Senior Investor Relations Associate
Investment Banker Job 17 miles from Ossining
a privately held alternative asset manager, PE and Credit fund with over $10 billion in AUM is looking for a senior investor relations professional.
RESPONSIBILITIESINCLUDE:
Manage investor information and maintain meeting/investor briefs and call notes
Formulate responses and complete ongoing LP inquiries.
o Compile timely and accurate client deliverables including DDQs, RFPs and various ad-hoc investor requests.
Produce materials for LPs including quarterly reports, marketing presentations, performance updates
In preparation for fundraising, assist in drafting fundraising materials including PPM, marketing presentation, due diligence questionnaires, etc.
Develop and maintain excellent relationships with the internal BDCM team as well as existing and prospective LPs.
REQUIREMENTS:
4+ years of relevant experience.
Self-motivated individual with meticulous attention to detail, positive attitude, and a pro-active approach to work.
Excellent communication and presentation skills (both written and verbal).
Investment Banking Associate
Investment Banker Job 14 miles from Ossining
Seeking three
experienced
investment banking associates* for full-time in person position at highly-successful boutique investment banking firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy.
Min. of 3
-years
of customer facing investment banking or buy-side analyst experience
w
i
th significant involvement in sales/origination role
. Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel; given our size, all staff are involved in all activities.
Ideal candidate is currently an associate at an investment bank or buy-side analyst experience with significant involvement in sales/origination role. You will have (or obtain) the following licenses: SIE, 7, 66 and 79.
*Two already hired.
Financial Representative | Top Training | Best Places to Work 2024
Investment Banker Job 19 miles from Ossining
GET MORE OUT OF YOUR CAREER
Choose a career where changing and impacting someone else's life for the better is also life-changing for you - personally, professionally and financially.
FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL
Are you looking for more fulfillment from your career? Are you experiencing some career frustrations or simply hit a ceiling? Now's the time to consider a career with Northwestern Mutual, where our advisors have found impact, long-term flexibility and unlimited earning potential.
Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.
Sounds exciting and scary all at the same time? Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training from one of Training Magazines Top 125 Training Programs and partner with industry experts until you're ready to do it on your own.
______________________________________________________________________
THIS CAREER OFFERS YOU:
Reimbursements for licensing to help you get started.
The ability to positively impact someone else's life.
Personalized mentoring and award-winning training programs.
Backing by Northwestern Mutual, an industry leader with a proven track record of success.
______________________________________________________________________
CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?
Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you'd be a good fit? See how many of the characteristics below match up to you:
You know how to connect with people, building personal, trusted relationships.
Financial planning is interesting to you.
You're a driven person who's committed to succeeding.
You're ready to earn more for your hard work.
You enjoy helping people make more informed, confident decisions.
You're ready to live the life you want, both personally and professionally.
______________________________________________________________________
A CAREER WITH ENDLESS OPPORTUNITIES
This career is primarily performance based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $78,939 in their first year, and there is potential for much more.
What's the catch? The first years can be tough as you're learning the business. But the trade-off is that you get to define what success looks like.
______________________________________________________________________
INCOME GROWTH OPPORTUNITY:
Average vs Top 25% vs Top 10%
Year 1 | $78,939 - $168,306 - $238,982
Year 5+ |$306,679 - $726,808 - $1,113,953
Beyond income, you'll also have access to a comprehensive benefits package:
Comprehensive medical insurance
Two fully-funded pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education
______________________________________________________________________
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, B2B, B2C, hospitality, banking, sales, marketing, management, educators, athletes, logistics, lawyers, attorneys, juris doctorate, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It's also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.
*** Financial Representative | Financial Advisor | Wealth Management Advisor ***
______________________________________________________________________
About Northwestern Mutual:
Northwestern Mutual has been helping families and businesses achieve financial security for 162 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $250.4 billion in assets, $28.2 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $100 billion of client assets as a part of its wealth management and investment services.
