Investor Relations Associate
Investment banker job in Sugar Land, TX
Who you are: Passionate about data, communications, and content creation, preferably in the real estate and private equity industry. You are someone who enjoys speaking with people and are excited to build the DPEG network through public relations, social media, and strong interpersonal skills. You are highly skilled at and enjoy building long-term relationships.
Duties:- Develop, maintain and strengthen relationships with DPEG investors and partners.- Keep our investment management CRM system updated accurately throughout all projects and partners.- Provide timely and accurate information to investors regarding investment opportunities, project details (closings, new leases, etc.), distribution and end of year tax documents.- Prepare and distribute press releases, presentations, and other investor communications.- Excellent communication skills with the ability to effectively present complex financial information to diverse audiences in a simple way.- Work cross-functionally with accounting and finance teams to ensure investor funds are accounted for accurately.- Coordinate investor meetings, conferences, and roadshows.- Conduct market research and analysis to identify trends and investor sentiment.- Monitor and analyze financial markets, industry trends, and competitor activities.- Stay updated on industry best practices and developments in investor relations.
Requirements:- Bachelor's degree in finance, business administration, or a related field.
- Proven experience in investor relations, sales, or financial services.
- Strong knowledge of investment management principles and practices.
- Proficiency in basic accounting, financial reporting and banking operations.
- Familiarity with SEC regulations and compliance requirements.
- Ability to build and maintain relationships with investors, analysts, and other stakeholders.
- Detail-oriented with strong organizational skills.
Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Supplemental pay types:
Bonus opportunities
Ability to commute/relocate:
Stafford, TX 77477: Reliably commute or planning to relocate before starting work (Required)
Experience:
Microsoft Office: 4 years (Preferred)
Sales: 4 years (Preferred)
Personable (be able to build relationships with all our investors and get to know them through trust, rapport and understanding)
Supplemental Pay:
Bonus opportunities
Job Type: Full-time
Schedule:
8 hour shift
Work Location: In person
Senior Minerals Trader - Physical
Investment banker job in Houston, TX
Redstone Commodity Search focus on offering 360° search solutions to the global commodities markets. With a competitive coverage of Trading Houses, Producers, Majors, Utilities, Merchants, Hedge Funds, Investment Banks and Brokerages; Redstone Commodity Search can confidently offer you an edge in today's volatile market.
Redstone Commodity Search are working with an international trading house looking to onboard a an experienced Senior Minerals Trader to join our client's Houston-based trading team. This role will focus exclusively on North American trade flows, managing a portfolio of minerals, developing strategic supplier and customer relationships, and driving profitability across the region.
Responsibilities:
Lead trading activities for minerals across North America, including negotiation, execution, and optimisation of deals.
Develop and expand a strong network of regional suppliers, customers, and logistics partners.
Monitor market trends, pricing movements, and supply/demand dynamics in the North American market.
Identify and secure new commercial opportunities within the region.
Work closely with operations, logistics, and finance to ensure smooth deal execution and effective risk management.
Requirements:
Minimum 5-10 years' proven experience in physical minerals trading within the North American market.
Senior trader for Industrial Minerals including Bauxite, Calcined Bauxite, Brown Fused Alumina, Calcined Bauxite, Fluorspar, Fused Magnesite, Lithium Carbonate, Magnesium, Silicon Carbite, White Fused Alumina, Rare Earth Minerals etc.
Metallurgical Expertise is a plus.
Demonstrable track record of P&L growth and deal origination in the region.
Established network across suppliers, buyers, and service providers in North America.
Strong negotiation, commercial, and relationship-building skills.
Finance Associate - Acquisitions & Planning
Investment banker job in Houston, TX
The Sullivan Brothers Family of Companies (SBFC) is a diversified operating and investment platform spanning environmental remediation, disaster recovery, health, construction, infrastructure, industrial operations, energy and natural resources.
