Proprietary Equity Traders Wanted
Investment Banker Job 5 miles from Stamford
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 ***************************
Technical Investment Associate
Investment Banker Job In Stamford, CT
About the Company:
Gerald Metals is one of the oldest and the world's largest commodity trading companies focused purely on the merchanting of non-ferrous, ferrous, and precious metals, as well as related concentrates and raw materials. For six decades, we have distinguished ourselves as the leading market specialists in the trading of all forms of refined metals and raw materials around the world. We take pride in our well-earned reputation as a dedicated and trusted partner to top-tier miners and processors, industrial consumers, and major financial institutions.
Position Summary:
The Technical Investments Associate plays a crucial role in our investment team by performing detailed technical reviews of potential investments and overseeing the operational performance of projects within our existing portfolio. With a focus on geology, mining, and process engineering, this position is key to identifying and evaluating opportunities that align with our strategic goals.
Responsibilities:
· Conduct technical due diligence for potential investment opportunities, assessing geological, mining, and process engineering aspects to inform decision-making.
· Monitor and evaluate the operational performance of mining projects in the existing portfolio, identifying opportunities for optimization and improvement.
· Collaborate with cross-functional teams to ensure alignment of technical reviews with financial analyses and overall company strategy.
· Prepare and present detailed technical reports and recommendations to senior management and stakeholders.
· Stay updated on industry trends, technologies, and best practices to continually enhance technical analysis and due diligence processes.
Requirements:
· Bachelor's degree in Geology, Mining Engineering, Process Engineering, or a related field.
· A Master's degree is a plus.
· 3 to 5 years of experience in the mining industry, with a strong background in technical roles either as a consultant or in an operational capacity.
· Proven experience in performing technical due diligence, with a strong analytical mindset and attention to detail.
· Excellent communication skills, both verbal and written, with the ability to present complex technical information clearly.
· Ability to work collaboratively in a team environment and manage multiple projects simultaneously.
· A proactive approach to problem-solving and a strong commitment to safety and environmental standards.
· Ability to travel 30%-50%.
· Ability to work onsite 5 days a week.
Employee Programs & Benefits:
· Comprehensive medical, dental, vision, and life insurance benefits
· Commuter benefits
· Flexible Spending Accounts
· Health Saving Account
· 401(k) plan with company match
· Short- and long-term disability
· Tuition reimbursement
· Paid time off for vacation, personal, and sick time
· Opportunities for professional development and career advancement within a global company
· Exposure to international projects and the chance to work with a team of experienced professionals
· A dynamic and inclusive work enviroment that values innovation and sustainability
We are an equal-opportunity employer. Our teams consist of professionals with diverse backgrounds and skill sets, all of which contribute to the efficacy and profitability of our operations. We take pride in our contributions in aiding developing economies, reducing carbon emissions, and in building towards a more progressive and equitable future.
J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington/Mineola NY
Investment Banker Job 22 miles from Stamford
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 is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington/Mineola NY
Investment Banker Job 22 miles from Stamford
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 is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Associate, Private Equity Co-Investments
Investment Banker Job 4 miles from Stamford
In 2023, Portfolio Advisors combined with FS Investments.
FS Investments: 30 years of leadership in private markets
FS Investments is an alternative asset manager dedicated to delivering attractive returns across private equity, private credit and real estate. Following its 2023 acquisition of Portfolio Advisors, FS Investments now manages over $85 billion for both institutional and wealth management clients around the world, drawing on 30 years of experience and more than 600 employees operating across nine global offices.
The firm's investment professionals manage a wide range of differentiated strategies across private markets and collectively manage relationships with 300+ sponsors. FS Investments' active partnership model creates a virtuous cycle of superior market insights and deal flow, which inform the underwriting process and help to generate strong returns.
Founded in 2008, FS's equity co-investment platform is led by two senior investment professionals. The team has completed over 150 co-investments and committed more than ~$2.3 billion since 2008. The business is currently investing out of its fifth equity co-investment fund, which focuses primarily on U.S.-based middle market leveraged buyout transactions (EBITDA of $10 - $100 million or more) across a broad range of industries. The team looks to invest between $10 - $40 million per deal.
