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Investment Banker Jobs in Reston, VA

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  • Private Investment Funds Associate

    Interlink Talent Solutions

    Investment Banker Job 17 miles from Reston

    Our client is seeking a highly motivated and skilled Mid-Level Associate to join their Private Investment Funds practice in Washington, DC. This is an exceptional opportunity to work with a growing team at the forefront of fund formation and regulatory matters within private equity, real estate, and technology sectors. Responsibilities: Play a key role in advising clients on fund formation transactions, with a focus on private equity, real estate, and tech-driven investments. Collaborate closely with partners and fellow associates on sophisticated matters involving private placements under the Securities Act of 1933. Provide counsel on structuring and compliance for unregistered funds under the Investment Company Act and advisers subject to the Investment Advisers Act. Oversee and coordinate core components of complex transactions while mentoring junior attorneys and contributing to client development. Qualifications: JD from a top-tier law school with outstanding academic credentials. Class year 2020-2022, with relevant and comparable law firm experience. Demonstrated expertise in private investment fund formation and structuring. Deep understanding of the '33 Act, Investment Company Act, and Investment Advisers Act. Superb verbal and written communication skills and a proactive approach to client service. Admission to the DC Bar, or ability to obtain promptly. Benefits: Join a market-leading private funds practice at an internationally respected firm. Work in a collaborative, high-performance team environment with strong professional development support. Enjoy access to cutting-edge transactions and top-tier clients across multiple industries. Competitive compensation. Comprehensive health and wellness benefits, professional development resources, and hybrid work flexibility. How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (******************************) or you can hit apply now.
    $86k-147k yearly est. 1d ago
  • Debt Finance Associate Attorney

    Lateral Link

    Investment Banker Job 17 miles from Reston

    Lateral Link is assisting a reputable law firm and repeat client seeking a mid/senior-level debt finance attorney with 3-6 years (2018-2021) of experience. The firm's debt financing attorneys represent both public and private companies as well as a broad range of institutional lenders in a variety of complex, structured financing transactions. They also have a strong focus on middle market private equity deals. The firm is very big in the healthcare industry and operates in a full-service capacity for those kinds of clients. 1850 billable hour requirement. The firm is believes in sustainable workloads and retaining happy associates. 3 days per week in office. The group is in the early stages of reviewing candidates. If you are interested and qualified, please submit your resume here or email me at ***********************
    $52k-93k yearly est. 51d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Investment Banker Job 15 miles from Reston

    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 ***************************
    $69k-128k yearly est. Easy Apply 60d+ ago
  • 2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst

    Jpmorgan Chase & Co 4.8company rating

    Investment Banker Job 17 miles from Reston

    JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details.
    $141k-234k yearly est. 29d ago
  • Investment Associate

    The Shopping Center Group 4.7company rating

    Investment Banker Job 6 miles from Reston

    Forum Partners, a global investment management company together with TSCG, a third party, privately held commercial real estate company located in D.C. Metro, is hiring an experienced Investment Associate. This role will work out of our Vienna office (Tysons Corner). The Investment Associate will be an integral part of the Investments team and will primarily be focused on execution for private credit funds which Forum manages in partnership with TSCG. The primary responsibility of this Associate is to support the Managing Director of Forums Investments team and TSCG management to execute on the underwriting, origination, documentation, reporting, and evaluation of mezzanine debt and preferred equity deployed throughout the Northeast, Mid-Atlantic, and Southeast regions. Qualifications Required * 2+ years of experience in real estate investment, investment banking, or similar roles * Bachelors degree required; Masters degree preferred * Strong analytical and business writing skills * Effective presentation skills * Extensive knowledge of Financial Modeling; Microsoft Excel based financial models * Ability to develop and maintain relationships with third parties * Travel is required 25% of the year Duties to include, but not limited to: * Private Credit Fund Execution: coordinate underwriting, origination process, and documentation of mezzanine loans and/or preferred equity investments across two or more private credit funds. * Coordinate calls, meetings, and pipeline updates with TSCG and Forum. * Underwrite loans which are sourced through TSCGs leasing and property management teams. * Track loan performance and work with Portfolio Management on reporting for the funds. * Financial Modeling: the candidate will be expected to prepare and update financial models related to debt and equity investments in real estate. * Structuring: the candidate will be expected to support the Managing Director and TSCG management on the structuring and documentation of new investments. This will require comfort working through legal documents. Forum Partners Overview Forum Partners is a global investment manager which specializes in identifying best-in-class management teams, investing in their platforms, and working with management to grow their businesses. Forum was founded in 2002 and has deployed approximately $7.7 billion of capital across 24 countries and over 100 investments. Forums portfolio of operating companies and affiliates directly or indirectly own or manage over $14 billion of commercial real estate in the United States and worldwide. For more information, visit forumpartners.com. TSCG Overview TSCG is a leading real estate services platform with capabilities including tenant services, leasing, sales, property management, construction, investment management, and data analytics. TSCG was founded in 1984 and now has 20 offices, and 300+ team members. Leasing oversees a 61 million square foot portfolio while property management covers more than 19 million square feet. For more information, visit tscg.com. Leading With Purpose Our goal is to sustain and grow a real estate services firm with a focus on long-term sustainability for our stakeholders, clients, properties, and operations. Achieving this vision requires every owner, manager, and employee to champion and uphold our Environmental, Social, and Governance (ESG) principles. These principles are integrated into all aspects of our business, from evaluating opportunities and investments to collaborating with landlords, investors, and occupier clients. By embedding ESG into our processes, we are committed to creating value, reducing risk, and enhancing client returns, while fostering a positive and supportive workplace for our team. United by Purpose TSCG is committed to creating an environment where all talents, perspectives, and experiences are valued. We believe that embracing our differences makes us stronger and drives our success. Together, we support our families, communities, and each other, fostering innovation in a competitive landscape.
    $120k-197k yearly est. 60d+ ago
  • Investment Banking Analyst - Defense & Government (Tysons Corner, VA)

