Investment Banker Jobs in Millcreek, PA

At Bonside, we are defining the future of brick-and-mortar businesses. Service-powered storefronts anchor our cities and towns, bringing life, vibrancy, and sustenance to our communities. In 2021, we launched the Repeatable Revenue Agreement (RRA), a transparent asset class that provides growth capital to these businesses without dilution or guarantees. Our financing leverages the unique strengths of physical businesses, helping operators lay the bricks of growth hyper-strategically. Who we are Ambitious: Crafting a future where brick-and-mortar growth runs on Bonside Curious: Building in uncharted territory with a "leave no stone unturned" mentality Collaborative: Valuing team discussion and respectful discourse to reach clarity Backed by the best: Supported by leading investors in finance, technology and brick-and-mortar The Opportunity We're seeking a sharp, detail-oriented Investment Associate to play a critical role in our underwriting and investment process. You'll be responsible for leading financial diligence, presenting investment recommendations to our committee, and serving as a key relationship bridge between Bonside and potential portfolio companies. This role offers a unique combination of analytical rigor and client-facing responsibility in an innovative alternative investment space. Responsibilities Financial Analysis & Diligence Transform complex company financials into Bonside's standardized format Clean and rationalize financial data, including expense recategorization and cash flow analysis Interpret business performance metrics and identify key trends Develop sophisticated risk assessments and determine clear paths to investment approval Present comprehensive investment cases to our Investment Committee Company Relationship Management Serve as the primary point of contact between Bonside's investment team and businesses Guide businesses through our onboarding and systems integration processes Conduct professional follow-up calls and information requests Represent Bonside's values and vision throughout the diligence process Build trust with operators through clear communication and genuine understanding Strategic Investment Process Development Leverage existing portfolio data to create benchmarks for evaluating new opportunities Provide iterative feedback on scoring methodologies and qualification criteria Identify patterns across successful investments to refine our approach Collaborate with the broader team to continuously improve our investment framework Balance analytical rigor with business development sensitivity Qualifications 5-7 years of experience in finance (investment banking, private equity, or private credit) Strong financial modeling and analysis skills Exceptional attention to detail with the ability to identify anomalies in complex datasets Outstanding written and verbal communication abilities Experience interacting directly with management teams or clients Ability to translate complex financial concepts into accessible insights Bachelor's degree required, finance or business degree preferred Genuine interest in brick-and-mortar businesses and alternative financing models If you're passionate about redefining how brick-and-mortar businesses access growth capital and want to play a key role in building a new investment category, we'd love to connect.

🚀 Job Opportunity: Investment Associate - Infrastructure Private Equity (NYC) A leading infrastructure investment firm specializing in structured minority investments is seeking an Investment Associate for its NYC team. This role focuses on flexible capital solutions in core+ infrastructure assets through preferred equity, co-investments, and joint ventures. 🔍 Key Responsibilities: Deal Execution: Evaluate and execute 20M-200M minority investments in renewables, infrastructure, and utilities. Financial Modeling: Build DCF/LBO models for brownfield assets with sponsor partnerships. Due Diligence: Lead commercial/financial DD, focusing on downside protection and upside triggers. Portfolio Support: Monitor assets and collaborate with management teams on strategic initiatives. ✅ Ideal Candidate: 2-5 years in infrastructure M&A (IB) or infrastructure PE/credit (sell-side preferred). Advanced modeling skills (DCF, LBO, accretion/dilution) and familiarity with infrastructure cash flows. Sector Knowledge: Experience in energy, transport, or digital infrastructure. Soft Skills: Ability to work in a lean team and articulate investment theses concisely. 🌟 Why Apply? Niche Strategy: Hybrid of passive LP investing and active asset oversight. Deal Ownership: Lead components of transactions earlier than at mega-funds. Sector Resilience: Invest in inflation-linked, long-duration assets. 📧 How to Apply: Option 1: Apply directly via LinkedIn. Option 2: Email your updated resume to: 📩 *******************************

Investment Associate - $80,000 to $100,000 plus bonus (HYBRID work schedule) Excellent opportunity to join a growing investment firm that is commutable from parts of the Lancaster, York, Harrisburg and Reading areas. Our client works a HYBRID schedule in which employees work remotely 2-3 days a week. The Investment Associate will partner with Senior Management and the Investment Team to provide quality service to both the firm and its clients. Primary responsibilities include asset allocation modeling, portfolio management, manager research, attribution analysis, performance measurements, creation of client presentation material and a broad range of investment analysis projects. Qualified candidates will have a Bachelor's Degree in Finance, Economics or a similar field with a minimum of five years of Investment Analysis / Portfolio Management / Investment Operations experience. Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria. Please email- ************************

