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  • Investment Associate

    Wrightwell

    Investment banker job in Atlanta, GA

    About the Company: Wrightwell is a growing real estate investment company focused on acquiring and managing high-quality Build-to-Rent (BTR) communities across the U.S. Our team is committed to delivering exceptional value to residents and investors through strategic acquisitions, disciplined operations, and proactive asset management. Position Summary: The Investment Associate will play a pivotal role within the Wrightwell team, contributing to both the acquisition of new properties and the ongoing management of acquired assets. This position offers a comprehensive involvement in the investment lifecycle, from underwriting and due diligence to preparing investor communications and facilitating acquisition closings. Additionally, the role encompasses active participation in asset management, including monitoring financial performance, setting budgets, and executing business plans to enhance asset value. As an early-stage opportunity, this role provides significant exposure to the development of the Investments unit and supports professional growth. This role is based in Atlanta, GA and will require a minimum of 3 days in the office (Buckhead location). The position reports directly to the Senior Vice President of Investments. Specific duties and responsibilities will include: Analyze and underwrite prospective investment opportunities Develop presentation materials for investors Conduct comprehensive due diligence on new acquisitions, including rent roll evaluations, property inspections, and legal documentation review Perform market analysis to assess comparable property rents and sales. Contribute to asset management efforts and support the implementation of business plans for acquired assets. Work closely with property management teams on budgeting, variance analysis, and operational strategy. Assist in creating internal reports and preparing regular updates for investors. Carry out additional responsibilities as directed by the Senior Vice President of Investments. This summary is not an all-inclusive description of job duties. Other job duties and responsibilities may also be assigned at any time based upon Company need. Qualifications: Bachelor's degree in Real Estate, Finance, or Accounting is required. 3-5 years of experience in real estate asset management, with an emphasis on single-family and/or multi-family properties across diverse markets. Advanced financial modeling skills are essential, particularly in building and maintaining Excel models for projecting property acquisition, operations, and disposition cash flows. Proven ability to create financial and operational performance reports using Excel and PowerPoint. Excellent written and verbal communication skills. Must be highly motivated with a proactive, "can-do" mindset, and comfortable working within a small, agile, and high-performing team. What Wrightwell can offer you: Competitive base salary and discretionary bonus Medical, Vision, Dental for you (75%) and your dependents (50%) Paid vacation and sick days A fun, collaborative culture! Wrightwell is an equal opportunity employer. In keeping with the values of Wrightwell we make all employment decisions including hiring, evaluation, termination, promotional and training opportunities, without regard to race, religion, color, sex, age, national origin, ancestry, sexual orientation, physical handicap, mental disability, medical condition, disability, gender or identity or expression, pregnancy or pregnancy-related condition, marital status, height and/or weight.
    $65k-116k yearly est. 3d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Investment banker job in Atlanta, GA

    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 ***************************
    $80k-148k yearly est. Easy Apply 60d+ ago
  • 2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track

    JPMC

    Investment banker job in Atlanta, GA

    JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills Sophomore standing (expected graduation date of December 2027 through Summer 2028) Attends college/university in the U.S. (all majors considered) in good standing Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale 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.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $110k-210k yearly est. Auto-Apply 33d ago
  • 2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in Atlanta, GA

    JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale 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.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $131k-220k yearly est. Auto-Apply 33d ago
  • Senior Investments Associate

