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  • Investor Relations Associate

    United Legacy

    Investment banker job in San Diego, CA

    United Legacy is a portfolio of real estate-focused brands that originate, deploy, and manage capital across private lending and development strategies. Through our internal Investor Relations team, we raise capital from retail investors and place it into institutional-grade alternative investment offerings that directly support our lending platform and affiliated real estate development companies. We operate with a long-term mindset, emphasizing disciplined underwriting, transparency, and strong alignment between investors and the assets in which they participate. Role Overview The Investor Relations Representative serves as a primary relationship manager for prospective and existing investors, partnering with clients to understand their broader financial picture and support thoughtful portfolio diversification through real estate and fixed-income opportunities. In this role, you will lead consultative, goals-based conversations that help investors evaluate how real estate, income-oriented investments, and tax-advantaged strategies may complement their existing portfolios. You will work closely with internal teams to deliver a seamless, compliant, and high-touch experience from initial discovery through capital deployment. This position is designed for professionals with a wealth management or real estate advisory mindset who value long-term client relationships, disciplined portfolio construction, and clear communication. The role is salary-based and relationship-driven, with no commission pressure tied to individual transactions. Key Responsibilities Build and manage long-term relationships with high-net-worth and professional investors Lead discovery conversations to understand financial objectives, risk considerations, and portfolio priorities Conduct in-person and virtual meetings with prospective and existing clients at offices and external locations Explain United Legacy's real estate and income-focused investment offerings in a clear, accessible manner Introduce investment, lending, and wealth planning concepts to support a goals-based approach to portfolio diversification Identify opportunities to deepen relationships across real estate, lending, and alternative investment solutions Maintain proactive communication and deliver a high-touch client experience Cultivate relationships with referral partners and centers of influence to generate new investor relationships Partner with internal teams to deliver coordinated client solutions and ensure smooth execution Maintain accurate documentation of client interactions, progress, and next steps Ensure all interactions align with regulatory requirements, internal policies, and professional standards Requirements Minimum of 5 years of experience in financial services, real estate, lending, client services, or consultative sales Working knowledge of investments, real estate, wealth planning, or lending concepts Proven ability to build trusted, long-term client relationships Track record of delivering a strong, relationship-driven client experience Experience growing relationships across multiple products or service offerings Strong communication, organization, and collaboration skills Nice to Haves Bachelor's degree Applicable financial services licenses such as Series 7, Series 65, or Series 66 State insurance licenses Active or inactive real estate license (salesperson, originator, or broker), where applicable Experience supporting residential, commercial, or business lending needs Established referral network or strong community presence Compensation & Benefits Base Salary: $65,000-$105,000 annually (based on experience) Bonus Eligibility: Individual objective-based bonus (paid monthly) Team performance-based bonus (paid quarterly) Health Insurance: Medical, dental, and vision coverage Paid Time Off: Unlimited PTO, eligible after probationary period Sick Leave: Eligible after probationary period Office Location: Del Mar, CA Work Arrangement: On-site Schedule: Monday-Friday, 9:00 AM-5:30 PM
    $65k-105k yearly 1d ago
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  • Technology Investment Banking Vice President, Software (Menlo Park, CA)

    Morgan Stanley 4.6company rating

    Investment banker job in Menlo Park, CA

    Morgan Stanleys Investment Banking Group provides industry regional and product expertise to corporations institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups that work closely with product team members in Mergers & Acquisitions Global Capital Markets Real Estate and other industry groups throughout the Firm to provide relevant market insight, product creativity and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes who will encourage you to go beyond the numbers and think creatively. Qualifications 6 years of relevant experience within investment banking or an MBA with 3 years of experience and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree is required; an MBA and / or CFA designation would be an asset Series licensed or must obtain What you can expect from Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion and giving back - aren't just beliefs; they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley you'll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move around the business for those who show passion and grit in their work. To learn more about our offices across the globe please copy and paste into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages and other Morgan Stanley-sponsored benefit programs. Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, stereotype gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet). Key Skills Change Management Financial Services Growing Experience Managed Care Management Experience Analysis Skills Senior Leadership Performance Management Process Management Leadership Experience Negotiation Analytics Employment Type: Full-Time Experience: years Vacancy: 1 #J-18808-Ljbffr
    $275k yearly 2d ago
  • Investment Associate

