of team members Excellent communication in both verbal and written formats Integration of macro and micro-variables into financial analysis and modeling to lead to the development of new opportunities that support business growth Familiarity with distributed generation assets and community solar Job Responsibilities Operate complex financial models to determine optimal valuation to meet customers' needs and maximize return on capital Understanding of tax equity and debt structures used in financial modeling Responsible for developing, implementing, and presenting the quantitative and qualitative financial analysis that enables transaction pricing and financial return evaluation of capital investments in solar PV and storage Support external conversations (developers, sellers, etc.) Coordinate and collaborate internally with Engineering, Pre-Con, Structured Finance, and Legal Able to identify key risks early on, flag them internally, and work through potential mitigation strategies Manage financial model iterations as projects mature Prepare and maintain financial quotes and proformas Liaison for Business Development, supporting projects prior to external release Maintain and update SSI's quote template Continuous improvement in model functionality and efficiency Create financial models used in Investment Committee preparation, gathering key project information, contractual agreements, and risk profiles Prepare Investment Committee decks Prepare spend schedules, fund structure timing, and long-term cash proformas Prepare construction budgets during board approval and at hand-off Help train and mentor analysts Qualifications 3+ years of experience, which must include renewable energy or finance, with specific experience in distributed and community solar a strong plus Bachelor's degree, concentration in energy, finance, economics, or related Strong work ethic and ability to self-start in a fast-paced environment Results driven and solutions oriented Confidence to take initiative to figure it out, but also to ask questions when there are roadblocks Strong organization, communication skills and precise attention to detail Flexibility to tackle emerging work as needed Strong interest to develop a career in the solar industry Superior Microsoft Excel modeling skills required for development/maintenance of financial models Ability to consume large amounts of data and detailed information within a fixed time frame and identify and communicate the key points to support an analysis or result Position Interfaces With Business Development, Engineering, Pre-Construction and Structured Finance teams Reports to the Director of Investments

LISC is one of the country's largest community development organizations, helping forge vibrant, resilient communities across America. LISC works with residents and partners to close gaps in health, wealth, and opportunity so that people and places can thrive. We do this by acting as a conduit for grants, loans and equity--and by providing technical assistance and capacity building--to locally rooted organizations that carry out the work in communities. About Strategic Investments The LISC Strategic Investments team leads the design, development, and deployment of impact investment funds in LISC's local markets nationwide. Strategic Investments employs an “impact first” investment methodology that optimizes the impact on the communities we care about while achieving sustainable risk-adjusted returns for investors. The unique power of LISCs local office presence combined with the strength of our national investment expertise is a powerful combination for creating real impact in the communities we serve. This network requires careful coordination between Strategic Investments, the LISC Local Offices, and other stakeholders within LISC. While many groups within the LISC organization support fund management activities, the Strategic Investments team is ultimately responsible for ensuring a successful track record for LISC's off balance sheet fund investments. Visit us at ******************************** About This Role As an Associate in Underwriting at LISC Fund Management, you'll play a crucial role in driving impactful investments in communities across the nation. With 3-5 years of experience in real estate lending or community development finance, you'll dive deep into analyzing and structuring loans ranging from $1-10M. Your keen financial acumen and experience with various financing products will be put to the test as you underwrite a diverse portfolio of projects, from affordable housing to mixed-use developments. You thrive on the complexities of deal structuring and have a talent for spotting both risks and opportunities. Your ability to craft compelling credit memos and financial models will be key as you present investment recommendations to our committee. You're not just comfortable with numbers - you excel at communicating your insights clearly to both internal teams and external partners. As someone who's highly detail-oriented and capable of juggling multiple transactions, you'll fit right into our fast-paced environment. Your organizational skills and deadline-driven approach ensure that deals move smoothly from analysis to closing. Most importantly, you're excited about applying your financial expertise to make a real difference in communities. You understand that every deal you work on has the potential to transform neighborhoods and improve lives. Responsibilities Underwriting and Financial Analysis (65%) Screen, structure, and underwrite financing requests for real estate loans ($1-10M) Analyze project/borrower operating performance, historical and projected financial statements Assess management capacity, organizational structure, and project feasibility Focus on various commercial real estate projects, including affordable housing, market-rate housing, commercial projects, and mixed-use developments Create and interpret financial models and projections Identify credit risks and propose appropriate mitigants (e.g., reserves, guarantees, credit enhancements) Stay informed about local real estate markets and community development trends Credit Presentation and Documentation (30%) Prepare comprehensive credit memos detailing analysis findings and recommendations Present investment recommendations to LISC Fund Management's investment committee Review real estate contracts, loan documentation, leases, and other due diligence materials Support the Fund Management team in the closing process and handoffs to Asset Management Collaboration and Communication (5%) Collaborate with internal teams (LISC Fund Management, LISC counsel) and external parties (borrowers, banks, co-lenders, attorneys) Participate in structuring discussions for complex financings Communicate effectively with various stakeholders throughout the underwriting process Contribute to team meetings and strategy discussions QUALIFICATIONS Bachelor's degree in Finance, Real Estate, Economics, or relevant work experience 3-5 years of experience in real estate finance, commercial banking, or community development lending, with specific experience underwriting real estate loans in the $1-10M range Strong understanding of and experience with financial models for community development and/or commercial real estate deals Proficiency in creating and interpreting financial projections, with advanced Excel skills Experience with various financing products including predevelopment, acquisition, construction, bridge and permanent loans; lines of credit; and tax credit equity Solid understanding of real estate fundamentals, including property types, market dynamics, and valuation methods Demonstrated ability to manage multiple, complex transactions and coordinate with various parties to meet deadlines Strong verbal and written communication skills, with the ability to present findings clearly Highly detail-oriented with excellent organizational and analytical skills Demonstrated interest in LISC's community development mission and ability to balance financial rigor with mission-driven approach SALARY LISC offers a competitive salary ($102,000-$127,500) and excellent fringe benefits. This position is expected to travel less than once per month, up to 15% annually. *Actual salaries may be based on several factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Our benefits include: Medical, Dental, Vision Coverage: Comprehensive health plans for you and your family's well-being; Disability Insurance: Long-term and short-term coverage for peace of mind; Retirement Savings: Secure your future with our 401(k) and 403(b) plans; Generous Holidays: Enjoy ample time off to recharge and celebrate; Vacation, PTO, and Sick Days: Take advantage of flexible time-off policies to maintain work-life balance; Tuition Assistance: Pursue your educational goals with support from our tuition assistance program; Referral Program: Earn rewards for referring qualified candidates to join our team; Professional Development Opportunities: Grow and advance in your career with access to ongoing training and development programs tailored to your goals. LISC is an equal opportunity employer. LISC does not discriminate in employment on account of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military status or veteran status, unfavorable discharge from military service, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information or any other characteristic protected by applicable federal, state or local laws and ordinances. We will endeavor to make a reasonable accommodation to the known physical or mental limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business.