Jefferies Private Capital Advisory is the largest and fastest growing advisory partner to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity and private credit sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation vehicle transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds. PCA Notable Facts 80+ dedicated secondary advisory professionals worldwide across offices in New York, Dallas, Hong Kong and London Fully capitalized 23 GP-led transactions (e.g., continuation vehicles) totaling $13B+ of equity volume FY2024 (~20% global GP-led market share) Jefferies PCA is currently the most active advisor on private credit GP-led transactions Advised on $200B+ of transaction value, including dozens of GP-led and LP-led transactions, for 250+ repeat clients Supported by ~30 professionals from Jefferies Private Fund Advisory providing placement agent services and strategic fundraising advice with a global distribution presence Description Jefferies PCA is seeking an Analyst to join its team in New York; the role would be dedicated to private credit GP-led transactions Private credit GP-led secondary transaction mandates include multi-asset continuation vehicles, tender offers, structured preferred equity solutions, NAV loans, and various other financing solutions for sponsors and their funds. Private credit GP-led secondaries is anticipated to be the largest growth driver in the broader secondaries market Candidate will join a highly collaborative and rapidly growing team; the Jefferies PCA team is building out a dedicated team focused on private credit secondaries opportunities - the team currently commands the #1 market share within private credit GP-led secondary transactions; this will be a unique opportunity to be at the forefront of a newly developing market with huge positive market tailwinds, with opportunities to gain meaningful exposure to leading private credit sponsors The Analyst will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments Responsibilities Prepare and contribute to the delivery of client presentations and interact with senior bankers, clients and lawyers Interface with sector / product banking professionals and contribute to the development of financial models and valuation analyses Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation Conduct secondary market research including identifying trends in the alternatives investment industry Manage secondary investor outreach and due diligence (e.g., sponsor roadshows, management team meetings, plant and office visits) Assist in preparing responses to due diligence requests from potential secondary investors Track market data to assist with PCA's communications with clients Maintain a database of secondary investor profiles, investment strategies, and transaction feedback Qualifications / Credentials Four-year Bachelor's degree, with a distinguished academic background 1-5 years of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting) Private credit experience is seen as beneficial, but is not a requirement Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation High levels of maturity and ability to interface effectively with professionals at private equity firms, portfolio companies, and secondary investors Willingness to work on a wide range of secondary transaction types across different segments of the private markets and industry verticals Strong multi-tasking and organizational skills with consistent attention to detail Profound dedication to the role (i.e., willingness to take ownership of client deliverables) Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel) The salary range for this role is $110,000 - $150,000. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity workplace. We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital status, sexual orientation, gender identity or expression, covered veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

Responsibilities Focus on energy markets, with specific interest in PJM and MISO market Utilize quantitative skills, a combination of tools, and market knowledge to collect and analyze market data, supporting your hedge strategies recommendations and execution Apply quantitative analysis to understand market dynamics and make data-driven decisions, using a plethora of sources such as weather forecasts, ISO data, asset specific info, PPA conditions, etc. Actively manage volumetric, congestion and DART exposures, using market instruments such as outright power, FTRs/PTPs, virtuals, options. Analyze and recommend the best strategies around capacity auctions in PJM and MISO. Co-develop tools and integrated systems supporting the trading activity, such as stack models, bidding tools, dashboards. Track market dynamics, following fundamentals, trends, regulatory updates. Maintain close interaction with operational teams, collecting real-time asset insights and proving them with market info to base operational decisions (e.g., maintenances, LD estimates, etc.). Present hedge strategies (and their results) to executive committees and broader groups, (e.g., including teams such as finance, operations, legal, asset managers, etc.). Collaborate with trading teams across the organization sharing and aligning market insights and views. Qualifications Have a strong understanding of PJM and MISO (additional knowledge in ERCOT is not required but appreciated), with hands-on experience or interest in these regions. Have experience transacting in PJM and MISO (additional ISO also a plus), especially in short- and medium-term markets, with instruments such as dailies, weeklies, virtuals, CRRs and PTPs. Are skilled in quantitative analysis and can apply those skills in a market context. Have a passion for the energy market, particularly in renewable sources like solar and wind, as well as storage technologies. Can keep track of market trends, fundamentals, and regulatory changes in PJM (such as changes in market design and the capacity auctions) and interpret their impacts in the overall market conditions. Direct knowledge of how to manage or optimize energy assets like solar, wind, battery storage, or thermal plants is a plus Good understanding in risk management, usual metrics and thresholds Proficiency handling complex data sets, using tools such as Excel and Pyhton (SQL queries is a plus)

