A leading financial institution is seeking an Investment Professional to provide daily support to clients in managing their relationships. You will advise on trades, monitor risks, and handle client documents. The ideal candidate should have a Bachelor's degree, relevant licenses, and expertise in PowerPoint and Excel. This role emphasizes exceptional interpersonal skills and a self-starter attitude. Join us to enhance your career within a collaborative team environment.
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$80k-114k yearly est. 3d ago
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Relationship Banker - Mondawmin Financial Center
Bank of America 4.7
Investment banker job in Baltimore, MD
Baltimore, Maryland
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$29k-37k yearly est. 7d ago
Financial Services Representative
MJ Morgan Group 3.6
Investment banker job in Bel Air, MD
Ready to make a real impact? As a Financial Services Representative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive.
What You'll Do:
Create amazing experiences for every member who walks through the door
Help members find the right accounts, loans, and financial solutions
Handle day-to-day transactions with accuracy and confidence
Support loan applications and keep members updated along the way
Work with a supportive team that celebrates wins and drives results together
Stay sharp on products, policies, and new opportunities to serve members better
What Makes You Great for This Role:
A passion for helping people and delivering standout service
Confidence in recommending products that truly meet member needs
Strong communication, attention to detail, and problem-solving skills
Comfortable learning new systems and juggling multiple tasks
Experience in customer service, sales, or cash handling (banking is a plus!)
If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad.
Build relationships that matter-one member at a time!
$26k-31k yearly est. 1d ago
Global Equity Trader
Brown Advisory 4.9
Investment banker job in Baltimore, MD
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
* Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
* Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
* Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
* Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
* Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
* Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
* Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
* Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
* Stay current on global market structure developments, regulatory changes, and trading innovations
* Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
* Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
* Assist with management of CSA budget and bundled research arrangements
* Produce and be able to present on quarterly best execution and board reporting
* Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
* 10+ years of global equity trading experience across global markets and managing firm risk
* Proven leader and self-starter requiring limited oversight
* Ability to work rotational overnight shifts to support global trading operations
* Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
* Collaborative and proactive mindset with strong interpersonal skills
* Comfortable working in a fast-paced, deadline-driven environment
* Familiarity with compliance regulations regarding best execution and fair allocation practices
* Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
* Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
* Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
* Strategic thinker with a passion for global equity, capital markets, and ETFs
* Demonstrable history of success in former roles
* Flexible and adaptable
* Detail oriented with strong analytical skills
* Superior communication skills
* Ability to maintain composure and focus through stressful situations
* Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
* Easily viewed as a trustworthy and dependable team player
* Self-confidence
* Fair and balanced in negotiating complex situations
* A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
* Medical
* Dental
* Vision
* Wellness program participation incentive
* Financial wellness program
* Fitness event fee reimbursement
* Gym membership discounts
* Colleague Assistance Program
* Telemedicine Program (for those enrolled in Medical)
* Adoption Benefits
* Daycare late pick-up fee reimbursement
* Basic Life & Accidental Death & Dismemberment Insurance
* Voluntary Life & Accidental Death & Dismemberment Insurance
* Short Term Disability
* Paid parental leave
* Group Long Term Disability
* Pet Insurance
* 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's preeminent Investment Funds Practice draws on deep experience and global reach to advise the world's most sophisticated fund sponsors and investors.
We work across the full spectrum of private capital managers, serving as long-standing advisors to many of the most well-established global PE firms and asset management firms. We are also counsel to a broad range of emerging managers in the buyout, venture, and credit funds space. Latham helps clients form and structure a diverse array of private investment vehicles, leveraging capabilities across practices and across the firm to navigate the global securities, tax, and regulatory aspects of such funds. As an integral part of our relationships with asset managers we also advise on a full range of day-to-day compliance and corporate issues.
Given our global platform, we provide funds clients with unique insights into the evolving regulatory and market environments in which they operate - regularly advising asset managers on complex or novel regulatory issues.
As one of the most active firms advising on secondary transactions, we have extensive experience representing both sponsors and strategic investors across the full range of these dynamic transactions.