    Baird 4.7company rating

    Investment Banker Job 7 miles from Reston

    Investment Banking Analyst Baird is a leading global investment bank with more than 400 banking professionals in the U.S., Europe and Asia. We provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, restructuring, debt advisory and equity financing transactions. Since 2017, Baird has completed more than 700 advisory transactions, representing nearly $255 billion in transaction value, and nearly 500 financings, raising $195 billion. Committed to being a great workplace, Baird ranked No. 34 on the 2024 Fortune 100 Best Companies to Work For list - its 21st consecutive year on the list. We are seeking a highly motivated experienced Investment Banking Analyst with at least one year of Investment Banking, Corporate Development, Consulting, or equivalent experience to join our Government & Defense team in Tysons Corner, VA. As an Investment Banking Analyst, you will: Play an integral role on investment banking teams, providing analytical support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, public equity offerings, and other financial advisory services for clients across the Government & Defense sector. Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Hone your skills by working closely with senior bankers and client senior management on a variety of transactions. Work primarily on domestic and cross-border M&A transactions, with clients including Fortune 1000 companies, private equity groups, and founder-run businesses. What makes this opportunity great: Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. What we look for: Candidates with experience working in a solution-focused environment who can hit the ground running. 12-24 months of full-time work experience (Investment banking preferred). Candidates must have a proven academic record and a passion for Finance. The ideal candidate will have: An enduring work ethic and track record of success. The ability to function equally well in both a team setting and on a self-directed basis. Excellent mathematical, writing, verbal and computer skills. SIE and Series 79 licensing preferred or the ability to quickly obtain. The Baird Difference In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and unique benefits including: Protected Friday night and Saturdays Periodic Sabbaticals during career Shareholder opportunities Mandatory paid time off (PTO) Robust 401k match and profit-sharing contribution Learn more about Baird's unique additional benefits here #DI Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $66k-92k yearly est. 60d+ ago
  • Investment Strategist Intern, application via RippleMatch

    Ripplematch 3.9company rating

    Investment Banker Job 17 miles from Reston

    This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field. Basic understanding of investment concepts, financial markets, and asset management strategies. Familiarity with financial modeling, quantitative analysis, and investment research techniques. Ability to assist in the analysis of market trends, economic data, and investment opportunities. Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models. Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, for working with investment teams and presenting findings. Eagerness to learn and stay updated with advancements in investment strategies and market conditions. Hands-on experience in creating and interpreting financial reports and investment portfolios. Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.
    $73k-118k yearly est. 6d ago
  • Investment Banking Summer Analyst-Healthcare

