Investment Banker Jobs in Spring Valley, NY

Seeking three experienced investment banking associates* for full-time in person position at highly-successful boutique investment banking firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy. Min. of 3 -years of customer facing investment banking or buy-side analyst experience w i th significant involvement in sales/origination role . Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel; given our size, all staff are involved in all activities. Ideal candidate is currently an associate at an investment bank or buy-side analyst experience with significant involvement in sales/origination role. You will have (or obtain) the following licenses: SIE, 7, 66 and 79. *Two already hired.

Join an established private investment group as an Associate, Strategic Finance where you'll play a pivotal role in driving both financial and strategic goals. This is a role on a growing team with tons of exposure to the C-suite and room for impact. This is a perfect role for: Someone already on a strategic finance or FP&A team where they have to do financial modeling Someone from a big company finance rotation program Someone who wants to move inhouse from I-banking or PE The role: Financial modeling & growth strategy Develop commercial insights + business cases and manage the working relationships associated with them - will be a mix of "corporate" finance and "portfolio" finance Drive overall planning, monitoring, are reporting of financial performance (budget, forecast, strategic planning) Develop dashboards, KPIs, and build presentations for stakeholders, investors, and c-suite Who you are: 1 - 3 years of experience in FP&A, a Finance Rotational Program, I-banking, Private Equity, or Strategic Finance You have driving, are willing to show up, knows how to get stuff done!! 💵Compensation: $120k -$130k base salary + cash bonus + benefits and flexible for the perfect candidate!

COME GROW WITH US! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. POSITION DESCRIPTION Position Title: Financial Service Representative Salary Range: $19.54-$24.43 an hour depending on experience, plus monthly incentives Location: 131 East Main St, Washingtonville, NY 10992 POSITION PURPOSE Responsible for promoting financial well-being so people may reach their fullest potential in life by promoting our credit union's products and services to new and existing members. Our FSRs are to use all available tools and training to help our members accomplishes their goals and, in the process, find cross-sell opportunities that will benefit the member. In addition, our FSRs are to counsel members on credit score enhancement to assist them in building, enhancing and maintaining a strong financial future. ESSENTIAL FUNCTIONS AND BASIC DUTIES Maintain knowledge of all credit union products and services; Cross-sell credit union products and services that meet member needs; deposit products, IRA's, consumer and real estate, electronic services, insurance, investment services, etc. Maintain or surpass sales performance standards to enhance the member experience Must meet or exceed sales goals. Consistently exhibit and enhance the sales and service skills that the credit union has adopted for all member service contact, sales and service culture Assist members in completing the following transactions as needed: deposits, withdrawals, loan payments, transfers, check cashing, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc. Assist Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc. Run and analyze credit reports and counsel member on improving score, if applicable, and recommend products and services to assist member in building/maintaining a strong financial future. Perform member service responsibilities; answering questions and requests, researching and resolving member issues to completion, etc. Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures. Adhere to and help enforce all security procedures as well as departmental policies and procedures. Assist in training and developing new and current employees. Perform file maintenance and account changes, as needed. Complete required reports and maintains records accurately and promptly. Consistently recommend changes, workflow, efficiencies and quality. Keep Supervisors/Managers informed of area activity and of any significant problems or concerns Actively attend and participate at meetings, as required. Support all internal sales contests and product promotions. Always be a positive role model and advocate for the credit union. Work overtime if requested by management. Assist branch management with any other duties, as assigned. Requirements EDUCATION/CERTIFICATION: 2-year college degree preferred plus three to five years' experience in sales and/or financial counseling; or a comparable combination of education and experience. REQUIRED KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. EXPERIENCE REQUIRED: Experience using P.C. based software including Microsoft Office. SKILLS/ABILITIES: Ability to project a professional appearance and positive attitude at all times. Excellent customer service and communication skills. Excellent communication and listening skills. The ability to prioritize and manage multifunctional tasks. Bilingual a plus. Equal Opportunity Statement Employment at our Credit Union is based upon merit, ability, and qualifications. 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 status.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Trexquant is a growing systematic fund manager with a core team of highly accomplished researchers. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity, futures, and credit markets. As our Investor Relations Associate, you will play an integral part in our efforts to build awareness of our compelling narrative, coordinate targeted marketing materials, help execute investor outreach campaigns, as well as provide client service to our existing investors. Responsibilities Support and service existing investors, including preparing materials for periodic update calls, investor communications, and responses to investor due diligence. Coordinate scheduling of investor meetings with senior management, and produce necessary materials in preparation, as well as aspects of follow-up. Develop robust internal processes for streamlined engagement with prospective investors and internal stakeholders. Build and maintain relationships with existing investors while helping identify and engage prospective investors. Contribute to the development of comprehensive marketing strategies to attract new investors and develop relationships with existing clients. Enhance marketing materials such as pitch decks, website content, brochures, and thought leadership pieces Investigate changes in the investor landscape, and articulate how changes should inform our strategy. Prepare presentations and reports that articulate our fund's performance, strategy, and market insights. Coordinate with capital introduction teams and consultants to create a process of scheduling key conferences, roadshows, and one-on-one meetings. Conduct market research and competitor analysis to stay ahead of industry trends. Requirements Bachelor's degree in Marketing, Finance, Business Administration, or a related field; Master's degree or MBA preferred. 3+ years of experience in investor relations, or communications, preferably within the financial services or hedge fund industry. Strong understanding of systematic investment strategies and the hedge fund landscape. Analytical skills to prepare responses to investor inquiries Excellent communication, presentation, and writing skills. Ability to work independently and as part of a team in a fast-paced environment. Benefits Competitive salary plus bonus tied to your performance Comprehensive benefits including healthcare and insurance

Job Classification: Finance & Accounting - Finance & Accounting What you can expect We are seeking an individual to serve as a mutual fund tax specialist that will assist with all aspects of tax compliance and reporting. This person will coordinate workflow, assignments, and deadlines with both the tax and financial reporting teams. This individual will communicate with many internal and external partners, including Product, Legal, Compliance, custodian banks and external tax firms. In addition, the individual will be responsible for ongoing research for complex portfolio holdings and legislative changes. Responsibilities * Review mutual fund tax compliance work. * Review of return of capital distributions, corporate actions, and REIT adjustments for GAAP and tax purpose. * Review financial statement tax disclosures. * Review of federal, state, and local tax returns. * Review year-end shareholder reporting. * Support internal partners related to tax considerations and impacts. * Responsible for review and research of complex holdings, including but not limited to partnerships, MLPs, swaps, options, foreign currency, shorts, notional principal contracts, convertible debt and passive foreign investment companies. * Oversight of custodian banks tax reclaim services. * Oversight of foreign jurisdictions taxation and impacts to mutual funds. What you will bring * 3+ years of experience in mutual fund taxation * CPA and/or Masters in Tax preferred * Strong technical mutual fund tax skills * Bachelor's degree in accounting * Strong analytical skills with high attention to detail * Ability to manage multiple priorities and deadlines * Strong communication skills What will set you apart * Experience specific to Chapter M * Taxation knowledge across mutual funds, ETFs, and alternatives * Work experience within a "big-4" firm PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Salary Range Disclosure The salary range for this role is from $90,000 to $110,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. About PGIM Investments PGIM Investments is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team welcomes new ideas and challenging the status-quo and are committed to developing talent for long-term success. A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Embark on a full-time Analyst Program focused on Commercial & Investment Bank Payments, commencing in 2025. Are you intrigued by the innovation in global payments and curious about how multinational businesses manage currencies? J.P. Morgan, one of the world's largest banks, is leading the way in emerging financial technology, improving cash management and payment solutions. We're offering you the chance to gain hands-on experience in this exciting landscape through our Payments analyst program. With the support and resources of J.P. Morgan, including training and mentorship from senior leaders, you'll be engaged in challenging projects that utilize your skills. We're seeking innovative thinkers to help shape our future client solutions. As a 2025 Commercial & Investment Bank Payments Full-Time Analyst in the Payments analyst program at J.P. Morgan, you will have the opportunity to gain hands-on experience across an exciting, innovative landscape. You will learn what it takes to 'make money move' and will be supported by training and mentorship from senior leaders. You will engage on challenging projects that use all your skills and will be part of creating innovative ideas to transform the Payments landscape. What to expect This two-year program kicks off with four weeks of intensive training led by our expert professionals. Payments analysts will have three rotations across the business. You'll gain an understanding of our businesses, how they work together and how we serve clients as well as the technical skills needed to make a difference right from the beginning. This position is based in Jersey City, NJ. Job Responsibilities: Learning how we work with 100,000+ clients in 150+ countries to support cash management needs and technology-based payment solutions Identifying opportunities to leverage emerging technologies to meet client needs Gaining exposure to product, strategy, or client coverage-based teams Being part of creating innovative ideas to transform the Wholesale Payments landscape Working under the guidance of mentors and a supportive team Networking with industry leaders, accessing best-in-class training and learning how all our businesses work together to provide excellent customer service About you If you've got initiative and the vision to come up with strategies and plans, then this is the role for you. Required qualifications, capabilities and skills: Fluency in English Attend college/university in the U.S. All majors eligible to apply Expected graduation date of December 2024 - June 2025 from Bachelors or Masters program If you are pursuing a Master's Degree, it must be completed within 2 years of your Bachelor's Degree Minimum cumulative GPA of 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 & Co., 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). Preferred qualifications, capabilities and skills: Exceptional analytical, research and project management skills Familiarity with business fundamentals Ability to quickly solve problems on your own and with a team Enthusiasm, energy and a drive to succeed A collaborative mindset and willingness to partner and work on a team Join Us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant 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 certain required qualifications. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. ©2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