We bring an exceptional track record and creativity to all our engagements, whether advising a seasoned manager, a first-time sponsor, or a large-scale institutional investor in the private capital space. About the Role The Investment Funds Regulatory Practice is seeking a highly qualified associate candidate with at least 3 years of relevant asset management regulatory experience. Candidates should have strong working knowledge of the Investment Advisers Act of 1940 and the Investment Company Act of 1940. Private equity and hedge fund formation experience is also helpful. The group's investment funds attorneys provide legal, regulatory, and compliance advice to investment advisers, family offices, and other financial institutions around the globe, including in connection with operating and managing private equity funds, private credit funds, hedge funds, and real estate funds, and the structuring of complex corporate transactions involving investment advisers and investment funds. Investment funds regulatory attorneys regularly counsel clients in SEC examinations, investigations, and enforcement proceedings and work closely with the firm's white collar litigation department in connection with those matters. Investment funds attorneys also advise on Investment Company Act issues, including regulatory, status, and structuring issues. Main Contact Details **********************************
********************* Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future.
Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.
We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying.
Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes.
Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance.
San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance.
Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range
Associate Base Salary
Discretionary bonuses may be available depending on application circumstances and position.
Class of
US Payroll
2026
$225,000
2025
$225,000
2024
$235,000
2023
$260,000
2022
$310,000
2021
$365,000
2020
$390,000
2019
$420,000
2018
$435,000
$89k-147k yearly est. Auto-Apply 7d ago
Investment Funds Associate
5 Legal
Investment banker job in Washington, DC
Job Description
Experienced Investment Funds Associate sought to join a leading Am Law 100 Investment Management Practice group
Key responsibilities
Candidate must have general experience both working in teams and in managing substantial components of transactions independently, along with specific experience representing domestic and international venture capital and private equity funds in structuring, formation and operation, as well as in various transactions such as financings, acquisitions and formation of alternative investment structures.
Key Qualifications
Minimum of 2 years of fund formation experience.
Candidates must have fund formation experience in hedge and/or private equity.
Secondaries transaction experience while not a requirement will be considered favorably and is a high growth area for this practice.
Stellar academic credentials and comparable law firm experience are required.
Apply now or contact us for more information
Job Description
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
$58k-104k yearly est. 18d ago
USA - Tax - Indirect Tax - FSO SALT Banking, Capital Markets, & Insurance - JD/LLM - Staff 2
EY 4.7
Investment banker job in Washington, DC
1676337 DC-Washington, NC-Charlotte, NY-New York apply **________** At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Will you shape the future or will the future shape you?**
**_________**
**USA - Tax - Indirect Tax - Financial Services Organization (FSO) SALT BCM/I - JD/LLM - Staff 2**
**The Opportunity**
Join our dynamic EY Tax team, where our global expertise and deep technical knowledge across all tax disciplines are enhanced by the latest in innovation and cutting-edge technology. We pride ourselves on exceptional client service, strong accountability, and governance, making us the top choice for industry executives and the largest revenue-generating US and global tax practice.
Our Indirect Tax practices navigate the complexities of state and local taxes, which often constitute a company's largest tax burden and are on the rise globally. Our approach helps businesses understand their tax liabilities, identify risks and opportunities, and align with their broader tax strategy, reinforcing the critical role of tax and finance in the modern business landscape. Learn from our experienced professionals, cutting-edge technology, and proven methodologies to effectively manage our clients' indirect tax posture.
**Your Key Responsibilities**
As an FSO SALT Banking, Capital Markets, and Insurance (BCMI) Staff, you'll assist with multiple tax engagements and contribute to the delivery of quality tax planning and compliance services for our financial services clients. You'll be part of a rapidly growing team that's seen plenty of recent expansion, with the aim to double in size over the next few years. With support from some of the most engaging professionals in the business, you can expect to develop your tax technical skills, management techniques, and business experience considerably. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs.
You'll likely spend most of your time on a diverse array of projects, responsibilities and tasks. Whatever you're working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, we'll look to you to implement your knowledge of state and local tax concepts and law. You can expect to be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.
Your responsibilities as a Staff will include:
+ Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery.
+ Challenging traditional procedures and finding new approaches to provide tax services.
+ Providing compliance work product and assisting management with client deliverables.
+ Building client relationships and demonstrating your knowledge of Indirect Tax and the Financial Services industry.
+ Staying abreast of state and local tax developments and working to develop new and innovative service offerings that can provide value to our clients.
+ Participating in client meetings and working within teams to deliver fully integrated services.
**Skills and attributes for success**
**To qualify for the role, you must have**
+ An undergraduate or graduate degree in Accounting, Finance, Business, or a related field, and an advanced degree in Tax or Law; supported by a strong academic record.
+ A demonstrable plan for passing a US state Bar exam.
+ Excellent verbal and written communication skills.
+ Tax technical skills and experience in tax research, writing and compliance.
+ The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.
+ Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations.
**Ideally, you will have**
+ Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.
**__________**
**Are you ready to shape your future with confidence? Apply today.**
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $85,000 - $125,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**We value your application**
+ To make the most of your application experience,please limit yourself to two applications within a six-month period.
+ Applications to EY are reviewed by a dedicated member of our early careers team.
+ You may receive outreach from an EY Recruiter to discuss your application and interests.
**Are you ready to shape your future with confidence? Apply today.**
To learn more about our anticipated application deadlines, please visit thislink (***************************************** .
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY** | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
$85k-125k yearly 12d ago
Associate, Development Investment - Trammell Crow Company
CBRE 4.5
Investment banker job in Washington, DC
Job ID 257273 Posted 27-Jan-2026 Service line REI Segment Role type Full-time Areas of Interest Development **ABOUT THE ROLE:** At Trammell Crow Company, we have built our business - and reputation - by hiring great people. We believe outstanding, capable and dedicated employees have laid the foundation of our success and are our most valuable asset. Trammell Crow Company cultivates an environment that empowers its employees to be the best. When you join TCC, you are joining a dedicated team of people who are committed to upholding our RISE (Respect, Integrity, Service, Excellence) Values. Our RISE values fuel our mission for a diverse, equitable, and inclusive work environment so our people, our business partners and the communities in which we build: thrive. We are driven by our most powerful asset-our people. Comprised of teams possessing passion, innovation, and an open culture of excellence, we are actively seeking talent with a diverse set of backgrounds and experiences across all industries to apply for open positions.
Our **Associate, Development Investment** role is responsible for supporting senior team members with acquisition and development analysis, due diligence, and project execution activities in the Washington D.C. office with particular emphasis on the Industrial and MultiFamily product type.
**WHAT YOU'LL DO:**
To perform this job successfully, an individual is to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ **Source** :
+ Support the company's efforts to identify and gain control of new speculative and build-to-suit development opportunities
+ Responsible for developing and maintaining systems for tracking new opportunities
+ **Shape:**
+ Support the predevelopment process to include due diligence, entitlements, risk mitigation, and overall deal viability
+ Collect, review, and verify market information to support assumptions used in financial projections and feasibility analyses
+ Underwrite new development opportunities utilizing the TCC Budget Builder platform
+ Work with senior team members to ensure all required materials are received from sellers, consultants, and other outside entities during the predevelopment process
+ Coordinate with Development Managers in the creation and refinement of building plans and specifications to ensure project meets Owners' requirements
+ **Capitalize Deals:**
+ Assist in sourcing debt and equity capital for projects by supporting in preparation of offering memoranda for capital sources and investment packages for TCC Investment Committee
+ Coordinate with TCC Capital Markets to identify and track feedback from capital partners and gather proposed terms from a variety of debt and equity sources to be used in determining optimal capital structure for project
+ **Execute:**
+ Coordination of business plans for development projects by gathering data for budgeted market rents and lease structures, operating expenses, and capital budgets
+ Provide analytical support for asset management of pre-stabilized assets in Business Unit portfolio during lease negotiations and administration of project loan issues pertaining to property operations
+ Assist Business Unit principals with financial analyses at time of monetization
+ **Update** :
+ Assist Business Unit with maintaining company's proprietary asset management system (ELITE) data and information, including updated project budgets and forecasts
+ **Relationship Management:**
+ Develop and maintain successful relationships with clients, partners, consultants, architects, contractors, and brokers
+ **Negotiate** :
+ Support team with document redlining, tracking and completion for term sheets, purchase and sale agreements, loan documents, and lease agreements
+ Maintain interface with external clients and internal business units, ensuring fast response time for all prospective investments, tenants, and potential third-party sponsor
+ **Work Environment & Travel:**
+ Role is primarily in office with expected travel to job sites within the region.
+ Other duties may be assigned.
**WHAT YOU'LL NEED:**
+ **Education** :
+ Bachelor's degree in business, accounting, finance, or marketing from appropriate 4-year college program.
+ **Industry Experience:**
+ It is preferred, but not required, for candidates to have at leastone year of experience in a commercial real estate, finance, investment, or consulting role that required strong analytical, financial, and project management skills.
+ **Entrepreneurial Spirit:**
+ Self-motivated attitude and mentality
+ Action-oriented, productive, decisive, inspirational, innovative, and self-sacrificing
+ Ability to embrace change, critical questioning, and continuous improvement
+ **Financial Knowledge:**
+ Demonstrated understanding of financial and real estate terms and principles
+ Ability to calculate intermediate figures such as percentages, discounts, present value, internal rates of return, and/or commissions
+ Ability to analyze financial statements from outside sources
+ **Problem Solving Skills** :
+ Ability to comprehend, analyze, and interpret business documents and financial analysis
+ Ability to solve problems and progress projects in complex, ambiguous situations
+ Ability to prioritize activities to best support the company's business.
+ **Communication Skills** :
+ Support TCC senior team members and company clients by communicating effectively throughout the development process
+ Ability to conduct research and draft reports, presentations, and other forms of internal and external communication using a distinctive style
+ Ability to provide efficient, timely, reliable, and courteous service to coworkers and partners
+ Ability to respond effectively to sensitive issues
+ Demonstrated strength in both written and verbal communication
+ Strong organizational and time management capabilities
+ **Project Management Skills** :
+ Ability to work with multiple stakeholders to create achievable project schedules, track milestone dates, and meet project deadlines
+ Ability to manage multiple consultants and synthesize information and report out status and key decision points to senior members
+ Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
+ Trammell Crow Company carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for this position is $110,000 annually and the maximum salary for the position is $120,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates may also be eligible for a discretionary bonus based on TCC's applicable benefit program.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada).
Trammell Crow
When you're a part of Trammell Crow Company, a global commercial real estate development company, you're a part of a team that brings local ingenuity and global vision to everything we build. From Labs in Boston to Logistics in Prague to homes in Houston, we transform spaces into places, changing the way people and places connect.
With the spirit of entrepreneurship, innovation, and collaboration at our core, our people are committed to upholding our RISE (Respect, Integrity, Service, Excellence) Values. This drives our mission for a diverse, equitable, and inclusive workplace so business and communities thrive.
Trammell Crow Company's performance is fueled by our most powerful asset-our people. Comprised of teams possessing passion, innovation, and a visible culture of excellence, we welcome talent with diverse backgrounds and experiences across industries to apply for open positions.
Find out more (******************************
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
2027 Investment Banking Summer Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
Investment banking
Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers.
Program overview
This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback.
What to expect
The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include:
* Supporting financial analysis and contributing to transaction execution
* Conducting company and industry research
* Assisting in the preparation of client materials and pitch presentations
* Participating in diligence sessions, client meetings, and internal discussions
* Collaborating with senior bankers across sectors and geographies
You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development.
Is this program right for you?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required qualifications
* 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired qualifications
* Strong academic achievement
* Bachelor's degree with expected graduation between December 2027 - June 2028
* Demonstrated interest in finance and financial markets
* Strong analytical and communication skills
* Proven ability to take on significant responsibility
* Relevant internship experience
* Ability to work effectively both independently and in teams
* Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Program Locations
Primary locations include Chicago (Industrials Group Only) and Washington, D.C. (Real Estate, Gaming & Lodging Group Only)
Pay Range
* $53/hour across all locations
Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$90,000.00 - $150,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
29 Apr 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$90k-150k yearly 14d ago
Video Banker I/II
Tower 4.7
Investment banker job in Laurel, MD
$1000 Signing Bonus effective 1/20/2023
Note: All full-time positions include exceptionally low medical premiums in addition to a whole host of other benefits.
Hours: Monday rotating 8:15am-5:15pm or 9:45am-6:15pm, Tuesday through Thursday 8:15am-5:15pm, Friday rotating 8:15am-5:15pm or 8:45am-6:15pm, Saturday Rotating schedule of 8:30am-1:30pm
Hiring Range - $20.25 /hr - $25.31 /hr
THIS IS AN ON-SITE ROLE AT TOWER
Please complete the link in a separate window for the assessment: - Video Banker
****************************************************************************************************
SUMMARY OF POSITION:
This position is responsible for providing efficient and accurate processing of teller transactions using video technology, Interactive Teller Machines (ITM), in compliance with State and Federal regulations and Tower Federal Credit Union (TFCU) policies and procedures. The Video Banker professionally represents the credit union to members using the ITM, projects a positive knowledgeable image to members and delivers exceptional service while doing so in a remote working environment.
_____________________________________________________________________________
PRINCIPAL ACCOUNTABILITIES AND FUNCTIONS:
1. Provides engaging member-centric service to members virtually via video and chat functionality using the ITM technology.
2. Facilitates ITM processing for members by providing step-by-step guidance through the ITM process.
3. Processes customary teller transactions with the ITM using video technology to assist members with a high degree of accuracy.
4. Educates and assists members about how to use the new technology of ITMs to complete their transactions.
5. Projects good customer relations while conveying a positive member service experience using ITM video technology.
6. Pursues opportunities to establish new relationships and to expand existing member relationships.
7. Initiates conversations to uncover member's needs and promote TFCU products and services, and effectively refer members to appropriate team members when needed.
8. Maintains, and is able to present, an up-to-date and comprehensive knowledge on all credit union products and services that are promoted by Tellers (e.g., Home Banking, Mobile Deposit, Direct Deposit).
9. Attends training courses (classroom, online, ambassadorships) to continuously build knowledge of the financial industry and learn more about the credit union's products, policies and procedures.
10. Processes transactions (cash withdrawals, check cashing, and transfers) after identifying the member or non-member; verifies account ownership, signature and account details
11. Verifies and processes loan payments, transfers and other monetary and non-monetary transactions (e.g., official checks,, ).
12. Maintains a thorough working knowledge of the credit union's teller platform and the various applications (e.g. Check Balance site, ITM management console etc.) and is able to use resources from multiple platforms when processing transactions.
13. Maintains an awareness of security risks in the areas of member identification and confidentiality. Attends required branch quarterly security training.
14. Completes annual regulatory training such as US Patriot Act, Bank Secrecy Act and Office of Foreign Asset Control training, and is subsequently able to complete Currency Transaction Referrals and Suspicious Activity Referrals.
15. Guides members to the appropriate staff for specific information and assistance.
16. Perform related duties as assigned.
______________________________________________________________________________
REQUIRED QUALIFICATIONS:
• Possession of a high school diploma or equivalent certificate.
• Minimum of one to three years' experience in a credit union or related financial institution.
• Demonstrated successful customer service experience.
• Or, an equivalent combination of education and experience.
• Refer to career path for level 1 to level 2 progression.
COMPETENCIES:
• Ability to effectively service members using video technology and create a personalized experience
• Ability to effectively communicate verbally, and to explain ITM operations clearly and succinctly.
• Excellent customer service skills and a sincere desire to help members.
• Ability to maintain a professional appearance and behavior, and is comfortable, friendly and confident in the ITM video environment.
• Knowledge of various personal computer programs and various delivery channels such as online banking and mobile banking.
• Ability to provide explanation and instruction in one-on-one situations with members in the ITM environment.
• Ability to troubleshoot, with guidance, routine computer and ITM malfunctions.
• Ability to sit for long periods of time.
• Ability to work in a fast paced environment.
• Ability to add, subtract, multiply and divide.