The Associate will be involved in all aspects of a private equity investment transaction, including diligence, execution and post-closing investment monitoring. The Associate will be an integral part of the investment team and is responsible for many important aspects of a live transaction, including financial analysis and due diligence processes. This role is a 2-3 year program. Exceptionally high performing associates may be offered an opportunity to advance to the senior associate level and beyond.
Responsibilities:
Analyzing investment opportunities including conducting business, industry and financial due diligence
Preparing complex financial models
Drafting and presenting investment committee memoranda
Monitoring portfolio company performance
Preparing limited partner presentations, sponsor marketing and fundraising materials
Job Requirements:
At least ~2 years of relevant experience: investment banking, private equity/credit, transaction advisory, or equity/credit research
Strong analytical and communication skills
Collaborative approach conducive to strong teamwork
History of outstanding performance and high level of motivation
FS Investments is an Equal Opportunity Employer.
FS Investments does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of FS Investments and no fee will be paid.
EMFX Trader
Investment Banker Job In Stamford, CT
This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business.
NatWest Markets (NWM) is the global markets franchise of NatWest Group, the largest business and commercial bank in the UK. We operate from trading hubs in London, Singapore, Stamford, and Amsterdam with sales offices in the UK, the EU, the US, and Asia.
Our award-winning US Markets business brings together sales, trading and strategy to offer a unified service to our corporate and institutional clients. We provide clients with seamless execution and competitive pricing, underpinned by a deep knowledge of risk management across the full spectrum of financial products. We have a clear strategy in place which puts clients at the centre of what we do.
We are looking to add to our growing Global EM FX team at NWM. This role will be based in Stamford, but you will work closely within the Global pod with teams based in London and Singapore. Your focus will be driving the LATAM NDF franchise alongside exploring untapped opportunities in the wider EM space in that time zone. You will benefit from having access to our Global customer franchise including a strong mix of Corporate, FI, Real Money and Private Fund names.
Role Responsibilities:
Provide consistent levels of pricing, ensuring that the client pricing capability is consistent with business goals
Develop strong EM FX offering across traditional Voice and Electronic venues
Develop and implement target client acquisition, penetration and product plans for product / region and client base
Increase client connectivity through strategy, communication and client engagement
Contribute to the Global EM franchise development, reviewing all flows and market movements across various regions and building strong communication channels with wider teams
Conduct regular reviews looking at key flow metrics as well as desk performance and formulate plans to address underperforming areas
Contribute to the overall desk trading strategy
Ensure that your product area is compliant with dealing authorities, positions and risk limits, as well as our regulators' rules and regulations
Escalate any risk breaches or system weaknesses in line with policies, whether this be related to market risk, conduct risk, operational risk or otherwise
Role Requirements:
Deep understanding of the FX market along with proven knowledge of relevant products
Demonstrated ability to work collaboratively with stakeholders and counterparts
Outstanding team work and communication skills
Strong work ethic and a high degree of initiative
Client and solutions experience with relevant client types
Proven understanding of the regulatory environment affecting the FX business
Experience creating efficiencies and improvements in workflows and processes
Bi-lingual in Spanish is a plus
Role Qualifications:
5+ years of experience in EM FX Trading expertise, ideally covering Latam NDFs
University Degree
The expected base annual salary range for this position is $190,000-$210,000 at the start of employment. This is not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement.
It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Equal Opportunity Employer -Disabled/Veteran - review "EEO Is The Law", “EEO is the law- Supplement” & “Pay Transparency Provision” posters here.
Hours
40
Job Posting Closing Date:
20/04/2025
Investment Consultant
Investment Banker Job In Stamford, CT
As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW's experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans.