Through long-term investment and disciplined execution, SBFC develops and operates businesses that strengthen communities, enhance critical infrastructure, and contribute to a more sustainable and resilient future.
Role Description
The Associate - Acquisitions & Planning will collaborate with the Chief Investment Office and Financial Planning & Analysis teams to support the Sullivan Brothers Family of Companies (SBFC) in its financial management and strategic growth initiatives. This role focuses on evaluating and integrating new business ventures, monitoring portfolio company performance, and driving financial analysis to optimize efficiency, profitability, and returns. The Associate will work closely with management teams to analyze business drivers, historical performance, competitor benchmarks, and financial forecasts, while supporting budgeting and strategic planning to align with corporate objectives. The role will also support the firm's financing and capital markets activities, including maintaining banking relationships, evaluating funding alternatives, and assisting with debt and credit facility management across the portfolio.
Responsibilities
Assist in the acquisition process for new businesses and investments, including due diligence and financial evaluation
Monitor and analyze the financial performance of existing and newly acquired business units
Develop and maintain detailed financial models for cash flow analysis, budgeting, forecasting, and corporate goal tracking
Evaluate Key Performance Indicators (KPIs) to proactively identify potential business issues before they impact financial performance
Conduct ad hoc financial and strategic analyses related to capital projects, acquisitions, commercial contracts, and other initiatives
Collaborate with accounting and operations teams to ensure accurate financial reporting and timely delivery of key performance insights
Develop valuation analyses and return models to evaluate potential investments, divestitures, and internal capital projects
Contribute to the development of long-term strategic plans, capital allocation frameworks, and scenario analyses
Prepare investment memos, presentations, and reports to support decision-making and strategic recommendations
Assist with capital markets activities, including lender communications, credit facility reporting, covenant monitoring, and evaluation of financing structures to support growth and liquidity needs
Support relationship management with banks, financing partners, and other capital providers across the SBFC portfolio
Provide analytical and strategic support to the Chief Investment Officer and Chief Financial Planning & Analysis Officer as needed
Qualifications
Previous experience with investment bank, private equity, consulting or public accounting firm preferred
Must have intermediate to advanced proficiency in Microsoft Excel
Demonstrate excellent analytical, communication, research and writing skills
Demonstrate leadership skills to direct a project and/or team
Must be able to work independently and enjoy working in a dynamic and energetic entrepreneurial environment with the potential for tight timelines and rapid schedule changes
4-year and/or graduate degree in finance, accounting, management, economics, engineering or data analytics
Consumer Finance Associate
Investment banker job in Houston, TX
Consumer Finance Associate - Hybrid Our client, an Am 100 law firm, has an immediate opening in their Austin, Dallas, or Houston offices for a Consumer Finance Associate with a minimum of three years of experience. Candidates should have experience navigating litigation and arbitration proceedings on behalf of financial institutions at the state, federal, and appellate levels, as well as familiarity with mortgage servicing litigation, the Fair Debt Collections Practices Act (FDCPA), the Fair Credit Reporting Act (FCRA), and state consumer protection acts. The candidate will work primarily with attorneys in our Financial Services & Capital Markets business unit.
The ideal candidate will have excellent academic credentials, a commitment to the community, superior interpersonal skills, and a demonstrated record of working well under pressure. The candidate should demonstrate exceptional judgment, the ability to effectively handle multiple projects, and the ability to articulate legal strategies and courses of action.
Candidates should have an active Texas bar license.
Salary
190,000.00
-
250,000.00
(USD)
Package Details
We offer competitive compensation and a comprehensive benefit package including medical, dental, vision, 401(k) and much more.
Proprietary Equity Traders Wanted
Investment banker job in Houston, TX
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 ***************************
Easy Apply2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
Investment banker job in Houston, TX
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.
Auto-ApplyInvestment & Corporate Banking - Energy - Oil & Gas and Energy Infrastructure, Experienced Investment Banking Analyst (Houston, TX)
Investment banker job in Houston, TX
Banking Americas
Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada.
Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities.
About the Role:
The Energy Group is seeking a Houston-based, qualified, motivated investment banking Analyst. Prior investment banking or similar professional experience within the upstream, midstream, downstream and/or energy infrastructure industry is required; some technical upstream or midstream and LNG experience is preferred.
As a cross-product industry team, Analysts in the Oil & Gas and Energy Infrastructure Group work on a variety of transactions, including M&A, A&D, corporate valuation, board advisory and capital raises. Analysts typically function as members of deal teams comprising a Managing Director, Director - Vice President, Associate, and Financial Analyst, plus technical professionals.
Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:
Conduct extensive quantitative economic, industry and company research and analysis
Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing
Evaluate risk/return parameters of financing transactions
Financial modeling, valuation, comparable & relative value analyses and market-specific analysis
Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities
Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources
Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution
Assist in the development and continued cultivation of client relationships
Qualifications:
Bachelors degree in Finance, Accounting or Economics
At least one year of prior investment banking or similar professional experience focused on the oil and gas industry is required; some upstream technical experience is preferred
Knowledge of corporate finance, securities, financial markets and risk & pricing analysis
Must have experience in the general Energy sector
Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions
Ability to manage multiple projects simultaneously
Ability to work under pressure and adhere to tight deadlines
Strong written and oral communication skills and ability to convey ideas
Creativity and intellectual curiosity
Ability to work independently and must be able to work effectively in a team environment
Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office
Series 79 & 63
The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
#LI-onsite
Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
Auto-ApplyAssociate - Private Investment Funds
Investment banker job in Houston, TX
Midlevel Investment Funds Associate | Sponsor -side PE Fund Formation | NYC, HOU
Our AmLaw 100 client is adding a midlevel associate to its private equity fund formation group in New York or Houston. Expect direct access to senior partners, hands -on training, and real client interaction on cutting -edge work.
Role Summary
Sponsor -side formation for private equity funds and related vehicles
Draft, negotiate, and refine core fund documents and investor materials
Support fundraisings and closings, coordinate with tax, regulatory, and finance teams
Daily client contact and responsibility scaled to experience, with mentorship baked in
Candidate Profile
Class years 2018-2021 from a nationally recognized firm or fund practice
Solid experience in sponsor -side fund formation and investor negotiations
Strong drafting, organizational rigor, and a steady handle on timelines
Why This Role
Highly regarded fund formation platform with leading practitioners and meaningful training
Early responsibility and visible client work on sophisticated matters
New York base within a top firm in this space
Annual base compensation range: $310,000 to $420,000, plus discretionary performance bonus and comprehensive benefits including health care, retirement, paid time off, parental leave, life insurance, and FSAs.
Call to Action
If you fit the profile and want a stronger platform for sponsor -side fund work, click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
J.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TX
Investment banker job in Houston, TX
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyInvestment Relations Associate
Investment banker job in Houston, TX
The Investment Relations associate will focus on assisting administration duties through our online portal and other sales tools. This covers assisting in data entries and audits of our online systems as well as direct correspondence with clients to assist in their request and support our sales team. The Team Member will work as part of the ZT Corporate Private Equity Team and report to the Manager in the day-to-day aspects of client relationships and to support high client satisfaction.
Responsibilities:
Prepare and maintain marketing materials, including presentations, and ad hoc requests.
Proactively manage existing CRM system and online portal, ensuring
(1) all investor profiles are updated with recent meeting notes and documented next steps and
(2) consistent and prioritized communications with prospective investors.
Assist with ad hoc investor requests regarding documentation or their investments.
Attending and assisting at local investor events including setup, sign ins, and requests for information from relevant parties
Qualifications:
Strong written, verbal and presentation skills.
Aptitude for numbers, accuracy and organization.
Ability to work accurately and quickly under pressure.
Creative problem-solving skills including the ability to identify, recommend and implement solutions.