Be a part of our 9-week Internship Development Program, where you will have the opportunity to apply knowledge gained through your college courses. Becoming an Investment Analytics Intern is a great way to enhance your business acumen and gain insight into our industry. Interns are placed into meaningful roles that have an immediate and integral impact on the business. The internship will be based in our Jersey City, NJ office and will run from June 2, 2025, through August 1, 2025. You must be available for all 9 weeks of the program. Fortitude Re's investments team determines and develops asset strategies designed to support reinsured liabilities. The team is responsible for developing and maintaining Fortitude Re's investment plan based on its strategic asset allocation, guiding Fortitude Re's asset managers to execute such asset strategies and monitoring the asset portfolio to assess performance and portfolio risk. The investments unit also communicates investment activities to executive management, the Board of Directors, Investment Committee, regulators, and other interested parties. The group will play an essential role in the pricing and due diligence of potential new business acquisitions. What You Will Do: Calculate cashflows, risk metrics, and other analytics for our structured assets. Develop quantitative techniques for evaluating select prospective and existing investments. Facilitate in the preparation of written materials to communicate investment strategy, performance, and risk monitoring. Develop automated and efficient reporting to monitor portfolio positions, activity, risk, performance, and compliance and explain such information to Fortitude Re's senior management, Investment Committee, and Board of Directors. Collaborate with Investment Managers and the Fortitude Re team to develop investment recommendations based on market conditions and Fortitude Re's ALM and capital position. Perform due diligence on asset portfolios that may be acquired in future acquisitions and develop asset strategies for any future reinsurance liabilities. What You Will Have: Rising college senior pursing a master's degree in finance, economics, or investments. Proficiency in Python and SQL is required. Strong analytical capabilities. Advanced Excel skills are required. Familiarity with more sophisticated data science techniques (SQL, R, Python, MatLab) and experience with Bloomberg is a plus. Very strong written, verbal, and interpersonal communications skills to clearly articulate sophisticated concepts, ideas and processes. Presence and credibility to present effectively to key senior management. A willingness to work towards CFA designation is preferred. Applicants must be authorized to work for any employer in the U.S. We are unable to consider applicants who will now or in the future require sponsorship for an employment visa.

Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world's leading providers of legacy reinsurance solutions. They work with the world's leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re's roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re's leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re. Be a part of our 9-week Internship Development Program, where you will have the opportunity to apply knowledge gained through your college courses. Becoming an Investment Analytics Intern is a great way to enhance your business acumen and gain insight into our industry. Interns are placed into meaningful roles that have an immediate and integral impact on the business. The internship will be based in our Jersey City, NJ office and will run from June 2, 2025, through August 1, 2025. You must be available for all 9 weeks of the program. Fortitude Re's investments team determines and develops asset strategies designed to support reinsured liabilities. The team is responsible for developing and maintaining Fortitude Re's investment plan based on its strategic asset allocation, guiding Fortitude Re's asset managers to execute such asset strategies and monitoring the asset portfolio to assess performance and portfolio risk. The investments unit also communicates investment activities to executive management, the Board of Directors, Investment Committee, regulators, and other interested parties. The group will play an essential role in the pricing and due diligence of potential new business acquisitions. What You Will Do: Calculate cashflows, risk metrics, and other analytics for our structured assets. Develop quantitative techniques for evaluating select prospective and existing investments. Facilitate in the preparation of written materials to communicate investment strategy, performance, and risk monitoring. Develop automated and efficient reporting to monitor portfolio positions, activity, risk, performance, and compliance and explain such information to Fortitude Re's senior management, Investment Committee, and Board of Directors. Collaborate with Investment Managers and the Fortitude Re team to develop investment recommendations based on market conditions and Fortitude Re's ALM and capital position. Perform due diligence on asset portfolios that may be acquired in future acquisitions and develop asset strategies for any future reinsurance liabilities. What You Will Have: Rising college senior pursing a master's degree in finance, economics, or investments. Proficiency in Python and SQL is required. Strong analytical capabilities. Advanced Excel skills are required. Familiarity with more sophisticated data science techniques (SQL, R, Python, MatLab) and experience with Bloomberg is a plus. Very strong written, verbal, and interpersonal communications skills to clearly articulate sophisticated concepts, ideas and processes. Presence and credibility to present effectively to key senior management. A willingness to work towards CFA designation is preferred. Applicants must be authorized to work for any employer in the U.S. We are unable to consider applicants who will now or in the future require sponsorship for an employment visa. What We Offer: We offer our employees competitive benefits in a fast-paced, dynamic and nimble culture including: Unlimited PTO policy Up to 12 paid company holidays Up to 16 hours per year of paid volunteer time Competitive 401(k) plan - US Employees Only Paid parental leave Learning and Development Stipend Mental Health and Wellbeing support Health, vision, dental, and life insurance with additional access to health and wellness programs Flexible working environment In addition to base salary, we offer discretionary incentive compensation based on the role to reward the achievement of annual performance objectives Actuarial Exam Support through our Actuarial Development Program (ADP) for Actuarial employees Actuarial Program Rotation for ADP employees For all Actuarial Life AVP and above roles not based out of our Nashville, TN office: 30% travel is required to our Nashville, TN office At Fortitude Re, we believe that diversity and inclusion are critical to our future and our mission- creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law. To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes. Check us out on YouTube: About Fortitude Re (youtube.com) "> By submitting your application, you agree that Fortitude Re may collect your personal data for recruiting purposes.