    B C Ziegler & Co

    Investment Banker Job 12 miles from Reston

    2025 SUMMER INTERNSHIP (Please only apply if you are looking for an internship in 2025) CORPORATE PROFILE Ziegler is a privately held, national boutique investment bank, capital markets and proprietary investments firm. Headquartered in Chicago with regional and branch offices in Minneapolis and throughout the U.S., Ziegler provides its clients with capital raising, M&A advisory, strategic advisory services, fixed income sales & trading and research. Ziegler is seeking an Investment Banking Summer Analyst to join its Healthcare Investment Banking Group in our Minneapolis office. ZIEGLER INVESTMENT BANKING Within the Investment Bank, Ziegler's Healthcare Investment Banking Group is focused on delivering best-in-class M&A advisory and financing solutions for companies and organizations across the healthcare industry. In our core practice areas of healthcare services and healthcare information technology, Ziegler is one of the most active M&A firms. Ziegler has long-standing relationships with global healthcare providers, information technology firms, and leading financial sponsors across the nation, giving us unique insight into the future direction of the healthcare industry. As a result, Ziegler Summer Analysts will have the opportunity to work alongside our experienced investment bankers on ongoing live deals and gain exposure to numerous engagement types: • Mergers & Acquisitions • Sell-side Advisory • Buy-side Advisory • Strategic Advisory • Capital Raising • Fairness Opinions and Valuations • Private Placements Ziegler also sponsors and manages a variety of private equity offerings and proprietary investment funds, and through its sponsored funds, Ziegler invests strategically in the healthcare, senior living, and education sectors. Additionally, Ziegler is an active participant in municipal sales and trading markets through Ziegler Capital Markets. INTERNSHIP DETAILS Position: Investment Banking Summer Analyst Group: Healthcare Investment Banking Timing: Internships generally start at the beginning of summer and end upon your return to school in the fall. Specific dates are flexible as of yet, but more information will be provided at a later date. This is a 10-week paid internship program. RESPONSIBILITIES Responsibilities may include but are not limited to: • Construct dynamic three statement operating models comprised of bottoms-up, case-driven projections • Conduct detailed financial models including DCF, LBO, and accretion /dilution models, as well as relative valuation analyses including public company comparables and precedent transactions • Assist in preparing Confidential Information Presentations, Management Presentations, and other deal marketing materials • Work alongside Ziegler deal team and client management team to facilitate buyer due diligence processes • Prepare analyses of strategic alternatives and valuation analyses for new business generation and pitch books • Conduct sector research and develop synthesized report on competitors, market dynamics, and industry outlook • Data collection and editing in Microsoft Excel and construction of PowerPoint presentations QUALIFICATIONS & REQUIREMENTS • Rising Senior with strong academic standing at a leading university or college • Demonstrated work ethic and willingness to excel in a fast-paced work environment • Proficiency in finance and accounting topics with strong written and oral communication skills • Ability to quickly learn on the job and accurately follow directions Location: Minneapolis, Minnesota Compensation: Fully paid
    $65k-103k yearly est. 8d ago
  • 2026 Summer Internship, Early Careers - Investment Banking

    Wells Fargo 4.6company rating

    Investment Banker Job 17 miles from Reston

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo is seeking talent to join the 2026 Investment Banking Summer Internship in Corporate and Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **Investment Banking Overview** The Investment Banking group, which is organized by industry or product, is dedicated to understanding the unique competitive and operating environments of our clients. The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that includes debt and equity underwriting, mergers and acquisitions, and loan syndications. The team maintains active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced in delivering exceptional execution. You may be placed in an Industry Coverage or a Product Group. **Investment Banking Industry Coverage Teams** Provides a full range of investment banking and advisory services to clients in the following industries: + Consumer & Retail + Energy & Power + Financial Institutions Group + Healthcare + Industrials + Mid-Cap Investment Banking + Real Estate, Gaming, Lodging and Leisure (REGAL) + Technology, Media & Telecommunications **Investment Banking Product Teams** Provides a full range of execution capabilities and services to clients in the following products: + Corporate Finance + Equity Capital Markets + Global Institutional Client Group/Financial Sponsors + Investment Grade Debt Capital Markets + Leveraged Finance + Mergers and Acquisitions Additional product groups: + Diverse Segments + Fund Finance + Sustainable Finance and Advisory **WHAT THE PROGRAM OFFERS** The **IB Summer Internship** is designed to provide undergraduate students an in-depth understanding of the day-to-day responsibilities of a full-time employee. Summer Interns receive a comprehensive professional and educational experience through on-the-job training by joining a business group and working alongside team members who are experts in their fields. In addition, the program offers organized activities that allow Summer Interns to receive analytical training, meet senior executives, and network with other participants across business lines. IB Summer Interns, depending on the group to which they are assigned, assume significant responsibilities that may include: + Developing and maintaining models to depict projected financial results and to value companies + Working closely with senior bankers to prepare presentations and other materials for clients + Performing comprehensive and in-depth company and industry research + Participating in strategic planning and assisting in the execution of advisory services + Conducting financial and credit analysis, preparing credit packages, and monitoring existing deals + Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers **Program duration:** 10 weeks **Program Locations** : Primary locations include Charlotte and New York, with limited opportunities available in, but not limited to Chicago, Houston, and Washington, D.C. **Pay Range:** + Charlotte: $53 Hourly + Chicago: $53 Hourly + Houston: $53 Hourly + New York: $53 Hourly + Washington, D.C.: $53 Hourly **REQUIRED QUALIFICATIONS:** + 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **DESIRED QUALIFICATIONS:** IB Summer Interns must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is preferred that your background includes: + Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment + Ability to work effectively, as well as independently, in a team environment + Ability to work in a fast paced deadline driven environment + Strong analytical skills with high attention to detail and accuracy + Excellent verbal, written, and interpersonal communication skills + Demonstrated interest in finance and the financial markets + Proven ability to take on significant responsibility + Energetic self-starter who is flexible, organized, conscientious, and proactive + An individual who demonstrates a sense of personal accountability and urgency for achieving results + Dedication to building a career in the financial services industry + Relevant internship experience + Bachelor's degree with an expected graduation in December 2026 or May/June 2027 + Strong academic achievement Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $18.00 - $65.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 22 Aug 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-426698
    $53 hourly 60d+ ago
  • Analyst - Investment Banking