    RETS Associates

    Investment banker job in Los Angeles, CA

    RETS Associates, on behalf of our client, a commercial real estate private equity firm, is seeking an Investment Analyst or Associate in Century City, CA. This role will support the Investments team in evaluating and underwriting potential investments, conducting due diligence, crafting presentation materials, aiding development efforts, developing monthly and quarterly reports for existing investments including updating financial models and managing assets within our portfolio. The firm invests across the capital stack, has significant dry powder, and a stellar track record. This positions is in their office 5 days in Century City, CA. Responsibilities Underwrite acquisition and development opportunities using complex Excel based financial models Create complex, Excel-based acquisition and development cash flow models for the evaluation of potential investment opportunities. Support due diligence, investment memoranda, and Investment Committee materials Assist with transaction execution and closings Asset manage existing portfolio investments including recapitalizations and dispositions Analyze operating performance, lease structures, market data, and exit scenarios across multiple asset classes Prepare monthly and quarterly portfolio reporting and cash flow projections Partner with internal teams to integrate budgets and schedules into financial models Qualifications 1 to 4 years of real estate investments / acquisitions experience Bachelor's degree required; Real Estate or Finance preferred Strong financial modeling and underwriting skills Detail oriented, self motivated, and team focused
    $93k-166k yearly est. 5d ago
  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in San Francisco, CA

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description 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 #J-18808-Ljbffr
    $155k-236k yearly est. 4d ago
  • Investment Associate, Retail Funds

    Hard Yaka

    Investment banker job in San Francisco, CA

    Opening Retail Access to Venture Innovation builds the future and creates opportunity. Yet everyday investors remain locked out. We're here to change that. For decades, only a select few well-connected participants could access America's most promising private companies. That changes with USVC: an SEC-registered vehicle designed to open up top-tier, multi-stage venture capital to everyone. AngelList is supporting the launch with a strategic partner RIA managing the fund. No accreditation. No decades-long lockups. No stacked carry. Just access to tomorrow's defining companies in a single ticker. About the Role You'll partner with our portfolio management team to execute primary fund commitments, secondary LP purchases, and direct company deals. You will own turning investment decisions into fund positions, including assisting in sourcing, analyzing, and executing investments across the full deal cycle. Job Responsibilities Assist in sourcing and negotiations; drive subscription/transfer flows for fund commitments and secondary purchases; coordinate purchase & sale agreements, side letters, MFN/ROFR checks, and consents with counterparties and counsel. Build and run closing checklists; route signatures, wire/custody instructions, and closing deliverables; reconcile with administrator and custodian. Create the system of record for each position (terms, cap tables, cash flows, restrictions, info rights, reporting obligations); maintain tight version control and audit trails. Support quarterly/annual valuation and reporting cycles; prepare data packs for Board and auditors. Qualifications 2-5+ years in venture secondaries, fund-of-funds operations, or Big Law VC practice. Hands-on experience managing secondary LP stakes and/or direct secondaries. Fluency with LPAs, side letters, transfer docs, and secondary agreements; strong Excel/Sheets and data hygiene. Actively applying AI to gain leverage. Comfort working with administrators, auditors, and custodians; detail-obsessed and deadline-reliable. Why Join Us This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the founding level to help build a world-class team at the forefront of venture and fintech, backed by AngelList's platform and reputation. If you're ready to build something industry-defining-and unlock access for millions-let's talk. #J-18808-Ljbffr
    $101k-178k yearly est. 5d ago
  • Healthcare Investment Banking Associate - SF

    Mizuho Financial Group Inc.

    Investment banker job in San Francisco, CA

    A leading global financial institution is seeking an Associate in their Investment & Corporate Banking division in San Francisco. The successful candidate will be involved in designing, originating, and executing capital market solutions, particularly in the healthcare sector. This role requires a Bachelor's degree in Finance or Economics and at least 3 years of relevant experience. The expected salary range is $175K - $225K, complemented by a generous benefits package. #J-18808-Ljbffr
    $175k-225k yearly 2d ago
  • Greentech Investment Banking Associate Program

    Nomura Holdings, Inc. (Old

    Investment banker job in San Francisco, CA

    A global financial services firm is seeking an Associate for its 2026 Investment Banking Full-Time Associate Program, specifically in Greentech. This role involves deal execution, strategic analysis, and client relationship management. Candidates should be pursuing an MBA and be enthusiastic about sustainable infrastructure and technology. The position offers a base salary of $175,000 annually and emphasizes career development through comprehensive training programs. #J-18808-Ljbffr
    $175k yearly 5d ago
  • Tech Investment Banking Associate - M&A & Capital Markets (SF)