These services include strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services
Enhance the client's stated investment mission, planned implementation strategy, and execution strategy
Maximize the intellectual capital that gets into clients' portfolios and ensure scope and fees are aligned
Develop full knowledge/understanding of the key drivers for both day to day and investment committee members
Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
Coordinate with existing sales and Client Management teams to identify, develop and close strategic sales opportunities
Contribute to the company's competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies
Provide advice on the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate
Identify opportunities in the market to develop new tools and techniques and contribute to WTW's thought leadership and research
Maintain high level of visibility within team, inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning)
The Requirements
Undergraduate degree required, progress toward CFA, CAIA, actuarial or financial engineering qualifications preferred
Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management)
Exceptional client focus and proven track record of attracting, building and managing client relationships
Excellent oral and written communication skills and ability to liaise with internal and external constituencies
Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action
Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels within an organization
Track record of mentoring junior colleagues to deliver high quality work
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $140,000 to $220,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
EOE, including disability/vets
Investment Consultant
Investment Banker Job In Stamford, CT
As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW's experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans.
These services include strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
* Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services
* Enhance the client's stated investment mission, planned implementation strategy, and execution strategy
* Maximize the intellectual capital that gets into clients' portfolios and ensure scope and fees are aligned
* Develop full knowledge/understanding of the key drivers for both day to day and investment committee members
* Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
* Coordinate with existing sales and Client Management teams to identify, develop and close strategic sales opportunities
* Contribute to the company's competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies
* Provide advice on the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate
* Identify opportunities in the market to develop new tools and techniques and contribute to WTW's thought leadership and research
* Maintain high level of visibility within team, inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning)
The Requirements
* Undergraduate degree required, progress toward CFA, CAIA, actuarial or financial engineering qualifications preferred
* Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management)
* Exceptional client focus and proven track record of attracting, building and managing client relationships
* Excellent oral and written communication skills and ability to liaise with internal and external constituencies
* Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action
* Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels within an organization
* Track record of mentoring junior colleagues to deliver high quality work
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $140,000 to $220,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
EOE, including disability/vets
Investment Consultant
Investment Banker Job In Stamford, CT
As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW's experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans.
These services include strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services
+ Enhance the client's stated investment mission, planned implementation strategy, and execution strategy
+ Maximize the intellectual capital that gets into clients' portfolios and ensure scope and fees are aligned
+ Develop full knowledge/understanding of the key drivers for both day to day and investment committee members
+ Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
+ Coordinate with existing sales and Client Management teams to identify, develop and close strategic sales opportunities
+ Contribute to the company's competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies
+ Provide advice on the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate
+ Identify opportunities in the market to develop new tools and techniques and contribute to WTW's thought leadership and research
+ Maintain high level of visibility within team, inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning)
**Qualifications**
**The Requirements**
+ Undergraduate degree required, progress toward CFA, CAIA, actuarial or financial engineering qualifications preferred
+ Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management)
+ Exceptional client focus and proven track record of attracting, building and managing client relationships
+ Excellent oral and written communication skills and ability to liaise with internal and external constituencies
+ Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action
+ Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels within an organization
+ Track record of mentoring junior colleagues to deliver high quality work
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $140,000 to $220,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (***********************************************************************************************************
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
**EOE, including disability/vets**
Investment Trader
Investment Banker Job In Stamford, CT
As a trader in our capital management group, you'll provide transactional support to the Chief Investment Officer, Head of Trading, portfolio managers and analysts, working to devise strategies on how to best execute on investment ideas. You'll lead the trading effort in 1-2 sectors of the fixed income portfolio.
Must-have qualifications
* Master's degree or higher with at least 3 years of relevant work experience
* In lieu of a master's degree, bachelor's degree with at least 5 years of relevant work experience
* At least two years of fixed income trading experience
Preferred skills
* Knowledge of fixed income, bond math, yield curve dynamics, accounting, corporate credit analysis, structured bond fundamentals, macro-economics and market regulations
* Ability to independently conduct fixed income research; analysis may focus on individual securities, sectors or the development of quantitative system analytics
* Knowledge and understanding to make buy/sell recommendations
* Strong relationship building skills with ability maintain relationships with dealers and execute trades
* CFA preferred
Compensation
* $165,000 - $215,000/year depending on position level and experience
* Gainshare bonus up to 20% - 80% (depending on position level) of your eligible earnings based on company performance and experience
* Participation in our restricted stock units plan
Benefits
* 401(k) with dollar-for-dollar company match up to 6%
* Medical, dental & vision, including free preventative care
* Wellness & mental health programs
* Health care flexible spending accounts, health savings accounts, & life insurance
* Paid time off
* Paid & unpaid sick leave where applicable, as well as short & long-term disability
* Parental & family leave; military leave & pay
* Diverse, inclusive & welcoming culture with Employee Resource Groups
* Career development
Equal Opportunity Employer
Sponsorship for work authorization for foreign national candidates is not available for this position.