    Friedman, Billings, Ramsey Group, Inc. 4.2company rating

    Investment Banker Job 15 miles from Reston

    The Analyst role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Analyst. Ability and willingness to undertake travel is required. This position is located in our Los Angeles, California office. Required Skills and Competencies * Minimum 1-2 years of experience at a professional services firm, consulting firm, audit firm or investment banking. * Track record of consistently delivering high-value work to meet client's needs. * Strong financial analysis and modeling skills. Strong understanding of financial statements. * Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment. * Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence. * Advanced knowledge of Excel and PowerPoint. * Exceptional customer service and interpersonal skills. * An undergraduate degree from a top academic institution and a strong GPA required. * Advanced degree(s) and applicable professional certification(s) are preferred. About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit ******************
    $72k-109k yearly est. 60d+ ago
  • Future Temporary Opportunities

    College of Southern Maryland 4.0company rating

    Investment Banker Job 33 miles from Reston

    Located 45 minutes from the Nation's Capital, nestled in a history-rich community of southern Maryland, The College of Southern Maryland (CSM) is a two-time Aspen Award-winning institution (top 15% of Community Colleges) with academic programs in over 100 disciplines. CSM is among America's top 100 producers of Minority Associate Degrees in twenty categories, according to Diverse Issues in Higher Education. CSM offers excellent health insurance benefits; State Retirement Pension plan; wellness programs; Code Green early closure Fridays in the summer; college closure for spring break and several major holidays, including the week between Christmas and New Year; and for several days in March for Spring Break. We are an innovative institution committed to student success and well known for our flexibility to meet student and community needs. To meet short-term staffing needs, the college maintains this Temporary Pool for positions such as clerical/administrative support, cashiers, bookstore clerks, laborers, and other positions. Temp positions are filled on an as-needed basis. Positions may be for any College department, at any campus. The hours may vary. Once you have submitted your application to the temporary pool, your application will remain active for approximately one year. You will be notified when your application has expired. College of Southern Maryland conducts background checks in order to ensure the safety and well-being of the College's staff and students. The final candidate for this position will be subject to the following background checks: Criminal History Check, Sex Offender Registry Check, Motor Vehicle Check (for positions that require driving) and Credit Check (for cash-handling positions). College of Southern Maryland conducts background checks in order to ensure the safety and well-being of the College's staff and students. The final candidate for this position will be subject to the following background checks: Criminal History Check and Sex Offender Registry Check. Specific Duties and Responsibilities Duties will vary, depending on the position. Duties may include the following: * clerical/administrative tasks * data entry * telephone coverage * customer service * research * cashier/retail work * bookstore clerks duties * staffing athletic events * working in the fitness center and/or pool * laborer, assisting Building and Grounds Technicians * child care aides Minimum Education and Training Minimum requirements depend on the position.
    $50k-68k yearly est. 60d+ ago
  • Trader/Analyst II