Are you looking to gain real world experience in a thriving, global financial services firm with an award-winning culture? Consider an internship and start building your career at Baird. Our Internship Program: Our competitive intern program is a robust experience that offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative and dynamic environment. The deadline to apply to this program is February 8, 2024. Our Team: Baird's Equity Capital Markets group includes more than 500 professionals in research, institutional sales and trading, and investment banking. Our Global Investment Banking group provides M&A, debt advisory, and equity and debt financing services to middle-market companies. There are approximately 400 banking professionals serving clients globally. Baird's 20+ person dedicated Government & Defense team is recognized as a leading M&A advisor to the sector. Since 2021 we have advised on over 40 transactions totaling nearly $24 billion in transaction value. Internship Location, Availability and Hours: Located in our Tysons Corner Virginia office, interns must be flexible to work full time during the summer, significant hours are required. As an Investment Banking Analyst Intern, you will: Support the investment banking team by providing analytical support on mergers and acquisitions, public offerings, and other financial advisory services for our clients Conduct research, assist with company valuations and financial models, assist in the preparation of client presentations, and gain exposure to live transaction activity Learn analytical skills through broad exposure to both junior and senior bankers, that will prepare you for a full-time career in Investment Banking What we look for: Current enrollment in a Bachelor's degree program required with a strong interest of finance; Graduation date of December 2025 or Spring 2026 is required A full-time minimum 3-month commitment during the summer is required Accounting, Business, Economics and Finance concentrations are preferred, but not mandatory Candidates must be eager and able to learn in a fast-paced, challenging environment Possess a strong work ethic and a record for excellence Have the ability to function equally well in both a team setting and on a self-directed basis Excellent mathematical, writing, verbal and computer skills Significant hours are required What makes this opportunity great: Fast paced environment that will enable you to grow as a professional Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership Gain hands-on, real-world experience with a highly ranked organization Interact and work closely with various levels of professionals in both a social and office setting How to apply: Please note: applications are for an Investment Banking Analyst Internship role with a start date of Summer 2025. Only December 2025 or Spring 2026 graduates will be considered. Submit your resume on your Career Management System and apply on ********************* Additionally, as part of our application process and to be considered for our 2025 Summer Analyst Program, we ask that you complete the following survey. Please CLICK HERE to create an account and access the form. Your responses will be recorded as you select “Save” at the end of each section - there is no final “Submit” button. Thank you for your participation. Thank you for your interest. Baird is an Equal Opportunity Employer. #DI #LI-GIB2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo is seeking talent to join the 2026 Investment Banking Summer Internship in Corporate and Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **Investment Banking Overview** The Investment Banking group, which is organized by industry or product, is dedicated to understanding the unique competitive and operating environments of our clients. The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that includes debt and equity underwriting, mergers and acquisitions, and loan syndications. The team maintains active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced in delivering exceptional execution. You may be placed in an Industry Coverage or a Product Group. **Investment Banking Industry Coverage Teams** Provides a full range of investment banking and advisory services to clients in the following industries: + Consumer & Retail + Energy & Power + Financial Institutions Group + Healthcare + Industrials + Mid-Cap Investment Banking + Real Estate, Gaming, Lodging and Leisure (REGAL) + Technology, Media & Telecommunications **Investment Banking Product Teams** Provides a full range of execution capabilities and services to clients in the following products: + Corporate Finance + Equity Capital Markets + Global Institutional Client Group/Financial Sponsors + Investment Grade Debt Capital Markets + Leveraged Finance + Mergers and Acquisitions Additional product groups: + Diverse Segments + Fund Finance + Sustainable Finance and Advisory **WHAT THE PROGRAM OFFERS** The **IB Summer Internship** is designed to provide undergraduate students an in-depth understanding of the day-to-day responsibilities of a full-time employee. Summer Interns receive a comprehensive professional and educational experience through on-the-job training by joining a business group and working alongside team members who are experts in their fields. In addition, the program offers organized activities that allow Summer Interns to receive analytical training, meet senior executives, and network with other participants across business lines. IB Summer Interns, depending on the group to which they are assigned, assume significant responsibilities that may include: + Developing and maintaining models to depict projected financial results and to value companies + Working closely with senior bankers to prepare presentations and other materials for clients + Performing comprehensive and in-depth company and industry research + Participating in strategic planning and assisting in the execution of advisory services + Conducting financial and credit analysis, preparing credit packages, and monitoring existing deals + Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers **Program duration:** 10 weeks **Program Locations** : Primary locations include Charlotte and New York, with limited opportunities available in, but not limited to Chicago, Houston, and Washington, D.C. **Pay Range:** + Charlotte: $53 Hourly + Chicago: $53 Hourly + Houston: $53 Hourly + New York: $53 Hourly + Washington, D.C.: $53 Hourly **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:** IB Summer Interns must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is preferred that your background includes: + Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment + Ability to work effectively, as well as independently, in a team environment + Ability to work in a fast paced deadline driven environment + Strong analytical skills with high attention to detail and accuracy + Excellent verbal, written, and interpersonal communication skills + Demonstrated interest in finance and the financial markets + Proven ability to take on significant responsibility + Energetic self-starter who is flexible, organized, conscientious, and proactive + An individual who demonstrates a sense of personal accountability and urgency for achieving results + Dedication to building a career in the financial services industry + Relevant internship experience + Bachelor's degree with an expected graduation in December 2026 or May/June 2027 + Strong academic achievement 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. 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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. **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. $18.00 - $65.00 **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:** 22 Aug 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-426698