Metis Search are currently mandated by a leading Global Investment Bank who are adding Analysts, Associates and Vice Presidents to their Healthcare group in New York. We are keen to connect with candidates matching the below specification requirement: Minimum 1-2 years experience in Healthcare Investment Banking; Strong, previous M&A transaction experience; Authorized to work in the U.S. without sponsorship of work visa; Ideal candidate should have an outstanding academic track record from a recognized US college or university; Major in finance, accounting, economics, and mathematics preferred. Tier-1 modelling and Excel skills including strong accounting skills; Strong written and oral presentation skills; Ability to work independently in a fast-paced environment; Strong work ethic, attention to detail, and a passion for excellence.

This 25-year old New York City-based boutique investment bank with approximately 75 total professionals is seeking a hard working and entrepreneurial financial analyst who can (i) execute M&A and financing transactions primarily with mid-size companies and (ii) assist with certain managerial tasks of the company. Compensation is non-traditional with annual draw of approximately $40,000 plus attractive revenue sharing upside opportunity. We are unable to provide work sponsorship. Qualifications: Bachelor's degree required At least 1 year of prior investment banking preferred but not mandated Excellent financial modelling skills for M&A and equity & debt transactions. Excellent writer of confidential information memorandums and executive summaries Advanced knowledge of Microsoft Office Business, marketing and sales skills Strong client service and relationship building skills Detail-oriented; effective time management, multi-tasking, organizational and planning skills Strong and proactive work ethic; ability to work with minimal supervision Ability to interact directly with CEOs and CFOs of midsize clients and funding sources

At least one year full-time experience as an Investment Banking Analyst is required to apply PDF of resume required Title: Investment Banking Analyst (Strategic Advisory- M&A) About the Company: Chardan is an independent global investment bank specializing in healthcare, technology, SPACs and emerging growth companies. Our range of services include capital raising, merger and acquisition advisory, strategic advisory, equity research, corporate access, and institutional trading. Headquartered in New York City, Chardan is a registered broker-dealer with the U.S. Securities and Exchange Commission and is a member of the following: FINRA, SIPC, and NASDAQ. Job Responsibilities: Research and analyze financial and operating information relating to companies and industries Perform comparable company analysis, complex financial modeling (including merger modeling) and run valuation analysis as part of client/industry evaluations Complete due diligence on new and existing client relationships Compile industry analysis and provide analytical findings to senior bankers Develop written pitch and marketing materials for client meetings Support deal teams in successful development, presentation, and winning mandates Support deal teams in the execution of both financings and M&A transactions Job Qualifications: At least one year experience as an Investment Banking Analyst required Bachelor's degree from a well-respected university and a strong academic track record Ability to demonstrate advanced financial modeling and quantitative analysis skills Strong ability to communicate effectively with all levels across the organization Ability to multi-task and prioritize effectively in order to meet strict and competing deadlines Excellent attention to detail and the quality of work product Self-motivation and the ability to work in a fast-paced, team-oriented environment Chardan is an Equal Opportunity/Affirmative Action employer and does not discriminate on the basis of race, gender, ancestry, color, religion, sex, age, marital status, sexual orientation, gender identity, national origin, medical condition, disability, veteran's status, or any other basis protected by law.

· Our client is a family office managing over $5bn across investments in private equity, venture capital, fixed income and public equities. They are looking for an investment associate. Responsibilities • Assist in managing a diversified investment portfolio spanning public equities, fixed income, VC, PE, and allocating capital to other managers • Conduct financial modeling, competitive benchmarking, and market research on potential investments, particularly media and tech direct deals • Monitor existing positions, including monthly reporting, trust oversight, and portfolio reviews • Coordinate with internal teams (accounting, legal, tax) and support external communications with GPs, managers, and co-investors • Support fund due diligence and manager selection processes (especially in private equity and venture capital) • Take on ad hoc research and special projects as needed Qualifications · 2-5 years of total work experience within an investment bank, private equity or venture capital · Experience with alternatives investing beneficial or strategy beneficial · Strong quantitative skills, modeling with proficiency with Excel · Bachelor's degree from a top-tier institution · Demonstrated professional and academic achievement · Energetic, self-motivated, self-starter who thrives on challenge in a dynamic environment