    Navy Federal Credit Union 4.7company rating

    Investment Banker Job 6 miles from Reston

    We are seeking a Trader/Analyst II to support our mortgage loan sales program by evaluating market trends and loan pipeline data to measure and manage interest rate and liquidity risk. This role will assist in developing and executing strategies to protect mortgage loan value, maximize profitability, and provide liquidity, income, and support for growth through loan securitization and sales into the secondary markets. The ideal candidate will be highly analytical, detail-oriented, and eager to contribute to a dynamic trading and risk management team with opportunities for growth and advancement. Bachelor's degree in finance, Economics, Statistics, or a related field (or equivalent combination of education, training, and experience). Experience in a Secondary Marketing or Capital Markets role, including mortgage pipeline hedging, risk management, and reporting. Strong analytical skills with the ability to perform complex mathematical calculations accurately. Proficiency in SQL and process scripting software for financial data analysis and reporting. Advanced Excel and database management skills for risk assessment and modeling. Strong research, problem-solving, and decision-making abilities with a high level of integrity and judgment. Effective communication skills, both verbal and written, with the ability to engage across all levels of the organization. Ability to work independently and within a collaborative team environment. Adaptability and the ability to work well under pressure in a fast-paced environment. Desired Qualifications Master's degree in finance, economics, statistics, or a related field. Chartered Financial Analyst (CFA) designation or progress toward completion. Proficiency in Mortgage Banking Risk Framework (QRM) and mortgage-related financial modeling. Working knowledge of mortgage banking accounting, including origination, secondary marketing, and servicing. Ability to influence, negotiate, and collaborate effectively to drive positive business outcomes. Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane Vienna, Virginia 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 141 Security Drive Winchester, VA 22602 Market & Risk Analysis: Assess mortgage-related data, risk management system reports, and real-time market information from sources such as Bloomberg, TradeWeb, and vendor market services. Monitor and interpret mortgage market and economic conditions to identify risks and opportunities for increasing loan sale profitability. Deliver daily global economic updates, assess potential impacts on hedging strategies, and recommend action plans. Monitor income margin targets by reviewing mortgage loan pricing and identifying areas for optimization. Trading & Execution: Ensure best execution of mortgage loan sales by evaluating market conditions and pricing opportunities. Enter and manage forward and futures market hedges to mitigate interest rate risk. Oversee mortgage-backed security (MBS) creation, ensuring proper structuring and execution within the secondary market. Enter trade executions into risk management systems, ensuring accurate tracking and portfolio monitoring. Monitor team transaction entries and fees recorded in the General Ledger to ensure accuracy. Hedging, Data Management & Collaboration: Provide ad hoc tactical and strategic reporting using SQL to support hedging, sales, and securitization decisions. Maintain and enhance automated risk management frameworks (QRM) on a daily, monthly, and quarterly basis. Collaborate across business units, including risk teams, accounting teams, and real estate lending teams, to align strategies and ensure accurate financial reporting. Ensure compliance with regulatory requirements related to mortgage loan sales, hedging, and securitization, and assist in audit or internal reporting as needed. Identify and implement automation or process improvements to enhance trading, risk management, and reporting efficiency. Work closely with broker-dealers, investors, and counterparties to optimize trade execution and market access.
    $61k-84k yearly est. 5d ago
  • Investment Banking - Mid-Cap Investment Banking - Associate

    JPMC

    Investment Banker Job 17 miles from Reston

    We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC. As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. A well-rounded academic background from a top tier educational institution. Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented. Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently
    $89k-135k yearly est. 3h ago
  • Financial Clearance Representative

    HH Medstar Health Inc.

    Investment Banker Job 17 miles from Reston

    Department: Admitting & Discharge Status: Full-time, 40-hours per week Schedule/Availability: 7:00am-6:30pm with rotating Saturday's Independently completes pre-registration and financial clearance activities for Washington Hospital Center patients. The Financial Clearance Representative is responsible for maintaining exemplary levels of customer service in all interaction in accordance to the Washington Hospital Center Mission and Vision. The following major functions describe the essential duties of positions in this job classification. Individual positions may not perform all of these tasks and/or may perform additional, related tasks not listed here. Assignments will be based upon enterprise needs and at the discretion of the Central Financial Clearance Managers and Director. Primary Duties and Responsibilities Completes Pre-registration activities and documents results in the registration system for scheduled patients, including contacting patients by phone or in person to obtain and verify demographic and insurance information, communicate outstanding liability, and relay necessary pre-arrival instructions.Uses customer service skills while communicating with the patient, insurance company, employer or third party payor to secure all demographic and financial data necessary for accurate and complete demographic and financial information.Contacts insurance carriers or reviews information from insurance verification systems to determine insurance coverage and eligibility. Resolves problems and coordinates payor payment responsibility between multiple carriers or source of coverage (i.e., coordinates benefits between primary, secondary, and tertiary payors). Updates patient accounts with appropriate insurance codes, authorization of treatment number, calculates number of inpatient days allowed, contacts referring or primary physicians if necessary and obtains provider numbers, etc. according to departmental policies and procedures.Reviews and updates demographic/insurance information and accounts status to ensure accounts meet payer requirements/timeframes for billing and payment. Ensures data quality standards are met through quality monitoring and report reviews.Obtains pre-certification/authorization when required for scheduled services prior to admission or outpatient procedure or upon admission for nonscheduled services.Notifies payors of admission or arrival according to facility contractual obligations.Makes final determination whether patients meet hospital financial/insurance eligibility criteria. Coordinates activites with physicians, insurance carriers, managed care payors, and other third party payers, patients, etc. regarding each admission/registration. Notifies appropriate physician/department/patient when eligibility or authorization criteria are not met and offers alternative options. Provides demographic/insurance or other related information to WHC departments (e.g., Social Work, Utilization Review, Physicians, Providers, etc.) as needed and according to department procedure.Determines, communicates, collects and documents patient liabilities prior to or at the time of service. Establishes contract agreements with patients, where applicable, per departments/hospital policy for outstanding balances.Educates patients and family members on insurance coverage and requirements, available resources, and hospital billing processes to ensure that patient's financial commitment to the institution is met.Accurately obtains ICD-9/HCPCS and CPT-4 codes from responsible parties as needed for billing purposes and/or estimating charges for self pay patients.Knows and adhere to government regulations relative to Medicare Secondary Payor (MSP) screening, Advance Beneficiary Notice (ABN), and Ambulatory Payment Classification (APCs).Researched denied accounts and recommends whether to appeal or accept the denial. Ensures that appropriate denial/appeal codes are entered into the billing system, within the required timeframes.Reviews/explains bill(s) to patients and/or third party payors. Requests corrections for any billing errors.Coordinates and addresses financial clearance issues for patients presenting at Sites of Service.Refers self-pay and other accounts to financial counseling as appropriate.Expands knowledge of current payors by staying abreast of changing guidelines and requirements.Performs other duties as assigned. Minimum Qualifications Education * High School Diploma or GED required * May require up to 1 year of technical or other specialized training, such as training in data entry, medical terminology, and ICD-9/medical insurance coding/billing. Experience * 1 to 3 years experience required Licenses and Certifications * Medicare Regulation Certification within 1 Year required Knowledge, Skills, and Abilities * Requires the ability to read and write; and knowledge of grammar, and arithmetic including fractions and decimals. * May require the use of standard office/medical equipment (i.e., typewriter, personal computer, data terminal, on-line printer, calculator, telephone, facsimile, copier, sterilizing equipment, blood pressure cuff, or tables); the preparation, comparison or checking of reports, records and related data; and basic use of formulas, charts, tables, drawings and knowledge of their application. This position has a hiring range of $24.542 - $37.244
    $24.5-37.2 hourly 18d ago
  • MBS Trader