    Quality Technology Services, LLC 4.4company rating

    Investment banker job in Duluth, GA

    **Who We Are:** It's exciting, to find yourself standing in a pivotal moment in time. It's even more exciting to be out front leading it. At QTS, our world-class data centers are supporting our customers most strategic growth initiatives, positioning us at the forefront of today's dynamic digital transformation. As AI and cloud drive the demand for increased speed, capacity and capability, QTS has emerged as the global digital infrastructure leader, committed to connecting the world for good. Driven by purpose and fueled by a spirit of innovation, QTS designs, builds and operates some of the world's most advanced, forward-thinking data centers. QTS is a portfolio company of Blackstone. QTS is **Powered by People** . People who play a vital role in our company's culture, innovation and growth. People who are committed to contributing to the communities where we operate and work. People who are knowledgeable, resourceful and mission driven. Together, we do great things. **Who You Are:** As a **Senior Investments** **Associate** at QTS, you will be responsible for helping administrate investment opportunities, real estate development progress, business development, leasing, and administrative support to Investments leadership. The role requires keen skills in the areas of real estate, financial modeling, and technology, along with the ability to lead through influence and communicate with the executive team and Blackstone partners. **What You Will Do:** + Lead calls and meetings with key internal and external constituents as well as partner with business leaders to ensure clear communication and understanding of key financial drivers and risk metrics of investments. + Create financial models to evaluate company, asset, and land acquisitions; capital markets activities; leasing transactions; and capital recycling. + Research and report on various markets and assets on specific assignments, while continuing to expand market knowledge to facilitate in the identification and creation of a business plan for new sites. + Analyze and interpret property level information including historical operating statements, budgets, CAM reconciliations, leases, loan agreements, etc. + Prepare investment materials such as business plans, investment memorandums, presentations, and committee materials to present to QTS Leadership and Board to drive key land investment, development, leasing, and financing decisions with respect to QTS's current and future assets. + Systematically track, compile, and interpret various sources of data related to QTS's business for purposes of creating a business plan and ensuring that new QTS campuses continue to track to that business plan thru stabilization. **What You Need to Be Successful:** + Bachelor's degree preferably with a concentration in Finance, Economics, Accounting or Mathematics or equivalent professional experience. + Up to 2 years working in an environment (banking, real estate, etc.) focused on driving bottom line value-creation through strategic thinking in a time-sensitive manner. + Solid proficiency in MS Office applications, especially Excel. + Experience with ARGUS, Workday, Salesforce, Adaptive Insights and Office Cx, preferred + Experience in fast-paced, high-growth Data Center markets. **Nice to Have:** + Ideal candidates will have a proven history of being extremely self-motivated, highly organized and open communicators who are eager to work in a fast-paced client focused entrepreneurial environment with limited formal structure. + Interact effectively and sensitively with a wide variety people including diverse professional and cultural backgrounds. + High level of professionalism expected due to direct access to high level members of the executive team. + Ability to organize, interpret, and draw appropriate conclusions from large volumes of data and to creatively present the information in a manner that enables non-financial managers to easily understand the information. + Excellent written and oral communication skills with hight attention to detail + Enthusiastic, positive attitude in a team environment and ability to work independently. **The Perks (and these are just a few!):** + QRest Sabbatical + Employee Stock Purchase + QTS scholarship for dependents + Eagle Club award trip eligibility + Paid volunteer days + Tuition assistance, parental leave and military leave assistance \#LI-SM1 We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim. The "Know Your Rights" Poster is included here: Know Your Rights (English) (***************************************************************************************** Know Your Rights (Spanish) The pay transparency policy is available here: Pay Transparency Nondiscrimination Poster-Formatted (*********************************************************************************************** QTS is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************************ and let us know the nature of your request and your contact information. It's exhilarating to find yourself at a pivotal moment in history- and even more so to be leading the way. At QTS Data Centers, we are proud to stand at the forefront of today's dynamic digital transformation. Our world-class data centers empower our customers' most strategic growth initiatives, positioning us as a global leader in digital infrastructure. As AI and cloud technologies fuel the demand for increased speed, capacity, and innovation, QTS has emerged as the global digital infrastructure leader. We are committed to connecting the globe for good. Driven by purpose and a spirit of innovation, we design, build, and operate some of the most advanced data centers worldwide. In addition to our cutting-edge technology, we are dedicated to sustainability, incorporating renewable energy solutions to minimize our environmental footprint and drive meaningful impact. As a proud portfolio company of Blackstone, QTS is uniquely positioned to achieve ambitious growth and innovation goals. At QTS, we are _Powered by People_ . Our team members are the cornerstone of our culture, innovation, and growth. They are mission-driven, resourceful, and committed to making a positive impact in the communities where we live and work. Together, we're achieving remarkable things and shaping the future of digital infrastructure. And we'd like to invite you to join us. In addition to a variety of benefit packages, QTS goes above and beyond for our employees: + Roth and Traditional 401(k) matching contributions with immediate vesting + Every employee is bonus or commission eligible + Generous PTO, Paid Volunteer Days Plus Floating Holidays + Stock Purchase Plan (SPP) + 11 paid Holidays Annually/Holiday compensation when worked + Pet and Legal Insurance + Q-Rest Sabbatical Program + Q-Anniversary Service Award Program + Parental Leave for primary and secondary caregivers + Military Benefits Package + QTS Charitable Matching Gift Program + QTS Scholarship for Employee Dependents + QTS Crisis Fund + Wellness Program + Tuition Reimbursement Program
    $71k-100k yearly est. 29d ago
  • Associate, Investor Reporting

