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  • Associate, Financial Planning & Analysis

    Santander Holdings USA Inc.

    Investment banker job in Quincy, MA

    Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality. The incumbent will provide well-analyzed and defined recommendations on process improvements while influencing others regarding the FP&A policies, practices, and procedures. Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure. Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making. Influences others regarding FP&A process policies, procedures, and practices. Recommends industry and peer data sources to enhance reporting with benchmarks to support business cases. Coaches and reviews the work of lower level professional to help execute the financial management function. Implements solutions to existing problems. Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget. Informs and becomes informed via an exchange of facts, statuses, ideas, and issues. Acts as subject matter expert providing functional and technical guidance to team. Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Business Administration, Accounting and/or Economics or equivalent field - Required. Master's Degree: Business Administration, Accounting and/or Economics - Preferred. 5+ Years Financial Planning and Analysis in the Banking or Financial Services Industry - Required. Excellent verbal and written communication skills. Ability to convey a sense of urgency and drive issues/projects to closure. Ability to prioritize and manage multiple projects simultaneously. Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations. Strong financial analysis, modeling, and problem-solving. Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills. Excellent interpersonal skills with ability to build relationships at all levels of management. Excellent leadership skills. Strong Proficiency in PowerPoint, Excel, Word. Strong experience in and knowledge of financial planning and analysis. Ability to multi-task and meet strict deadlines. Ability to effectively communicate complex financial transactions and strategies. Ability to effectively interact with the market, executive management and vendors. Detail oriented with the ability to research, organize and analyze financial data. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $69,375.00 USD Maximum: $117,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. Primary Location: Quincy, MA, 1 Enterprise Drive-Quincy-Corp Other Locations: Massachusetts-Quincy Organization: Santander Holdings USA, Inc.
    $69.4k-117.5k yearly 1d ago
  • M&A and Project Finance Assosiate

    Greenvolt Power

    Investment banker job in Boston, MA

    We are seeking a detail-oriented professional to join our U.S. team to support project finance and M&A activities. The role will be heavily involved in building financial models, conducting due diligence for acquisitions, and preparing materials for internal investment committees and senior management approvals. Working closely with senior team members, this position will provide critical analytical support across financings, acquisitions, and partnerships Key Responsibilities Develop, maintain, and audit project- and portfolio-level detailed financial models for acquisitions, financings, and greenfield renewable energy projects. Conduct valuation, cash flow projections, and scenario/sensitivity analyses. Assist in the origination, evaluation, and execution of acquisition opportunities in the renewable energy sector. Assist with due diligence for acquisitions and investments, coordinating inputs from technical, legal, and commercial workstreams. Prepare presentations, memos, and investment packages for internal approvals and decision-making. Support the structuring and execution of debt and tax equity financings under senior team guidance. Research and analyze market trends, competitor activity, and policy developments to inform strategic decision-making. Help track and organize documentation for transactions and financing processes. Qualifications Bachelor's degree in Finance, Economics, Business, Engineering, or related field (MBA or advanced degree a plus). 2-5 years of experience in project finance, investment banking, corporate development, or related field (renewable energy experience strongly preferred). Strong technical skills in financial modeling, valuation, and Excel-based analysis. Demonstrated experience supporting M&A and/or project finance transactions through diligence and closing. Excellent writing and presentation skills, with the ability to distill complex analyses into clear internal materials. Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously. Knowledge of renewable energy project development processes (wind, solar, storage) is a strong plus What we offer Steady job in an international company Professional growth in fast developing team experienced in the field of renewable energy Hybrid working model Flexible working hours Day off on your birthday Benefits package: Private medical care Sharing the costs of professional training & courses 401 (k) 📩 Apply now and help us power a cleaner tomorrow.
    $41k-73k yearly est. 4d ago
  • Associate, Investment Valuation