    Scotiabank 4.9company rating

    Investment banker job in San Francisco, CA

    A leading banking institution is seeking an Associate in Technology Investment Banking for its San Francisco office. This role involves championing client relationships, performing financial analysis, and collaborating with senior bankers on various transactions. A suitable candidate should have a Bachelor's degree, 2-4 years of experience in investment banking, and strong quantitative skills. The role promises opportunities for growth and exposure to key clients. #J-18808-Ljbffr
    $108k-149k yearly est. 2d ago
  • Investment Grade Credit Trader

    Pacific Asset Management, LLC

    Investment banker job in Newport Beach, CA

    Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**We're actively seeking an experienced **Investment Grade Credit Trader** to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. **This position will be located in our Newport Beach office.****How you'll help move us forward:*** Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.* Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.* Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.* Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.* Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.**The experience you bring:*** 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.* Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).* Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.* Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.* Excellent communication, collaboration, and decision-making skills.* Upholds the highest standards of ethics and integrity.* Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our . #J-18808-Ljbffr
    $62k-103k yearly est. 4d ago
  • Investment Banking Associate, Technology - San Francisco

    Moelis & Company 4.9company rating

    Investment banker job in San Francisco, CA

    Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ101872*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are currently seeking an experienced Associate to join our Technology financial advisory practice in San Francisco.Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.Ideal candidates must also possess:* Excellent analytical and presentation skills* Knowledge of basic accounting and financial concepts; ability to analyze and value businesses* Experience in Investment Banking (corporate finance/M&A) or equivalent* A drive for results, and ability to perform well under pressure and against tight deadlines* Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients* Strong multi-tasking skills* Exceptional Microsoft Office suite (Excel a must) and financial reporting skills* Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000*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.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr
    $175k-225k yearly 2d ago
  • Banker I Part-Time (South Grants Pass)

    Banner Bank 4.7company rating

    Investment banker job in Grants Pass, OR

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Banker for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments. What you'll need * 3 or more months of job-related experience including cash handling, client service and sales required * Previous Teller experience preferred * Strong organizational skills; basic skills in math, negotiation, and problem solving * Effective verbal and written communication skills; proper phone and email etiquette * Good interpersonal and relationship building skills; excellent customer service skills * NOTE: higher levels of experience may be considered for a higher-level role in the same job. Our Process * Complete a simple application and answer a few questions * Take a quick assessment that gives us a little more insight on your work style * Have a phone interview with the manager or recruiter * Have an on-site interview with the manager and another key member or two of the team * Get an offer if it's the right fit for you and Banner * Start working after a background check and kick-off an amazing career Compensation and Benefits * Targeted starting hourly range (based on experience): $18+/hour * Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life * Paid vacation time, sick time and 11 company paid holidays * 401k (with up to 4% match) * Tuition reimbursement * Get more information at: Employee Benefits | Banner Bank $18 - $22.23 an hour Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $18-22.2 hourly 30d ago
  • Personal Banker

    WaFd Bank 4.5company rating

    Investment banker job in Medford, OR

    Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference! The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. A Personal Banker is creative and can “think outside the box” to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values. A successful Personal Banker must: Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions. Open new accounts, discuss and refer or originate loans, and onboard new clients. Introduce and demonstrate digital and self-service options to clients. Communicate clearly with staff and clients verbally, over the phone, and via video chat. Comfortable functioning as a concierge or greeter. Make out-of-office calls to businesses, community organizations, and referral sources. Develop competencies and certifications/registration necessary to support branch performance goals. Proactively accepts initiatives and assignments. Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind. Qualifications Education/Skills/Training: High school diploma or approved equivalent. Good math skills, 10-key and keyboarding. Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook. Well-developed smart phone and digital channel skills. Must have excellent organizational and analytical skills and superior written and oral communication skills. Ability to demonstrate how to use automated technology to teach clients self-service skills. Must have valid driver's license, satisfactory transportation, and adequate insurance coverage. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation Benefits At WaFd Bank you get all of these great benefits! Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 4% 401(k) matching plus a generous 3% annual contribution, 7% total employer contribution Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 12/15/2025
    $31k-37k yearly est. Auto-Apply 1d ago
  • Financial Service Representative