    Situsamc

    Investment banker job in Atlanta, GA

    SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! This role must complete complex, multifaceted assignments necessary for the proper servicing of our client's portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support. Essential Job Functions: Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information Manage communication (both oral and written) with various internal and external clients regarding various questions (both routine and exceptions) related to the proper servicing of the client's CRE loans Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties Summarize research, as needed, to comprehensively respond to inquiries from Lenders, Audit, Rating Agency and other authorized stakeholders Design and build spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the loan metrics, cash flows, amortization tables and similar debt or equity interest calculations, and, find and correct logic errors contained within Ensure compliance against Servicing Standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant exception processing Prepare and deliver cash remittance reports for assigned portfolios timely and accurately based on the requirements within the various Agreements. Prepare and deliver all reporting requirements for assigned portfolios based on the requirements within the various Agreements. Ensure the collection of all servicing fees through the remittance process based on the terms within the various the various Agreements. Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime when necessary to meet client deadlines Recommend process rationalization and efficiency initiatives affiliated with job responsibilities Perform QC on completed product and communicate results to team members Stay abreast of changes in industry standards Other activities as may be assigned by your manager Qualifications/ Requirements: Bachelor's degree; Preferred Field of Study: finance/accounting, business or equivalent combination of education and experience Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent. 0 - 2 years of experience in reconciliations, financial/investor reporting preferred 0 - 2 years of CREFC Reporting experience preferred Strong attention to detail and accuracy High degree of professionalism Experience with Excel, able to utilize multiple formulas and macros Excellent written, verbal and electronic communication skills Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced Ability to manage multiple priorities and meet multiple deadlines with minimum supervision Pro-active approach to problem recognition and resolution #LI-MS1 #LI-REMOTE Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $55,000.00 - $78,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
    $55k-78k yearly Auto-Apply 60d+ ago
  • Trader

    Vident Asset Management

    Investment banker job in Alpharetta, GA

    We are seeking an experienced and high-integrity Trader to join Vident Asset Management (Vident). As a Trader, you will play a crucial role in executing investment transactions and supporting portfolio managers in achieving their investment objectives. Vident manages portfolios across asset classes, but expertise in trading derivatives, including options, will be preferred. You will collaborate with various stakeholders to ensure smooth operations, monitor market trends, and identify opportunities for optimizing trading processes. Your responsibilities will include trade monitoring, engagement with ETF market makers, producing reports, mitigating trade risk, supporting new business initiatives, and addressing any assigned tasks by your manager. With your expertise in trading and market analysis, you will contribute to the overall success of the investment team. Qualifications: Comprehensive knowledge of trading and how that relates to portfolio management and investment operations, with 4 or more years of practical experience Experience with domestic and international trade settlement and reconciliation processes Experience trading or managing portfolios with options Excellent Excel knowledge and strong programming skills, including Python Ability to multi-task and prioritize while producing high-quality work in a fast-paced environment Keen attention to detail Ability to discreetly handle confidential data Strong organizational skills and proactive planning, with an ability to respond to urgent requests Bachelor's Degree in Finance or related field Registered Investment Advisor and ETF experience Familiarity with Bloomberg, AIM, Orion or other portfolio management systems What we offer: PTO plus 10 paid holidays Flexible Working Benefits Daily Paid Lunch for Onsite Employees Onsite Gym Discount Medical, Dental, Vision EAP and Telehealth with Mental Health Support Short and Long Term Disability SIMPLE IRA with up to 3% Match
    $67k-115k yearly est. 60d+ ago
  • Fiber Trader - Recycled Commodity (Southeast)