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EMFX Trader
Investment Banker Job In Stamford, CT
This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business.
NatWest Markets (NWM) is the global markets franchise of NatWest Group, the largest business and commercial bank in the UK. We operate from trading hubs in London, Singapore, Stamford, and Amsterdam with sales offices in the UK, the EU, the US, and Asia.
Our award-winning US Markets business brings together sales, trading and strategy to offer a unified service to our corporate and institutional clients. We provide clients with seamless execution and competitive pricing, underpinned by a deep knowledge of risk management across the full spectrum of financial products. We have a clear strategy in place which puts clients at the centre of what we do.
We are looking to add to our growing Global EM FX team at NWM. This role will be based in Stamford, but you will work closely within the Global pod with teams based in London and Singapore. Your focus will be driving the LATAM NDF franchise alongside exploring untapped opportunities in the wider EM space in that time zone. You will benefit from having access to our Global customer franchise including a strong mix of Corporate, FI, Real Money and Private Fund names.
Role Responsibilities:
* Provide consistent levels of pricing, ensuring that the client pricing capability is consistent with business goals
* Develop strong EM FX offering across traditional Voice and Electronic venues
* Develop and implement target client acquisition, penetration and product plans for product / region and client base
* Increase client connectivity through strategy, communication and client engagement
* Contribute to the Global EM franchise development, reviewing all flows and market movements across various regions and building strong communication channels with wider teams
* Conduct regular reviews looking at key flow metrics as well as desk performance and formulate plans to address underperforming areas
* Contribute to the overall desk trading strategy
* Ensure that your product area is compliant with dealing authorities, positions and risk limits, as well as our regulators' rules and regulations
* Escalate any risk breaches or system weaknesses in line with policies, whether this be related to market risk, conduct risk, operational risk or otherwise
Role Requirements:
* Deep understanding of the FX market along with proven knowledge of relevant products
* Demonstrated ability to work collaboratively with stakeholders and counterparts
* Outstanding team work and communication skills
* Strong work ethic and a high degree of initiative
* Client and solutions experience with relevant client types
* Proven understanding of the regulatory environment affecting the FX business
* Experience creating efficiencies and improvements in workflows and processes
* Bi-lingual in Spanish is a plus
Role Qualifications:
* 5+ years of experience in EM FX Trading expertise, ideally covering Latam NDFs
* University Degree
The expected base annual salary range for this position is $190,000-$210,000 at the start of employment. This is not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement.
It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Equal Opportunity Employer -Disabled/Veteran - review 'EEO Is The Law', "EEO is the law- Supplement" & "Pay Transparency Provision" posters here.
Alternative Investments Transfers, Associate
Investment Banker Job 10 miles from Stamford
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide an outstanding foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley Wealth Management ("MSWM") provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust.
MSWM's Alternative Investments business is an industry leading provider of alternative investments with more than $140B in assets under management* across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets, and digital assets.
The Alternative Investments business mission is to provide MSWM clients with a unique, world-class, diverse array of alternative investment products and services through product origination and sourcing, product management and client servicing as well as sales and marketing. It is one of the fastest growing businesses at the Firm and in the industry.
The Alternative Investments Transfers for Illiquid Products Analyst will be responsible for transfers across a wide spectrum of alternative investments products. This role requires the ability to communicate effectively with internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
ERCOT Trader
Investment Banker Job In Stamford, CT
Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be the solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us!
Job Description
Statkraft trades energy products in more than 20 countries and is active on 13 energy exchanges. Proprietary trading takes place mainly from trading rooms in Oslo, Düsseldorf, London and the Unites States. Statkraft trades power, natural gas, carbon certificates, dry bulk products, metals, oil and petroleum products in the global markets.