Embark on a full-time Analyst Program focused on Commercial & Investment Bank Payments, commencing in 2025. Are you intrigued by the innovation in global payments and curious about how multinational businesses manage currencies? J.P. Morgan, one of the world's largest banks, is leading the way in emerging financial technology, improving cash management and payment solutions. We're offering you the chance to gain hands-on experience in this exciting landscape through our Payments analyst program. With the support and resources of J.P. Morgan, including training and mentorship from senior leaders, you'll be engaged in challenging projects that utilize your skills. We're seeking innovative thinkers to help shape our future client solutions. As a 2025 Commercial & Investment Bank Payments Full-Time Analyst in the Payments analyst program at J.P. Morgan, you will have the opportunity to gain hands-on experience across an exciting, innovative landscape. You will learn what it takes to 'make money move' and will be supported by training and mentorship from senior leaders. You will engage on challenging projects that use all your skills and will be part of creating innovative ideas to transform the Payments landscape. What to expect This two-year program kicks off with four weeks of intensive training led by our expert professionals. Payments analysts will have three rotations across the business. You'll gain an understanding of our businesses, how they work together and how we serve clients as well as the technical skills needed to make a difference right from the beginning. This position is based in Jersey City, NJ. Job Responsibilities: Learning how we work with 100,000+ clients in 150+ countries to support cash management needs and technology-based payment solutions Identifying opportunities to leverage emerging technologies to meet client needs Gaining exposure to product, strategy, or client coverage-based teams Being part of creating innovative ideas to transform the Wholesale Payments landscape Working under the guidance of mentors and a supportive team Networking with industry leaders, accessing best-in-class training and learning how all our businesses work together to provide excellent customer service About you If you've got initiative and the vision to come up with strategies and plans, then this is the role for you. Required qualifications, capabilities and skills: Fluency in English Attend college/university in the U.S. All majors eligible to apply Expected graduation date of December 2024 - June 2025 from Bachelors or Masters program If you are pursuing a Master's Degree, it must be completed within 2 years of your Bachelor's Degree Minimum cumulative GPA of 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 & Co., 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). Preferred qualifications, capabilities and skills: Exceptional analytical, research and project management skills Familiarity with business fundamentals Ability to quickly solve problems on your own and with a team Enthusiasm, energy and a drive to succeed A collaborative mindset and willingness to partner and work on a team Join Us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant 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 certain required qualifications. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. ©2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

Who We Are Cross River is a highly profitable, fast-growing financial technology company powering the future of financial services. Our comprehensive suite of innovative and scalable embedded payments, cards, and lending products deliver financial services for millions of businesses and consumers around the globe. Cross River is backed by leading investors and serves the world's most essential fintech and technology companies. Together with its partners, Cross River is reshaping global finance and financial inclusion. We are on a mission to build the infrastructure that propels access, inclusion, and the democratization of financial services. While our company has tripled in size over the last three years, our strong sense of purpose led Cross River to be named to American Banker's list of Best Places to Work in Fintech for the last 6 years. The reason for this success is simple - our nimble and collaborative family culture lives in every member of our growing team. Together we are at the forefront of technology and innovation, and we invite passionate, collaborative, and motivated high performers to join our expanding team. What We're Looking For Cross River is looking to hire new talent for our eight-week summer internship program beginning in June 2025. Cross River has developed a customized, project-based program where we strive to individualize each student's experience based on their unique skill set and career choice. Responsibilities: Help review, design, build automated reporting for the payments and Card business. Rotation within FinTech Banking ( MPL, BaaS, Cards, Payments). Analyze existing manual reporting processes and recommend strategies for improvement and automation. Aid in adding existing transactional reporting to payment dashboards (SAS & Tableau). Qualifications: Computer Science, Sequel, Python, Tableau Become familiar with MPL, BaaS, Cards, Payments by researching and reading about the lines of business. This will ensure a rewarding experience. Ability to disseminate large data sets Business Analytics, Statistical courses, reporting Understanding of basic payment processing and risk monitoring. Ability to learn functionalities of payment platforms such as SAS & Tableau. This internship will have a hybrid schedule in our Fort Lee, NJ office. #LI-JG1 #LI-Hybrid Hourly Rate: $15.00 - $25.00 Cross River is an Equal Opportunity Employer. Cross River does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need. By submitting your application, you give Cross River permission to email, call, or text you using the contact details provided. We will only contact you with job related information.

Who we are At Corebridge Financial, we believe everyone deserves financial security. We help people take action toward their future goals with our broad suite of retirement solutions and insurance products. Formerly AIG Life & Retirement, Corebridge is one of the largest and most established providers of retirement solutions and insurance products in the United States, with a long and proven track record of serving our clients. Our balanced portfolio across the Corebridge enterprise-Individual Retirement, Retirement Services, Life Insurance and Institutional Markets- enables us to manage risk, maximize growth opportunities, and help drive positive outcomes for those we serve. We proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow. For more information, visit ************************************ Get to know the business Investments manages over $300B of assets for Corebridge and their related insurance companies through separately managed portfolios and fund investments across a wide array of asset classes, including high grade and below investment grade corporate credit, private credit and direct lending, commercial and residential real estate, and private and real estate equity and hedge funds. The organization is comprised of experienced investment professionals who seek to create attractive risk-adjusted returns for the firm and its shareholders. Locations: Corebridge intern positions are available in Houston, TX and Jersey City, NJ. For applicants in Jersey City, NJ the hourly pay range is $30.00 - $33.00. Upon hire as a regular, full-time employee, the company offers a range of benefits. Summer Internship Program Description Joining the Corebridge Financial Summer Internship Program is a great way to enhance your business acumen and gain insight into our industry. Summer interns are placed into meaningful and interesting roles that are valued by the business. The Summer Internship Program lasts approximately 10 weeks and is targeted to students entering the final year of their undergraduate or graduate education. After initial orientation, summer interns will join one of our business lines, each of which offers a unique opportunity to obtain core technical knowledge and professional skills in a diverse environment. In addition to gaining on-the-job experience, summer interns have the opportunity to learn directly from senior management and participate in webinars, discussion forums, and networking receptions. Summer interns establish goals with their managers during the first week, and the goals are measured at the mid- and end- points of the summer. Successful summer interns may be considered for full-time analyst positions that become available in summer of 2026. Summer Internship Program Description * Commercial Real Estate Debt * Global Real Estate Equity * Alternatives * Private Credit * Chief Investment Office Qualifications What we're looking for: * Minimum Grade Point Average of 3.3 (unofficial transcript required with application). * Candidate for Undergraduate Bachelor's Degree at a top university or college. * Good academic and disciplinary standing at your university. * Candidates who have excelled in their previous work experience, demonstrated outstanding academic and extracurricular achievement, possess strong analytic, quantitative, interpersonal and communication skills, and are enthusiastic about the asset management industry. * Demonstrated interest in financial markets and asset management. * College students who are expected to graduate between December 2025 - August 2026 * Driven individuals who demonstrate strong academic and extracurricular achievement * Bold thinkers that possess solid analytical and quantitative skills * Enthusiastic about learning about the finance and insurance industry * Excellent organizational skills, ability to multitask and prioritize * Outstanding interpersonal and communication skills * Strong knowledge of MS Office, PowerPoint, Excel, Photoshop, Illustrator Corebridge Financial seeks candidates who have excelled in previous work experience, demonstrated outstanding academic and extracurricular achievement, possess strong analytical, quantitative, and interpersonal skills, and are enthusiastic about and committed to the insurance industry. The ideal candidates are bold thinkers with an entrepreneurial bent who possess a powerful blend of IQ (technical skills, consistent learning, statistical and financial acumen) and EQ (adaptive communication, empathy, listening skills, and the ability to challenge with humility). We also look for a diverse background of experience, culture, and thought. Successful candidates typically have a global perspective and a record of successful teamwork. We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: TH - Other Estimated Travel Percentage (%): Relocation Provided:

The Payments Summer Analyst Program offers you the opportunity to gain hands-on experience across this exciting, innovative landscape to learn what it takes to “make money move.” With the full support and resources of J.P. Morgan, you'll have what you need to succeed - from training and mentorship from senior leaders to engagement on challenging projects that use all your skills. We are looking for creative, eclectic thinkers to help us drive our future client solutions. As a 2025 Summer Analyst within the Corporate and Investment Bank Payments team, you will help work with a team that drives innovation across global payments. The nine-week Summer Analyst Program kicks off with an orientation and training sessions, taught by top professionals and expert instructors. Our team members and mentors will help you navigate the firm and continue to learn about our businesses. You will have a chance to take a deep dive into an area within the Payments organization. Access to senior management and a strong network of peers will promote ongoing professional development throughout the summer. Top performing summer analysts may receive a full-time offer to join the two year Payments Rotational Analyst Program. J.P. Morgan Payments is at the forefront of the industry - an innovative fintech organization within the Corporate and Investment Bank that is focused on improving cash management, payment solutions and building a best-in-class Campus Program. As one of the world's largest banks, J.P. Morgan moves trillions of dollars each day for our clients around the world- almost 20% of the global USD market- across multinational corporations, financial institutions, and public sector entities. Our leadership position requires us to constantly stay on top and deliver for our clients. Learn more about the Payments at JPMorgan by visiting the following: ********************************* Job responsibilities Learn how we work with 100,000+ clients in 160+ countries to support cash management needs and technology-based payment solutions across 120+ currencies Identify opportunities to leverage emerging technologies to meet client needs Gain exposure to product and client coverage teams Create innovative ideas to transform the Payments landscape with the team Work under the guidance of mentors and a supportive team Network with industry leaders, accessing best-in-class training and learning how all our businesses work together to provide excellent customer service Required qualifications, capabilities and skills Attend college/university in the U.S. All majors eligible to apply Expected graduation date of December 2025 - June 2026 from Bachelor's or Master's program (within 2 years of the Bachelor's degree) Exceptional analytical, research and project management skills Familiarity with business fundamentals Ability to quickly solve problems on your own and with a team Enthusiasm, energy and a drive to succeed A collaborative mindset and willingness to partner and work on a team Passionate about being part of a transformative and/or sales solution based industry Fluency in English Preferred qualifications, capabilities and skills Minimum preferred cumulative GPA of 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 & Co., 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). Join us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant 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 certain required qualifications. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. If you are advanced to the next step of the process, you'll 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. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. ©2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

Trexquant is a growing systematic fund manager with a core team of highly accomplished researchers. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity, futures, and credit markets. As our Investor Relations Associate, you will play an integral part in our efforts to build awareness of our compelling narrative, coordinate targeted marketing materials, help execute investor outreach campaigns, as well as provide client service to our existing investors. Responsibilities * Support and service existing investors, including preparing materials for periodic update calls, investor communications, and responses to investor due diligence. * Coordinate scheduling of investor meetings with senior management, and produce necessary materials in preparation, as well as aspects of follow-up. * Develop robust internal processes for streamlined engagement with prospective investors and internal stakeholders. * Build and maintain relationships with existing investors while helping identify and engage prospective investors. * Contribute to the development of comprehensive marketing strategies to attract new investors and develop relationships with existing clients. * Enhance marketing materials such as pitch decks, website content, brochures, and thought leadership pieces * Investigate changes in the investor landscape, and articulate how changes should inform our strategy. * Prepare presentations and reports that articulate our fund's performance, strategy, and market insights. * Coordinate with capital introduction teams and consultants to create a process of scheduling key conferences, roadshows, and one-on-one meetings. * Conduct market research and competitor analysis to stay ahead of industry trends.

The Payments Summer Analyst Program offers you the opportunity to gain hands-on experience across this exciting, innovative landscape to learn what it takes to “make money move.” With the full support and resources of J.P. Morgan, you'll have what you need to succeed - from training and mentorship from senior leaders to engagement on challenging projects that use all your skills. We are looking for creative, eclectic thinkers to help us drive our future client solutions. As a 2025 Summer Analyst within the Corporate and Investment Bank Payments team, you will help work with a team that drives innovation across global payments. The nine-week Summer Analyst Program kicks off with an orientation and training sessions, taught by top professionals and expert instructors. Our team members and mentors will help you navigate the firm and continue to learn about our businesses. You will have a chance to take a deep dive into an area within the Payments organization. Access to senior management and a strong network of peers will promote ongoing professional development throughout the summer. Top performing summer analysts may receive a full-time offer to join the two year Payments Rotational Analyst Program. J.P. Morgan Payments is at the forefront of the industry - an innovative fintech organization within the Corporate and Investment Bank that is focused on improving cash management, payment solutions and building a best-in-class Campus Program. As one of the world's largest banks, J.P. Morgan moves trillions of dollars each day for our clients around the world- almost 20% of the global USD market- across multinational corporations, financial institutions, and public sector entities. Our leadership position requires us to constantly stay on top and deliver for our clients. Learn more about the Payments at JPMorgan by visiting the following: ********************************* Job responsibilities Learn how we work with 100,000+ clients in 160+ countries to support cash management needs and technology-based payment solutions across 120+ currencies Identify opportunities to leverage emerging technologies to meet client needs Gain exposure to product and client coverage teams Create innovative ideas to transform the Payments landscape with the team Work under the guidance of mentors and a supportive team Network with industry leaders, accessing best-in-class training and learning how all our businesses work together to provide excellent customer service Required qualifications, capabilities and skills Attend college/university in the U.S. All majors eligible to apply Expected graduation date of December 2025 - June 2026 from Bachelor's or Master's program (within 2 years of the Bachelor's degree) Exceptional analytical, research and project management skills Familiarity with business fundamentals Ability to quickly solve problems on your own and with a team Enthusiasm, energy and a drive to succeed A collaborative mindset and willingness to partner and work on a team Passionate about being part of a transformative and/or sales solution based industry Fluency in English Preferred qualifications, capabilities and skills Minimum preferred cumulative GPA of 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 & Co., 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). Join us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant 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 certain required qualifications. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. If you are advanced to the next step of the process, you'll 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. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. ©2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

The Payments Summer Analyst Program offers you the opportunity to gain hands-on experience across this exciting, innovative landscape to learn what it takes to “make money move.” With the full support and resources of J.P. Morgan, you'll have what you need to succeed - from training and mentorship from senior leaders to engagement on challenging projects that use all your skills. We are looking for creative, eclectic thinkers to help us drive our future client solutions. As a 2025 Summer Analyst within the Corporate and Investment Bank Payments team, you will help work with a team that drives innovation across global payments. The nine-week Summer Analyst Program kicks off with an orientation and training sessions, taught by top professionals and expert instructors. Our team members and mentors will help you navigate the firm and continue to learn about our businesses. You will have a chance to take a deep dive into an area within the Payments organization. Access to senior management and a strong network of peers will promote ongoing professional development throughout the summer. Top performing summer analysts may receive a full-time offer to join the two year Payments Rotational Analyst Program. J.P. Morgan Payments is at the forefront of the industry - an innovative fintech organization within the Corporate and Investment Bank that is focused on improving cash management, payment solutions and building a best-in-class Campus Program. As one of the world's largest banks, J.P. Morgan moves trillions of dollars each day for our clients around the world- almost 20% of the global USD market- across multinational corporations, financial institutions, and public sector entities. Our leadership position requires us to constantly stay on top and deliver for our clients. Learn more about the Payments at JPMorgan by visiting the following: ********************************* Job responsibilities Learn how we work with 100,000+ clients in 160+ countries to support cash management needs and technology-based payment solutions across 120+ currencies Identify opportunities to leverage emerging technologies to meet client needs Gain exposure to product and client coverage teams Create innovative ideas to transform the Payments landscape with the team Work under the guidance of mentors and a supportive team Network with industry leaders, accessing best-in-class training and learning how all our businesses work together to provide excellent customer service Required qualifications, capabilities and skills Attend college/university in the U.S. All majors eligible to apply Expected graduation date of December 2025 - June 2026 from Bachelor's or Master's program (within 2 years of the Bachelor's degree) Exceptional analytical, research and project management skills Familiarity with business fundamentals Ability to quickly solve problems on your own and with a team Enthusiasm, energy and a drive to succeed A collaborative mindset and willingness to partner and work on a team Passionate about being part of a transformative and/or sales solution based industry Fluency in English Preferred qualifications, capabilities and skills Minimum preferred cumulative GPA of 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 & Co., 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). Join us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant 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 certain required qualifications. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. If you are advanced to the next step of the process, you'll 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. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. ©2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

* Minimum Grade Point Average of 3.3 (unofficial transcript required with application). * Candidate for Undergraduate Bachelor's Degree at a top university or college. * Good academic and disciplinary standing at your university. * Candidates who have excelled in their previous work experience, demonstrated outstanding academic and extracurricular achievement, possess strong analytic, quantitative, interpersonal and communication skills, and are enthusiastic about the asset management industry. * Demonstrated interest in financial markets and asset management. * College students who are expected to graduate between December 2025 - August 2026 * Driven individuals who demonstrate strong academic and extracurricular achievement * Bold thinkers that possess solid analytical and quantitative skills * Enthusiastic about learning about the finance and insurance industry * Excellent organizational skills, ability to multitask and prioritize * Outstanding interpersonal and communication skills * Strong knowledge of MS Office, PowerPoint, Excel, Photoshop, Illustrator

Embark on a full-time Analyst Program focused on Commercial & Investment Bank Payments, commencing in 2025. Are you intrigued by the innovation in global payments and curious about how multinational businesses manage currencies? J.P. Morgan, one of the world's largest banks, is leading the way in emerging financial technology, improving cash management and payment solutions. We're offering you the chance to gain hands-on experience in this exciting landscape through our Payments analyst program. With the support and resources of J.P. Morgan, including training and mentorship from senior leaders, you'll be engaged in challenging projects that utilize your skills. We're seeking innovative thinkers to help shape our future client solutions. As a 2025 Commercial & Investment Bank Payments Full-Time Analyst in the Payments analyst program at J.P. Morgan, you will have the opportunity to gain hands-on experience across an exciting, innovative landscape. You will learn what it takes to 'make money move' and will be supported by training and mentorship from senior leaders. You will engage on challenging projects that use all your skills and will be part of creating innovative ideas to transform the Payments landscape. What to expect This two-year program kicks off with four weeks of intensive training led by our expert professionals. Payments analysts will have three rotations across the business. You'll gain an understanding of our businesses, how they work together and how we serve clients as well as the technical skills needed to make a difference right from the beginning. This position is based in Jersey City, NJ. Job Responsibilities: Learning how we work with 100,000+ clients in 150+ countries to support cash management needs and technology-based payment solutions Identifying opportunities to leverage emerging technologies to meet client needs Gaining exposure to product, strategy, or client coverage-based teams Being part of creating innovative ideas to transform the Wholesale Payments landscape Working under the guidance of mentors and a supportive team Networking with industry leaders, accessing best-in-class training and learning how all our businesses work together to provide excellent customer service About you If you've got initiative and the vision to come up with strategies and plans, then this is the role for you. Required qualifications, capabilities and skills: Fluency in English Attend college/university in the U.S. All majors eligible to apply Expected graduation date of December 2024 - June 2025 from Bachelors or Masters program If you are pursuing a Master's Degree, it must be completed within 2 years of your Bachelor's Degree Minimum cumulative GPA of 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 & Co., 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). Preferred qualifications, capabilities and skills: Exceptional analytical, research and project management skills Familiarity with business fundamentals Ability to quickly solve problems on your own and with a team Enthusiasm, energy and a drive to succeed A collaborative mindset and willingness to partner and work on a team Join Us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant 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 certain required qualifications. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. ©2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: * Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. * Excellence: We strive to provide our members with the best possible service. * Teamwork: We believe that we can achieve more together than we can alone. * Respect: We treat each other with dignity and respect. * Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. POSITION DESCRIPTION Position Title: Financial Service Representative Department: Retail Banking Classification: Non-Exempt Salary Range: $19.54-$24.43 an hour depending on experience, plus monthly incentives REPORTING RELATIONSHIPS Position reports to: Branch Manager Positions Supervised: None POSITION PURPOSE Responsible for promoting financial well-being so people may reach their fullest potential in life by promoting our credit union's products and services to new and existing members. Our FSRs are to use all available tools and training to help our members accomplishes their goals and, in the process, find cross-sell opportunities that will benefit the member. In addition, our FSRs are to counsel members on credit score enhancement to assist them in building, enhancing and maintaining a strong financial future. ESSENTIAL FUNCTIONS AND BASIC DUTIES * Maintain knowledge of all credit union products and services; Cross-sell credit union products and services that meet member needs; deposit products, IRA's, consumer and real estate, electronic services, insurance, investment services, etc. * Maintain or surpass sales performance standards to enhance the member experience * Must meet or exceed sales goals. * Consistently exhibit and enhance the sales and service skills that the credit union has adopted for all member service contact, sales and service culture * Assist members in completing the following transactions as needed: deposits, withdrawals, loan payments, transfers, check cashing, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc. * Assist Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc. * Run and analyze credit reports and counsel member on improving score, if applicable, and recommend products and services to assist member in building/maintaining a strong financial future. * Perform member service responsibilities; answering questions and requests, researching and resolving member issues to completion, etc. * Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures. * Adhere to and help enforce all security procedures as well as departmental policies and procedures. * Assist in training and developing new and current employees. * Perform file maintenance and account changes, as needed. * Complete required reports and maintains records accurately and promptly. * Consistently recommend changes, workflow, efficiencies and quality. * Keep Supervisors/Managers informed of area activity and of any significant problems or concerns * Actively attend and participate at meetings, as required. * Support all internal sales contests and product promotions. * Always be a positive role model and advocate for the credit union. * Work overtime if requested by management. * Assist branch management with any other duties, as assigned. Requirements EDUCATION/CERTIFICATION: 2-year college degree preferred plus three to five years' experience in sales and/or financial counseling; or a comparable combination of education and experience. REQUIRED KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. EXPERIENCE REQUIRED: Experience using P.C. based software including Microsoft Office. SKILLS/ABILITIES: Ability to project a professional appearance and positive attitude at all times. Excellent customer service and communication skills. Excellent communication and listening skills. The ability to prioritize and manage multifunctional tasks. Bilingual a plus. Equal Opportunity Statement Employment at our Credit Union is based upon merit, ability, and qualifications. 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 status. Salary Description $19.54-$24.43 an hour depending on experience