Needham & Company, a growth-oriented healthcare & technology Investment Bank, has an immediate opening for an experienced Healthcare Investment Banking Associate or Analyst to work full-time in its New York office. This role is focused on Healthcare & Life Sciences companies. Job Description: Under the direction of senior bankers, Associate / Analyst will work on multiple projects and transactions at any given time, with primary responsibilities including producing analytical work for clients and supporting the deal process from origination to execution. Specific responsibilities include: analyzing data and presenting conclusions and analyzing clients' financial and operational performance. Associate / Analyst will also assist in the preparation of general, industry and company specific quantitative reports, drafting marketing materials and producing other transaction and execution related documentation. During their tenure, Associate / Analyst will develop: ·A strong knowledge of business, finance, accounting and economics within the life sciences sector ·A keen understanding of financial statement analysis and company valuation techniques ·Excellent analytical and research skills and a particular attention to detail ·Strong computer skills (Excel, Word, PowerPoint, Bloomberg, FactSet, etc.) Needham & Company seeks candidates who possess the following qualities: ·Diversified educational and practical experiences ·Exceptional analytical skills and attention to detail ·Strong verbal and written communication skills ·Drive to take on responsibilities beyond basic duties ·Extremely motivated to excel in a unique investment banking platform ·Strong foundation of business, finance, accounting & economics knowledge A genuine interest in Healthcare / Life Sciences and possible long-term career interests in the sector Associate / Analyst can expect to work on financings including Initial Public Offerings, Follow-on Offerings, Private Placements and advisory services including Mergers & Acquisitions in the Healthcare & Life Science industries. Requirements: ·2+ years of relevant work experience in healthcare investment banking ·Finance, Accounting, Math or Economics major ·Possession of the SIE, series 7, 63 and/or 79 No phone calls or emails please. The good-faith expected salary range for the above position is $120,000+ depending on factors including but not limited to the candidate's experience, skills, license registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance, flexible spending, commuter; and paid time-off plan.

Investment Banking Analyst and Associate Merit Capital Advisors, LLC (“Merit”) is seeking qualified Associate and Analyst candidates to join our team. Founded in 2012, Merit is a boutique financial advisory firm providing mergers and acquisitions, project finance advisory, and strategic advisory services targeted to the energy sector and the "energy transition" to a cleaner more environmentally friendly future. Our practice includes both renewable power (such as solar, wind, and battery storage) as well as strategic conventional power projects that are needed to maintain a reliable power grid. Building on our track record of closed transactions, current backlog of engagements and our client relationships, we are seeking talented, highly motivated individuals with relevant skills as we aim to grow in size and scope of services. Responsibilities As an Associate or Analyst at Merit, you will be afforded a high level of responsibility and with exposure to executing live transactions. You may participate in all phases of a transaction including: Preparing marketing materials and presentations Participating in transaction documentation, negotiating sessions and assisting with financial closing activities Market monitoring for power sector M&A and project financings Assisting with structuring transactions and coordinating sales processes Performing assigned duties with some independence, including due diligence, document processing, financial / pro forma modeling and valuation, statistical analysis, research, and presentation development Qualifications The Associate will have a master degree (preferably MBA) and/or relevant industry expertise The Analyst, while not requiring a master degree, should have at least 1 year of work experience in finance Power sector and/or investment banking is not required but is highly preferable Superior analytical ability including experience with pro forma modeling is required Solid writing and research skills necessary to prepare offering memoranda, industry analyses and new business presentations Excellent organizational skills and attention to detail Working in an entrepreneurial (somewhat unstructured) environment requires a high energy level and a willingness to take initiative Compensation and Timing Merit offers competitive compensation commensurate with experience, skills, and effort (“merit”). The position requires a start date as soon as practicable. Our principal office is located in midtown New York in the Chrysler Building; there is some flexibility for remote/"hybrid" work. Merit Capital Advisors, LLC is an equal opportunity employer.

Maycomb Capital Maycomb Capital is a pioneering, women-owned impact private credit firm. We provide financing to support projects and enterprises that transform communities. At Maycomb, we drive capital toward effective solutions for underserved communities, using data and rigorous analysis to guide our decisions. By harnessing the scale, expertise, and risk tolerance of the private sector in service of the public good, we're demonstrating what's possible with mission-focused, flexible capital. We invest through our flagship strategy - the Community Outcomes Funds - and our Custom Strategies, which are built in partnership with large asset owners. We currently manage over $150 million dedicated to improving social, economic, and health outcomes for individuals and families across the United States. Maycomb's investors include some of the nation's leading, mission-aligned family offices, corporations, and foundations. The Investment Associate works across the firm and its multiple strategies. Job Description The Associate will be primarily responsible for managing all aspects of the investment process, from sourcing and diligence to ongoing asset management. Responsibilities include: Business Development Engage potential partners in project development, including the development of impact and financial projections Serve as an ambassador of Maycomb, building and nurturing relationships with potential partners, including nonprofit organizations, social entrepreneurs, public sector leaders, co-investors, and other strategic partners Stay current on relevant public policies and the impact investing market to inform business development efforts Investment Review and Analysis Analyze quantitative information from existing and potential borrowers, including historical performance, financials, and projections Assess qualitative information, including mission alignment, outcomes achievement, operations, management functions, and capacity to scale Conduct financial analysis, including building financial models to inform investment terms and assess risk Prepare investment memoranda, synthesizing the business and impact case and the potential risks and mitigants of a project Strategize and support the negotiation of loan terms and development of legal documents Asset Management Lead the monitoring of impact and financial performance of investments, coordinate investment reporting, prepare quarterly valuation reports, and support other aspects of asset management Qualifications The ideal candidate will possess many of the following: Experience in finance or investments, with a preference for direct lending experience to social enterprises and/or nonprofit organizations Familiarity with, or experience in, the public sector or public funding 3-5 years of professional experience in relevant roles Skilled in Excel and financial or other analytic modeling Strong project management skills, including the ability to manage multiple priorities and senior colleagues simultaneously PowerPoint slide creation and communications skills, including professional writing Commitment to improving health, education, and economic mobility for children and families in the US Lived experience in proximate communities to inform the work Drive and flexibility to thrive in an evolving start-up environment and entrepreneurial spirit to source new projects The Associate will work full-time, in-person at our office in Brooklyn, NY. Salary and Benefits The base salary for the Associate is expected to be between $85,000-$102,000. Salary will be commensurate with experience. The Associate will be eligible for an annual bonus. Competitive benefits, including high-quality health care, access to retirement, health, and commuter savings accounts, paid vacation, paid sick leave, etc. To Apply Please send a cover letter and resume to ********************* with the subject line “Investment Associate - [Your Name].” Our firm actively seeks out candidates who bring with them a commitment to racial equity and a diverse set of lived experiences.

About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including: our extensive training program, Advisor Pro. personal coaching from proven winners customized marketing support to help you acquire clients and build your brand access to a broad range of products to meet client needs tools to manage your practice and support the sales process Duties and responsibilities: Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. · Our representatives provide financial guidance and products to help members protect their families and their futures. · Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. · Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you · Show integrity and character. · Demonstrate leadership skills. · Team-oriented. · Focus on results/success driven. · Can or have overcome adversity. · Grow by helping others. · Show volunteer spirit in the community. · Look for self-improvement opportunities. · Enjoy building long-term relationships. · Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications · Passion for bettering members' financial lives. · Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). · Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks · Paid medical and dental insurance. · 401(k) retirement plan with company match. · Noncontributory pension plan. · Group term life insurance. · Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

divstrong Description/strongbr/pStarting Salary: $24.50 / hour and up/p pCitizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. /p pstrong What you'll do/strong/p pAre you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!/p pUsing your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. /p pYou'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations./p pstrong What you'll get/strong/p ul lii Meaningful work amp; relationships/i - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback./li lii Commitment to community/i - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually/li lii Career opportunities, reward, and upskilling/i - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you./li lii Exceptional benefits/i - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more./li /ul pstrong Required Qualifications/strong/p ul li High School degree or GED required/li li2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals/li li Ability to effectively ask questions and identify needs to improve the customer relationship/li li Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions/li li Demonstrated skills in using digital technology to support the delivery of business goals/li li Aptitude to problem solve and provide solutions to customer issues/li li Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration/li li Self-motivated, confident and ability to multitask effectively/li li Ability to work branch hours, which can include weekends and evenings/li li Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS./li li Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. strong How to prepare/strong: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast./li /ul pstrong Preferred skills/experience:/strong/p ul li1 year cash handling experience /li /ul pstrong Hours and Work Schedule/strong/p ul li Hours per Week: 40/li li Work Schedule: Varies with branch needs and may include weekends and evenings/li /ulbr/br//div

Primary Office Location: 2765 W. 8TH Street. Erie, Pennsylvania. 16505. Join our team. Make a difference - for us and for your future. Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Address We're always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you're challenged, valued and empowered every day. We strive to be the best destination for the industry's top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done. Job Description: Office Location: SCOPE/CONTACTS: Individual has very frequent contact with customers, bank employees, store employees and other banks. All contact is either face-to-face, by telephone or written correspondence. Results of work are reviewed, and performance is measured against specific goals. ESSENTIAL FUNCTIONS: Determine customer's needs, open or close appropriate retail accounts and IRA's, and maintain all associated records. Incumbent completes sales tracking on all customers served. Must complete self-directed sales training within twelve months, which includes a test. Incumbent must rent safe deposit boxes to customers; permit customers access to boxes with maximum protection and maintain records of safe deposit boxes and renters. Handle check orders. Other duties as assigned. Actively participate in the Customer Service First program and support the values of the organization and follow established policies and procedures. Periodic travel to Abilene or other Bank Regions for training is required. Saturday hours and holiday hours may be a requirement based on your branch location's hours of operation. MINIMUM QUALIFICATIONS: College degree or twelve months' customer contact and sales experience required. Banking experience preferred. High school diploma or GED This position requires communication and sales skills, mathematical and general business knowledge normally acquired by high school graduate. Courteous, professional demeanor along with ability to handle multi-tasks is essential. Commitment to providing "unexpected" customer service is required. Knowledge in bank regulations, policies and procedures preferred. Must be able to type 45 wpm accurately, Proficient with 10-key by touch, Word, Excel, and Outlook experience Must be able to work flexible hours and/or extended hours as business requires. Periodic travel to Abilene or other Bank Regions for training is required. Saturday hours and holiday hours may be a requirement based on your branch location's hours of operation. The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Our client is a newly established boutique investment bank dedicated to providing high-impact strategic advisory and M&A services to financial institutions. Their founding partners bring decades of experience from top-tier global banks, and are building a firm that combines deep industry expertise with a modern, collaborative culture. They focus on long-term client relationships, thoughtful execution, and a balanced approach to work and life. Role Overview They are seeking a highly motivated Investment Banking Fig Analyst to join their team. This is a unique opportunity to be part of a growing platform where you will play a meaningful role in transaction execution, client engagement, and firm-building initiatives. Key Responsibilities Support execution of M&A and strategic advisory transactions for clients across the financial services sector (including banks, insurance, asset management, fintech, and specialty finance). Build and maintain detailed financial models, including valuation (DCF, precedent transactions, trading comps), merger models, and scenario analyses. Prepare client presentations, pitch materials, and internal memos with a high degree of accuracy and polish. Conduct industry research, competitive benchmarking, and financial analysis to support deal origination and execution. Collaborate closely with senior bankers and clients in a flat, entrepreneurial team structure. Qualifications 1-3 years of experience in investment banking, private equity, or a related financial role, with a strong preference for M&A and FIG exposure. Exceptional financial modeling and analytical skills. Strong proficiency in PowerPoint and Excel; familiarity with financial databases (e.g., Capital IQ, Bloomberg) is a plus. Excellent written and verbal communication skills. Highly organized, detail-oriented, and able to manage multiple workstreams in a fast-paced environment. A collaborative mindset and a desire to contribute to a positive, team-oriented culture. What They Offer A rare opportunity to join a high-growth firm at an early stage. Direct exposure to senior leadership and clients. A culture that values collaboration, integrity, and sustainable performance. Commitment to work-life balance and professional development.

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. · Our representatives provide financial guidance and products to help members protect their families and their futures. · Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. · Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you · Show integrity and character. · Demonstrate leadership skills. · Team-oriented. · Focus on results/success driven. · Can or have overcome adversity. · Grow by helping others. · Show volunteer spirit in the community. · Look for self-improvement opportunities. · Enjoy building long-term relationships. · Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications · Passion for bettering members' financial lives. · Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). · Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks · Paid medical and dental insurance. · 401(k) retirement plan with company match. · Noncontributory pension plan. · Group term life insurance. · Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.