    Perseus Operating Group

    Investment Banker Job 15 miles from Reston

    Optimal Blue is a leading provider of secondary market solutions and actionable data services and delivers innovative and integrated solutions to transform the mortgage and secondary market industries. This is a hybrid role based in our Chevy Chase (zip code 20815) office. SUMMARY Responsible for working under the direction of the Hedge Account Management team to assist with fixed income analytics, risk management, and/or trading. Learn to execute trading strategies on behalf of clients, implement tools that lead to greater client profitability and contribute to the further development of our industry leading technology. RESPONSIBILITIES * Works under the supervision of a Hedge Account Manager to evaluate, define, and execute hedge strategies, derivation of risk management analytics and historical data * Execute trades on behalf of clients at the direction of the assigned Hedge Account Manager, typically using forward-traded TBA or Specified MBS Pools * Work directly with Hedge Account Manager to implement new tools, troubleshoot existing setups, and other ad hoc analysis * Responsible for assisting with mortgage valuation analytics, report development, testing, and feedback * Assist with monitoring risk positions in the mortgage pipeline and/or servicing asset intraday and alert the appropriate account management team of any exceptions to policy limits * Provide Hedge Account Manager support with monitoring and reporting performance of hedged positions as interest rates change and compare with predicted value changes. Explain any material deviations from projections through attribution analysis. * Support the Hedge Account Managers in maintaining relationships with Broker/Dealer community on behalf of clients; provide client assistance in expanding credit availability * Maintain relationships with mortgage bankers, investors and servicing brokerage firms, and other firms making a market in whole loans * May be responsible for other miscellaneous research projects * Performs other related duties as assigned MINIMUM REQUIREMENTS * Bachelor's degree or the equivalent combination of education, training, and work experience. Master's degree is preferred * Requires 0 - 3+ years of fixed income mortgage trading, portfolio, or risk management experience PREFERRED QUALIFICATIONS * Knowledge of company products, services, and capabilities * Ability to learn and comprehend the mortgage origination process, mortgage securities and markets through on-the-job training * Knowledge of Mortgage Secondary Marketing, including best execution of whole loan, MBS, and retained/released sales methods * Knowledge of the fundamentals of ratesheet and margin management * Knowledge of options theory, derivative markets and instruments, macroeconomics, and financial markets * Knowledge of proprietary mortgage risk management, valuation analytics, and account management * Knowledge of Mortgage Servicing Right (MSR) valuation techniques, sensitivities and fixed income financial theory and practice * Strong quantitative skills with solid grounding in basic mathematical and statistical concepts * Outstanding verbal and written communication skills to technical and non-technical audiences of various levels within the organization (e.g., executive, management, individual contributors) as well as outside the organization * Excellent analytical, decision-making, problem-solving, team and time management skills * Positive outlook, strong work ethic, and responsive to internal and external customers and contacts We are targeting pay for this position nearer to the midpoint of the range rather than the top of the range. Business Unit: OB - Hedge & Trading (H&T) FLSA Designation (US Only): Exempt Salary Range (US Only): The estimated base salary range for this role in the United States is $57,600.00 - $86,400.00 per year. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors. Other Compensation (US Only): This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire. Benefits (US Only): Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match). Time off (US Only): The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year. We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law. Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_***********************. NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records. #LI-BL1 #OB
    $57.6k-86.4k yearly 60d+ ago
  • MBS Trader

    Perseus Group 4.5company rating

    Investment Banker Job 15 miles from Reston

    Optimal Blue is a leading provider of secondary market solutions and actionable data services and delivers innovative and integrated solutions to transform the mortgage and secondary market industries. This is a hybrid role based in our Chevy Chase (zip code 20815) office. SUMMARY Responsible for working under the direction of the Hedge Account Management team to assist with fixed income analytics, risk management, and/or trading. Learn to execute trading strategies on behalf of clients, implement tools that lead to greater client profitability and contribute to the further development of our industry leading technology. RESPONSIBILITIES Works under the supervision of a Hedge Account Manager to evaluate, define, and execute hedge strategies, derivation of risk management analytics and historical data Execute trades on behalf of clients at the direction of the assigned Hedge Account Manager, typically using forward-traded TBA or Specified MBS Pools Work directly with Hedge Account Manager to implement new tools, troubleshoot existing setups, and other ad hoc analysis Responsible for assisting with mortgage valuation analytics, report development, testing, and feedback Assist with monitoring risk positions in the mortgage pipeline and/or servicing asset intraday and alert the appropriate account management team of any exceptions to policy limits Provide Hedge Account Manager support with monitoring and reporting performance of hedged positions as interest rates change and compare with predicted value changes. Explain any material deviations from projections through attribution analysis. Support the Hedge Account Managers in maintaining relationships with Broker/Dealer community on behalf of clients; provide client assistance in expanding credit availability Maintain relationships with mortgage bankers, investors and servicing brokerage firms, and other firms making a market in whole loans May be responsible for other miscellaneous research projects Performs other related duties as assigned MINIMUM REQUIREMENTS Bachelor's degree or the equivalent combination of education, training, and work experience. Master's degree is preferred Requires 0 - 3+ years of fixed income mortgage trading, portfolio, or risk management experience PREFERRED QUALIFICATIONS Knowledge of company products, services, and capabilities Ability to learn and comprehend the mortgage origination process, mortgage securities and markets through on-the-job training Knowledge of Mortgage Secondary Marketing, including best execution of whole loan, MBS, and retained/released sales methods Knowledge of the fundamentals of ratesheet and margin management Knowledge of options theory, derivative markets and instruments, macroeconomics, and financial markets Knowledge of proprietary mortgage risk management, valuation analytics, and account management Knowledge of Mortgage Servicing Right (MSR) valuation techniques, sensitivities and fixed income financial theory and practice Strong quantitative skills with solid grounding in basic mathematical and statistical concepts Outstanding verbal and written communication skills to technical and non-technical audiences of various levels within the organization (e.g., executive, management, individual contributors) as well as outside the organization Excellent analytical, decision-making, problem-solving, team and time management skills Positive outlook, strong work ethic, and responsive to internal and external customers and contacts We are targeting pay for this position nearer to the midpoint of the range rather than the top of the range. Business Unit: OB - Hedge & Trading (H&T) FLSA Designation (US Only): Exempt Salary Range (US Only): The estimated base salary range for this role in the United States is $57,600.00 - $86,400.00 per year. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors. Other Compensation (US Only): This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire. Benefits (US Only): Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match). Time off (US Only): The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_***********************.NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.#LI-BL1#OB
    $57.6k-86.4k yearly 60d+ ago
  • Resume Bank