Ability to learn and adapt to new technologies and systems.
Experience with MS Excel and other Microsoft suits
Ability to work in a collaborative environment that requires collaboration with multiple teams.
View all jobs at this company
Banking Associate Summer Internship Program 2026 Houston
Investment banker job in Houston, TX
Purpose of the role
To participate in the day-to-day activities of the investment banking division. Gain broad exposure to different type of clients, transactions and focus on specialist areas.
Accountabilities
Collaboration on live deals, client pitches, support the team with advising on a broad range of corporate clients, delivering holistic, structured solutions to deliver on client goals.
Collaboration with cross-functional teams to support business initiatives.
Participation in training and development programs to enhance skills and knowledge.
Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for investment banking.
Management of client relationships and provision of customer service support to clients and customers, under steadily decreasing supervision, responding to questions about products and services, processing of transactions.
Development and implementation of financial models and strategies that support in decision making in investment banking. Understand how businesses work and learn from experts in the industry.
Training and mentoring of junior colleagues.
Associate Expectations
Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
Take ownership for managing risk and strengthening controls in relation to the work done.
Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organization sub-function.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practices (in other areas, teams, companies, etc).to solve problems creatively and effectively.
Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
Influence or convince stakeholders to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Summer Internship Program Overview
Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 8-10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career.
Why the Investment Banking Summer Intern Program?
As a Banking intern, you will be working with various Investment Banking teams. Here. you'll come up with the answers to our clients' most strategic questions. Advising a broad range of corporate clients, you'll deliver holistic, structured solutions that help our clients deliver on their goals; whether that's through mergers and acquisitions, capital raising, structured solutions or risk management.
As a Summer Associate Analyst, you'll spend the summer learning the art and science behind executing a transaction. As a member of one of our industry, product or geographic groups, you'll work on live deals and deal proposals. You may also work on projects that include:
•Financial analysis and modelling
•Valuation
• Industry research
• Client due diligence
• Developing written materials, including offering memoranda and new business presentations.
Investment Banking at Barclays
Barclays is one of the world's top-tier investment banks. We are one of the only non-US, full-service rivals to the biggest US investment banks. And being headquartered in Europe gives us a unique advantage. We think and act differently. From Hong Kong to Houston, and Tel Aviv to Tokyo, everyone at Barclays enjoys a real sense of purpose, because they work for a business that fosters innovation, champions sustainability, and deploys finance responsibly for the common good and the long term.
Who we're looking for
To be considered for this program, you must be pursuing an MBA degree, graduating between December 2026- June 2027.
Ideally you'll have A GPA of 3.2 or above. You'll have a keen interest in business and finance and a curiosity to learn. We value resourcefulness, teamwork, enthusiasm and an entrepreneurial spirt, all of which might be showcased through your involvement in extracurricular activities.
Working in Houston
Working at our Houston office will give you the perfect start to your career. With facilities that will enable you to do your best work from day one, our Houston office is just one of our global offices that we're proud to call home to our colleagues. Whether you're collaborating, learning, networking or growing - the Houston office is the perfect place for you to be.
It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, protected veteran status, genetic information, or any other basis protected by law.
Auto-ApplyIntern - Commercial Banking
Investment banker job in Houston, TX
An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services.
Internship Dates: May 27th - July 31st, 2026
Auto-ApplyCommercial Banking Intern - Summer 2026 (Houston, TX) (Houston, TX, US, 77001)
Investment banker job in Houston, TX
Areas of Interest: Commercial Banking Pay Transparency Salary Range: 45760 Application Deadline: 01/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
Bonus Type
Not Bonus Eligible
Summary
Start your career in financial services by gaining broad knowledge of our industry and organization. Our Internship program is designed to benefit students completing their Junior year of college. Your training will combine classroom sessions, on-the-job training, computer and technical training, and group projects. Your training will take place in your specific market location and will include a 10 week immersive experience in the line of business. Following successful completion of the Internship, you will be considered for a role in our Associate rotational development program after graduation.
Job Description
The Accelerated Career Track Intern is primarily responsible for a variety of assigned duties, responsibilities, and studies throughout the bank in a competitive 10-week internship program designed to develop financial, analytical and sales skills to prepare for a career within the organization as determined through the training and rotational process. Participates in internal training programs and self-study courses in order to develop skills to be used on the job; specific focus on the Bank's operations, markets and strategies.
Team Culture
We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships.
How You'll Spend Your Time
* You will participate in classroom, self-study, and hands-on curriculum.
* You will build relationships with managers, mentors, and peers.
* You will participate in special projects, present data, analyze situations, draw conclusions, and make recommendations when required.
* You will participate in Battle of the Interns on a project team.
Education & Experience Requirements
This level of knowledge is normally acquired through work towards completion of a Bachelor's degree.
Working Conditions & Physical Requirements
Office - 20 lbs
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_********************* with any questions.
Easy ApplyIntern - Commercial Banking
Investment banker job in Houston, TX
An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services.
Internship Dates: May 27th - July 31st, 2026
Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered.
Should be in good standing at the college or university.
Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent verbal, written and interpersonal communication skills.
Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors
Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries.
Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request.
Participates in loan committee meetings to gain insight on the loan approval process.
Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package.
Observes how new business is generated through referrals, prospecting, and networking.
Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials.
Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients.
Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills.
When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.
Auto-Apply2027 Summer Internship, Early Careers - Investment Banking (Houston)
Investment banker job in Houston, TX
2027 Investment Banking Summer Analyst Program
Invest in your tomorrow
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
Investment banking
Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers.
Program overview
This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback.
What to expect
The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include:
Supporting financial analysis and contributing to transaction execution
Conducting company and industry research
Assisting in the preparation of client materials and pitch presentations
Participating in diligence sessions, client meetings, and internal discussions
Collaborating with senior bankers across sectors and geographies
You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development.
Is this program right for you?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
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
Strong academic achievement
Bachelor's degree with expected graduation between December 2027 - June 2028
Demonstrated interest in finance and financial markets
Strong analytical and communication skills
Proven ability to take on significant responsibility
Relevant internship experience
Ability to work effectively both independently and in teams
Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Program Locations
Primary location is Houston, TX.
Pay Range
$53/hour
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.
Posting End Date:
29 Apr 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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 Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
Corporate & Institutional Banking Undergraduate Intern - Capital Markets
Investment banker job in Houston, TX
At 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 Capital Markets intern within PNC's Corporate & Institutional Banking (C&IB) organization, you will be based in Chicago, IL; Houston, TX; Dallas, TX; New York, NY; Philadelphia, PA; and Pittsburgh, PA. Not all segments are available in all locations.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
**Corporate & Institutional Banking Undergraduate Intern - Capital Markets**
As a PNC Intern, you will participate in a "best-in-class" internship program. During PNC's 10-week summer internship program, you will have the opportunity to gain exposure to a specific line of business, expand the tools you need to launch your career and complement your education with real-world job experience.
Corporate & Institutional Banking (C&IB) offers strategic insight and financial solutions for businesses, organizations, municipalities and nonprofits throughout the United States and internationally. The Capital Markets track provides a broad exposure to various business units within C&IB. As an intern, you will enjoy developing within a team environment, completing meaningful tasks and collaborating with senior managers on major projects. Your performance of in-depth financial analysis such as business and industry risk evaluation, cash flow analysis and projected financial modeling will sharpen your technical, analytical and decision-making skills. You will also participate in a practical and technical curriculum that enhances your skills and work experience.