The Proprietary Trading department at Statkraft is known for its innovative and data-driven approach, and our team members are expected to have strong analytical and problem-solving skills, as well as a passion for renewable energy. Collaboration is a key part of the culture in Trading and employees work closely with other teams within the company. Working in Proprietary trading at Statkraft offers opportunity to be part of a dynamic and growing company that is at the forefront of the energy transition, while gaining valuable experience in the fast-paced and exciting world of energy trading.
We are seeking an experienced ERCOT trader with a proven track record. You will be analytically minded and subject matter expert within the ERCOT market and work well in a collaborative, team environment.
This will be a full time position based in Stamford, Connecticut, reporting into the Head of Power & Gas. You will support the growth of our business whilst owning the following responsibilities:
Market Analysis: Conduct thorough analysis of the ERCOT market, including supply and demand forecasts, price trends, and market fundamentals.
Trading Execution: Execute trades in the real-time and day-ahead markets, optimizing portfolios to maximize profitability while managing risks.
Risk Management: Identify, assess, and mitigate trading risks. Ensure adherence to risk management policies and procedures.
Strategy Development: Develop and implement trading strategies based on market analysis and forecasts. Continuously improve strategies to adapt to market changes.
Collaboration: Work closely with other members of the team to ensure aligned strategies and compliance. Communicate market insights and trading performance to senior management.
Technology Utilization: Utilize trading platforms, analytical tools, and software to support trading activities. Stay updated on technological advancements in the market.
Continuous Improvement: Monitor market developments and industry trends.
Qualifications
University degree in Mathematics, Economics, Science or similar
Proven track record in fundamental analysis of the Power markets
Strong analytical and quantitative skills.
Proficiency in trading platforms and analytical tools.
Excellent understanding of ERCOT market rules and regulations.
Ability to make quick decisions under pressure.
Strong communication and interpersonal skills.
Detail-oriented with strong organizational skills.
Coding skills (python) is a plus
Additional Information
What we offer
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
This includes:
Unlimited learning opportunities at various levels of the organisation
The chance to grow your career alongside a truly global network of experts, leaders, specialists and graduates from different countries and backgrounds.
The opportunity to work somewhere with pride, and to be able to honestly say “My work is contributing to saving the planet”.
Being part of a company proudly certified as a ‘Great Place to Work'.
Statkraft offers competitive terms of employment and benefits schemes, and we're a trusted employer that puts the safety of our people first. We believe that a safe and healthy working environment is a matter of choice, not chance.
Statkraft manages critical infrastructure and services in several countries. The applicant must be eligible for security clearance and authorisation.
ERCOT Trader
Investment Banker Job In Stamford, CT
Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be the solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us!
Job Description
Statkraft trades energy products in more than 20 countries and is active on 13 energy exchanges. Proprietary trading takes place mainly from trading rooms in Oslo, Düsseldorf, London and the Unites States. Statkraft trades power, natural gas, carbon certificates, dry bulk products, metals, oil and petroleum products in the global markets.
The Proprietary Trading department at Statkraft is known for its innovative and data-driven approach, and our team members are expected to have strong analytical and problem-solving skills, as well as a passion for renewable energy. Collaboration is a key part of the culture in Trading and employees work closely with other teams within the company. Working in Proprietary trading at Statkraft offers opportunity to be part of a dynamic and growing company that is at the forefront of the energy transition, while gaining valuable experience in the fast-paced and exciting world of energy trading.
We are seeking an experienced ERCOT trader with a proven track record. You will be analytically minded and subject matter expert within the ERCOT market and work well in a collaborative, team environment.
This will be a full time position based in Stamford, Connecticut, reporting into the Head of Power & Gas. You will support the growth of our business whilst owning the following responsibilities:
Market Analysis
: Conduct thorough analysis of the ERCOT market, including supply and demand forecasts, price trends, and market fundamentals.
Trading Execution
: Execute trades in the real-time and day-ahead markets, optimizing portfolios to maximize profitability while managing risks.