• Ability to reconcile and balance transaction records.
• Ability to read and interpret procedure manuals.
• Ability to follow detailed written and oral instructions.
• Ability to solve problems with many variables in a variety of situations.
• Ability to take and follow instructions.
• Ability to prioritize tasks and complete daily job assignments
• Ability to work to deadlines.
• Ability to arrive at work routinely and promptly.
• Ability to respond to common inquiries and complaints.
• Ability to get along with colleagues and supervisors.
• Must be able to manage and prioritize multiple tasks.
• Must be a team player, flexible, and lead by example.
______________________________________________________________________________
WORKING CONDITIONS:
• Ability to sit, stand and walk for extended periods and demonstrate sufficient dexterity and vision to operate a variety of office equipment.
• Ability to lift up to 15 lbs. with or without assistance.
• Ability to work the hours needed which may extend beyond the defined work schedule when operating conditions dictate
Full Time, Branch Schedule and /or flexible as required by Branch Administration.
$20.3-25.3 hourly 60d+ ago
Investor Relations, Associate
Enterprise Community Partners 4.5
Investment banker job in Columbia, MD
Enterprise is a national nonprofit that exists to make a good home possible for the millions of families without one. We support community development organizations on the ground, aggregate and invest capital for impact, advance housing policy at every level of government, and build and manage communities ourselves. Since 1982, we have invested $80.9 billion and created 1 million homes across all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands - all to make home and community places of pride, power and belonging.
Join us at enterprisecommunity.org
Working at Enterprise
At Enterprise, you'll be part of a diverse, committed team making a difference every day. You will collaborate with some of the smartest minds and biggest hearts in our field. You'll be empowered to drive systems change and take bold steps to advance racial equity. And you will find a career home where you're valued and supported in your growth journey.
Enterprise offers career opportunities in our offices across the country with an exceptional benefits package.
Summary
Enterprise Housing Credit Investments seeks an Associate on the Investor Relations team to support investor relationship management and transaction execution for low-income housing tax credit (LIHTC) investments. This role assists senior team members with compiling materials, ensuring data integrity, and coordinating tasks across internal teams to facilitate timely and accurate execution. Responsibilities include managing documentation flow, coordinating due diligence items, assembling investor materials, and tracking deadlines to advance transactions through the syndication process. The Associate must work with a strong sense of urgency through the syndication process.
Job Description
Key Responsibilities:
Investor Support: Support the Analysts and senior team members in managing investor relationships; respond to routine inquiries.
Screening Opportunities: Monitor and accurately track deal flow in a fast-paced front-office environment.
Transaction Coordination: Assemble investment materials (financial projections, market analysis, sponsor financials) for investor review; support diligence and closing checklists.
Data & Reporting: Maintain pipeline accuracy; update Salesforce and internal systems to ensure data integrity.
Operational Support: Prepare meeting materials for investor pipeline calls; track timelines and deliverables.
Learning & Development: Build knowledge of LIHTC underwriting standards, real estate due diligence, and investor-specific criteria.
Willing to travel up to 5-10%.
Qualifications:
Associate degree in Business, Finance, Accounting, Urban Planning, or related field. Bachelor's degree or higher is a plus.
1+ years of experience with LIHTC transactions.
Excellent organizational skills, ability to coordinate complex activities and to prioritize conflicting demands, and ability to manage and maintain large quantities of documents.
Proficiency in Excel, Word, and PowerPoint; Salesforce experience a plus.
Excellent attention to detail and ability to manage multiple priorities.
Total Rewards at Enterprise:
You will be working with a group of talented professionals who are motivated by serving the community and addressing the need for affordable housing.
Enterprise offers a comprehensive total rewards package for you and your family.
The base salary for this role is $63,000 to $73,000, depending on level of skills and experience.
The salary range for this position is represented by the low and high end of the range for the amount to be paid for the position. Salaries paid at Enterprise will vary based on factors that may include skills, education, location, experience, and performance. The salary range is just a part of the total rewards package provided to employees at Enterprise, and other rewards may include annual performance bonuses and generous paid leave programs.
At Enterprise, our benefits form a major component of our total rewards package. Benefits include dental, health, and vision care plans, as well as family-building benefits, such as adoption and surrogacy support. Enterprise allows flexible work arrangements to promote a better work-life balance. We offer health advocacy, EAP, and mental health benefits. We round out our total rewards package by offering financial education, wellness programs, and auto-enrollment in the company's 401(k) plan with employer matching contributions. Finally, you will have learning and development opportunities, including tuition reimbursement for job-related courses and certifications. Thank you for your interest in joining the Enterprise team in our effort and commitment to serve others.
#LI-JW1 #ID
$63k-73k yearly Auto-Apply 9d ago
Private Banker 1
First National Trust Company
Investment banker job in Baltimore, MD
Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future.
Private Banker 1 Business Unit: Private Banking Reports To: Varies Based on Assignment
This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross-sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.
Primary Responsibilities:
Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.
Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.
Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.
Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.
Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance and wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
3
Special Skills:
Detail-oriented
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells
Strong underwriting acumen and prior experience with closed referrals to Wealth preferred
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required
Physical Requirements:
N/A
Compensation Grade:
EXT08
Pay Range:
$69,004.00 - $115,024.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$69k-115k yearly Auto-Apply 2d ago
Investor Relations, Associate
Enterprise Residential
Investment banker job in Columbia, MD
Enterprise is a national nonprofit that exists to make a good home possible for the millions of families without one. We support community development organizations on the ground, aggregate and invest capital for impact, advance housing policy at every level of government, and build and manage communities ourselves. Since 1982, we have invested $80.9 billion and created 1 million homes across all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands - all to make home and community places of pride, power and belonging.
Join us at enterprisecommunity.org
Working at Enterprise
At Enterprise, you'll be part of a diverse, committed team making a difference every day. You will collaborate with some of the smartest minds and biggest hearts in our field. You'll be empowered to drive systems change and take bold steps to advance racial equity. And you will find a career home where you're valued and supported in your growth journey.
Enterprise offers career opportunities in our offices across the country with an exceptional benefits package.
Summary
Enterprise Housing Credit Investments seeks an Associate on the Investor Relations team to support investor relationship management and transaction execution for low-income housing tax credit (LIHTC) investments. This role assists senior team members with compiling materials, ensuring data integrity, and coordinating tasks across internal teams to facilitate timely and accurate execution. Responsibilities include managing documentation flow, coordinating due diligence items, assembling investor materials, and tracking deadlines to advance transactions through the syndication process. The Associate must work with a strong sense of urgency through the syndication process.
Job Description
Key Responsibilities:
Investor Support: Support the Analysts and senior team members in managing investor relationships; respond to routine inquiries.
Screening Opportunities: Monitor and accurately track deal flow in a fast-paced front-office environment.
Transaction Coordination: Assemble investment materials (financial projections, market analysis, sponsor financials) for investor review; support diligence and closing checklists.
Data & Reporting: Maintain pipeline accuracy; update Salesforce and internal systems to ensure data integrity.
Operational Support: Prepare meeting materials for investor pipeline calls; track timelines and deliverables.
Learning & Development: Build knowledge of LIHTC underwriting standards, real estate due diligence, and investor-specific criteria.
Willing to travel up to 5-10%.
Qualifications:
Associate degree in Business, Finance, Accounting, Urban Planning, or related field. Bachelor's degree or higher is a plus.
1+ years of experience with LIHTC transactions.
Excellent organizational skills, ability to coordinate complex activities and to prioritize conflicting demands, and ability to manage and maintain large quantities of documents.
Proficiency in Excel, Word, and PowerPoint; Salesforce experience a plus.
Excellent attention to detail and ability to manage multiple priorities.
Total Rewards at Enterprise:
You will be working with a group of talented professionals who are motivated by serving the community and addressing the need for affordable housing.
Enterprise offers a comprehensive total rewards package for you and your family.
The base salary for this role is $63,000 to $73,000, depending on level of skills and experience.