    First Community Credit Union of Oregon 3.8company rating

    Investment banker job in Grants Pass, OR

    Schedule: Full-Time, Monday through Friday If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you! You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously. As a First Community employee, you will enjoy: 100% Employer Paid Medical & Dental Annual Bonus & Incentive Plan Generous Personal, Vacation & Sick Days Tuition Reimbursement Wellness & Fitness Incentive Paid Volunteer Leave As an ideal candidate, you will have: High School Diploma or Equivalent Cash Handling & Customer Service Experience Ability to assist with complex financial transactions in person or by telephone Prior Lending Experience (preferred, but not required) Company's website: ****************** ** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
    $27k-32k yearly est. Auto-Apply 12d ago
  • Relationship Banker - Long Island East Market

    Bank of America 4.7company rating

    Investment banker job in Medford, OR

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Medford - 2851 Horseblock RD - MEDFORD BC (NY5248), US - NY - Patchogue - 47 W Main St (NY5273), US - NY - Shirley - 1017 Montauk HWY - SHIRLEY BRANCH BC (NY5276) Pay and benefits information Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $25-27.9 hourly Auto-Apply 27d ago
  • Personal Banker

    Columbia Bank 4.5company rating

    Investment banker job in Rogue River, OR

    **About the Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities. + Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner. + Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. + Makes recommendations and follows through on commitments to clients. + Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. + Opens Consumer and Business accounts for existing and new clients. + Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed. + Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners. + Stays current on products and procedures. + Resolves client issues and requests, exhibiting strong follow through. + Building familiarity with business, consumer, and trust entities. + Other responsibilities as assigned. **About You:** + High School Diploma or GED, required. + 1 year of Client Service Specialist (Teller) or other banking experience preferred. + Basic knowledge of consumer banking and business products and services offered. + Ability and desire to actively develop consumer lending skills. + Ability to follow Standard Operating Procedures. + Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations. + Ability to complete multiple and varying client requests in a timely manner. + Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers. + Familiar with state laws and regulations related to products and services. + Requires reading, writing and basic math skills. + Ability to lift up to 25 pounds. + Ability to stand for extended periods of time. + Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS)preferred. **Be a part of a bank that invests in you!** + Competitive Incentive Plan: Earn rewards that match your efforts. + Professional Development: Grow your skills with our tailored premier banker programs. + Career Growth: Clear paths to achieve your professional goals. The pay range for this role is $18.00 - $26.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. **Primary Location:** Ability to work fully onsite at posted location(s). 110 Pine Street 1st Floor Rogue River OR 97537 **Our Benefits:** We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. **Our Commitment to Diversity:** Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: ************************ . **To Staffing and Recruiting Agencies:** Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $18-26 hourly 37d ago
  • Investment & Corporate Banking - Healthcare, Associate (San Francisco)

    Mizuho Financial Group Inc.

    Investment banker job in San Francisco, CA

    Investment & Corporate Banking - Healthcare, Associate (San Francisco) page is loaded## Investment & Corporate Banking - Healthcare, Associate (San Francisco)locations: San Francisco, CAtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R6160Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada.Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities.Job Summary:U.S. Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, equity and debt capital markets, leveraged finance and other global products and services for existing and prospective Mizuho clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients.Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:* Conduct extensive quantitative economic, industry and company research and analysis* Draft and prepare pitch books with detailed industry materials for multiple healthcare sectors* Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing* Financial modeling, valuation, comparable & relative value analyses and market-specific analysis* Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities* Draft client pitches and marketing materials including M&A, public/private debt & equity capital markets, syndicated bank financing, and other internal documentation by coordinating internal and external resources* Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution* Assist in the development and continued cultivation of client relationships Qualifications:* Bachelor's degree in Finance or Economics and a minimum of 3 year investment banking, corporate finance, and capital markets experience with a top tier global bank OR an MBA concentrating on Finance or Economics* Strong interest and understanding of the Healthcare industry; experience with banking transaction related to the Healthcare industry is a huge plus* Knowledge of corporate finance, securities, financial markets and risk & pricing analysis* Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions* Ability to manage multiple projects simultaneously* Maturity and good judgement in handling confidential and sensitive information* Ability to work under pressure and adhere to tight deadlines* Strong written and oral communication skills and ability to convey ideas* Creativity and intellectual curiosity* Ability to work independently and must be able to work effectively in a team environment The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.#LI-OnsiteGreenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.locations: San Francisco, CAtime type: Full timeposted on: Posted 30+ Days AgoWe are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions. #J-18808-Ljbffr
    $175k-225k yearly 2d ago
  • Greentech Investment Banking Associate

