Investment Banker Jobs in Oakton, VA

Our client is seeking a highly motivated and skilled Mid-Level Associate to join their Private Investment Funds practice in Washington, DC. This is an exceptional opportunity to work with a growing team at the forefront of fund formation and regulatory matters within private equity, real estate, and technology sectors. Responsibilities: Play a key role in advising clients on fund formation transactions, with a focus on private equity, real estate, and tech-driven investments. Collaborate closely with partners and fellow associates on sophisticated matters involving private placements under the Securities Act of 1933. Provide counsel on structuring and compliance for unregistered funds under the Investment Company Act and advisers subject to the Investment Advisers Act. Oversee and coordinate core components of complex transactions while mentoring junior attorneys and contributing to client development. Qualifications: JD from a top-tier law school with outstanding academic credentials. Class year 2020-2022, with relevant and comparable law firm experience. Demonstrated expertise in private investment fund formation and structuring. Deep understanding of the '33 Act, Investment Company Act, and Investment Advisers Act. Superb verbal and written communication skills and a proactive approach to client service. Admission to the DC Bar, or ability to obtain promptly. Benefits: Join a market-leading private funds practice at an internationally respected firm. Work in a collaborative, high-performance team environment with strong professional development support. Enjoy access to cutting-edge transactions and top-tier clients across multiple industries. Competitive compensation. Comprehensive health and wellness benefits, professional development resources, and hybrid work flexibility. How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (******************************) or you can hit apply now.

Compensation: $70,000-$90,000 base + bonuses (Up to $220,000 - NO max cap) Company: UgenticAI, Inc. Only applicants with direct, relevant experience in investor relations, capital raising, or accredited investor communication will be considered. Please do not apply unless you have experience working with accredited investors, private placements, or fund-level investor communications. . About Ugentic AI: Ugentic AI is a next-generation holding company acquiring and scaling Agentic AI businesses across multiple verticals. With millions already raised and a growing portfolio of operating companies, we're building toward a billion-dollar IPO-and we're doing it fast. We're looking for a Senior Investor Relations Associate who can take full ownership of our investor call process, investor experience, and early-stage investor communications. This role is mission-critical, highly visible, and built for someone who thrives in both relationship-building and operational execution. What You'll Own: Take investor calls with warm leads generated through our funnel (not cold outreach) Educate accredited investors on Ugentic AI's mission, vision, and private investment opportunity Guide prospects through our onboarding process (via legal portals like Carta, Parallel, etc.) Maintain and manage relationships with current investors, including: Follow-ups Check-ins Reinvestment conversations Investor satisfaction touchpoints Serve as the first point of contact for investor questions (with support from legal & finance) Maintain and update CRM records with notes, investor intent, call outcomes, and statuses Create a consistent, high-quality investor experience-from initial contact to long-term communication Assist with drafting or distributing investor communications like: Email updates Quarterly summaries Occasional newsletters or milestone briefs Coordinate internally with the founder, legal team, and capital marketing to ensure alignment What You'll Not Do: You will not sell securities or close investment transactions You will not receive commission-based compensation You will not handle investor funds or negotiate terms All investments are conducted through a secure legal portal under legal oversight. Who We're Looking For: 2-5 years of experience in investor relations, capital raising, or private equity/VC support roles Comfortable speaking with accredited investors and understanding capital markets basics Strong communication skills (Zoom, email, follow-ups) Professional, emotionally intelligent, and calm under pressure Organized with CRM and documentation discipline Confident handling multiple investor relationships simultaneously Familiar with private placements, convertible notes, or Reg D offerings (preferred) Based in the U.S. and authorized to work full-time (preferred) Bonus if you've supported founders, finance teams, or investor onboarding before Compensation: Base Salary: $70,000-$90,000 (depending on experience) Onboarding Bonus: $500 per verified, onboarded investor Quarterly Bonus: Up to $15,000 based on investor experience, engagement quality, and internal team impact Total On-Target Earnings (OTE): Up to $220,000+ annually Growth Path: This role is designed for long-term growth. Top performers will have the opportunity to grow into leadership roles as Ugentic AI continues to scale its investor community, operating companies, and capital structure. If you're looking for more than a job-and want to grow into a key pillar of our investor relations engine-this is your opportunity. How to Apply: Please submit: Your resume A short note or Loom video explaining your direct experience with investor relations or capital calls (Optional but encouraged): A sample email you'd send to a $250K accredited investor who just watched our pitch video and booked a call Email: *****************

Our firm is a growing registered investment advisory (RIA) with a diverse client set and a strong commitment to our fiduciary responsibility. Our clients are individuals/families, businesses/executives and we also support a number of retirement plans. We are passionate about the financial planning process and having subject matter experts (CFA/CFP) on our team to solve our clients' needs. We believe in our team and value them with flexibility, employer-paid medical, dental, vision, a robust retirement plan, and many team celebrations and experiences throughout the year! Our firm is looking to hire a Wealth Advisor to nurture the long-term needs of firm clients, help manage client relationships, actively participate in the advanced planning process and provide support to our Senior Advisors. This will be the first support advisor role within our firm and will be a critical player in our continued growth. While the goal will be for you to grow into managing a specific group of households, the timeline for this will depend on the experience and skill set you bring. You will provide consistent, accurate and timely results with research, meeting preparation, meeting attendance, reporting, analysis, as well as input and management of the financial plan. In addition to the technical mastery, you will anticipate needs, resolve problems, and follow through on agreed upon deliverables. You will follow the highest standard of business and professional ethics, as well as legal and regulatory requirements. You are an excellent communicator that can grasp others' needs and develop remarkable ways to fulfill them. You can move through your work efficiently while recognizing that the detailed work in our business is critical. You have enough experience and/or common sense to know that the first answer isn't always the right one and you are incredibly resourceful and thoughtful in all your interactions. This role is ideal for individuals who have experience independently running some client meetings or co-leading them alongside a Senior Advisor and who are ready to advance to managing their own set of client relationships. You are going to be tech savvy, an adopter of change and always willing to help. You are naturally curious, love organization and detail work. You have been in the business awhile and understand many, if not all, client situations, even when complex. Because of this, you are proactive and able to help clients and the Senior Advisors steer clear of landmines. Responsibilities & Activities Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention Prepare well-polished documentation and presentation materials for meetings Attend and participate in meetings with prospects and existing clients Work in conjunction with the Senior Advisors to deliver services to clients Work with team to ensure all actions for clients are tracked and completed utilizing firm processes and procedures Assist with initiatives focused on value-add content delivered to clients Communicate and follow up regularly with clients, developing strong relationships and rapport with clients Coordinate financial plan development, including initial financial plan data entry, development and working with advisory team to develop recommendations; continuous monitoring of plan and any necessary changes Create quarterly and/or annual client summaries of net worth, estate distribution, insurance, income tax, cash flow projections, and investments Record meeting notes on topics covered, changes in client needs, and action items, and ensure all follow ups are summarized and scheduled in the contact management system Other special projects to support firm-wide process improvement and capabilities Knowledge, Skills, & Abilities Bachelor's degree required, preferably in finance, financial planning, or a related field 3-5 years of progressive client-facing experience in investment management, wealth management or financial planning with demonstrated ability to develop and manage plans and client relationships at many levels CFP designation highly preferred, or intention to obtain CFP designation within 12 months Familiar with Orion, Right Capital, Fidelity, Schwab preferred, and/or other industry-specific platforms Advanced Microsoft Office skills Excellent communication skills and a sense of urgency Excellent customer service and administrative abilities Can-do attitude, enthusiastic, and a strong aptitude for learning The ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essential Organizational skills and attention to detail are critical given the nature of paperwork, processes, and work, upon which both clients and the advisory team depend This person is an intelligent, analytical thinker with the ability to draw on a range of resources to ensure a high-quality outcomes across the position's responsibilities Uncompromising integrity Intellectual curiosity about technology and awareness of current trends Superior initiative and ability to maintain high levels of personal accountability Capacity for independence and self-motivation in a fast-paced environment Strong work ethic, deadline-focused, and positive attitude Collaborative team player who believes in relentless customer satisfaction

Our client is a growing real estate developer in the Data Center space is looking for a Senior Financial Associate to help their growing finance team. This person will add immediate value to the firm and will grow their career in a rapid-growth industry. This exciting role works in tandem with the company Controller and the overseas executives for the company, so they must have top communication skills and smarts. Someone from a real estate private equity firm and/or working in real estate finance is ideal. Position is 5 days in the DC office, perks for parking and metro assistance. Lunch brought into the office. Applicants will be required to take an excel modeling test on pivot tables, formulas and other complexities after the first round of interviews. The company is doing very well, lots of projects in the pipeline internationally and in the US. Sr. Finance Associate The Senior Finance Associate will report directly to the Senior Vice President of Finance and Fund Controller US and be responsible for the financial analysis and reporting of the company's global fund entities to current and prospective investors. The ideal candidate, possessing experience in private equity funds and/or real estate finance or FP&A, will manage, create and improve upon financial models that calculate fund, investor and asset time-weighted returns, asset yields, and other metrics used by the internal management team and current and prospective investors. What You Get to Do Prepare the quarterly NAV reporting workbooks that generate each of the fund's financial statements, NAVs, partner capital accounts and statements and work with the funds' administrator to reconcile differences Model and provide return data and other metrics for the parent company assets, investors and real estate fund entities Update quarterly models to calculate and provide metrics and other reporting data for quarterly reports Work alongside investor relations group to provide return and yield data to current and prospective investors, as well as support investor due diligence Assist in responding to investor queries and periodic data requests Support ongoing financing/refinancing activity and calculate covenant metrics What You Bring to The Role Capacity to work with large databases in excel Strong quantitative/numerical skills - advanced financial and operational modelling skills Exceptional attention to detail and organizational skills Strong work ethic and self-motivation Able to work effectively and collaboratively with different members of the team Entrepreneurial and thrives in a fast-paced, changing environment Our Ideal Candidate Will Also Possess A minimum of five (5) years of relevant industry experience including Private Equity or M&A Advisory or finance from a prominent investment bank or real estate firm Bachelor's degree in Finance, Accounting, Economics, or another quantitative subject Great benefits and perks with generous PTO for this equal opportunity employer. For immediate consideration please email your MS Word (or similar) version of your resume to: jay.zanone@cbh.com

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

Are you an A player looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, Clark Financial, in Reston, VA is seeking to add an Licensed Financial Planning Associate to our Team! This Licensed Financial Planning Associate ideal candidate will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. In addition this position will service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery. Key Traits: Strong initiative Positive attitude Strong organizational skills Excellent communication; written and verbal Attention to detail and accuracy Proactive management style and consistent follow-through Minimum Requirements: College degree preferred 2+ years of financial service experience required Series 65 or equivalent to get registered as an IAR required Life and Health licensing preferred, or required within 30 days of hire Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite. including 365 and teams Experience with Redtail CRM preferred Position Responsibilities: Assist clients with annuities, life, long-term care, and managed money Develop, manage, and retain strong client relationships Assist main Advisors with meeting individual and team goals Resolve any issues regarding new accounts, transfers, or amendments Complete and process servicing requests Maintain database programs Prepare paperwork for new client accounts Salary: $50K-$95K Benefits 401(k) - automatic 4% company contribution based on salary Health, Dental, Vision, LTD, Life and AD&D Continuing education stipend/reimbursements Wellness Reimbursement All Federal holidays PTO Hours: Monday - Friday 8:00am-5:00pm Some evenings required for client events

Who We Want Evolve is seeking a qualified applicant for the position of Finance Associate. The Associate for Evolve will support the Operations team by handling financial records, preparing reports, and assisting in the overall financial operations of the company. This position ensures the accurate compilation, analysis and reporting of accounting data and acts as a liaison between the company, clients, and CPA auditors in providing the required information and ensuring that proper information is maintained. The ideal candidate will have a strong understanding of financial and accounting principles, attention to detail, and the ability to work in a fast-paced environment. Reporting Working closely with and reporting to the COO. Responsibilities Financial Reporting: Assist in the preparation of monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements. Budgeting and Forecasting: Support the finance team in developing and updating budgets, forecasts, and financial models to track performance and guide future planning. Accounts Payable/Receivable: Process invoices, manage accounts payable and receivable, and ensure timely and accurate payment processing. Reconciliation: Perform reconciliations of bank accounts, credit cards, and other financial accounts to ensure the accuracy of financial records. General Ledger Accounting: Maintain the general ledger, post journal entries, and ensure proper documentation for all financial transactions. Expense Tracking: Monitor and analyze company expenses to ensure adherence to budgetary guidelines and compliance with financial regulations. Audit Support: Prepare documentation and assist with internal and external audits by providing necessary reports and responding to audit inquiries. Tax Compliance: Support tax preparation activities, ensuring compliance with local, state, and federal tax regulations, and assist with filing corporate taxes. Payroll Processing: Assist in payroll preparation, ensuring timely and accurate payment to employees, and reconciling payroll accounts. Fixed Asset Management: Maintain records of the company's fixed assets, including depreciation calculations and asset disposals. Cash Flow Management: Monitor cash flow, forecast future cash needs, and ensure sufficient liquidity for operational needs. Compliance: Ensure compliance with financial regulations, internal controls, and company policies, and assist in implementing accounting policies and procedures. Data Analysis: Analyze financial data to identify trends, variances, and opportunities for process improvement. Business Proposal & Contract Support: Review and analyze business proposals and contracts to assess financial viability, identify potential risks, and ensure alignment with the company's financial objectives and compliance standards. Cross-functional Support: Collaborate with other departments, such as operations and accounting firms, to provide financial insights and ensure accurate financial reporting across teams. Qualifications Associate or Bachelor's degree in Business Administration, Finance or a relevant field A minimum of 3 years proven experience in a similar role Good understanding of the talent acquisition lifecycle Experience with the financial evaluation of business proposals and familiarity with contract terms and structure. CFA Level 2 or higher certification is a plus. Knowledge of Project Management Systems Strong problem-solving and analytical skills Excellent oral & written communication skills Self-starter with ability to work well under pressure and minimal supervision Knowledge of handling general office equipment Proficient in technology especially within the Google Suite Fluency in English Flexibility in work schedule (i.e. evenings and weekends as necessary) and willing to travel Must be eligible to work in the United States Additional Information This job description in no way states or implies that these are the only duties to be performed by the employee incumbent in this position. The employee will be required to follow any other job-related instructions and to perform any other job-related duties. Open communication and feedback with the Principal is encouraged, especially as the job evolves. A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities listed above are essential job functions and requirements and are subject to possible modification to accommodate individuals with disabilities reasonably. To perform this job successfully, the incumbent will possess the skills, aptitudes, and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. Equal Opportunity Employer Evolve Tech LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Company: Our client, a complex, private investment group/family office based in the Bethesda/Rockville area seeks a detailed financial professional to get involved in a variety of financial and analytical activities including accounting, financial/investment analysis and special projects. This is a hands-on role with high visibility to senior leadership that will work closely with the CFO, Controller and Head of Tax. The investment group has multiple diversified holdings in many different types of assets and businesses. Given this, the successful person will be exposed to and have the opportunity to work on interesting and unique projects in addition to being responsible for accounting matters and financial analysis. They seek a bright, responsible, detailed, trusted person who is a quick learner who understands the importance of this right-hand, detailed position to the team and the group. The position could offer very positive, long-term career opportunities working in an entrepreneurial and complex environment. This is a flexible hybrid opportunity which requires a car to access their office. Position: This role involves partnering with the CFO and other senior management team members to perform a variety of duties including accounting operations, financial and investment analysis, assistance with tax matters, special projects and other diverse financial related duties in in this multi-entity diverse, growing business and private investment group. The successful person will learn and be mentored by experienced, highly successful financial and investment professionals that will impact their career. Qualifications: Bachelor's degree in Accounting, Finance, Economics or other relevant areas Minimum 2 years' experience in accounting and/or financial analysis Highly proficient in Excel. Individual must demonstrate the ability to manage multiple priorities in a fast-paced, entrepreneurial environment with ever-changing deadlines. Exceptional communication skills, poised, well-polished, and able to take direction and learn quickly Interested candidates should be a self-starter and a team player who is energetic with strong interpersonal skills and detail oriented. Someone who is interested in taking on more and learning. Highest level of confidentiality, trust, commitment and loyalty. Capable of working with complete discretion. Compensation: Excellent compensation package including a competitive salary and benefits package.

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

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

About the job Fortune 1000 Company that went public in 2010 on the NYSE. Role Description This is a part-time, flexible, remote role as a Financial Representative. The role involves tasks related to financial planning, client advisory services, and promoting financial products. The Financial Representative will work closely with clients to understand their financial goals and provide appropriate recommendations. Understanding of financial planning principles and investment products not required as you will be fully trained. Qualifications Excellent communication and interpersonal skills Ability to work independently and manage time efficiently Willingness to obtain all State and Federal Licensure Must pass a background check Located in the US

Real Estate Private Equity is an exciting industry with the power to shape communities and change the built environment. The Associate role within the Commercial team at FCP is a unique opportunity to advance a career in this sector, offering an amazing training ground across a wide array of responsibilities including acquisitions, financing, development, leasing and asset management. FCP is a leading real estate investment company that has invested in or financed more than $13.1 billion in assets since its founding in 1999. FCP's Commercial strategy predominantly focuses on higher-quality office and mixed-use assets, including development and adaptive reuse projects, and targets investments throughout the Mid-Atlantic and Sunbelt. This position is based in our Washington DC HQ office and provides a rare opportunity to join a high-performing real estate private equity firm and play an active role on all aspects of deal execution. YOUR IMPACT: As a Commercial Investments Associate, you will support our clients and investment decisions by: • Assist FCP regional leads in evaluating new acquisitions and developments as well as executing existing projects in FCP's portfolio, including periodic travel to our target markets and assets; • Conduct acquisition and development underwriting, due diligence, leasing, reporting, operating and capital budgets, financings, and hold-sell analyses; • Work with external venture partners and internal staff to oversee asset and property level management decisions, including staffing and budgetary review and approval, leasing strategy, operational oversight, lender compliance and reporting; • Apprentice deal lead's in the negotiation and/or review of various legal documents, including transactional, leasing and service agreements, as well as risk management and loan agreements; • Assist with arranging and closing debt financing for acquisitions and development; • Create memos for presentation to investment committee, potential FCP investors and partners; • Work on broad range of initiatives, including sector and market research, as well as PropTech and ESG initiatives to implement best practices and enhance portfolio value; • Collaborate with development and construction managers and project consultants to execute capital projects and tenant buildouts with attention to market and leasing positioning, budget, finish detail and schedule; • Streamline information and report regularly to senior management to aid in strategic decision-making at the deal and partnership level; YOUR QUALIFICATIONS: • Bachelor's Degree with excellent academic credentials; • 3-5 years of relevant work experience in commercial real estate, particularly in an institutional atmosphere, ideally with commercial office acquisitions and/or asset management focus; • Demonstrated proficiency in real estate financial analysis and commercial leases; • Ability to analyze qualitative and quantitative information and translate into strategic deliverables; • Excellent written and oral communication skills; • Strong proficiency with Excel, PowerPoint, Word and ARGUS software; • Ability to work independently and within a team and oversee analyst staff workload and product; • Motivated self-starter with effective time management skills and strong attention to detail; • A desire to work within a fast-paced, collaborative and entrepreneurial environment; • Travel as necessary to meet with potential partners and visit assets; HOW TO APPLY: To be considered, please apply via FCP's website at ***************************************** About FCP: FCP invests in all asset classes and provides equity, preferred equity and structured debt investments for commercial and residential real estate. The firm, based in Chevy Chase, MD, owns and manages in excess of $4 billion in assets. FCP is currently investing its sixth investment fund, a $1.06 billion commingled, value-add discretionary fund. Our 2023 Impact Report is located at ************************************* FCP is committed to hiring and retaining a diverse workforce. We are an Equal Opportunity Employer, making decisions without discrimination on the basis of race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, genetic information or any other protected class, in accordance with applicable law. For further information on FCP, please visit **********************

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

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo is seeking talent to join the 2026 Investment Banking Summer Internship in Corporate and Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **Investment Banking Overview** The Investment Banking group, which is organized by industry or product, is dedicated to understanding the unique competitive and operating environments of our clients. The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that includes debt and equity underwriting, mergers and acquisitions, and loan syndications. The team maintains active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced in delivering exceptional execution. You may be placed in an Industry Coverage or a Product Group. **Investment Banking Industry Coverage Teams** Provides a full range of investment banking and advisory services to clients in the following industries: + Consumer & Retail + Energy & Power + Financial Institutions Group + Healthcare + Industrials + Mid-Cap Investment Banking + Real Estate, Gaming, Lodging and Leisure (REGAL) + Technology, Media & Telecommunications **Investment Banking Product Teams** Provides a full range of execution capabilities and services to clients in the following products: + Corporate Finance + Equity Capital Markets + Global Institutional Client Group/Financial Sponsors + Investment Grade Debt Capital Markets + Leveraged Finance + Mergers and Acquisitions Additional product groups: + Diverse Segments + Fund Finance + Sustainable Finance and Advisory **WHAT THE PROGRAM OFFERS** The **IB Summer Internship** is designed to provide undergraduate students an in-depth understanding of the day-to-day responsibilities of a full-time employee. Summer Interns receive a comprehensive professional and educational experience through on-the-job training by joining a business group and working alongside team members who are experts in their fields. In addition, the program offers organized activities that allow Summer Interns to receive analytical training, meet senior executives, and network with other participants across business lines. IB Summer Interns, depending on the group to which they are assigned, assume significant responsibilities that may include: + Developing and maintaining models to depict projected financial results and to value companies + Working closely with senior bankers to prepare presentations and other materials for clients + Performing comprehensive and in-depth company and industry research + Participating in strategic planning and assisting in the execution of advisory services + Conducting financial and credit analysis, preparing credit packages, and monitoring existing deals + Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers **Program duration:** 10 weeks **Program Locations** : Primary locations include Charlotte and New York, with limited opportunities available in, but not limited to Chicago, Houston, and Washington, D.C. **Pay Range:** + Charlotte: $53 Hourly + Chicago: $53 Hourly + Houston: $53 Hourly + New York: $53 Hourly + Washington, D.C.: $53 Hourly **REQUIRED QUALIFICATIONS:** + 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **DESIRED QUALIFICATIONS:** IB Summer Interns must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is preferred that your background includes: + Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment + Ability to work effectively, as well as independently, in a team environment + Ability to work in a fast paced deadline driven environment + Strong analytical skills with high attention to detail and accuracy + Excellent verbal, written, and interpersonal communication skills + Demonstrated interest in finance and the financial markets + Proven ability to take on significant responsibility + Energetic self-starter who is flexible, organized, conscientious, and proactive + An individual who demonstrates a sense of personal accountability and urgency for achieving results + Dedication to building a career in the financial services industry + Relevant internship experience + Bachelor's degree with an expected graduation in December 2026 or May/June 2027 + Strong academic achievement Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $18.00 - $65.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 22 Aug 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-426698