    Georgia-Pacific 4.5company rating

    Investment banker job in Atlanta, GA

    Your Job We are seeking a Recycled Fiber Trader in the Southeast for Georgia-Pacific Recycling, which specializes in paper and fiber sales. You will maintain and expand our presence in the global recycling marketplace. Your role will involve pricing products, negotiating contracts, collaborating with internal and external stakeholders, and staying informed on market trends and regulatory changes. This fast-paced, dynamic position requires strong analytical, communication, and problem-solving skills. Location: We are seeking candidates who are based in the Southeast United States. This position offers the flexibility of remote work with a home base. Candidates should expect to travel 30-50% of the time, accommodating domestic business requirements as needed while maintaining effective communications with stakeholders. Visa sponsorship is not available for this position. Our Team At GP Recycling, we are a principle-based commodities trading business that does the right thing for our customers, communities, and society while driving economic performance. Our customer-centric approach is built upon the strengths of our diverse team, leveraging their unique skills and knowledge to cultivate mutually beneficial relationships. As a Recycled Commodity Trader, you will play a pivotal role on our sales trading team, working closely with global partners. Join us in making a positive impact through sustainable recycling solutions. Apply now and be part of our dynamic team! What You Will Do Profitably expand trading business and grows mutually beneficial partnerships. Develop and execute effective sales strategies to sustain and grow business in the paper and fiber sales sector. Price products competitively and negotiate contracts with clients to secure favorable terms. Foster strong relationships with business partners, coordinating sales efforts and ensuring effective collaboration. Collaborate with internal teams, including operations and logistics, to ensure smooth operations and exceptional customer satisfaction. Stay updated on market trends, industry developments, and regulatory changes to identify new business opportunities. Actively maintain thorough market research and analysis to identify potential customers, understand their needs, and develop tailored sales proposals. Who You Are (Basic Qualifications) Experience in a paper or fiber sales role Bachelors Degree OR additional sales, procurement, or international supply chain experience Microsoft Office experience Experience effectively communicating across an organization Experience proactively setting and managing priorities Experience collaborating cross-functionally with sales, supply chain, logistics, exports, etc. Willing to travel 30%+ of the time (domestic travel) based on business needs What Will Put You Ahead 3+ years experience in the recycling industry Experience trading recycled fiber commodities Bilingual Bachelors Degree in Business, Supply Chain, or Finance At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy. Hiring Philosophy All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy here . Who We Are As a Koch company and a leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialty fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. In addition to the products we make, we operate one of the largest recycling businesses. Our more than 30,000 employees in over 150 locations are empowered to innovate every day -to make everyday products even better. At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company. Our Benefits Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter. Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results. Equal Opportunities Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click here for additional information. (For Illinois E-Verify information click here , aquí , or tu ).
    $77k-140k yearly est. 2d ago
  • Financial Representative - Alpharetta, GA

    Fidelity Brokerage Services 4.2company rating

    Investment banker job in Alpharetta, GA

    Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious are your "go to" attributes Our Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You Deliver A key member of the team, you are offering support to Fidelity's most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $65k-94k yearly est. Auto-Apply 6d ago
  • Financial Representative - Alpharetta, GA

    Fidelity Investments 4.6company rating

    Investment banker job in Alpharetta, GA

    Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $30k-45k yearly est. 4d ago
  • Financial Representative

    Country Financial 4.4company rating

    Investment banker job in Atlanta, GA

    COUNTRY Financial offers a terrific career opportunity in sales with a dynamic and growing company. We understand the importance of a job that fits you. Take a moment to consider these questions: Do you enjoy helping people? Want to help protect others from life's risks? Take pride in building lasting relationships? Want to work hard to build a successful business? Want to be in control of your own income?
    $34k-45k yearly est. 60d+ ago
  • Financial Representative

    Western & Southern Financial Group 4.8company rating

    Investment banker job in Peachtree City, GA

    The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Position Demands Access to an automobile and ability to maintain a valid driver's license.
    $44k-78k yearly est. Auto-Apply 60d+ ago
  • Resume Bank - Digital Fundraising Positions

    Jon Ossoff for Senate

    Investment banker job in Atlanta, GA

    Senator Jon Ossoff's campaign is building a powerhouse digital team and we're looking for digital fundraising staff for every level, senior to junior. Requirements If you have experience running email, SMS, fundraising ad programs-or you're eager to learn, grow, and help break some records-we'd love to hear from you! Benefits The campaign provides benefits, including dental, vision and health insurance. Jon Ossoff for Senate is committed to diversity among its staff and recognizes that its continued success requires the highest commitment to hiring and retaining a diverse staff that provides the best quality services to our mission. Jon Ossoff for Senate is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, creed, sex, age, national origin, protected veterans, marital or familial status or responsibilities, parental status, domestic relationship status, sexual orientation, gender identity or expression, disability status, criminal history status, genetic information, homeless status, matriculation, personal appearance, status as a victim or family member of victim of domestic violence, a sexual offense, or stalking, or any other category prohibited by local, state or federal law.
    $32k-63k yearly est. Auto-Apply 60d+ ago
  • Financial Representative Entry Level

    Northwestern Mutual Vinings 4.5company rating

    Investment banker job in Woodstock, GA

    Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual Vinings! At Northwestern Mutual Vinings, we believe in excellence, integrity, commitment, courage, and fun. As one of the companys Top 5 Internship offices and a recipient of the Diversity Award, our team is dedicated to inspiring and challenging people toward a lifetime of stewardship and growth. We are a cohesive team committed to a standard of excellence that embraces accountability, and we get the job done every time. Beyond our work, we are proud to support causes that make a lasting difference in our community, including the Pediatric Brain Tumor Foundation, Special Forces Trust, and Second Chance K9. Our thriving office is located at: 2859 Paces Ferry Road SE, Suite 1200 Atlanta, GA 30339 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet: Jordan M. Thompson, J.D., ChFC Growth & Development Director | Financial Advisor | Army Officer | Advocate for Veterans, Attorneys, Business Executives, Athletes, & More In addition to working as a Financial Advisor & Growth Development Director at Northwestern Mutual, Jordan is an Officer in the Army National Guard & Special Operations Community. He has a passion for advising veterans, athletes, business executives, attorneys & their clients; though he enjoys working with people of all backgrounds. In conjunction with knowledge gained from law school; Jordan assists many of his clients with wills, estate organization, trust establishment, personal planning, as well as closely-held business planning. When not spending time with his wonderful wife, Savannah, and their two dogs; he allocates his spare time to working with various military-related non-profits. Additionally, he is the Vice Chair for Northwestern Mutuals Military Field Advisory Committee. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Compensation and Benefits: Performance-based earnings and revenue ( while there is no salary, average annual earnings are between $70K-$250K; based on 2015-2025 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP, and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Multiple methods of additional compensation, and though there is no base salary, our average first year advisors bring in over $105,000 of revenue in their first year. Investment compensation up to a 90% grid rate Uncapped insurance compensation Endless amounts of income to be made in this role if you put in the effort and follow the development plan we give you throughout training and beyond. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jordan Thompson is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
    $42k-67k yearly est. 2d ago
  • Financial Representative

    Hypelink

    Investment banker job in Atlanta, GA

    About the Career Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified Region. As a fraternal benefit society, we have no stockholders. Were owned and operated by and for the benefit of our members. We specialize in retirement planning, investments, and life insurance. Creating written financial plans for financial protection, retirement planning, retirement distribution, estate planning, business planning, and employee benefits. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their members but their communities too. Finance Financial Advisor Business Insurance Sales What Modern Woodmen offers Beyond a hands-on training program and a flexible schedule, there's more! Your amazing full-time benefits package includes: Company-paid retirement plan Matching 401(k) Plan Medical, Dental, and Prescription drug Insurance. We pay 100% of employee health insurance premiums and 50% of employee dependents premiums. Group Term Life Insurance Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry. What we need: Is honest and has integrity Community-oriented Ability to communicate and network effectively with different audiences Target driven mindset Wants to grow themselves by helping others Wants to build a business for themselves, not by themselves Is looking for continuous self-improvement Modern Woodmen is an equal opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees .
    $30k-54k yearly est. 60d+ ago
  • Multi Asset Execution Trader