Risk Management
: Identify, assess, and mitigate trading risks. Ensure adherence to risk management policies and procedures.
Strategy Development
: Develop and implement trading strategies based on market analysis and forecasts. Continuously improve strategies to adapt to market changes.
Collaboration
: Work closely with other members of the team to ensure aligned strategies and compliance. Communicate market insights and trading performance to senior management.
Technology Utilization
: Utilize trading platforms, analytical tools, and software to support trading activities. Stay updated on technological advancements in the market.
Continuous Improvement
: Monitor market developments and industry trends.
Qualifications
University degree in Mathematics, Economics, Science or similar
Proven track record in fundamental analysis of the Power markets
Strong analytical and quantitative skills.
Proficiency in trading platforms and analytical tools.
Excellent understanding of ERCOT market rules and regulations.
Ability to make quick decisions under pressure.
Strong communication and interpersonal skills.
Detail-oriented with strong organizational skills.
Coding skills (python) is a plus
Additional Information
What we offer
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
This includes:
Unlimited learning opportunities at various levels of the organisation
The chance to grow your career alongside a truly global network of experts, leaders, specialists and graduates from different countries and backgrounds.
The opportunity to work somewhere with pride, and to be able to honestly say “My work is contributing to saving the planet”.
Being part of a company proudly certified as a ‘Great Place to Work'.
Statkraft offers competitive terms of employment and benefits schemes, and we're a trusted employer that puts the safety of our people first. We believe that a safe and healthy working environment is a matter of choice, not chance.
Statkraft manages critical infrastructure and services in several countries. The applicant must be eligible for security clearance and authorisation.
J.P. Morgan Wealth Management - Private Client Investment Associate
Investment Banker Job 14 miles from Stamford
JobID: 210602956 JobSchedule: Full time JobShift: Base Pay/Salary: Huntington,NY $26.49-$37.50; Garden City,NY $26.49-$37.50; Long Island City,NY $26.49-$37.50 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 is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Rack Trader (42876)
Investment Banker Job 24 miles from Stamford
Are you looking for a career in a dynamic and innovative company that values versatility, growth, and teamwork? Look no further than Delek US Holdings!
WHAT IS DELEK? WHAT DO WE DO?
We are a boutique-sized diversified downstream energy company with a range of assets, including petroleum refining, logistics, renewable fuels, and convenience store retailing.
Our refineries in Texas, Arkansas, and Louisiana have a combined crude capacity of 302,000 barrels per day
Our logistics business currently owns and operates 720 miles of crude and product pipelines, a 600-mile crude oil gathering system, and storage tanks and terminals.
Our Retail or convenience store part of Delek, runs over 250 stores in Texas and New Mexico. We also have company-branded New-to-Industry DK stores in the southern part of the US!
Our three renewables' plants in Texas, Arkansas, and Mississippi combined can produce 40 million gallons of biodiesel fuel a year.
DELEK BENEFITS
We offer fantastic benefits that include up to a 10% match on 401K on your hire start, with a vesting timeline of only one year, along with medical benefits that start on day one with a 30% premium rebate annually! We value your well-being and all employees now have access to the Calm app for FREE, which is used for meditation, stress management, and better sleep. Through our performance management program, you can earn additional annual incentives as you set and achieve goals. Our pay for performance culture motivates our employees to improve Delek's year-over-year company, business unit, and individual results. With some of the highest bonus payouts in recent years, we know that our success is due to our talented and dedicated team. We are looking for individuals like you to help us continue this momentum and bring new ideas to the table. At Delek, you will have the opportunity to make an impact and grow your career in a supportive and innovative environment.
JOB SUMMARY
Buys and sells energy-related products on a short-term and intermediate basis under the Wholesale Division. Uses futures and other financial tools as a service for customers and for internal hedging of deals.
All activities will be performed in support of the strategy, and vision of the organization. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this job at any time. All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA, and other regulations, as appropriate
EDUCATION AND EXPERIENCE
4 year / Bachelor's Degree (Required)
Master's Degree (Preferred)
In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
Ten (10) or more years Experience in a related field (Preferred)
No Licensure or Certification Required.
JOB REQUIREMENTS
Trading
Financial Market
Analysis
Critical Thinking
Communication
Issues Management
Problem Solving
Influence
Negotiation
Logistics
Manage Wholesale Rack pricing strategy in coordination with Trading & Supply
Negotiates contracts for purchase/sale of product supply in Wholesale within limits of authority
Provides leadership and technical expertise for the trading bench; setting the culture of excellence
Oversees activities of the trading bench, ensuring adherence to best practices, company policies, effectively maximizing efficiency and optimization in performance
Develop and maintain relationships with energy suppliers and brokers
Identifies and pursues commercial trading opportunities
Accountable for meeting profitability and optimization targets
Reviews competitive intelligence for all regions and reports recommendations to leaders
Coordinates logistical arrangements with supply logistics groups to ensure timely and cost-effective delivery of product/crude shipments
Collaborates with System Optimization and refinery optimization staffs to identify and act upon supply chain opportunities
Determines hedging strategy
Ensures refineries' requirements are met on timely basis
Communicates supply and trading issues impacting profit optimization at refineries
Evaluates economics of available products/crude
Assesses risk in current and future trade contracts
Develops and presents analysis to management to support future trading positions
While this job description aims to provide a comprehensive overview of the role, it may not detail every task or responsibility required.
CORE COMPETENCIES CHANGE AGILITY (LEVEL 3 APPLYING):
Identifies, initiates, and adapts to organizational changes that foster enhanced effectiveness, efficiency, safety, and ultimately business results.
COLLABORATION (LEVEL 3 APPLYING):
Sees connection points across the organization and partners effectively with others to achieve common goals.
DECISION MAKING (LEVEL 3 APPLYING):
Selects a course of action to reduce risk and uncertainty and create optimal outcomes.
DRIVE FOR RESULTS (LEVEL 3 APPLYING):
Drives to achieve challenging performance objectives.
TEAM BUILDING (LEVEL 3 APPLYING):
Builds trust, fosters openness, and provides support. As the manager of a team, selects and motivates a strong team.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin, disability status, protected veteran status, or any other characteristic protected by law. Equal Opportunity Employer/Disabled/Veterans.
Main Banker
Investment Banker Job 26 miles from Stamford
Balance the vault and accurately count and balance all cashier moneybags returned to vault as per New York State Gaming Commission regulations. Oversee all operations and ensure all regulations and policies are being followed.
Core Responsibilities:
Ensure all bank reconciliations, issue banks, receive banks, and assist with armored car transfers.
Ensure all New York State Gaming Commission regulations and procedures are being followed.
Verify vault daily.
Accurately count Vault funds.
Prepare cashier money bags for upcoming shifts.
Balance all proceeds on table at end of shift.
Deliver cash draws of money to cage Supervisors as needed.
Prepare bank for morning supervisors.
Maintain an accurate cash balance.
Train current and new associates with proper procedures and regulations.
Maintain a safe work and customer environment.
Treats each person, customer, or associate as an individual and in a professional manner.
Leads by example in the skills of Guest service and positive interaction with associates, guests, and supervisors by mutual respect for all people's needs.
Other duties as assigned.
Qualifications/Requirements:
High school diploma or GED required.
Must be able to obtain a New York State Gaming Commission license
Two years' experience in cash handling required (Bank and or Vault)
One- or two-year supervisory experience required.
Preferred Skills
Intermediate computer skills, including e-mail, word, excel spreadsheets, routine data input and recordkeeping.
Basic Math skills, addition, and subtraction.
Able to handle large money transactions.
Able to lift 30 pounds frequently.
Weekends, Holidays, and swing shifts may be required
Preferred Banking RM
Investment Banker Job 20 miles from Stamford
PREFERRED BANKING RM WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship Managers and personal outreach efforts.
Provides integrated financial services and advice to clients including: banking, credit, asset management, trust and estate planning.
Manages overall relationship profitability, risk and is responsible for profitable growth of their portfolio.
Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act.
What you will do Business Development Partner with Commercial and Specialty Banking Relationship Managers to gain introductions into companies CNB banks to identify and develop new personal client relationships Demonstrate market knowledge and competence to cultivate strong trust and partnerships within the companies serviced by Commercial and Specialty banking to generate referrals and leads.
Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings Participate in community and other events, during or after business hours, in support of Commercial and Specialty Banking Division and to generate opportunities Relationship Management Manage relationships by leading the client team in planning, delivery, and regular review with clients.
Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.
Proactively communicate with clients about current conditions in the financial markets Ensure full client team is coordinated on communication.
Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
As appropriate, ensure that financial plans are developed and maintained with the support of Financial Advisor partner.
Ensure that regular, tailored investment and relationships reviews occur between client team and client.
Risk Management, Credit Quality, and Compliance Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities).
Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship.
Maintain all appropriate training and continuing education requirements for licenses and certifications.
Must-Have* Bachelor's Degree or equivalent *Minimum 7 years of direct sales experience required.
*Minimum 7 years of experience in a financial institution required.
Minimum 5 years of new accounts with a strong focus on business development experience required Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act Skills and Knowledge Demonstrated sales abilities with affluent and high net-worth client segments Strong understanding of financial markets and all products and services applicable to high net worth clients.
Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
Strong interpersonal, verbal, and written communication skills Proficient in technical skills particularly with excel and power point CFP designation or equivalent training highly desirable FINRA Series 7and 63 securities licenses preferred.
Compensation Starting base salary: $92,114 - $156,880 per year.
Exact compensation may vary based on skills, experience, and location.
This job is eligible for bonus and/or commissions.
*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification.
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues.
Get an inside look at our Benefits and Perks.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.
' ABOUT CITY NATIONAL We start with a basic premise: Business is personal.
Since day one we've always gone further than the competition to help our clients, colleagues and community flourish.
City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today.
City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.
#CA-AP #LI-AP
HF Independent Trader
Investment Banker Job 11 miles from Stamford
About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's.
Job Description:
We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following:
● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb
● Fully automated and proven algorithmic / quantitative trading strategies
● Minimum Sharpe of 3.0+
● Provide prior 2+ years of historical performance
● Ability to be self sufficient and work from anywhere (location agnostic)
Citi Wealth - UHNW Private Banker - Director
Investment Banker Job 5 miles from Stamford
The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.
Responsibilities:
* Actively identify prospects and establish contact with them/convert prospects into clients.
* Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation.
* Anticipate events in a client's life and business which have significant financial implications.
* Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
* Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
* Effectively manage client expectations regarding what can and cannot be executed on their behalf.
* Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
* Uncover needs that are not articulated or clearly expressed by the client.
* Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
* Help clients achieve broad financial/investment goals related to the creation and management of wealth.
* Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
* Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
* Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
* Establish a referral network and gain introductions to potential clients which generate new sales.
* Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
* Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
* Demonstrate strong commitment to team success and place team goals above personal achievement.
* Encourage team members to work together to deepen client relationships and exceed sales goals.
* Align complementary experiences and skill sets of team members to maximize client effectiveness.
* Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.
* Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate.
* Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
* Ensure strong controls and effective operational and administrative services.
* Set an example of behaviour to all staff.
* Partner with colleagues across the Citi network to leverage capabilities and share expertise.
* Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi.
* Ensure clients are presented with seamless execution of internal processes and Citigroup services.
* Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
* Understand and communicate the risk involved with various investment strategies.
* Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
* Persevere in delivering what is promised, even when obstacles arise.
* Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
* Understand the broad array of products and services under the Citi umbrella.
* Apply an in-depth level of knowledge in key investment and financing products.
* Develop expertise to identify business opportunities and address the unique needs of specific client segments.
* Keep abreast of financial industry developments and current global market conditions.
* Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
* Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
* 15+ years of experience
* Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
* Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Education:
* Bachelor's/University degree, Master's degree preferred
* -----------------------------------------------------
Job Family Group:
Private Client Coverage
* -----------------------------------------------------
Job Family:
Private Banker
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
Greenwich Connecticut United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$200,000.00 - $300,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
* -----------------------------------------------------
Anticipated Posting Close Date:
Jan 30, 2025
* -----------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting