Investment Banker Jobs in Larkspur, CA

ISC's team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. The role offers tremendous long-term career development and continued growth opportunities as they expand. The Investment Advisory Associate will be instrumental in partnering directly with UHNW Clients and will work closely with the Client Advisory, as well as Trust and Portfolio & Investment teams. This individual will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized teams within the firm. Additional responsibilities include providing portfolio analysis, investment research, trade planning, financial presentations and analytical support and help to ensure consistency across all client relationships and offices. Responsibilities: · Partner with the Client Advisor team to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients. · Communicate directly with clients and their external advisors. · Collaborate with the internal Client Service Team to ensure accurate and timely handling of client requests. · Prepare customized client presentations, including portfolio performance analysis, planning recommendations, and cash flow management. · Collaborate with team members to develop investment portfolio allocations, Investment Policy Statements, and trading decisions aligned with firm investment themes and client goals. · Generate, maintain, and analyze performance reports. · Execute investment decisions. · Conduct client wealth forecasting. · Support the onboarding process for new clients. · Provide assistance in business development activities. Requirements: · 2+ years of related experience within UHNW Client Support and investments. · BA/BS Degree. Progress towards CFA, CFP, CIMA, CAIA or CTFA preferred. · Excellent communication skills - written and verbal, as well as superior analytical skills. · High proficiency with Microsoft Excel, PowerPoint and Word with ability to quickly learn new systems - performance reporting, data/transaction aggregation, data analytics, CRM. · Experience with Addepar, Salesforce and / or Morning Star is a plus.

Company Background Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Boston, Washington DC, Austin, and New York City. Known for our long-standing relationships and track record of success in innovation markets, DivcoWest combines entrepreneurial spirit with an institutional approach. DivcoWest aims to create environments that inspire ingenuity, promote growth, and enhance the health, happiness, and well-being of all people. A disciplined code of ethics is at the core of all that we do. We believe that the collective energy of a diverse team is what drives our creative ideas and solutions. Summary The Associate will provide direct assistance to the various members of the Investment and Development Team in supporting the Acquisitions and Asset Management functions in the following areas: evaluating potential transactions, producing internal and external investment memorandums, developing business plans, assisting in the due diligence process, drafting internal, investor and lender presentations and evaluating the local markets to identify changes and trends and the related impact on real estate values and investment strategies. Additionally, the candidate will be expected to assist in the compilation of white papers on new potential markets to invest in or new product types within markets DivcoWest already invests in. This is role requires 5 days in office at our San Francisco, CA location. Interested candidates should send their resumes to **********************. Responsibilities • Evaluate potential equity, debt, and development opportunities and build financial models using Argus Enterprise and Excel. • Be able to model complex partnership structures and waterfalls. • Participate in the drafting and implementation of strategic business plans that will govern an asset's daily operations, position in the market, and ultimate disposition. • Assist in creating investment memoranda. • Assist with transaction due diligence responsibilities, which include supporting the acquisitions team to abstract leases, verify underwriting, review historical financials, conduct CAM reconciliations, and review property due diligence reports. • Assist in acquisition closings process. • Assist in acquisition financing process. • Participate in the creation of monthly, quarterly, and annual reporting for investors and senior management. • Participate in the valuation process of each asset on a quarterly basis, working with analytics team and consultants. • Provide regular written and oral status reports and ad hoc reports on request. • Oversee and train investments analysts as well as being able to check analytical work on analysts. • Deeply understand key investment metrics and be able to pitch deals in a succinct manner. Qualifications • At least 3 years of relevant experience. • Strong financial modeling skills. Broad understanding of real estate product types and partnership structures. • Strong skills in Excel, Word, Argus, and PowerPoint. • Ability to effectively work and communicate with team members. • Exceptional quantitative and analytical skills. • Exceptional business writing ability. • A strong interest in real estate investment. • Self-managed, able to work well independently and within a small team. • High level of initiative, strong work ethic and willingness to work across teams. • Creative and entrepreneurial spirit. The person in this position must be able to: • Remain in a stationary position for 75% of the time working on a computer and attending virtual meetings. • Occasionally move about the office to access file cabinets, office technology, and attend meetings etc. Compensation • $100,000-$120,000 • Annual bonus opportunity • Full benefits • Flexible vacation time off • Weekly lunch stipend through Forkable Divco West Services, LLC (“Company”), an equal opportunity employer, is committed to equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, pays, and administers all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please review our company Privacy Policy regarding the use of any personal information you provide us at: ***************************************** This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits, and all other privileges, terms, and conditions of employment. This policy and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status outlined above.

Our client seeks an Investor Relations Associate to join the team. Job responsibilities include: -Work with the firm's Head of Investor Relations to service existing investors and support the fundraising process -Distribute marketing and research materials to existing and prospective investors -Develop a strong understanding of the firm's portfolio companies and craft new investment and exit announcements -This is a 2 year program JOB REQUIREMENTS: -At least 2 years of experience working in investment banking, management consulting and/or investor relations at a private equity fund / placement agent -Strong undergraduate track record from a top institution -Exceptional technical skills: CRM platforms, data room platforms and consultant/third party databases -Outstanding communication skills -Ability to manage multiple projects at the same time

JOB DESCRIPTION You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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. 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 US 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 ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

LSJ Finance Agency is all about empowering young entrepreneurs & professionals in the financial space, for those seeking to take control of their lives in a way that also transforms and gives back to the community. Financial literacy is crucial for long term success & security, so why not experience a field where one can work and become mentored by licensed professionals? Role Description This is an entry-level part-time hybrid/remote role for a Financial Representative at LSJ Finance Agency. The Financial Representative will be responsible for marketing and promoting financial services products, insurance sales, retirement planning, and investments. Leadership skills and abilities are highly favored for this position, which includes the recruitment, training, and development of new agents to service more families with their financial planning needs. This role is located in Concord, CA, with full work from home flexibility for those who are not-local or out of state. Qualifications Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and in a team Experience in Finance, Business, Marketing, Social Media Management or related field (preferred, but not required) Has a coachable attitude & is eager to learn

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 ***************************

We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and developing new business opportunities with existing clients under coverage, while exploring new business opportunities with new clients. Job Responsibilities Working with the financial solutions and execution teams to advise clients on integrated financial solutions including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises Following up and coordinating all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants Providing timely market information Participating in business and company events to identify new business opportunities and pitch for new clients Leading and/or participating in execution meetings with support of execution/product partners, as circumstances may require Required qualifications, capabilities, and skills 6 years prior work experience in an investment banking front office role Bachelor's degree in Finance, Accounting, Business Administration, or other related field Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

bio Founded by a UC Berkeley Ph.D. graduate and a SynBio veteran, Pow.bio is revolutionizing the $500B biomanufacturing market by building a self-driving fermenter platform that enables cost-effective scale-up solutions across a wide array of strains, organisms, and products. We are excited about your interest in being part of our mission to revolutionize the field of synthetic biology. In today's world, we recognize the crucial role dreamers play in shaping a brighter future. For us, this means using the power of biology to address the challenges of a growing world. As the planet continues to warm, it's our mission to help bring sustainable products to market. We feel very strongly that in fulfilling Pow's mission to Change Scale-Up Forever, we'll create something special. We are seeking scientists, explorers, thinkers, dreamers, collaborators, advisors, teachers and builders to join our growing organization. Even though we may not have the perfect role listed at this moment, we're always excited to connect with potential future teammates. Share your resume and tell us about what piques your interest. We'd love to hear about your background and how you envision making a meaningful impact with us. Above all, share with us what inspires you to be a part of the Pow.bio family! We're eagerly looking forward to hearing from you! Compensation and Benefits Pow.bio offers competitive salaries and benefits including unlimited PTO, company-wide holidays, health, dental and vision insurance, 401(k), and commuter benefits. This position is for our Berkeley, CA location. There is no relocation assistance offered at this time. Pow.bio is an equal opportunity employer promoting diversity and inclusion in the workspace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical conditions, veteran status, sexual orientation, gender (including gender identity and gender expression), sex (which includes pregnancy, childbirth, and breastfeeding), genetic information, taking or requesting statutorily protected leave, or any other characteristic protected by law. Legal authorization to work in the United States is required. We are not able to sponsor individuals for employment visas for this job. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Who We Are We're a food company using sustainable ingredients and thoughtful food science to replicate our favorite foods in ways that make them more affordable, less harmful, and really, truly just as delicious. We believe that in our best future, the best foods - the ones we love the most - will not just be earth-friendly, but also easy to afford and hard to resist. We've taken some of your favorite foods - think peanut butter, coffee & chocolate - and recreated them using upcycled ingredients and innovative food science. From food allergies to climate change and unjust labor practices, the foods you love are in serious need of an upgrade. Our Nut-Free Spreads, Bean-Free Coffee & Cocoa-Free Chocolate are top 9 allergen-free, vegan, gluten-free, non-GMO, affordable and most importantly, utterly delicious. Earlier this year, we were proud to announce our global B2B partnership with Cargill and our $52 million Series A+ raise, in a round co-led by Level One Fund and Horizons Ventures, bringing our total funding raised to over $94 million. This funding is earmarked for hiring additional headcount, meeting greater than anticipated consumer and commercial demand, funding expanded manufacturing facilities, and building out our foodservice channel. It is a great time to join us on our voyage! How We Work We're a rapidly growing team who value diversity in all its forms. We love adding new perspectives and appreciate those who ask questions that help us challenge assumptions, explore new directions, bias towards action, and improve what we've already built. We are a group of like-minded difference makers. Curiosity drives our development. We have tenacity and a risk-taking mentality at every level of our organization to keep challenging normalcy. We believe it's our responsibility to create an environment in which every person can bring their full, authentic selves to work. We push each other to be our best and make every stakeholder proud. Read more about us by visiting our careers page, learn more about our recent news, and follow along on LinkedIn and Instagram. Voyage Foods is growing quickly! Interested in working with us but don't see a position that matches your background and interests? Even if we don't have a position open now that suits your skillset or background, there is a good chance we'll have one in the future. Submit your application and resume below; if a role opens up that's a fit, we'll be in touch! What qualities do we look for in our future team-members * Curiosity - the pursuit of knowledge or learning drives you as an individual * Passion for what we're building at Voyage Foods * Compassion and Humility * A "roll up your sleeves" mentality and comfort with ambiguity * An entrepreneurial mindset - we're an early stage startup so we're not just looking for someone to deploy a playbook. We want you to help build it Please tell us in your application * Why you want to work for Voyage Foods * The skills you have to offer! Another great way to keep Voyage Foods on your radar is by following us on LinkedIn and checking back periodically for new job openings to the position that you are most interested in. By completing this application you will be entered into our applicant pool for review against both current and future needs, and we'll contact you if anything comes up. However, this is not a substitute for a direct job application; please DO submit your application to any specific job you are interested in. If you have questions about this, please reach out to *********************** Voyage Foods is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Voyage Foods is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Alex Chancellor, SHRM-SCP at ******************** or **************. Voyage Foods will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a background check.

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Technology team in San Francisco. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 USD We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

The role will support the Managing Director in promptly and accurately addressing investor inquiries and requests, facilitating the processing of subscription agreements, actively participating in investor and prospective investor meetings, and collaborating closely with the marketing, finance, operations, compliance and legal team. Responsibilities: Promptly and accurately address investor inquiries and requests. Facilitate seamless processing of subscription agreements. Maintaining the firm's CRM with investor information, coordinating with back office and fund administrators on investor data. Collaborate closely with the finance and marketing departments to ensure alignment in messaging and strategy. Contribute to the ongoing improvement and refinement of investor relations processes and procedures. Actively participate in investor and prospective investor calls. Office Administrative Support as needed. Support Back Office Ops to manage regulatory filings, AP invoices and team expenses. Qualifications: 1-3 years of work experience in financial professional services. Bachelor's degree in Finance, Business Administration, Economics, or related field. Previous experience in investor relations, client services, or related roles within the financial services industry, preferably with experience in private credit, venture funds, family offices or alternative investments. Proven relationship-building skills with the ability to interact effectively with investors, colleagues, and external stakeholders. Exceptional verbal, written communication, and interpersonal skills Excellent personnel, project management, and time management skills Experience with Microsoft Office (Outlook, Word, PowerPoint), Dealcloud and/or Hubspot is a plus.

ISC's team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. The role offers tremendous long-term career development and continued growth opportunities as they expand. The Investment Advisory Associate will be instrumental in partnering directly with UHNW Clients and will work closely with the Client Advisory, as well as Trust and Portfolio & Investment teams. This individual will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized teams within the firm. Additional responsibilities include providing portfolio analysis, investment research, trade planning, financial presentations and analytical support and help to ensure consistency across all client relationships and offices. Responsibilities: · Partner with the Client Advisor team to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients. · Communicate directly with clients and their external advisors. · Collaborate with the internal Client Service Team to ensure accurate and timely handling of client requests. · Prepare customized client presentations, including portfolio performance analysis, planning recommendations, and cash flow management. · Collaborate with team members to develop investment portfolio allocations, Investment Policy Statements, and trading decisions aligned with firm investment themes and client goals. · Generate, maintain, and analyze performance reports. · Execute investment decisions. · Conduct client wealth forecasting. · Support the onboarding process for new clients. · Provide assistance in business development activities. Requirements: · 2+ years of related experience within UHNW Client Support and investments. · BA/BS Degree. Progress towards CFA, CFP, CIMA, CAIA or CTFA preferred. · Excellent communication skills - written and verbal, as well as superior analytical skills. · High proficiency with Microsoft Excel, PowerPoint and Word with ability to quickly learn new systems - performance reporting, data/transaction aggregation, data analytics, CRM. · Experience with Addepar, Salesforce and / or Morning Star is a plus.

Our client seeks an Investor Relations Associate to join the team. Job responsibilities include: -Work with the firm's Head of Investor Relations to service existing investors and support the fundraising process -Distribute marketing and research materials to existing and prospective investors -Develop a strong understanding of the firm's portfolio companies and craft new investment and exit announcements -This is a 2 year program JOB REQUIREMENTS: -At least 2 years of experience working in investment banking, management consulting and/or investor relations at a private equity fund / placement agent -Strong undergraduate track record from a top institution -Exceptional technical skills: CRM platforms, data room platforms and consultant/third party databases -Outstanding communication skills -Ability to manage multiple projects at the same time

JOB DESCRIPTION You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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. 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 US 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 ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities Acting as the primary day-to-day client point of contact and lead banker on deals Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward Refining marketing/execution materials for maximum client impact Overseeing the creation of financial projection models Identifying and managing all risks in a given deal Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills Prior VP level experience in Healthcare Investment Banking Experience in training junior bankers Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

ISC's team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. The role offers tremendous long-term career development and continued growth opportunities as they expand. The Investment Advisory Associate will be instrumental in partnering directly with UHNW Clients and will work closely with the Client Advisory, as well as Trust and Portfolio & Investment teams. This individual will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized teams within the firm. Additional responsibilities include providing portfolio analysis, investment research, trade planning, financial presentations and analytical support and help to ensure consistency across all client relationships and offices. Responsibilities: · Partner with the Client Advisor team to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients. · Communicate directly with clients and their external advisors. · Collaborate with the internal Client Service Team to ensure accurate and timely handling of client requests. · Prepare customized client presentations, including portfolio performance analysis, planning recommendations, and cash flow management. · Collaborate with team members to develop investment portfolio allocations, Investment Policy Statements, and trading decisions aligned with firm investment themes and client goals. · Generate, maintain, and analyze performance reports. · Execute investment decisions. · Conduct client wealth forecasting. · Support the onboarding process for new clients. · Provide assistance in business development activities. Requirements: · 2+ years of related experience within UHNW Client Support and investments. · BA/BS Degree. Progress towards CFA, CFP, CIMA, CAIA or CTFA preferred. · Excellent communication skills - written and verbal, as well as superior analytical skills. · High proficiency with Microsoft Excel, PowerPoint and Word with ability to quickly learn new systems - performance reporting, data/transaction aggregation, data analytics, CRM. · Experience with Addepar, Salesforce and / or Morning Star is a plus.

The role will support the Managing Director in promptly and accurately addressing investor inquiries and requests, facilitating the processing of subscription agreements, actively participating in investor and prospective investor meetings, and collaborating closely with the marketing, finance, operations, compliance and legal team. Responsibilities: Promptly and accurately address investor inquiries and requests. Facilitate seamless processing of subscription agreements. Maintaining the firm's CRM with investor information, coordinating with back office and fund administrators on investor data. Collaborate closely with the finance and marketing departments to ensure alignment in messaging and strategy. Contribute to the ongoing improvement and refinement of investor relations processes and procedures. Actively participate in investor and prospective investor calls. Office Administrative Support as needed. Support Back Office Ops to manage regulatory filings, AP invoices and team expenses. Qualifications: 1-3 years of work experience in financial professional services. Bachelor's degree in Finance, Business Administration, Economics, or related field. Previous experience in investor relations, client services, or related roles within the financial services industry, preferably with experience in private credit, venture funds, family offices or alternative investments. Proven relationship-building skills with the ability to interact effectively with investors, colleagues, and external stakeholders. Exceptional verbal, written communication, and interpersonal skills Excellent personnel, project management, and time management skills Experience with Microsoft Office (Outlook, Word, PowerPoint), Dealcloud and/or Hubspot is a plus.

Our client seeks an Investor Relations Associate to join the team. Job responsibilities include: -Work with the firm's Head of Investor Relations to service existing investors and support the fundraising process -Distribute marketing and research materials to existing and prospective investors -Develop a strong understanding of the firm's portfolio companies and craft new investment and exit announcements -This is a 2 year program JOB REQUIREMENTS: -At least 2 years of experience working in investment banking, management consulting and/or investor relations at a private equity fund / placement agent -Strong undergraduate track record from a top institution -Exceptional technical skills: CRM platforms, data room platforms and consultant/third party databases -Outstanding communication skills -Ability to manage multiple projects at the same time

We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and developing new business opportunities with existing clients under coverage, while exploring new business opportunities with new clients. Job Responsibilities Working with the financial solutions and execution teams to advise clients on integrated financial solutions including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises Following up and coordinating all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants Providing timely market information Participating in business and company events to identify new business opportunities and pitch for new clients Leading and/or participating in execution meetings with support of execution/product partners, as circumstances may require Required qualifications, capabilities, and skills 6 years prior work experience in an investment banking front office role Bachelor's degree in Finance, Accounting, Business Administration, or other related field Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment