Investment Banker Jobs in Greenacres, FL

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, processes physical stock and/or bond certificates, prepares all material for client review meetings. Works independently to support the investment management clients and Investment Advisors. Formulates recommendations proactively to support the Investment Advisors. Demonstrates mastery knowledge of GDWM tool and can run it and begin to contribute in client meetings. Responsible for supporting risk and compliance requirements for the team, including: Working diligently to mitigate losses due to error and being mindful of possible contingencies Coordinating and/or supporting investment or client service teams' monthly REV and New Account Review processes and documentation (as directed by supervisor). Major Duties: 1. Ensures that portfolio materials are prepared for account review meetings with clients. Retrieves reports, desired by portfolio managers or requested by clients, off the EDS, PIMS, IMS, and PAS systems. 2. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.). 3. Orders reports for portfolio managers or clients as requested. 4. Communicates with clients and portfolio managers on client requests. (Ensures that portfolio managers follow-up with client requests). 5. Interacts with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio. 6. Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues. 7. Responds to client inquiries for account information or to initiate transactions requested by the client (i.e., re-register gift stock, remit proceeds, sell gifts, etc.). Processes physical stock/bond certificates and completes DTC transfers. 8. Follows-up with client on inquiries via the telephone or written correspondence. 9. Processes client cash transfer requests. Determines if funds are available in the investment account. Contacts Investment Advisor if cash needs to be raised. 10. Processes fund trades via CIT or all-in-one bank applications by established deadlines. 11. Reviews and analyzes fee worksheets to ensure that fees are calculated appropriately. 12. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices. 13. Begins to proactively make recommendations to support the Investment Advisors. 14. Begins to have a role in client meetings. 15. Demonstrates mastery knowledge of the GDWM tool and can run it in client meetings. 16. Solves problems in straightforward situations 17. Analyzes possible solutions using technical experience and judgment and precedents 18. Impacts quality of own work and the work of others on the team 19. Works within guidelines and policies Knowledge: Knowledge of investment products, services, and terminology, usually obtained through on the job training, are needed to prepare material for client meetings. Strong analytical, organizational, and communication skills are needed to meet meeting deadlines and solve client or administrative problems. Coursework completion towards obtaining a CFA or CFP designation. Requires expanded conceptual knowledge in own job discipline. Understands key business drivers; uses this understanding to accomplish own work. Explains complex information to others in straightforward situations. Experience: 1-3 years of experience within the financial services industry. Provides informal guidance to new team members Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Investment Associate People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enable a yet-to-be registered individual to thrive in the financial services industry. We pay you while you study and prepare to take the various exams needed to be a licensed financial advisor. Once you have passed the examinations, your salary continues while you begin learning and understanding the skills it takes to succeed as an advisor at Hennion & Walsh. Hennion & Walsh provides ongoing training and support to all of our advisors. We have a proven success model that enables you to build a long-term career. If you are a highly motivated individual and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you. We are looking for performance-driven personalities and entrepreneurs in spirit who are looking to build a career helping the individual investor achieve their financial goals and dreams. Overview Hennion & Walsh is an advocate to the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. We are searching for highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Investment Associates. Our ideal candidates thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. We have immediate openings! Opportunity • Work for a successful investment firm dedicated to performance, integrity, service, and innovation • Gain business expertise and market knowledge through our comprehensive training and mentoring program • Perform in an energetic, open environment • Succeed in an achievement-based culture Qualifications • Bachelor's degree • Personal or professional track record of achievement • Highly professional work ethic • Ability to handle multiple responsibilities and take initiative • Excellent organizational and time management skills Benefits • Competitive compensation • Open and supportive team-based environment • Full medical and dental benefits • 401(k) plan with company match

Our Firm Theorem Fund Services is a award winning multi-service fund administrator that offers a unique turn-key solution to investment managers. Theorem combines institutional-level technology with strong industry experience and a deep understanding of our clients' needs and goals. Location Remote in the United States Essential Duties and Responsibilities Investor Relations: Review and process investor subscription and redemption documents Complete KYC and AML verifications Prepare FATCA/CRS filing Generate investment confirmations and capital call letters Manage user access to the interactive investor portal Assist with answering inquiries from investors Banking: Assist clients with the bank account opening process for partner banks Review wire disbursement requests for validity and compliance Setup or review wire disbursements on the bank's portal Provide ongoing support with banking related inquiries Maintain banking master summary file containing contact information for each bank and other key operational details Qualifications Bachelor's Degree Strong communication skills and the ability to interact both internally and externally in a professional manner with clients and colleagues Ability to work independently in an organized manner and ensure timely responses to all requests Some experience in hedge fund administration and/or banking/financial services preferred but not required Minimum 1+ years of experience in Investor Relations (at a fund or fund administrator) or AML/KYC. Benefits 4 weeks paid vacation per year 100% company paid health, dental, vision, short term disability, and life insurance for employee Company sponsored retirement plan with company matching contributions

Sterling Organization is seeking an Associate, Investor Relations to join its Investor Relations Department, supporting the project management needs of the team. The candidate will be integral to collaborating across departments to address prospective and existing investor requests, in addition to preparing, updating, and reviewing fund-related collateral and presentations. The candidate must be able to independently problem-solve, effectively communicate (verbal and written), demonstrate a high attention to detail, and meet tight deadlines. Responsibilities: Create marketing materials including pitchbooks, individualized presentations, and analyses to support investor requests Coordinate and create high-quality, customized DDQ and RFP responses about our firm, funds, and operations Collaborate with the Investments Team, Fund Management & Analytics Team, and Compliance Team to ensure all deliverables are prepared accurately and in line with regulatory standards Provide timely and accurate responses to investor requests relating to statements, diligence, and capital allocation Assist with the coordination of annual investor meetings (AGM) including planning and creation of materials Administer investor portal access, permissions, and the distribution of select documents and communications Complete various recurring reporting requirements for investors and external stakeholders Maintain an ongoing understanding of each product managed by the Firm and each existing funds' commitments, investments, and projections and effectively communicate this information with internal and external stakeholders Qualifications: Bachelor's degree in finance, business, or a related field 2+ years of relevant experience Extreme attention to detail and excellent communication skills (both verbal and written) Strong financial acumen and understanding of investment and basic accounting principles Prior experience with Adobe InDesign and Microsoft Excel is a plus Sterling Organization is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by law.

Seeking interns for our Summer Internship Program, 2025. Seacoast Bank's Internship Program, in Florida, is designed for individuals to work within their selected teams, gaining hands-on experience working through daily tasks, as well as summer projects. Interns will have exposure to senior leadership within the bank and will be pulled together throughout the summer to fully immerse in Seacoast's culture. The internship will also include team building, volunteer activities, and executive meetings, with a summer-end presentation to gain public speaking experience with your leaders present. To be selected for this internship this ideal candidate must live in Tampa, Florida (already have residence). Strong preference will be given to college Juniors/Seniors. Selected interns will be within daily commuting distance to our office in Tampa, FL but also be willing to travel to Stuart, FL occasionally (our corporate location). The 2025 Summer Internship will begin on June 9th and complete on Friday, August 8th. It is 40 hours weekly, Mondays - Fridays onsite. We are seeking a Wealth Intern, for the team in Winter Park, FL. TOP REASONS TO WORK AT SEACOAST BANK: * 40 hours per week for 9 weeks. * Receive direct supervision from a designated mentor. * Participate in professional training offered to all employees. * Build resume and explore career options. * Shadowing, mentoring, and learning opportunities with accounting professionals. * Regular evaluations and feedback. * Inclusion in meetings and activities as appropriate. * Paid Internship. ESSENTIAL JOB FUNCTIONS: * Under close supervision, performs professional duties that provide the opportunity for related training in the assigned business unit. * Handle sensitive or confidential information with honesty and integrity. * Performs a variety of developmental assignments in assigned area under the direction of more senior-level staff. * Utilizes related platforms to aggregate and manage data related to project reports, progress summaries and statistical analysis as required. * Contributes individually or as part of a team to support the designated business unit. * Assists with problem solving to maintain operational excellence and platform stability. * Works towards goals and objectives and participates in special projects as defined and assigned by management. * Performs other related duties as required. * Adheres to Seacoast Bank's Code of Conduct.

My client is seeking an Investment & Trade Compliance Associate to assist their Global Compliance Team in the oversight of compliance of the asset management business and specifically the provisions of relevant securities laws. The successful candidate should be able to monitor client portfolios and perform the daily compliance of the asset management business in accordance with the relevant regulatory and internal policies and procedures. Primary Responsibilities: Support the Head of Global Investment Compliance with compliance queries ranging from local, regional and global tasks and projects in order to strengthen the Investment Compliance globalization process. Oversee daily systems checks and ensure the proper Compliance advice is given to both the Traders and Investment Professionals both locally and globally. This includes but not limited to the monitoring Bloomberg systems for Trade Surveillance, Compliance and Violations management. Monitor and resolve Bloomberg AIM (BBG) and Sentry PM post-trade alerts for portfolios and funds. Regularly interact with Portfolio Managers and other staff to assist in resolving compliance-related issues. Work together with Middle Office, BBG Administrators and BBG Representatives to resolve data and system issues. Thoroughly review client documents and extract compliance restrictions from the incorporated guidelines. Code, test and implement BBG and Sentry PM compliance rules derived from client guidelines, regulatory restrictions and internal mandates. Provide support gathering information needed to conduct reviews (internal and external) on client portfolio adherence with investment guidelines and restrictions Review initial contracts/prospectuses and subsequent updates and provide feedback on the monitoring capabilities. Support the Compliance team with general compliance queries ranging from local, regional and global compliance matters in order to continue strengthening the compliance bench. Perform various trade compliance reviews (e.g. fair allocation, trade authorization, account and best execution reviews). Monitor soft dollar activity including periodic requests for approval. Interact with internal and external auditors, and regulators. Assist on special projects, perform analysis, forensic testing and ad hoc assignments Qualifications: Bachelor's degree from an accredited institution. Minimum 1-5 years plus of relevant work experience. Must be familiar with utilizing a portfolio trade monitoring system in the operations of a registered investment adviser, bank, asset management department, hedge fund or other financial institution. Experience with Bloomberg AIM and Sentry PM significant plus. Basic understanding of the Investment Advisers Act of 1940, Investment Company Act of 1940, ERISA or awareness of other federal regulatory statutes and laws. Prior experience reviewing investment management agreements or prospectuses. Good understanding of back-office procedures. Strong proficiency with PowerPoint and Excel required, including experience using MS Office software. Excellent attention to detail with a sense of urgency and follow-through. Strong ability to interact effectively with peers. Excellent communication and interpersonal skills.

About the Job

FLIPANY Healthy Futures AmeriCorps members will serve to increase access to healthy meals, provide nutrition education, and mentored physical activity for at-risk low-income youth and seniors in Broward, Miami-Dade, and Palm Beach Counties. Our AmeriCorps members will be responsible for increased access to healthy meals, nutrition education, and physical activity through the distribution of healthy meals/snacks to program participants, provision of nutrition education classes to participants, and assisting youth to take part in mentored physical activity classes. Further help on this page can be found by clicking here. Member Duties : Our members will distribute healthy meals/snacks to program participants, provide nutrition education to participants, and assist youth in taking part in mentored physical activity classes. Program Benefits : Education award upon successful completion of service , Living Allowance , Training . Terms : Uniforms provided and required , Permits attendance at school during off hours , Car recommended , Permits working at another job during off hours . Service Areas : Health . Skills : Communications , Youth Development , Public Health , Team Work , Teaching/Tutoring , Public Speaking , Computers/Technology .

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, processes physical stock and/or bond certificates, prepares all material for client review meetings. Works independently to support the investment management clients and Investment Advisors. Formulates recommendations proactively to support the Investment Advisors. Demonstrates mastery knowledge of GDWM tool and can run it and begin to contribute in client meetings. Responsible for supporting risk and compliance requirements for the team, including: Working diligently to mitigate losses due to error and being mindful of possible contingencies Coordinating and/or supporting investment or client service teams' monthly REV and New Account Review processes and documentation (as directed by supervisor). Major Duties: 1. Ensures that portfolio materials are prepared for account review meetings with clients. Retrieves reports, desired by portfolio managers or requested by clients, off the EDS, PIMS, IMS, and PAS systems. 2. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.). 3. Orders reports for portfolio managers or clients as requested. 4. Communicates with clients and portfolio managers on client requests. (Ensures that portfolio managers follow-up with client requests). 5. Interacts with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio. 6. Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues. 7. Responds to client inquiries for account information or to initiate transactions requested by the client (i.e., re-register gift stock, remit proceeds, sell gifts, etc.). Processes physical stock/bond certificates and completes DTC transfers. 8. Follows-up with client on inquiries via the telephone or written correspondence. 9. Processes client cash transfer requests. Determines if funds are available in the investment account. Contacts Investment Advisor if cash needs to be raised. 10. Processes fund trades via CIT or all-in-one bank applications by established deadlines. 11. Reviews and analyzes fee worksheets to ensure that fees are calculated appropriately. 12. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices. 13. Begins to proactively make recommendations to support the Investment Advisors. 14. Begins to have a role in client meetings. 15. Demonstrates mastery knowledge of the GDWM tool and can run it in client meetings. 16. Solves problems in straightforward situations 17. Analyzes possible solutions using technical experience and judgment and precedents 18. Impacts quality of own work and the work of others on the team 19. Works within guidelines and policies Knowledge: Knowledge of investment products, services, and terminology, usually obtained through on the job training, are needed to prepare material for client meetings. Strong analytical, organizational, and communication skills are needed to meet meeting deadlines and solve client or administrative problems. Coursework completion towards obtaining a CFA or CFP designation. Requires expanded conceptual knowledge in own job discipline. Understands key business drivers; uses this understanding to accomplish own work. Explains complex information to others in straightforward situations. Experience: 1-3 years of experience within the financial services industry. Provides informal guidance to new team members Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Kawa is seeking an Investor Relations Associate to support its institutional capital raising efforts and strengthen relationships with current and prospective investors. This role will play a key part in the firm's fundraising strategy and ongoing investor engagement. The ideal candidate will be responsible for managing investor communications, preparing marketing and due diligence materials, and supporting investor onboarding processes as well as outreach. This is an excellent opportunity for professionals looking to deepen their experience in investor relations and gain exposure to institutional fundraising within a dynamic and growing investment firm. Responsibilities will include: Fundraising & Strategic Capital Acquisition: · Assist with the development of fundraising strategies targeting institutional investors, including pension funds, endowments, foundations, family offices, and sovereign wealth funds. · Help prepare investment proposals, presentations, and marketing materials that effectively communicate the firm's strategies, market position, and portfolio performance. · Collaborate with Investor Experience, Investment, Legal, and Executive teams to ensure consistency in investor messaging and materials. Relationship Management & Investor Engagement: · Support the team in managing relationships with existing institutional investors, ensuring ongoing alignment with investor priorities and effective engagement. · Assist in identifying and researching potential institutional investors to broaden the firm's funding network. · Respond to investor inquiries, providing timely and accurate information while working closely with senior team members to facilitate engagement. Market Insights & Capital Source Diversification: · Conduct market analysis to identify investor trends, competitor activities, and emerging opportunities in institutional fundraising. · Support due diligence efforts by gathering and organizing investment performance data, preparing responses to investor requests, and assisting in compliance processes. · Help coordinate investor reporting, including periodic updates on fund performance, market insights, and capital-raising activities. Skills and Experience: · Bachelor's degree in Finance, Business, or a related field. · 2-4 years of work experience in institutional fundraising, capital raising, sell-side analysis, banking, or private equity. · Excellent written and verbal communication skills. · Ability to build and maintain relationships with investors, both current and potential. · Strong network and relationship-building skills. · Strong analytical skills for interpreting financial data. · Strong understanding of financial markets, including key trends, instruments, and market dynamics.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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: **************************************************************************

About the Job We are seeking an experienced and highly motivated Investment Associate to join our Hospitality, Residential, and Mixed-Use Real Estate Finance team. This individual will be instrumental in underwriting, financial modeling, and supporting investment opportunities within the Hospitality sector. The ideal candidate will possess a robust background in hotel real estate finance, investment banking, consulting, brokerage, or development, with a minimum of 3-5 years of relevant industry experience. The role requires advanced skills in Excel modeling, and a strong understanding of the hospitality sector. What You Do: (Duties/Responsibilities) Hospitality Underwriting & Financial Modeling: Lead underwriting and build detailed financial models (proformas, cash flow models) for hospitality real estate projects, including hotels and resorts, focusing on industry-specific factors like operational income, ramping, and seasonality. Investment Pitch Decks & Presentations: Develop clear, data-driven investment pitch decks to present opportunities and financial performance to internal teams and clients. Market Research & Feasibility Analysis: Conduct market research on hospitality trends, evaluating metrics like occupancy, ADR, F&B revenue, ancillary revenue, staffing rosters and detailed expense build-up to assess project viability and profitability. Financial Scenario & Sensitivity Analysis: Perform scenario and sensitivity analyses to assess financial impact under varying assumptions and conditions. Due Diligence Support: Assist with due diligence by gathering data, reviewing financials, and ensuring all necessary documentation is in place for investment evaluation. Deal Structuring & Negotiation Support: Collaborate with senior team members in deal structuring and negotiations, providing financial insights and support to align with investment strategies. Cross-Department Collaboration: Work closely with legal, tax, and development teams to ensure smooth deal execution and alignment across all stakeholders. Reporting & Documentation: Prepare comprehensive reports and presentations to track investment performance, risks, and opportunities. Deal Execution Support: Assist in the execution of asset acquisitions, financings, and joint venture agreements, ensuring all documentation and processes are completed efficiently. Portfolio Performance Monitoring: Track and report on the performance of hospitality assets, analyzing operational metrics and financial returns. Strategic Advisory & Market Trends: Stay ahead of hospitality market trends and provide insights to guide investment strategies. Risk Management: Identify and mitigate risks in hospitality investments, offering strategies to minimize financial and operational exposure. Client Relationship Management: Maintain strong client relationships, providing regular updates and insights on project progress and performance. Cross-Functional Leadership: Coordinate efforts between departments to ensure effective execution of projects and timely decision-making. This job description does not imply that the listed duties are the only responsibilities to be performed by the employee in this position. Employees may be required to carry out other job-related tasks assigned by their supervisor or management. What You Bring to the Table: (Requirements) A minimum of 3-5 years of experience in real estate finance, investment banking, consulting, brokerage, or development, with a focus on hospitality and mixed-use projects. A Bachelor's degree in Finance, Real Estate, Economics, or a related field is required; an MBA or advanced degree is a plus. Advanced Excel skills with a strong proficiency in financial modeling, proformas, and underwriting processes related to real estate investments. Solid experience building pitch decks and crafting investment memos, with the ability to clearly communicate complex financial information to both internal teams and external stakeholders. Expertise in hospitality, residential, and mixed-use real estate markets, with the ability to analyze and assess investment opportunities within these sectors. Strong analytical, problem-solving, and critical thinking abilities, with the capacity to assess investment opportunities from both a financial and strategic perspective. Exceptional communication skills, both written and verbal, with the ability to create clear, impactful presentations and documentation. A self-starter mentality with a proven ability to work independently and thrive in a fast-paced, deadline-driven environment.

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, processes physical stock and/or bond certificates, prepares all material for client review meetings. Works independently to support the investment management clients and Investment Advisors. Formulates recommendations proactively to support the Investment Advisors. Demonstrates mastery knowledge of GDWM tool and can run it and begin to contribute in client meetings. Responsible for supporting risk and compliance requirements for the team, including: Working diligently to mitigate losses due to error and being mindful of possible contingencies Coordinating and/or supporting investment or client service teams' monthly REV and New Account Review processes and documentation (as directed by supervisor). Major Duties: 1. Ensures that portfolio materials are prepared for account review meetings with clients. Retrieves reports, desired by portfolio managers or requested by clients, off the EDS, PIMS, IMS, and PAS systems. 2. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.). 3. Orders reports for portfolio managers or clients as requested. 4. Communicates with clients and portfolio managers on client requests. (Ensures that portfolio managers follow-up with client requests). 5. Interacts with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio. 6. Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues. 7. Responds to client inquiries for account information or to initiate transactions requested by the client (i.e., re-register gift stock, remit proceeds, sell gifts, etc.). Processes physical stock/bond certificates and completes DTC transfers. 8. Follows-up with client on inquiries via the telephone or written correspondence. 9. Processes client cash transfer requests. Determines if funds are available in the investment account. Contacts Investment Advisor if cash needs to be raised. 10. Processes fund trades via CIT or all-in-one bank applications by established deadlines. 11. Reviews and analyzes fee worksheets to ensure that fees are calculated appropriately. 12. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices. 13. Begins to proactively make recommendations to support the Investment Advisors. 14. Begins to have a role in client meetings. 15. Demonstrates mastery knowledge of the GDWM tool and can run it in client meetings. 16. Solves problems in straightforward situations 17. Analyzes possible solutions using technical experience and judgment and precedents 18. Impacts quality of own work and the work of others on the team 19. Works within guidelines and policies Knowledge: * Knowledge of investment products, services, and terminology, usually obtained through on the job training, are needed to prepare material for client meetings. * Strong analytical, organizational, and communication skills are needed to meet meeting deadlines and solve client or administrative problems. * Coursework completion towards obtaining a CFA or CFP designation. * Requires expanded conceptual knowledge in own job discipline. * Understands key business drivers; uses this understanding to accomplish own work. * Explains complex information to others in straightforward situations. Experience: * 1-3 years of experience within the financial services industry. * Provides informal guidance to new team members Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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 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 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: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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: **************************************************************************