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

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

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

Optimal Blue is a leading provider of secondary market solutions and actionable data services and delivers innovative and integrated solutions to transform the mortgage and secondary market industries. This is a hybrid role based in our Chevy Chase (zip code 20815) office. SUMMARY Responsible for working under the direction of the Hedge Account Management team to assist with fixed income analytics, risk management, and/or trading. Learn to execute trading strategies on behalf of clients, implement tools that lead to greater client profitability and contribute to the further development of our industry leading technology. RESPONSIBILITIES * Works under the supervision of a Hedge Account Manager to evaluate, define, and execute hedge strategies, derivation of risk management analytics and historical data * Execute trades on behalf of clients at the direction of the assigned Hedge Account Manager, typically using forward-traded TBA or Specified MBS Pools * Work directly with Hedge Account Manager to implement new tools, troubleshoot existing setups, and other ad hoc analysis * Responsible for assisting with mortgage valuation analytics, report development, testing, and feedback * Assist with monitoring risk positions in the mortgage pipeline and/or servicing asset intraday and alert the appropriate account management team of any exceptions to policy limits * Provide Hedge Account Manager support with monitoring and reporting performance of hedged positions as interest rates change and compare with predicted value changes. Explain any material deviations from projections through attribution analysis. * Support the Hedge Account Managers in maintaining relationships with Broker/Dealer community on behalf of clients; provide client assistance in expanding credit availability * Maintain relationships with mortgage bankers, investors and servicing brokerage firms, and other firms making a market in whole loans * May be responsible for other miscellaneous research projects * Performs other related duties as assigned MINIMUM REQUIREMENTS * Bachelor's degree or the equivalent combination of education, training, and work experience. Master's degree is preferred * Requires 0 - 3+ years of fixed income mortgage trading, portfolio, or risk management experience PREFERRED QUALIFICATIONS * Knowledge of company products, services, and capabilities * Ability to learn and comprehend the mortgage origination process, mortgage securities and markets through on-the-job training * Knowledge of Mortgage Secondary Marketing, including best execution of whole loan, MBS, and retained/released sales methods * Knowledge of the fundamentals of ratesheet and margin management * Knowledge of options theory, derivative markets and instruments, macroeconomics, and financial markets * Knowledge of proprietary mortgage risk management, valuation analytics, and account management * Knowledge of Mortgage Servicing Right (MSR) valuation techniques, sensitivities and fixed income financial theory and practice * Strong quantitative skills with solid grounding in basic mathematical and statistical concepts * Outstanding verbal and written communication skills to technical and non-technical audiences of various levels within the organization (e.g., executive, management, individual contributors) as well as outside the organization * Excellent analytical, decision-making, problem-solving, team and time management skills * Positive outlook, strong work ethic, and responsive to internal and external customers and contacts We are targeting pay for this position nearer to the midpoint of the range rather than the top of the range. Business Unit: OB - Hedge & Trading (H&T) FLSA Designation (US Only): Exempt Salary Range (US Only): The estimated base salary range for this role in the United States is $57,600.00 - $86,400.00 per year. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors. Other Compensation (US Only): This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire. Benefits (US Only): Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match). Time off (US Only): The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year. We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law. Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_***********************. NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records. #LI-BL1 #OB