    Nomura Holdings, Inc. (Old

    Investment banker job in San Francisco, CA

    A global financial services group in San Francisco seeks participants for its 2026 Investment Banking Full-Time Associate Program. This unique opportunity emphasizes sustainable technology and infrastructure, offering extensive training and mentorship. As an Associate, you will work on live transactions in a dynamic environment, managing multiple projects while developing essential skills in analytics and client relationship management, all complemented by a competitive salary of $175,000 annually. #J-18808-Ljbffr
    $175k yearly 2d ago
  • Banker I Part-Time (South Grants Pass)

    Banner Bank 4.7company rating

    Investment banker job in Grants Pass, OR

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. Join Banner Bank as a Banker and be the welcoming face of our branch. In this role, you'll help clients achieve their financial goals by processing transactions accurately and introducing them to products and services that make a difference. If you're passionate about delivering exceptional customer experiences and want to grow in a supportive environment, we'd love to meet you.In this role you'll Process client transactions accurately and efficiently while following established policies and procedures. Provide an excellent experience for clients and act as the face of the Bank. Assist clients in achieving financial goals by referring Bank products and services. Refer clients to other Bank specialists when appropriate. Work effectively as a team contributor on all assignments. Maintain a high level of personal reliability and punctuality. Sell Bank products and services through in-person and telephone conversations, meeting referral standards set by your Manager. Comply with all policies, procedures, security requirements, and government regulations. What we're looking for You have a High School Diploma or GED (Required). An equivalent combination of education and experience can be considered in lieu of a degree. You have entry-level experience in cashiering, bookkeeping, client service, or sales with established goals (Required). What helps you shine You bring strong organizational skills and attention to detail. You have basic PC knowledge with Windows-based applications and calculator use. You're comfortable with basic math, negotiation, and problem-solving. You communicate effectively, with proper phone and email etiquette. You excel at building relationships and delivering excellent customer service. You can work branch hours and lift up to 25 pounds as needed. Travel Up to 0% Our company values Do the right thing Mutual respect Teamwork Honesty and integrity What our team says "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." - Glassdoor review Compensation & benefits Targeted starting salary range (based on experience): $19.00/hr Annual incentive potential Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $19 hourly Auto-Apply 30d ago
  • Greentech Investment Banking Associate

    Nomura Holdings, Inc. (Old

    Investment banker job in San Francisco, CA

    A leading global financial services group in San Francisco is seeking a Full-Time Associate for its Greentech team. This role involves deal execution, client relationship management, and strategic analysis. Candidates should be pursuing an MBA and have strong analytical skills. The program emphasizes career development and includes a $175,000 salary. This is an excellent opportunity for those passionate about sustainable technology and entrepreneurship. #J-18808-Ljbffr
    $175k yearly 2d ago
  • Banker - Part Time

    Banner Bank 4.7company rating

    Investment banker job in Eagle Point, OR

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. Join Banner Bank as a Banker and be the welcoming face of our branch. In this role, you'll help clients achieve their financial goals by processing transactions accurately and introducing them to products and services that make a difference. If you're passionate about delivering exceptional customer experiences and want to grow in a supportive environment, we'd love to meet you.In this role you'll Process client transactions accurately and efficiently while following established policies and procedures. Provide an excellent experience for clients and act as the face of the Bank. Assist clients in achieving financial goals by referring Bank products and services. Refer clients to other Bank specialists when appropriate. Work effectively as a team contributor on all assignments. Maintain a high level of personal reliability and punctuality. Sell Bank products and services through in-person and telephone conversations, meeting referral standards set by your Manager. Comply with all policies, procedures, security requirements, and government regulations. What we're looking for You have a High School Diploma or GED (Required). An equivalent combination of education and experience can be considered in lieu of a degree. You have entry-level experience in cashiering, bookkeeping, client service, or sales with established goals (Required). What helps you shine You bring strong organizational skills and attention to detail. You have basic PC knowledge with Windows-based applications and calculator use. You're comfortable with basic math, negotiation, and problem-solving. You communicate effectively, with proper phone and email etiquette. You excel at building relationships and delivering excellent customer service. You can work branch hours and lift up to 25 pounds as needed. Travel Up to 0% Our company values Do the right thing Mutual respect Teamwork Honesty and integrity What our team says "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." - Glassdoor review Compensation & benefits Targeted starting salary range (based on experience): $19.00/hr Annual incentive potential Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $19 hourly Auto-Apply 48d ago

Learn more about investment banker jobs

How much does an investment banker earn in Medford, OR?

The average investment banker in Medford, OR earns between $90,000 and $286,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Medford, OR

$160,000
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