    Brevan Howard U.S. Investment Management

    Investment banker job in Jersey, GA

    MAIN DUTIES/RESPONSIBILITIES OF THE ROLE: Main features of the role are: * Oversee and ensure the timely execution of cryptocurrency trades on a spot & derivatives basis * Ability to research, build, and implement cryptocurrency trading strategies * Strong understanding of market reading and current sentiment, ability to dynamically adjust to market trading activity * Keep abreast of all relevant research and distribute within the Digital Central Execution team in a time efficient * Provide feedback daily to Team Head on current activity and relevant internal operational stakeholders * Working together with operations and front office teams to ensure a seamless execution experience is delivered to the firm * Contribute to the Risk Management framework * Understand and apply knowledge of the exchanges' rules & regulations and market structures in which we engage * Identify and notify team member on market opportunities both independently and within the trading team * Develop and maintain good business relationships with counterparties such as Exchanges, OTC counterparties and LP's The book of work will vary over time in accordance with the needs of the Head of Central and Management Execution. SPECIAL CIRCUMSTANCES (e. g. shifts, travel overseas, hours): * Market Coverage will be 7.00am to 11pm split within the team, with other such hours as are necessary to fulfil the role. * Flexibility required as hours may vary depending on the business need linked to the market, including being on call during evenings and weekends as required. WORK EXPERIENCE/BACKGROUND: Essential * At least 5 years' experience in finance or digital asset market * Experience with trading crypto across spot and derivative products * Strong interest in crypto/digital asset classes, preferably with experience of operational aspects and intricacies * Good attitude and proactive * Ability and willingness to build relationships internally and externally Desirable * Experience working at a established crypto trading firm * Traditional asset execution experience TECHNICAL/BUSINESS SKILLS & KNOWLEDGE: Essential * Using OMS systems, particularly related to crypto trading * Experience and understanding of trading systems and trade lifecycle * Using MS Excel * Bloomberg Desirable * Coding experience in python * Working knowledge of using APIs to query data, or utilize APIs to execute trades using proprietary trading algos. OTHER ESSENTIAL REQUIREMENTS: * Superior interpersonal skills and the ability to positively influence outcomes * Detail-oriented with the ability to make quick and accurate decisions in a fast-paced environment * Motivation to succeed and deliver results in line with expectations * Self-starter, able to identify and resolve issues within the business * Ability to work under pressure with strong attention to detail * Effective communicator with strong emotional intelligence * Superior organisational skills with the ability to manage tasks effectively * Ability to understand challenging problems, find solutions and drive process improvement * Diverse trading background over a broad asset base
    $67k-115k yearly est. 16d ago
  • Financial Advisor/Financial Services Sale Professional

    New York Life Insurance Company 4.5company rating

    Investment banker job in Dunwoody, GA

    New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings currently awarded from any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of February 13, 2014. New York Life has been recognized as one of the “Top 50 Companies for Diversity” for 2014 by DiversityInc and as one of “World's Most Admired Companies” for 2014 by Fortune Magazine. Job Description Are you a leader? We are currently recruiting to grow our team of Financial Advisors Financial Services Professionals in the Atlanta area. PARTNER WITH US AND SEE YOUR CAREER GROW! Are you ready to launch a career and not settle for just another job? Do you see yourself managing your clients and their expectations complete with all of the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner. We are looking for motivated self - starters who would like to: Manage their own work schedule and establish an attractive work/life balance. Build their career with significant income potential. Grow their business supported by the financial strength and integrity of New York Life. Make a difference in their community by helping others achieve peace of mind. Customize their career path to match their personal goals. Experience a lifetime of learning and professional development. Enjoy recognition and rewards for their achievements. Define their career path as an agent and have the opportunity for management. Here's what you'll do as a Financial Advisor: Build relationships with clients beyond a transactional basis. Develop your professional skills and knowledge. Develop and implement business and marketing plans. Prospect for potential clients. Schedule appointments and meet with clients. Discuss financial concerns and needs of individuals. Present potential solutions using our wide array of products and services. Provide ongoing customer service and support to existing clients. Training: NYLIC University: One of the most comprehensive and well-respected training programs in the financial services industry Benefits: Health/Dental/Life/Disability Insurance 401(k) plan and Pension Plan Reimbursement for courses taken on industry designations Career Advancement: After two years as a successful agent, additional opportunities that may be available include: sales development manager, product consultant, and Home Office opportunities in recruiting, marketing or training Constant Support: During and after the initial formal training, you will receive continuous assistance from your managers and peers in your office and personnel from the company to help you succeed On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing agents with prospecting and sales ideas, product knowledge and application New York Life Recognitions: Ranks #88 on the Fortune 500 list for 2014 New York Life ranked 82 out of 150 companies on Forbes America's Most Reputable Companies list for 2014. New York Life was named to Training magazine's “Training Top 125” ranking for 2014, a ranking of a company's excellence in employer sponsored training and development programs. New York Life has been named a “Best Company for Multicultural Women” for 2014.by Working Mother magazine. New York Life was named to Professional Women's Magazine's “Best of the Best” list for 2014.81 Based on revenue as reported by "Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual)," An Equal Opportunity Employer M/F/D/V Financial Advisers offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Qualifications Organized, detail-oriented and excellent time management skills. Strong sales, leadership and communication skills. Ability to work in a team based environment. Previous sales experience preferred. Previous Insurance industry experience not required Highly self-motivated and self-disciplined. Relationship building and networking abilities Life & Health Insurance Licensed not required (company will pay for sponsorship) FINRA Series 6, Series 7, Series 63 a plus (paid sponsorship available after employment) Personal Transportation will be required for this position. Additional Information Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep
    $37k-56k yearly est. 20h ago
  • Financial Services Representative (Alpharetta, GA) - Handshake

    Morgan Stanley 4.6company rating

    Investment banker job in Alpharetta, GA

    Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $39k-60k yearly est. Auto-Apply 60d+ ago
  • Financial Clearance Representative (GA)

    Revcycle Careers

    Investment banker job in Decatur, GA

    We are looking to grow our team! RevCycle has been in business for over 30 years, and we are extremely focused on developing our employees allowing them to reach their full potential! Work remotely or from our Marshfield, WI office location. Position Summary: This position is responsible for managing pre-service insurance reviews for our healthcare clients. Representatives will work in a company office or home office environment. The Representative will manage inquiries and concerns related to insurance with the goal of processing each account with accuracy to facilitate successful insurance registration and claims processing. They will learn through classroom training, on-the-job experience and management guidance. They will operate with minimal management guidance to exceed Key Performance Indicators for incoming and outgoing calls, and call review scores. This role is expected to follow company and client policies, procedures, and applicable laws. Hours: Full Time, Mon-Fri 8:00 AM-5:00 PM CST (9:00 AM-6:00 PM EST) Benefits: Paid Medical insurance includes personalized assistance to select from any qualified options in the marketplace. This enables you to select a plan which is most likely to enable you keeping coverage for things most important to you (i.e., Dr., clinic, meds). Additional options for Dental/Vision, paid short-term disability and life insurance benefits. Generous PTO (3 weeks per year) plus holiday pay and make-up time benefits begin within month three of employment 401K Company shares profits through an annual discretionary bonus which employees can have in full or deposit (some or all) into their 401k. Essential Duties and Responsibilities: Take calls from patients, insurance companies, and other outside facilities to resolve complex insurance issues Answers insurance questions on eligibility issues Uses of required scripts/verbatims, skillfully navigating guidelines to maximize potential recovery on each call Meets Key Performance Indicators for accuracy in navigating health plans, outbound calls, and inbound calls. Maintains and performs working understanding of account documentation requirements including notes and codes, making few errors, and requiring less assistance Skillfully works within the systems and programs used for client services in real time Adheres to company Core Values and Strategic Anchors Exceeds performance threshold in annual and/or other performance reviews Required Knowledge, Skills and Abilities: Prior work experience in a call center and healthcare customer service setting is preferred Familiarity with Artiva and Cerner Soarian application is preferred Working knowledge of medical billing and coding is preferred Prior work experience in a medical office and/or general understanding of health insurance is preferred Prior Supervisory experience is welcome in this growing company Able to communicate clearly, both verbally and in writing, and utilize proper grammar and telephone etiquette and provided electronic tools Able to navigate multiple computer applications and databases. Able to communicate on the phone and navigate multiple computer systems simultaneously Reliable and responsible. Arrives on time and uses time productively Possesses and demonstrates professional judgement and client services business acumen Understands sensitive personal information (SPI) and sensitive consumer information (i.e., Protected Health Information (PHI)) while maintaining the confidentiality of this information Able to use tools provided to compute basic math calculations using addition, subtraction, multiplication, division, and percentages Self-motivation and committed to career success Education and Experience, Other: High School Diploma or equivalent (i.e., GED) required. Work Environment: Employee works in a company office and/or home office and sits at a desk during regularly scheduled work hours. Employee will work with an online team utilizing screen monitoring and/or video conferencing. Employee answers and makes telephone calls using a computerized telephone; types on a standard keyboard; reads and comprehends information from a computer terminal and/or written resources. Employee may occasionally be required to stand or walk short distances along with bend or twist to access lower and higher desk drawers.
    $30k-54k yearly est. 60d+ ago
  • Financial Service Rep II

    City of Roswell 4.0company rating

    Investment banker job in Roswell, GA

    *********************** Information Title: Financial Service Representative II Department: Finance Pay Grade: 506 FLSA Status: Non-Exempt General Statement To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described. Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the , but which may be reasonably considered to be incidental in performing their duties just as though they were actually written out in this . Job Summary The purpose of this classification is to perform analytical and customer service duties to support account management and billing operations for City property taxes and utility billing. Work involves: Establishing and maintaining account information Performing data analysis and retrieval Assisting citizens with account questions Maintaining related files and records Contacting customers to collect delinquent accounts Initiating actions for non-payment Receiving and posting payments from mail and online sources Essential Job Functions Establishes and maintains customer accounts for assigned programs, including property taxes and utility services. Reviews applications for utility services, business licenses, and homestead exemptions. Facilitates and monitors the division's customer service activities for property taxes, utility billing, and business licenses. Reviews and analyzes operational reports and adjustments for billing and payments. Computes assessment change notices from Fulton County Assessors to determine refund adjustments. Calculates supplemental bills and validates totals with the Fulton County Tax Digest List. Coordinates with third-party vendors for printing property tax, business license, and utility bills. Processes and updates homestead exemptions. Enters and reconciles account adjustments for utility accounts and property taxes. Reviews delinquent accounts and prepares collection letters or payment schedules. Issues final notifications for delinquent water accounts and coordinates service disconnections/reconnections. Handles returned checks and applies necessary service charges. Maintains departmental records and documentation. Researches and corrects misapplied payments. Processes and posts electronic payments. Serves as liaison with banking institutions for returned checks, lockbox activities, and merchant services. Acts as administrator for credit card processing and provides departmental training. Prepares deposits and distributes incoming mail. Operates computers and office equipment using word processing, spreadsheet, and database systems. Maintains internal accounts and unclaimed properties. Receives new meter applications and sewer permits. Makes financial adjustments for accounts granted exemptions. Provides property-related information to attorneys for real estate closings. Performs other related duties as required. Minimum Qualifications Education and Experience: High school diploma or GED; supplemented by three (3) years of clerical, bookkeeping, and/or customer service experience, or any equivalent combination of education, training, and experience providing the required knowledge, skills, and abilities. Licenses or Certifications: None Special Requirements: None Knowledge, Skills, and Abilities Knowledge of rules, regulations, and procedures for property tax, utility billing, and occupational tax programs. Knowledge of bookkeeping, customer service principles, and recordkeeping techniques. Skill in using computers and general office equipment. Ability to maintain automated databases, spreadsheets, and manual records. Ability to communicate tactfully and courteously with the public. Ability to calculate, tabulate, and summarize data accurately. Ability to apply persuasive and influential communication in coordination with others. Ability to interpret written, oral, and diagrammatic instructions. Ability to exercise sound judgment and creativity when evaluating information. Physical Demands Work is sedentary to light. It may involve lifting or carrying objects up to 10 pounds. Tasks may require prolonged periods at a computer workstation and visual discrimination of colors, textures, and visual cues. Oral communication is required. Work Environment Work is regularly performed without exposure to adverse environmental conditions. Additional Information The City of Roswell reserves the right to revise this job description at any time. This description does not represent a contract of employment. Equal Employment Opportunity Statement The City of Roswell, Georgia, commits to a policy of equal employment opportunity for all applicants and employees, complying with local, state, and federal laws. The City's policy is to employ qualified persons without discrimination based on race, creed, color, religion, age, sex, national origin, marital status, disability, sexual orientation, gender identity, genetic information, political affiliation, ethnicity, or any other status protected by law.
    $31k-40k yearly est. Auto-Apply 60d+ ago

Learn more about investment banker jobs

How much does an investment banker earn in Roswell, GA?

The average investment banker in Roswell, GA earns between $82,000 and $279,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Roswell, GA

$151,000
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