Optimal Blue is a leading provider of secondary market solutions and actionable data services and delivers innovative and integrated solutions to transform the mortgage and secondary market industries. This is a hybrid role based in our Chevy Chase (zip code 20815) office. SUMMARY Responsible for working under the direction of the Hedge Account Management team to assist with fixed income analytics, risk management, and/or trading. Learn to execute trading strategies on behalf of clients, implement tools that lead to greater client profitability and contribute to the further development of our industry leading technology. RESPONSIBILITIES Works under the supervision of a Hedge Account Manager to evaluate, define, and execute hedge strategies, derivation of risk management analytics and historical data Execute trades on behalf of clients at the direction of the assigned Hedge Account Manager, typically using forward-traded TBA or Specified MBS Pools Work directly with Hedge Account Manager to implement new tools, troubleshoot existing setups, and other ad hoc analysis Responsible for assisting with mortgage valuation analytics, report development, testing, and feedback Assist with monitoring risk positions in the mortgage pipeline and/or servicing asset intraday and alert the appropriate account management team of any exceptions to policy limits Provide Hedge Account Manager support with monitoring and reporting performance of hedged positions as interest rates change and compare with predicted value changes. Explain any material deviations from projections through attribution analysis. Support the Hedge Account Managers in maintaining relationships with Broker/Dealer community on behalf of clients; provide client assistance in expanding credit availability Maintain relationships with mortgage bankers, investors and servicing brokerage firms, and other firms making a market in whole loans May be responsible for other miscellaneous research projects Performs other related duties as assigned MINIMUM REQUIREMENTS Bachelor's degree or the equivalent combination of education, training, and work experience. Master's degree is preferred Requires 0 - 3+ years of fixed income mortgage trading, portfolio, or risk management experience PREFERRED QUALIFICATIONS Knowledge of company products, services, and capabilities Ability to learn and comprehend the mortgage origination process, mortgage securities and markets through on-the-job training Knowledge of Mortgage Secondary Marketing, including best execution of whole loan, MBS, and retained/released sales methods Knowledge of the fundamentals of ratesheet and margin management Knowledge of options theory, derivative markets and instruments, macroeconomics, and financial markets Knowledge of proprietary mortgage risk management, valuation analytics, and account management Knowledge of Mortgage Servicing Right (MSR) valuation techniques, sensitivities and fixed income financial theory and practice Strong quantitative skills with solid grounding in basic mathematical and statistical concepts Outstanding verbal and written communication skills to technical and non-technical audiences of various levels within the organization (e.g., executive, management, individual contributors) as well as outside the organization Excellent analytical, decision-making, problem-solving, team and time management skills Positive outlook, strong work ethic, and responsive to internal and external customers and contacts We are targeting pay for this position nearer to the midpoint of the range rather than the top of the range. Business Unit: OB - Hedge & Trading (H&T) FLSA Designation (US Only): Exempt Salary Range (US Only): The estimated base salary range for this role in the United States is $57,600.00 - $86,400.00 per year. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors. Other Compensation (US Only): This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire. Benefits (US Only): Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match). Time off (US Only): The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_***********************.NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.#LI-BL1#OB

House Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority. Our comprehensive benefits package includes: - Medical, dental, and vision; with 100% coverage for eligible staff and 80% coverage for eligible dependents. - Over 25 days of paid time off including; federal holidays, vacation days, and personal days. - Monthly stipends for transportation and cell-phone expenses. - 401k program with a 4% employer match. - and more! House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status.