Located 45 minutes from the Nation's Capital, nestled in a history-rich community of southern Maryland, The College of Southern Maryland (CSM) is a two-time Aspen Award-winning institution (top 15% of Community Colleges) with academic programs in over 100 disciplines. CSM is among America's top 100 producers of Minority Associate Degrees in twenty categories, according to Diverse Issues in Higher Education. CSM offers excellent health insurance benefits; State Retirement Pension plan; wellness programs; Code Green early closure Fridays in the summer; college closure for spring break and several major holidays, including the week between Christmas and New Year; and for several days in March for Spring Break. We are an innovative institution committed to student success and well known for our flexibility to meet student and community needs. To meet short-term staffing needs, the college maintains this Temporary Pool for positions such as clerical/administrative support, cashiers, bookstore clerks, laborers, and other positions. Temp positions are filled on an as-needed basis. Positions may be for any College department, at any campus. The hours may vary. Once you have submitted your application to the temporary pool, your application will remain active for approximately one year. You will be notified when your application has expired. College of Southern Maryland conducts background checks in order to ensure the safety and well-being of the College's staff and students. The final candidate for this position will be subject to the following background checks: Criminal History Check, Sex Offender Registry Check, Motor Vehicle Check (for positions that require driving) and Credit Check (for cash-handling positions). College of Southern Maryland conducts background checks in order to ensure the safety and well-being of the College's staff and students. The final candidate for this position will be subject to the following background checks: Criminal History Check and Sex Offender Registry Check. Specific Duties and Responsibilities Duties will vary, depending on the position. Duties may include the following: clerical/administrative tasks data entry telephone coverage customer service research cashier/retail work bookstore clerks duties staffing athletic events working in the fitness center and/or pool laborer, assisting Building and Grounds Technicians child care aides Minimum Education and Training Minimum requirements depend on the position.

We are seeking a Trader/Analyst II to support our mortgage loan sales program by evaluating market trends and loan pipeline data to measure and manage interest rate and liquidity risk. This role will assist in developing and executing strategies to protect mortgage loan value, maximize profitability, and provide liquidity, income, and support for growth through loan securitization and sales into the secondary markets. The ideal candidate will be highly analytical, detail-oriented, and eager to contribute to a dynamic trading and risk management team with opportunities for growth and advancement. Bachelor's degree in finance, Economics, Statistics, or a related field (or equivalent combination of education, training, and experience). Experience in a Secondary Marketing or Capital Markets role, including mortgage pipeline hedging, risk management, and reporting. Strong analytical skills with the ability to perform complex mathematical calculations accurately. Proficiency in SQL and process scripting software for financial data analysis and reporting. Advanced Excel and database management skills for risk assessment and modeling. Strong research, problem-solving, and decision-making abilities with a high level of integrity and judgment. Effective communication skills, both verbal and written, with the ability to engage across all levels of the organization. Ability to work independently and within a collaborative team environment. Adaptability and the ability to work well under pressure in a fast-paced environment. Desired Qualifications Master's degree in finance, economics, statistics, or a related field. Chartered Financial Analyst (CFA) designation or progress toward completion. Proficiency in Mortgage Banking Risk Framework (QRM) and mortgage-related financial modeling. Working knowledge of mortgage banking accounting, including origination, secondary marketing, and servicing. Ability to influence, negotiate, and collaborate effectively to drive positive business outcomes. Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane Vienna, Virginia 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 141 Security Drive Winchester, VA 22602 Market & Risk Analysis: Assess mortgage-related data, risk management system reports, and real-time market information from sources such as Bloomberg, TradeWeb, and vendor market services. Monitor and interpret mortgage market and economic conditions to identify risks and opportunities for increasing loan sale profitability. Deliver daily global economic updates, assess potential impacts on hedging strategies, and recommend action plans. Monitor income margin targets by reviewing mortgage loan pricing and identifying areas for optimization. Trading & Execution: Ensure best execution of mortgage loan sales by evaluating market conditions and pricing opportunities. Enter and manage forward and futures market hedges to mitigate interest rate risk. Oversee mortgage-backed security (MBS) creation, ensuring proper structuring and execution within the secondary market. Enter trade executions into risk management systems, ensuring accurate tracking and portfolio monitoring. Monitor team transaction entries and fees recorded in the General Ledger to ensure accuracy. Hedging, Data Management & Collaboration: Provide ad hoc tactical and strategic reporting using SQL to support hedging, sales, and securitization decisions. Maintain and enhance automated risk management frameworks (QRM) on a daily, monthly, and quarterly basis. Collaborate across business units, including risk teams, accounting teams, and real estate lending teams, to align strategies and ensure accurate financial reporting. Ensure compliance with regulatory requirements related to mortgage loan sales, hedging, and securitization, and assist in audit or internal reporting as needed. Identify and implement automation or process improvements to enhance trading, risk management, and reporting efficiency. Work closely with broker-dealers, investors, and counterparties to optimize trade execution and market access.

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

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

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