The Capital Markets track includes the following business segments:
+ Asset & Liability Management segments: Chief Investment Office - Portfolio Management and Hedging and Corporate Treasury
+ Capital Markets Group: Derivatives, Foreign Exchange, Fixed Income, Financial Institutions Group and Structured Products Group
+ Investment Banking: Asset Backed Finance, Debt Capital Markets and Public Finance Capital Markets
Geographic flexibility is important to your success in this program. Locations may include: Chicago, IL; Houston, TX; Dallas, TX; New York, NY; Philadelphia, PA; and Pittsburgh, PA. Not all segments are available in all locations.
Learn more about PNC's Summer Internships by visiting ********************* .
**Job Profile** :
Participates as an intern in the PNC summer internship program.
+ Performs or assist the core activities of the group by applying knowledge learned to drive business results (e.g., deal, sales, process support, internal or external customer interaction, or supporting internal projects). Works under supervision and may have limited approval and/or exception authority
+ Participates in social learning within the organization (e.g., identifies and networks with business representatives and peers, participates in mentoring, job shadowing and community outreach).
**Required Education and Experience** :
+ Working toward Bachelor's Degree, preferred business relevant majors (e.g., Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), junior status, Minimum GPA 3.2.
PNC provides equal 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.
**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.
**Competencies**
Accuracy and Attention to Detail, Analytical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Initiative, Products and Services, Self-Directed Growth and Development
**Work Experience**
Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Pay Transparency**
Base Salary: $18.00 - $35.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education.
**Application Window**
Generally, this opening is expected to be posted for two business days from 08/05/2025, although it may be longer with business discretion.
**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.
Commercial Banking Intern Houston, TX
Investment banker job in Houston, TX
Intern I The Intern I position is an entry-level and learning focused position. The Intern I gains exposure to various departments within the company, working on hands-on projects and supporting business units in their daily operations. This position is designed to provide undergraduate students with a valuable learning experience in the financial services industry.
This internship role is intended for a multi-week internship, e.g., 8-12 weeks.
Position Responsibilities
Participate in a line of business intern program which includes but is not limited to completing required activities that introduce the Intern to a line of business' leadership, strategies, and programs. Activities could include,
* Assist in preparing financial reports, presentations, and data analyses.
* Conduct market research and competitor analysis.
* Provide support in data entry, system updates, and database management.
* Assist with administrative tasks such as scheduling meetings, preparing materials, and organizing documents.
* Participate in team meetings, offering insights and learning from various team members and leaders.
* Shadow senior team members to understand key business functions (e.g., risk management, investment analysis, client services).
* Contribute to small projects under supervision, ensuring timely delivery and quality work.
Participate in the corporate intern program which includes but is not limited to completing required training, attend corporate events and complete weekly corporate assignments that introduce the Intern to the company's culture, values, and business units.
Other duties assigned.
Position Qualifications
* Current undergraduate student pursuing a degree in Finance, Economics, Business Administration, Information Systems, or a related field
* Strong academic performance (GPA of 3.0 or above)
Looking to learn more about this position:
Please visit *********************************************************
for details on day-to-day responsibilities, qualifications, and team dynamic
Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days
Hours: 8:00am - 5:00pm Monday - Friday
Salary: To Be Determined Based on Individual Experience
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
Intern - Commercial Banking, Houston, TX
Investment banker job in Pasadena, TX
The purpose of this internship is to equip the intern with on-the-job training and work experience within the Commercial Banking department preparing the intern for a career in the financial services industry. The intern will provide needed support to one or two departments throughout the duration of the internship by coordinating and completing special projects, while also participating in community service, networking, and training events.
Responsibilities
Complete assigned special projects supporting the commercial loan relationship managers. Through daily interaction with lending personnel you will learn about the practice of commercial loan portfolio management which includes loan underwriting, risk analysis and identification of risk based pricing, packaging and presentation of loan requests for approval, renewal processing, and loan document preparation.
Attend designated training classes
Participate in community service
Attend informative events within Trustmark designed to provide interns with general understanding of functional areas of the bank
Present an overview of department and projects worked on during internship program; provide an evaluation of departments, projects, and the overall program
Perform additional duties as assigned.
Qualifications
Junior or Senior college level/MBA
Major: Finance, Accounting or other applicable Business related degrees
Minimum GPA of 3.00
Basic computer skills
Proficient use of Word, Excel, and PowerPoint software
Good oral and written communication skills
Ability to handle confidential and critical information
Able to work in a team and take direction from others
Able to give presentations on work experience topics
Ability to display customer service skills
Ability to perform basic math and/or accounting functions
Must commit to a start date of June 1, 2026 - July 31, 2026
Auto-Apply2027 Summer Internship, Early Careers - Investment Banking (Houston)
Investment banker job in Houston, TX
2027 Investment Banking Summer Analyst Program
Invest in your tomorrow
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
Investment banking
Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers.
Program overview
This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback.
What to expect
The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include:
Supporting financial analysis and contributing to transaction execution
Conducting company and industry research
Assisting in the preparation of client materials and pitch presentations
Participating in diligence sessions, client meetings, and internal discussions
Collaborating with senior bankers across sectors and geographies
You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development.
Is this program right for you?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
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
Strong academic achievement
Bachelor's degree with expected graduation between December 2027 - June 2028
Demonstrated interest in finance and financial markets
Strong analytical and communication skills
Proven ability to take on significant responsibility
Relevant internship experience
Ability to work effectively both independently and in teams
Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Program Locations
Primary location is Houston, TX.
Pay Range
$53/hour
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.
Posting End Date:
29 Apr 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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 Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
Auto-ApplyPremier Private Banker V
Investment banker job in Houston, TX
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
ESSENTIAL FUNCTIONS
* Actively participates in a business development plan to increase the Bank's loan and deposit portfolio
* Manages full-service banking relationships with businesses, professional practices and high net worth individuals and oversees a portfolio of highly complex accounts
* Consults with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services.
* Analyze financial, tax and credit needs of customers, monitor customers changing needs and recommends strategies that utilize company products/services.
* Resolves customer problems and assists with general inquiries. Provides superior service to customers.
* Ensures that all required documentation is in file for all loans. Clears documentation or compliance exceptions noted by Loan Operations or other review channels
* Develops and utilizes COI network to generate new business
* Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well and all State and Federal regulations.
* Builds and maintains a positive working relationship with COI's to enhance the Bank's image and reputation in the marketplace
* Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities.
* May provide training and guidance to less experienced Private Bankers
* Accepts other duties as assigned
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications, Education, and Certification Requirements
* Education: Bachelor's degree in a related field (Finance, Management, Business Administration) or equivalent experience
* Experience: Minimum 15 years Business Banking or Private Banking experience; 5 or more years of lending or sales experience is preferred. FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities.
* Skills: Excellent written and verbal communication skills are necessary. Demonstrated understanding of financial accounting and analysis. Excellent organization, interpersonal, sales, execution, and delivery skills. Must be able to multi-task with frequent interruptions, be comfortable in a fast-paced, changing environment, and manage multiple projects to conclusion on time. Proven success in problem analysis and resolution. Strong attention to detail and accuracy. High level of expertise with MS Office suite. Ability to develop rapport easily with clients, peers, and partners. Ability to exercise independent judgment and decision making, initiative and tact in dealing with bank staff and customers. Ability to work independently and in a team setting. Knowledge of state, federal, and regulatory guidelines.
* Knowledge: Basic knowledge of bank operating systems. Extensive knowledge of Bank products, services, procedures, and practices. Previous experience with analysis of Retail, Private Banking and/or Commercial relationships, strategic sales planning and client issue resolution is required. Must have in-depth knowledge of federal and State lending regulations and Bank policies related to lending procedures. Familiarity with the local business community is strongly preferred.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, reports and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
WORK ENVIRONMENT
This position is in a private office.
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel may be required to come to meetings as needed.
Equal Opportunity Employer, including disabled/veterans.