Recent Awards and Accolades:
-FORTUNE 102 (FORTUNE 500, 2020)
-One of the “World's Most Admired” life insurance companies (FORTUNE Magazine, 2020)
-Best Places to Work #82 (Glassdoor, 2021)
-Highest Rated CEO's (Glassdoor, 2019)
-50 Best Companies for Diversity (Black Enterprise Magazine, 2016)
-50 Best Companies to Sell For (Selling Power Magazine, 2016)
Compensation:
Commission-based role
Benefits:
Dental insurance
Health insurance
Vision insurance
Schedule:
Monday to Friday
Ability to commute/relocate:
Paramus, NJ 07652
Associate - Corporate Restructuring Financial Advisory
Investment Banker Job 14 miles from Ossining
Associate - Corporate Restructuring Financial Advisory ***CPA LICENSE REQUIRED***
(100%)
CPA license REQUIRED
Compensation: $120,000 to $140,000 base salary
(commensurate with experience)
plus competitive bonus potential and benefits
ASSOCIATE, CORPORATE RESTRUCTURING ADVISORY (onsite in Greenwich, CT):
CPA (Certified Public Accountant) license REQUIRED
; 3+ year exp. (i.e. restructuring / distressed financial advisory, investment banking, management consulting, leveraged finance, mergers & acquisitions, valuation private equity, Big 4 accounting / advisory or similar); strong academic record from a leading undergraduate / graduate program; advanced Excel; superior financial modeling skills (i.e. LBO, DCF); self-motivated and able to work under pressure to meet deadlines. $120,000 to $140,000 commensurate with experience + bonus + comprehensive benefits.
Summary: The Firm is currently hiring Associates for the Greenwich, CT office.
In this role, you will participate in all aspects of the firm's engagements, including assisting with bankruptcy related financial and legal analysis, litigation, developing complex financial models, providing valuations, evaluating strategic alternatives and quantifying damages. You will work closely with all team members on a variety of engagements representing clients such as debtors, CROs, chapter 7, 11 and liquidating/litigation trustees, creditors, creditors' committees and plan administrators in cases spanning a range of industries.
Responsibilities of Associate, Corporate Restructuring:
Technical Skills: must successfully complete modeling or other technical skills testing prescribed by the Company
Analytics: evaluation of first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses, SOALs / SOFA/s / MORs, KEIP & KERP analyses, liquidation, wind-down and claims analyses and three statement models
Financial Modeling: creating detailed 3-statement financial models, ad hoc analytics and company valuations
Client Focus: assisting with the preparation of pitch books and providing thoughtful research and analysis for potential clients
Communication: working directly with senior personnel at Province and our clients to develop comprehensive solutions to complex financial challenges across multiple industries
Ability to recognize underlying issues and condense large amounts of financial and legal information into logical, thoughtful and concise solutions and/or presentations
Qualifications for Associate, Corporate Restructuring:
CPA license REQUIRED
Education: strong academic record from a leading undergraduate / graduate program
Experience in restructuring / corporate restructuring / restructuring advisory work will be viewed favorably
Experience including investment banking, private equity, finance, financial consulting, or relevant corporate positions with a financial or accounting focus will be considered favorable.
Advanced Excel & PowerPoint capabilities; Financial Modeling skills ideal
Proficient with financial/data analytics
Familiarity with the US Bankruptcy code is a plus
Highly detail-oriented with strong organizational skills
Action-oriented
***PLEASE NOTE: Candidates applying for these positions must possess CPA license and advanced Excel & PowerPoint skills ****
Equity Trader Position
Investment Banker Job 22 miles from Ossining
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 ***************************
J.P. Morgan Wealth Management- Private Client Investment Associate - New City, NY
Investment Banker Job 7 miles from Ossining
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Engage actively in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
J.P. Morgan Wealth Management- Private Client Investment Associate- New City, NY
Investment Banker Job 7 miles from Ossining
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
J.P. Morgan Wealth Management- Private Client Investment Associate - New City, NY
Investment Banker Job 7 miles from Ossining
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Engage actively in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
J.P. Morgan Wealth Management- Private Client Investment Associate - New City, NY
Investment Banker Job 7 miles from Ossining
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Engage actively in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Investor Relations Associate (USA)
Investment Banker Job 17 miles from Ossining
Trexquant is a growing systematic fund manager with a core team of highly accomplished researchers. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity, futures, and credit markets.
As our Investor Relations Associate, you will play an integral part in our efforts to build awareness of our compelling narrative, coordinate targeted marketing materials, help execute investor outreach campaigns, as well as provide client service to our existing investors.
Responsibilities
Support and service existing investors, including preparing materials for periodic update calls, investor communications, and responses to investor due diligence.