    House Majority Pac

    Investment Banker Job 17 miles from Reston

    House Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority. Our comprehensive benefits package includes: - Medical, dental, and vision; with 100% coverage for eligible staff and 80% coverage for eligible dependents. - Over 25 days of paid time off including; federal holidays, vacation days, and personal days. - Monthly stipends for transportation and cell-phone expenses. - 401k program with a 4% employer match. - and more! House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status.
    $33k-74k yearly est. 6d ago
  • Financial Services Representative II

    Andrews Federal Credit Union 4.2company rating

    Investment Banker Job 14 miles from Reston

    Job Details Branch 82 West Springfield - West Springfield, VA Full Time Day BankingDescription When you choose a job at Andrews Federal Credit Union, you give yourself the opportunity to grow, advance and make a difference. Andrews Federal is a mission-driven financial institution that focuses on giving members the tools they need to reach their financial goals. We are continually developing our team of dedicated employees who are ready to serve. To create and retain our elite workforce, we offer competitive compensation and benefits plans to meet the needs of our growing workforce, including: 12 Paid Holidays a Year, Including Your Birthday Retirement Plans - 401(k) with a 6% Match Childcare Stipend up to $2600 to assist Working Families Discount on Lending Products Tuition Reimbursement and Career Development Programs and Opportunities Employee Assistance Program - 24/7 Support for Families Affordable Healthcare Plan including Medical, Dental, Vision, and Rx Employer paid Long Term Disability, Life Insurance, and AD&D Short-Term Disability Vacation Leave and Sick Leave Free Parking And when you are part of Team Andrews, you have the opportunity to be part of something bigger-- to support the financial goals and dreams of Andrews Federal members in the US, Europe and worldwide. Join our success story - and let us help you shape your career story! The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organization's core values. ESSENTIAL DUTIES The position's essential duties include the following: Assumes responsibility for the efficient, effective, and accurate performance of Teller functions. Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services. Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs. Responds to member's requests, problems, and complaints and/or direct them to the proper person for specific information or assistance. Build positive relationships with other lines of business by interacting with other business units. Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs. Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies. Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization. Volunteer for SEG sign-ups and other credit union activities. Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act. Qualifications REQUIRED EXPERIENCE High school diploma or GED. Must have 1 year experience in a sales/service role within the financial services industry or other types of retail businesses. Excellent interpersonal, verbal and written communication skills. Knowledge of how the financial markets impact the financial services industry and excel at representing credit union products and operations Minimal travel amongst branches may be required. PHYSICAL REQUIREMENTS The ability to sit and/or stand for extended periods of time. Must be able to use a computer keyboard and a 10-key calculator. Hourly Range $24.25 to $28.00 In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
    $24.3-28 hourly 60d+ ago
  • Northwestern Mutual Financial Representative

    Northwestern Mutual Wealth Management Company 4.5company rating

    Investment Banker Job 32 miles from Reston

    We are seeking an energetic, eager, and motivated professional to join our team as a financial representative. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. You'll be part of an entrepreneurial system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. You bring your drive to succeed in this role, and we'll give you the training, support, and freedom you need to make it happen. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Who We Are: Recognized by FORTUNE as one of the “World's Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
    $46k-76k yearly est. 55d ago
  • Personal Banker

    PNC Bank Na 4.4company rating

    Investment Banker Job 13 miles from Reston

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Rockville, MD at the Fallsgrove branch.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $46,800.00 - $69,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 03/03/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $46.8k-69k yearly 28d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Reston, VA?

The average investment banker in Reston, VA earns between $89,000 and $281,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Reston, VA

$159,000
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