    Global Atlantic Financial Group 4.8company rating

    Investment banker job in Boston, MA

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION SUMMARY Global Atlantic is seeking a candidate to join the independent price verification team. The individual will review quarterly valuations for a large portfolio of securities, loans, real estate, derivatives and other investments ($170B+). The candidate will focus on private asset classes including term loans, lending facilities, consumer loans, commercial mortgage loans, residential mortgage loans, internal securitizations, funds and real estate. RESPONSIBILITIES * Co-ordinate and oversee the valuation of private investments by partnering with third-party valuation providers * Review/audit valuation model inputs and assumptions for private assets * Communicate with third party valuation specialists, provide feedback and commentary on their reports * Effectively communicate with the Deal Team, Portfolio Monitoring Unit, Operations, Sector Analytics and Investment Accounting * Prepare quarterly Valuation Committee materials and ad-hoc deliverables for management * Compile data from various sources and prepare summarized calculations * Communicate with external pricing vendors to challenge prices and share relevant market information * Research and review price movements and variances across various investments * Reconcile data across systems and reports * Identify process breakdowns, analyze the root cause, and build controls to ensure accuracy * Prepare workpapers in compliance with Sarbanes-Oxley Section 404 * Act as a point of contact for external auditors * Stay up to date on valuation best practices and ensure compliance with ASC 820 fair value guidance * Perform frequent ad hoc analysis and assist with special projects, as requested QUALIFICATIONS * Bachelor's degree in finance, economics or accounting * 4+ years of experience in fixed income pricing, valuation control, preparation of investment valuations or financial statement audit * Experience with private credit, asset-based finance and securitization * Ability to validate inputs/assumptions across structured credit * Knowledge of market data services like Bloomberg and other financial tools preferred * Experience with third party pricing providers like ICE Data Services, Refinitiv and S&P Markit Partners * Completed or in process of pursing CFA designation * Excellent computer skills, including MS Excel, Word, and PowerPoint * Meticulous attention to detail, delivering high quality output consistently * Thorough documentation and analytical skills * Clear, concise and structured communication * Strong interpersonal skills, collaborative, energetic and inquisitive #LI-KS1 Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this role is $140,000 - $170,000 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $140k-170k yearly Easy Apply 55d ago
  • Associate - Investment Funds

    Advocates Legal Recruiting

    Investment banker job in Boston, MA

    Mid -Level Associate | Investment Funds | AmLaw 100 Firm Offices: New York, Boston, Chicago, Houston, San Diego, Washington, D.C. Our AmLaw 100 client is seeking a mid -level associate to join its Investment Funds group. This is a key opportunity for attorneys with private equity fund formation experience to step into a high -impact role at a top -tier platform. The Role You'll advise fund sponsors on structuring and launching private investment vehicles across a range of asset classes. Expect to handle fund formation, internal sponsor arrangements, operational matters, and regulatory issues. The group operates at scale across major financial centers and is known for its cross -office collaboration and sophisticated sponsor -side work. What You Bring At least 3 years of experience focused on private equity fund formation Exposure to fund operations and regulatory frameworks Strong drafting skills and the ability to manage complex workstreams Experience advising institutional clients on sponsor -side matters is key Why This Role The team is deeply entrenched in sponsor -side work across North America, Europe, and Asia, with significant deal volume and high -profile clients. Associates benefit from elite training, real client contact, and a clear path to advancement within a practice that consistently ranks at the top of its field. Confidential Inquiries Welcome If you're ready for a stronger platform, reach out directly for a discreet conversation. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
    $90k-154k yearly est. 60d+ ago
  • Associate, Investor Relations Private Equity

    Audax Group 4.4company rating

    Investment banker job in Boston, MA

    Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. For more information, visit the Audax Group website ******************* or follow us on LinkedIn. Position Summary: The Audax Private Equity Investor Relations team focuses on investor client management, fundraising/capital development, and investor reporting across a diverse and global investor base. The team is spearheading capital raising across all PE strategies, including our Flagship, Origins, and Audax Strategic Capital (ASC) funds. We are seeking a driven and detail-oriented Investor Relations Associate to join our dynamic team in Boston. This is a unique opportunity to be at the forefront of a fast-paced, high-performing group that serves as a critical link between the firm and its global Limited Partners (LPs). As a key contributor, you'll work closely across fundraisers, the internal operations team and other internal PE teams to play an integral role in supporting our fundraising initiatives and ongoing investor engagement efforts. We're looking for someone who thrives in a fast-moving environment, enjoys solving complex problems, and brings intellectual curiosity and initiative to everything they do. If you're a proactive team player with sharp analytical instincts, strong communication skills, and a passion for excellence, this is your chance to grow your career at a leading PE firm. Responsibilities: Fundraising & Investor Engagement Support Partner with fundraisers to manage territory pipelines and track investor activity. Conduct market and investor research to support territory planning and prospect targeting. Organize key fundraising materials in Audax' data room and support prospective LP requests for information. Monitor inbound inquiries from prospective investors, coordinating responses across internal teams and ensuring timely completion of investor deliverables. Lead the preparation, coordination, and submission of RFPs and DDQs for institutional clients, consultants, and other stakeholders. Support planning and execution of semi-annual advisory board meetings and annual LP meeting. Data Management & Reporting Maintain a centralized repository of standard responses and core fundraising documentation. Create standardized quarterly reports and investor communications using Audax' customer relationship management system (CRM), and respond to ad hoc data requests. Oversee creation and ongoing maintenance of prospective and existing investor account information (contacts, addresses, advisors) in the CRM and investor portal. Investor Onboarding & Team Process Coordination Assist with onboarding of new investor accounts, working with internal and external legal teams to help maintain organized records of legal and transfer documentation. Proactively identify and resolve issues to ensure smooth processes. Provide backup coverage for members of IR support colleagues Over time, collaborate with other teams such as Portfolio Valuation & Analytics, PE Finance and Business Solutions to develop analyses that support operational improvements and drive continuous improvements. Qualifications: Bachelor's degree with 2-4 years of previous professional experience in finance or investor relations preferred 1 year of experience with RFP/DDQ completion in financial services or a related industry is a plus Strong organizational skills and attention to detail Self-starter with the willingness to learn Ability to multitask and prioritize workload in an environment of tight deadlines and high-quality standards Team oriented; able to operate autonomously and collaboratively while flexing to support other team members as needed Excellent verbal and written communication skills A professional, proactive attitude Ability to handle confidential and sensitive information with appropriate discretion Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Knowledge of private debt or private equity industries, CRM databases (Dynamo, Salesforce) or alternative investment databases (Preqin, eVestment), is a plus For Massachusetts: The base salary range for this position is $94,500 - $130,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Audax Management Co. is an equal opportunity employer. Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.
    $94.5k-130k yearly Auto-Apply 8d ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate - Brookline, MA

    JPMC

    Investment banker job in Brookline, MA

    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 JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service, operational marketing, and administrative support. You will play a key role in supporting Advisors' business operations, from account opening to investment trades. You will also assist in building and maintaining client relationships, managing account reviews, and engaging in risk management. This role offers the chance to work in a dynamic environment where you will prioritize daily work, track progress, and consistently meet deadlines. Join us and contribute to fostering our team culture. 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.
    $90k-153k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative

    Bluestone Bank 3.2company rating

    Investment banker job in Pembroke, MA

    Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customers unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Lets get there, together! In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive: A competitive salary with performance-based incentives. Comprehensive medical with deductible reimbursement, dental, and vision coverage. An employer matching 401k plan. Training and professional development opportunities, including tuition reimbursement. Work life balance with paid time off, paid volunteer hours, and 11 paid holidays. As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by recommending and opening appropriate products and services to help them with their financial needs. You will be able to put your people skills to work by assisting with new and existing customers to understand their financial needs, resolve issues, and process teller transactions as required. Availability to work on Saturday mornings is required. Do you have no experience? We will train the right person. Starting at a Universal Banker Trainee, our training program will give you the opportunity to advance through the different levels of Universal Banker, while continuing to earn a competitive compensation. Pay for this position begins at $18.50 per hour. Do you have a year or more of experience? For the right person, we will start you at our mid-tier level while earning competitive compensation, and we will provide you with a training program that will allow you to move up to our Senior Universal Banker Level. Pay for this position begins at $21.50 per hour. Do you have three years or more of experience? The right person can start at our highest tier Senior Universal Banker level. This level provides competitive compensation and provides training for you to continue to grow in your position. Pay will be dependent on your experience. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Leads and participates in delivery of prompt and courteous customer service while following service expectations. Establishes proficiency of the Banks systems needed to effectively service customers. Researches and resolves customer inquiries and problems. Adheres to compliance regulations and operational policies and procedures. Cross-sells Bank products and services to meet customer needs. Processes financial transactions accurately and timely, balances within percentage guidelines. Assists with day-to-day operations of the branch. Provides coverage at any location required. Performs additional duties as requested. The pay range for this position $18.50 to $21.50 per hour and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employees pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under federal, state, and local laws. Requirements: Six months or more of customer service experience. High school Diploma or equivalent. Possesses strong customer service and excellent communications skills. Ability to quickly learn and properly use various software programs. Bilingual in Spanish or Portuguese is a plus. Compensation details: 18.5-21.5 Hourly Wage PI0d1d77c91c1c-31181-38836810
    $18.5-21.5 hourly 8d ago
  • Investment Strategist Intern, application via RippleMatch

    Ripplematch Internships 3.9company rating

    Investment banker job in Boston, MA

    This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch 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 leverage RippleMatch to build 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.
    $81k-131k yearly est. Auto-Apply 28d ago
  • Cramer Future Opportunities

    Cramer 4.4company rating

    Investment banker job in Norwood, MA

    Job Description Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!
    $74k-122k yearly est. 28d ago
  • Investment banking intern

    Caxton Wealth

    Investment banker job in Boston, MA

    Join an intellectually rigorous finance internship designed for high-performing individuals who are serious about launching a career in investment banking. This internship is tailored for ambitious individuals seeking real-world exposure in financial modeling, transaction analysis, and strategic advisory. You'll work alongside experienced professionals and gain front-line exposure to capital markets, company valuation, and deal execution workflows. Key Learning Areas & Tasks: Build and maintain detailed financial models using Excel, including DCF, precedent transaction, and comparables analysis. Conduct industry-specific market research and macroeconomic analysis to support transaction opportunities. Participate in the preparation of pitch materials, investor memos, and strategic presentations. Assist in developing client-ready documents including deal decks and financial summaries. Analyze company fundamentals and trends using earnings reports, M&A data, and public filings. Support business case development, sensitivity testing, and transaction structuring across live deals and internal projects. What We're Looking For: Currently studying or recently completed a degree in Finance, Economics, Business, or a quantitative discipline (or equivalent experience). Strong interest in investment banking, corporate finance, and financial markets. Familiarity with Excel modeling, PowerPoint presentations, and financial statement analysis. Sharp analytical mind, attention to detail, and strong communication skills. A proactive, resourceful, and self-motivated work ethic. International or multicultural experience is advantageous but not required. What You'll Gain: Practical training in valuation, M&A analysis, and financial strategy. Mentorship and structured feedback from professionals with experience at top-tier investment firms. A results-oriented environment that simulates real-world investment banking workflows. Flexible working arrangements - remote opportunities available. Compensation: Paid internship route accessible Ideal For: Aspiring investment bankers, finance enthusiasts, and high-agency individuals eager to gain elite experience before entering full-time analyst roles at investment banks and private equity firms.
    $50k-88k yearly est. Auto-Apply 7d ago
  • Experienced Banker - Float

    Cape Cod 5

    Investment banker job in Barnstable Town, MA

    Salary Grade: 14R In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank's customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES: Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy) Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption Safeguards customer trust by upholding duty of customer confidentiality Must comply with all required laws, regulations, policies and procedures Timely completion of all assigned learning activities Actively participate in Banking Center meetings and one-on-one coaching sessions Fulfills all Banking Center opening and closing activities Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner Proficient in determining customers' financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc. Works to develop and maintain a comprehensive knowledge of the Bank's products and services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc. Assists customers in preparing loan applications for home equity products and other consumer loans Participation/volunteerism in community groups and events Additional duties as assigned Responsible for providing overrides and mentoring for RB I and II staff EDUCATION, CERTIFICATIONS: Bachelor's degree preferred Nationwide Mortgage Licensing System (NMLS) registration Notary Public commission KNOWLEDGE, SKILLS & ABILITIES: Minimum two years banking experience Ability to mentor RB I and RB II team members Ability to independently complete transactions and all platform services, including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc. Ability to execute more complex account openings and transactions independently, e.g., business accounts, Demonstrated high level of judgement Demonstrated ability to fulfill the Banking Center opening and closing activities Proven customer relationship building experience Ability to act as Banking Center vault custodian Strong verbal and written communication skills Critical thinking, decision making and problem solving skills Must have cyber security awareness to protect the digital environment, the Bank, and customers Ability to demonstrate core competencies for Relationship Banker III level COMPETENCIES: Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner WORKING RELATIONSHIPS/CONTACTS: Existing and potential retail and commercial customers; Banking Center Manager and staff; other Bank staff. PHYSICAL DEMANDS: Frequent standing and moving throughout work location. Must also be able to: lift coin (about 50 lbs.) and carry it between the vault and the teller line; crouch down to about 2 feet off the floor to reach safe deposit boxes; utilize Banking Center equipment such as ATM, check scanner, cash dispenser/recycler, coin counter, coin roller, adding machine, office equipment, and computer. There is a large amount of repetitive movement of fingers and hands in order to complete forms, type and use the computer terminals. Must be able to relay information to and from customers and other employees verbally and in writing. Ability to obtain information from computer monitor to process transactions. Must be at work, ready to work, within assigned time schedule. WORKING CONDITIONS: (Typical working conditions with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position) Internal -- Work is normally performed in a climate-controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc). No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings. Position may require standing at a workstation. Frequent interaction with Bank customers. External -- Some travel to remote Bank locations will be required; this will include some overnight travel, not to exceed 5%. Environmental conditions are regular office and branch locations.
    $41k-91k yearly est. 60d+ ago
  • Private Client Banker - Downtown Crossing

    Jpmorganchase 4.8company rating

    Investment banker job in Boston, MA

    You have a passion 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 Compliance with Dodd Frank/Truth in Lending Act* 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: **************************************************************************
    $54k-129k yearly est. Auto-Apply 15d ago
  • Dream Job Resume Bank

    617Mediagroup

    Investment banker job in Boston, MA

    Interested in joining the 617MediaGroup team, but don't see a position that is the right fit for you? Don't worry. We are always looking for talented communicators, campaigners, designers, developers, and strategists to join our rapidly growing team. Feel free to submit an application here, and we will be in touch with next steps, when we have an opening that is a good fit.
    $40k-88k yearly est. Auto-Apply 60d+ ago
  • Banker I

    Middlesex Savings Bank 3.6company rating

    Investment banker job in Natick, MA

    It is the responsibility of the Banker I to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker I promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution. Responsibilities Customer Experience Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by recommending products and services to establish or extend customer relationships, including utilization of business partners as appropriate. Operational Excellence Ensures quality and accuracy of work. Demonstrates sound technical knowledge, including of Bank products, services and technology services. Stays informed of and adheres to alerts, procedures and policies. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others. Teamwork Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment. Credibility Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and Bank's strategic goals. Decision Making Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Brings requests for exceptions to branch supervisors as appropriate. Miscellaneous Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required. Requirements Education High School Diploma or its equivalent is Required some college Work Experience 6-12 months teller or similar customer service-related experience within banking; or a recent graduate of the Banker Trainee Program is Required Knowledge, Skills, and Abilities Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Demonstrated customer service, sales, organizational, communication, and interpersonal skills. Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office. Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds. Licenses and Certifications Must attain designation of Notary Public within 6 months. Required Expected Pay Range The expected annual pay range for this role is $37,927 to $54,024. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
    $37.9k-54k yearly Auto-Apply 10d ago
  • Associate, Investment Valuation

    Global Atlantic Financial Group Limited 4.8company rating

    Investment banker job in Boston, MA

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION SUMMARY Global Atlantic is seeking a candidate to join the independent price verification team. The individual will review quarterly valuations for a large portfolio of securities, loans, real estate, derivatives and other investments ($170B+). The candidate will focus on private asset classes including term loans, lending facilities, consumer loans, commercial mortgage loans, residential mortgage loans, internal securitizations, funds and real estate. RESPONSIBILITIES Co-ordinate and oversee the valuation of private investments by partnering with third-party valuation providers Review/audit valuation model inputs and assumptions for private assets Communicate with third party valuation specialists, provide feedback and commentary on their reports Effectively communicate with the Deal Team, Portfolio Monitoring Unit, Operations, Sector Analytics and Investment Accounting Prepare quarterly Valuation Committee materials and ad-hoc deliverables for management Compile data from various sources and prepare summarized calculations Communicate with external pricing vendors to challenge prices and share relevant market information Research and review price movements and variances across various investments Reconcile data across systems and reports Identify process breakdowns, analyze the root cause, and build controls to ensure accuracy Prepare workpapers in compliance with Sarbanes-Oxley Section 404 Act as a point of contact for external auditors Stay up to date on valuation best practices and ensure compliance with ASC 820 fair value guidance Perform frequent ad hoc analysis and assist with special projects, as requested QUALIFICATIONS Bachelor's degree in finance, economics or accounting 4+ years of experience in fixed income pricing, valuation control, preparation of investment valuations or financial statement audit Experience with private credit, asset-based finance and securitization Ability to validate inputs/assumptions across structured credit Knowledge of market data services like Bloomberg and other financial tools preferred Experience with third party pricing providers like ICE Data Services, Refinitiv and S&P Markit Partners Completed or in process of pursing CFA designation Excellent computer skills, including MS Excel, Word, and PowerPoint Meticulous attention to detail, delivering high quality output consistently Thorough documentation and analytical skills Clear, concise and structured communication Strong interpersonal skills, collaborative, energetic and inquisitive #LI-KS1 Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this role is $140,000 - $170,000 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $140k-170k yearly Auto-Apply 1d ago
  • Associate - Private Investment Funds

    Advocates Legal Recruiting

    Investment banker job in Boston, MA

    Private Funds Associate | NYC. SF. BOS. If you're a mid-level associate (class years 2020 to 2022) and you're not looking to be another cog in the BigLaw machine, read on. Our AmLaw 100 client is building out its powerhouse Private Investment Funds team, and they're looking for someone who's already been in the trenches of fund formation. You'll be working with top-tier PE, real estate, and tech sponsors who play in the billion-dollar sandbox. This is high-stakes, high-impact work. What you'll actually be doing: Running with private fund formation deals (not just supporting - leading) Drafting core docs, negotiating with LPs, and making regulatory headaches look easy Navigating the '33 Act, Investment Company Act, and Investment Advisers Act like a pro You should bring: 2-5 years at a top firm doing serious fund work A JD from a strong law school and the confidence to show it Bar admission in NY, CA, or MA (or close to it) The mindset of someone who likes to move fast, work smart, and not just follow the playbook Where you'll sit: New York, San Francisco, or Boston - your pick. Big firm infrastructure, but with a team that's lean, sharp, and trusted with the most sophisticated mandates. This is where smart attorneys go when they want to level up without selling out. Sound like you? Let's chat. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
    $90k-154k yearly est. 60d+ ago
  • Investment banking intern

    Caxton Wealth

    Investment banker job in Boston, MA

    Job Description Join an intellectually rigorous finance internship designed for high-performing individuals who are serious about launching a career in investment banking. This internship is tailored for ambitious individuals seeking real-world exposure in financial modeling, transaction analysis, and strategic advisory. You'll work alongside experienced professionals and gain front-line exposure to capital markets, company valuation, and deal execution workflows. Key Learning Areas & Tasks: Build and maintain detailed financial models using Excel, including DCF, precedent transaction, and comparables analysis. Conduct industry-specific market research and macroeconomic analysis to support transaction opportunities. Participate in the preparation of pitch materials, investor memos, and strategic presentations. Assist in developing client-ready documents including deal decks and financial summaries. Analyze company fundamentals and trends using earnings reports, M&A data, and public filings. Support business case development, sensitivity testing, and transaction structuring across live deals and internal projects. What We're Looking For: Currently studying or recently completed a degree in Finance, Economics, Business, or a quantitative discipline (or equivalent experience). Strong interest in investment banking, corporate finance, and financial markets. Familiarity with Excel modeling, PowerPoint presentations, and financial statement analysis. Sharp analytical mind, attention to detail, and strong communication skills. A proactive, resourceful, and self-motivated work ethic. International or multicultural experience is advantageous but not required. What You'll Gain: Practical training in valuation, M&A analysis, and financial strategy. Mentorship and structured feedback from professionals with experience at top-tier investment firms. A results-oriented environment that simulates real-world investment banking workflows. Flexible working arrangements - remote opportunities available. Compensation: Paid internship route accessible Ideal For: Aspiring investment bankers, finance enthusiasts, and high-agency individuals eager to gain elite experience before entering full-time analyst roles at investment banks and private equity firms. Powered by JazzHR 6kNkWGvCQE
    $50k-88k yearly est. 8d ago
  • Private Client Banker - Mansfield, MA Area

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in Mansfield, MA

    JobID: 210678515 JobSchedule: Full time JobShift: Base Pay/Salary: Canton,MA $22.50-$30.29; Mansfield,MA $25.00-$32.69 You have a passion 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 * Compliance with Dodd Frank/Truth in Lending Act* * 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: **************************************************************************
    $54k-128k yearly est. Auto-Apply 16d ago
  • Private Client Banker (New Build) Brigham Circle

    JPMC

    Investment banker job in Boston, MA

    You have a passion 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 Compliance with Dodd Frank/Truth in Lending Act* 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: **************************************************************************
    $40k-88k yearly est. Auto-Apply 3d ago
  • Experienced Banker - Dennis

    Cape Cod 5

    Investment banker job in Dennis, MA

    Salary Grade: 14R In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank's customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES: Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy) Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures Performs banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption Safeguards customer trust by upholding duty of customer confidentiality Must comply with all required laws, regulations, policies and procedures Timely completion of all assigned learning activities Actively participate in Banking Center meetings and one-on-one coaching sessions Fulfills all Banking Center opening and closing activities Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner Proficient in determining customers' financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc. Works to develop and maintain a comprehensive knowledge of the Bank's products and services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc. Assists customers in preparing loan applications for home equity products and other consumer loans Participation/volunteerism in community groups and events Additional duties as assigned Responsible for providing overrides and mentoring for RB I and II staff EDUCATION, CERTIFICATIONS: Bachelor's degree preferred Nationwide Mortgage Licensing System (NMLS) registration Notary Public commission KNOWLEDGE, SKILLS & ABILITIES: Minimum two years banking experience Ability to mentor RB I and RB II team members Ability to independently complete transactions and all platform services, including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc. Ability to execute more complex account openings and transactions independently, e.g., business accounts, Demonstrated high level of judgement Demonstrated ability to fulfill the Banking Center opening and closing activities Proven customer relationship building experience Ability to act as Banking Center vault custodian Strong verbal and written communication skills Critical thinking, decision making and problem solving skills Must have cyber security awareness to protect the digital environment, the Bank, and customers Ability to demonstrate core competencies for Relationship Banker III level COMPETENCIES: Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner #ZR
    $41k-91k yearly est. 56d ago

Learn more about investment banker jobs

How much does an investment banker earn in Plymouth, MA?

The average investment banker in Plymouth, MA earns between $99,000 and $302,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Plymouth, MA

$173,000
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