Coordinate scheduling of investor meetings with senior management, and produce necessary materials in preparation, as well as aspects of follow-up.
Develop robust internal processes for streamlined engagement with prospective investors and internal stakeholders.
Build and maintain relationships with existing investors while helping identify and engage prospective investors.
Contribute to the development of comprehensive marketing strategies to attract new investors and develop relationships with existing clients.
Enhance marketing materials such as pitch decks, website content, brochures, and thought leadership pieces
Investigate changes in the investor landscape, and articulate how changes should inform our strategy.
Prepare presentations and reports that articulate our fund's performance, strategy, and market insights.
Coordinate with capital introduction teams and consultants to create a process of scheduling key conferences, roadshows, and one-on-one meetings.
Conduct market research and competitor analysis to stay ahead of industry trends.
Requirements
Bachelor's degree in Marketing, Finance, Business Administration, or a related field; Master's degree or MBA preferred.
3+ years of experience in investor relations, or communications, preferably within the financial services or hedge fund industry.
Strong understanding of systematic investment strategies and the hedge fund landscape.
Analytical skills to prepare responses to investor inquiries
Excellent communication, presentation, and writing skills.
Ability to work independently and as part of a team in a fast-paced environment.
Benefits
Competitive salary plus bonus tied to your performance
Comprehensive benefits including healthcare and insurance
J.P. Morgan Wealth Management- Select Group Private Client Investment Associate- White Plains, NY
Investment Banker Job 11 miles from Ossining
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As part of Consumer Banking, you will provide client service, operational marketing and administrative support to primarily Private Client Advisor(s) within J.P. Morgan Wealth Management
Job responsibilities
Aid the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management
Assist in managing relationship and account reviews; prepare timely and accurate performance reports
Help identify cross Line of Business partnership opportunities
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Facilitate accurate and timely account set up, money movement and investment trades
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within required timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title
What you will receive
Comprehensive compensation that includes a base salary, monthly incentives based on revenue shares
J.P. Morgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.
As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
J.P. Morgan Wealth Management - Private Client Investment Associate West Harrison, NY
Investment Banker Job 12 miles from Ossining
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Investor Relations Associate
Investment Banker Job 21 miles from Ossining
Job Title:
Investor Relations Analyst / Investor Relations Associate
Our company, with over $38 billion in assets under management, is an employee-owned firm founded in 1994 to provide a full range of private asset investment strategies to sophisticated institutional investors. Our company has expanded to become a firm of more than 130 professionals with offices in Darien (CT), Dallas (TX), Zurich, Hong Kong, and Singapore. The firm invests on behalf of its sponsored-funds and separate account clients in private equity primaries, secondaries, and direct investment across private equity, credit, and real estate sectors.
Role Overview:
We are seeking an intelligent, creative, and motivated individual to join the Firms Investor Services team in Darien, CT. These roles provide a unique opportunity to learn about a variety of alternative investment strategies, as well as excellent exposure to all areas of our business. The Analyst or Associate will work in a team-oriented environment and will interact with peers as well as with senior members of the Firms investment teams. The ideal candidate will be a self-starter possessing strong intellectual curiosity and an eagerness to learn about the Firm's businesses. Critical thinking, direct communication, clear and effective writing, and an ability to organize multiple objectives and effectively prioritize tasks are characteristics that can promote success in this role. The Analyst must be able to: (i) work independently and in group settings with minimal supervision; (ii) organize multiple tasks and manage relationships with both internal and external professionals; (iii) communicate clearly and effectively with junior and senior professionals across the Firm; (iv) ask questions and seek greater knowledge of the Firms business that may be unfamiliar; and (v) apply strong interpersonal, quantitative and technical skills effectively.
Specific responsibilities may include, but are not limited to, the following:
Interfacing with investors, clients and external service providers
Writing professional responses to investors/clients seeking answers to questions
Supporting senior team members in planning and preparing for investor and prospect meetings
Writing, editing and proofreading lengthy, detailed RFPs and RFIs
Editing and updating marketing materials for all fund and service offerings
Reading and learning to understand legal disclosure documents
Researching industry publications and databases to support marketing efforts
Creating and updating reports using the company systems
Performing detailed analyses on industry topics, competitors and client investment portfolios
Job Requirements:
Minimum requirements for the positions include, but are not limited to, the following:
Analyst will have 0-3 years relevant experience. Associate will have 2-5 years relevant experience.
Bachelors degree with a strong undergraduate track record
Exceptional written and verbal communication skills
Proficiency in Microsoft OfficeWord, Excel, and PowerPoint
Strong analytical, strategic, and problem-solving skills
Impeccable attention to detail
Ability to work under time pressure
Ability to interface with multiple systems to acquire needed information
Confidence to interact with all levels of management, both internally and externally
In addition to the above-mentioned requirements, the following are highly desired:
Relevant undergraduate course work, internships, and/or extracurricular activities
Experience with DealCloud.com or a similar CRM system
Special consideration will go to candidates with advanced skills in Power BI, DealCloud, SQL, VBA, or Burgiss Private i.
Institutional Investment Consultant
Investment Banker Job 6 miles from Ossining
Job Details Tarrytown NY, NYDescription
BMT (Brenner, McDonagh & Tortolani), a division of Christian Brothers Services is seeking a full-time Institutional Investment Consultant to work as a trusted advisor to Catholic client base in a collaborative, team-oriented environment. The consultant will advise on asset allocation, research and monitor investment managers, assist in implementing investment solutions, and deliver ongoing performance and portfolio analysis to clients. The consultant will provide proactive advice and recommendations on a range of investment related issues and provide client education as needed.
This position provides a unique opportunity for an investment professional to apply their skills in supporting a unique and special client base who desire to invest in a socially responsible way, aligned with their mission.
About the company: BMT Management & Financial Consultants, headquartered in Tarrytown New York, is a division of Christian Brothers Services, an Illinois based not for profit Catholic organization focused on cooperative insurance programs. From its inception in 1972, BMT has served over 240 religious institutes and their sponsored ministries with Finance Office Staffing & Support, Financial Management & Accounting, Government Benefit Eligibility Management, Investment Services, Long Term Planning, and Special Projects. The Investment Services team works closely with our client's Leadership and Investment Advisory Committees to establish investment policies and guidelines and to improve risk-adjusted performance of the client's investment assets in a way which is compliant with Catholic Values.
Pay: $150,000
Benefits:
403(b)
403(b) matching
Pension
Dental insurance
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance
Qualifications
Qualifications:
Strong knowledge of equity and fixed income markets
Experience working with clients in support of their investment goals and objectives
Experience interfacing with investment managers
Excellent verbal communications skills and attention to detail
Interest and willingness to understand and support the mission of our Catholic clients
Undergraduate degree is required, CFA/MBA desirable
Internal Investment Consultant
Investment Banker Job 17 miles from Ossining
Entrepreneurial. Collaborative. Community-Focused. Highly Motivated. Intellectually Curious. Agile and Creative Problem Solvers. These traits characterize AMG's culture - and we are looking to attract talented new team members who share these qualities and seek to build a long-term career among a community united by their collegial partnership orientation, ownership mindset, and disciplined execution in our collective pursuit of excellence.
Our strategy is to form unique and innovative partnerships with independent asset management firms around the world - we exist to help make these great firms even better. And, just as we act as catalysts for our partner firms' success, we invest in our people, our most valuable asset, generating some of our strongest returns as we work together to help each individual reach their highest potential. As a public company with a lean team, AMG provides cross-functional opportunities to flex your entrepreneurial spirit, expand your skillset, and grow as a professional; every team member is integral to our success. We also care deeply about the communities in which we work and live; our organization is further defined by our commitment to giving back through charitable giving and opportunities to volunteer.
We are a community. Join us.
Title: Senior Associate, Internal Investment Consultant
The Role:
AMG is seeking an Internal Investment Consultant, based out of Stamford, Connecticut. This Senior Associate will provide services to financial advisors throughout the country working in partnership with Regional Managers to maintain and cultivate relationships. The position's primary responsibilities are providing support to Regional Managers in the development of new business, maintenance of existing relationships, responding to requests, and resolving account issues and inquiries from financial advisors regarding separately managed accounts, mutual funds, and alternative products.
Core Responsibilities:
Contacts financial advisors within assigned territories regularly and manages the sales process.
Ability to converse knowledgeably with financial advisors and other key personnel about investment solutions and current economic and market conditions.
Respond to daily telephone inquiries on performance, and position of funds and managed accounts.
Supports Regional Managers in developing new business and supports existing relationships.
Provides account activity and sales reports to assist the sales team.
Qualifications and Attributes:
Required
Demonstrated excellence in customer service and client support.
Demonstrated excellence in telephone skills.
Prioritizes, plans and takes initiative.
Problem solving abilities; includes the appropriate people in the decision-making process.
Communicates effectively with colleagues, financial advisors, and clients in writing and speaking.
Detail oriented, meets deadlines and executes responsibilities with minimal errors.
Treats others with respect and consideration.
Bachelor's degree required. Degree in a business-related major preferred.
Preferred
Knowledge of the Investment Management Industry preferred.
Proficient in Microsoft Office. Knowledge of workflow and CRM packages a plus.
1-3 years of experience. Prior experience within the financial services industry preferred.
SIE or progress toward obtaining SIE, FINRA Series 7 and/or equivalent, preferred but not required. Must be obtained post hire.
Benefits:
Robust and competitive benefits package, including comprehensive health and dental plans, 401(k) employer match and profit-sharing, professional development program, employee referral program, annual philanthropic gift-matching, and hybrid work schedule.
About AMG Funds LLC:
AMG's Wealth platform provides access to certain of AMG's partner firms, which include leading independent investment management firms. Through our Wealth platform, we provide a broad array of our Affiliates' differentiated investment strategies to the financial advisor community and their clients to help clients achieve their long-term investing goals.
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by employees in this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
AMG is an equal-opportunity employer. AMG believes diversity is an essential part of our commitment to a quality workforce and considers all candidates for employment regardless of their race (inclusive of traits historically associated with race, including but not limited to hair texture and protective hairstyles), color, ethnicity, religion, religious creed, sex, pregnancy or pregnancy-related condition, medical condition, sexual orientation, gender identity or expression, age, national origin (including language), physical or mental disability, genetic information, ancestry, veteran status, military service, application for military service, marital status, or any other category or status protected by applicable law.
J.P. Morgan Wealth Management- Private Client Investment Associate - New City, NY
Investment Banker Job 7 miles from Ossining
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Engage actively in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
ERCOT Trader
Investment Banker Job 17 miles from Ossining
Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be the solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us!
Job Description
Statkraft trades energy products in more than 20 countries and is active on 13 energy exchanges. Proprietary trading takes place mainly from trading rooms in Oslo, Düsseldorf, London and the Unites States. Statkraft trades power, natural gas, carbon certificates, dry bulk products, metals, oil and petroleum products in the global markets.
The Proprietary Trading department at Statkraft is known for its innovative and data-driven approach, and our team members are expected to have strong analytical and problem-solving skills, as well as a passion for renewable energy. Collaboration is a key part of the culture in Trading and employees work closely with other teams within the company. Working in Proprietary trading at Statkraft offers opportunity to be part of a dynamic and growing company that is at the forefront of the energy transition, while gaining valuable experience in the fast-paced and exciting world of energy trading.
We are seeking an experienced ERCOT trader with a proven track record. You will be analytically minded and subject matter expert within the ERCOT market and work well in a collaborative, team environment.
This will be a full time position based in Stamford, Connecticut, reporting into the Head of Power & Gas. You will support the growth of our business whilst owning the following responsibilities:
Market Analysis
: Conduct thorough analysis of the ERCOT market, including supply and demand forecasts, price trends, and market fundamentals.
Trading Execution
: Execute trades in the real-time and day-ahead markets, optimizing portfolios to maximize profitability while managing risks.
Risk Management
: Identify, assess, and mitigate trading risks. Ensure adherence to risk management policies and procedures.
Strategy Development
: Develop and implement trading strategies based on market analysis and forecasts. Continuously improve strategies to adapt to market changes.
Collaboration
: Work closely with other members of the team to ensure aligned strategies and compliance. Communicate market insights and trading performance to senior management.
Technology Utilization
: Utilize trading platforms, analytical tools, and software to support trading activities. Stay updated on technological advancements in the market.
Continuous Improvement
: Monitor market developments and industry trends.
Qualifications
University degree in Mathematics, Economics, Science or similar
Proven track record in fundamental analysis of the Power markets
Strong analytical and quantitative skills.
Proficiency in trading platforms and analytical tools.
Excellent understanding of ERCOT market rules and regulations.
Ability to make quick decisions under pressure.
Strong communication and interpersonal skills.
Detail-oriented with strong organizational skills.
Coding skills (python) is a plus
Additional Information
What we offer
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
This includes:
Unlimited learning opportunities at various levels of the organisation
The chance to grow your career alongside a truly global network of experts, leaders, specialists and graduates from different countries and backgrounds.
The opportunity to work somewhere with pride, and to be able to honestly say “My work is contributing to saving the planet”.
Being part of a company proudly certified as a ‘Great Place to Work'.
Statkraft offers competitive terms of employment and benefits schemes, and we're a trusted employer that puts the safety of our people first. We believe that a safe and healthy working environment is a matter of choice, not chance.
Statkraft manages critical infrastructure and services in several countries. The applicant must be eligible for security clearance and authorisation.
ERCOT Trader
Investment Banker Job 17 miles from Ossining
Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be the solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us!
Job Description
Statkraft trades energy products in more than 20 countries and is active on 13 energy exchanges. Proprietary trading takes place mainly from trading rooms in Oslo, Düsseldorf, London and the Unites States. Statkraft trades power, natural gas, carbon certificates, dry bulk products, metals, oil and petroleum products in the global markets.
The Proprietary Trading department at Statkraft is known for its innovative and data-driven approach, and our team members are expected to have strong analytical and problem-solving skills, as well as a passion for renewable energy. Collaboration is a key part of the culture in Trading and employees work closely with other teams within the company. Working in Proprietary trading at Statkraft offers opportunity to be part of a dynamic and growing company that is at the forefront of the energy transition, while gaining valuable experience in the fast-paced and exciting world of energy trading.
We are seeking an experienced ERCOT trader with a proven track record. You will be analytically minded and subject matter expert within the ERCOT market and work well in a collaborative, team environment.
This will be a full time position based in Stamford, Connecticut, reporting into the Head of Power & Gas. You will support the growth of our business whilst owning the following responsibilities:
Market Analysis: Conduct thorough analysis of the ERCOT market, including supply and demand forecasts, price trends, and market fundamentals.
Trading Execution: Execute trades in the real-time and day-ahead markets, optimizing portfolios to maximize profitability while managing risks.
Risk Management: Identify, assess, and mitigate trading risks. Ensure adherence to risk management policies and procedures.
Strategy Development: Develop and implement trading strategies based on market analysis and forecasts. Continuously improve strategies to adapt to market changes.
Collaboration: Work closely with other members of the team to ensure aligned strategies and compliance. Communicate market insights and trading performance to senior management.
Technology Utilization: Utilize trading platforms, analytical tools, and software to support trading activities. Stay updated on technological advancements in the market.
Continuous Improvement: Monitor market developments and industry trends.
Qualifications
University degree in Mathematics, Economics, Science or similar
Proven track record in fundamental analysis of the Power markets
Strong analytical and quantitative skills.
Proficiency in trading platforms and analytical tools.
Excellent understanding of ERCOT market rules and regulations.
Ability to make quick decisions under pressure.
Strong communication and interpersonal skills.
Detail-oriented with strong organizational skills.
Coding skills (python) is a plus
Additional Information
What we offer
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
This includes:
Unlimited learning opportunities at various levels of the organisation
The chance to grow your career alongside a truly global network of experts, leaders, specialists and graduates from different countries and backgrounds.
The opportunity to work somewhere with pride, and to be able to honestly say “My work is contributing to saving the planet”.
Being part of a company proudly certified as a ‘Great Place to Work'.
Statkraft offers competitive terms of employment and benefits schemes, and we're a trusted employer that puts the safety of our people first. We believe that a safe and healthy working environment is a matter of choice, not chance.
Statkraft manages critical infrastructure and services in several countries. The applicant must be eligible for security clearance and authorisation.
Quantitative Power Trader (Portfolio Manager)
Investment Banker Job 17 miles from Ossining
I am working with an 8 billion AUM hedge fund looking to bring on an experienced Systematic Power Trader & Portfolio Manager. The firm takes a fundamental approach to their research and strategy development with a Systematic & Quantitative execution. They are looking for someone with the following:
Responsibilities:
Manage a semi-systematic or systematic book focused on US Power markets (MISO, NYISO, ISONE,PJM, CAISO, EROT, or SPP)
Research, optimize, and implement new strategies
Conduct Quantitative research across energy markets (MISO, NYISO, ISONE,PJM, CAISO, EROT, or SPP)
Monitor and manage risk associated with trading activities
Work with quantitative researchers and analysts to best optimize execution of trades and signals
Requirements:
Minimum 5 years track record trading Energy markets including MISO, NYISO, ISONE,PJM, CAISO, EROT, or SPP
Exposure to Quantitative, Technical, and Fundamental research across energy markets
Hands on with Python for data
Bachelor's or Master's degree in Finance, Economics, Mathematics, Computer Science, Engineering, or a related field. PhD is a plus.
Compensation: Base salary of $200k to $350k + pnl split for qualified applican
ts
2025 Investment Services Summer Intern
Investment Banker Job 22 miles from Ossining
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Our Investment Services team
Our Investment Services organization provides you the opportunity to support our Global Corporate Trust & Custody or Global Fund Services team as you launch your career:
* U.S. Bank Global Corporate Trust & Custody is a leading provider of corporate trust services and custody solutions in the United States and Europe, serving private and public companies, government and tax-exempt entities, and financial services companies. Our teams provide expert guidance backed by financial strength and resources to help our clients achieve success.
* U.S. Bank Global Fund Services offers a full array of finance functions: fund accounting, fund administration, regulatory support, transfer agent and custody. Our solutions are available as a comprehensive suite or independently. Clients serviced are firms that offer registered and unregistered investment vehicles. Vehicles we provide services to include open-ended, closed-ended, hedge funds, fund of funds, offshore funds, exchange-traded products or UCITS. Some of our client relationships began at our inception. Creating and maintaining strong partnerships with our clients is at the core of what we do.
What you'll do
Our 10-week paid internship will provide you with the foundational knowledge on how investment services meet clients' needs. You will be exposed to diverse roles broadly focused on operational, comprehensive asset servicing management. You will receive accelerated learning and skill development through a mix of on-the-job training, mentorship, a community of peers and advisors, and a pathway to our full-time Investment Services Development Program upon graduation.
As an Investment Services Intern, you'll:
* Get hands-on experience working on projects that impact the business such as:
* Performing research, analysis, review, development, implementation, and monitoring of new and/or revised products/services.
* Analyzing current costs and estimates the cost or cost savings and enhanced benefits that may be achieved by implementing a recommendation.
* Compiling and analyzing information for an assigned project or area and making recommendations based on findings.
* Co-leading and influencing a working team of project staff.
* Acting as a project liaison with other departments.
* Develop technical and business acumen through training, mentorship, and exposure to senior executives
* Build a supportive community of peers through a variety of cohort strengthening activities such as social events, volunteer days, and development workshops
Who we're looking for
Are you interested in understanding how assets move in our financial markets? Would you like working in an operations-focused environment, ensuring consistent process execution in support of our domestic and global institutional client relationships? If you are process-savvy and detail-oriented, with strong data analytics and communications skills, then the Investment Services Internship may be right for you! Our ideal candidate is operations-minded, with interests in data analytics and serving our clients across an end-to-end lifecycle of transaction management.
Basic qualifications:
* Pursuing a bachelor's degree with a target graduation date of December 2025 or May 2026
* Basic understanding of Financial/Accounting terms, concepts, and applications
* Ability to start internship program on June 9, 2025
Preferred qualifications:
* Strong interest in finance, accounting, operations, and/or investment management
* Exceptional communication and presentation skills
* Strong work ethic with a proactive, flexible attitude and a desire to pitch in wherever needed
* Developed problem solving skills and a solutions-focused approach to addressing challenges
* Outstanding teamwork and project execution skills with multitasking capability
* Unwavering integrity and ethics
* Proficient in Office 365, with strong skills in Excel
Internship benefits
* Meaningful, hands-on work that impacts the business
* Networking opportunities with senior leadership, U.S. Bank team members, and interns
* Option for sign-on bonus
* Potential for a fulltime offer upon graduation into a development program
Working model and hours:
This role is hybrid. Interns who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working days. Interns work approximately 40-hours each week during the internship.
The application process
If you are interested in applying and learning more, click on the Apply Now icon to submit your application.
This position is not eligible for visa sponsorship.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $26.39 - $29.03
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
U.S. Bank accepts applications for this position on an ongoing basis.