The salary range for this position is represented by the low and high end of the range for the amount to be paid for the position. Salaries paid at Enterprise will vary based on factors that may include skills, education, location, experience, and performance. The salary range is just a part of the total rewards package provided to employees at Enterprise, and other rewards may include annual performance bonuses and generous paid leave programs.
At Enterprise, our benefits form a major component of our total rewards package. Benefits include dental, health, and vision care plans, as well as family-building benefits, such as adoption and surrogacy support. Enterprise allows flexible work arrangements to promote a better work-life balance. We offer health advocacy, EAP, and mental health benefits. We round out our total rewards package by offering financial education, wellness programs, and auto-enrollment in the company's 401(k) plan with employer matching contributions. Finally, you will have learning and development opportunities, including tuition reimbursement for job-related courses and certifications. Thank you for your interest in joining the Enterprise team in our effort and commitment to serve others.
#LI-JW1 #ID
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$37k-84k yearly est. Auto-Apply 60d+ ago
Resume Bank
House Majority Pac
Investment banker job in Washington, DC
Job DescriptionHouse Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes:
- Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more!
House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$33k-74k yearly est. 14d ago
Digital Resume Bank
Ab Pac
Investment banker job in Washington, DC
AB PAC - the largest research, tracking, and rapid response operation in the Democratic Party - is focused on holding Republicans accountable and helping deliver Democratic victories. American Bridge 21st Century not only brings to light what Republicans are saying behind closed doors, but also runs large-scale paid media programs that center storytellers and utilize a data-driven approach to achieve the greatest impact.
The Digital Team works closely with the Communications Department to push American Bridge's messaging across online channels, amplifying earned media coverage and shaping the narratives around key elections across the country. While our primary focus is creating and sharing content on social media, we also manage an advanced website presence as well as a digital fundraising operation.
If you are interested in learning more about the team and our work, please follow the link provided to upload your resume. Applicants of diverse backgrounds are welcomed and encouraged to apply.
American Bridge 21st Century / AB PAC is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, gender expression or identity, and disability.
We offer a competitive salary and a strong benefits package.
American Bridge 21st Century / AB PAC is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.
$33k-74k yearly est. 60d+ ago
Private Banker
Hanscom Federal Credit Union
Investment banker job in Chestertown, MD
It's an exciting time to be at Peoples Powered by Hanscom!
As a member of our Relationship Banking Department, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members.
Who we are - Peoples Powered by Hanscom
Members-first - our members are our top priority. We make business decisions with our members at the top of mind.
Integrity - we're honest and committed to doing what's best for our members and our company. What is right isn't the same as what is easy.
Teamwork - we are in this together and we all benefit from our success.
Innovation - we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes.
Empathy - we understand that communication starts by listening, understanding diverse perspectives, and caring about others' sustained success.
What we offer
$98,471.19 to $123,088.99
Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made.
A full-time, permanent position that will reward you through a competitive incentive program.
Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
A flexible hybrid work schedule environment.
We are committed to fostering career growth and development - when you join our organization it's not just a job.
We look to develop your skills aligned to our business needs and help you progress in your career.
Who you are - Private Banker
You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.
What you'll do
Proactive outreach and engagement with our members (banks call them customers) to present our products and services as solutions to financial life cycle needs.
Conduct business reviews to ensure members are satisfied with their products and services.
Well versed in sophisticated financial services, products and services.
Meet established sales goals related to deposit, lending, and investment products.
Always provide remarkable member service and maintain Peoples Powered by Hanscom's image in the community.
Actively support and participate in the outside business development, and community events.
Provide solutions for complex financial needs.
Responsible for maintaining working knowledge of Peoples Powered by Hanscom products, rates, including services and fees, individual and branch dialogs and keeping team informed of the competition in the area. Maintain knowledge of competitor rates and products.
Resolve member's financial problems, questions, or concerns within credit union guidelines.
Ensure compliance with all applicable regulations and credit union policies and procedures.
Continually strengthen knowledge and capabilities within financial services and stay current with completive trends.
Maintain Confidentiality of all members and credit union information and data.
Take on additional tasks and projects.
Knowledge/Skills/Experience Required:
Willing to obtain FINRA Series 6 and 63 Securities License; Life/Health Insurance licenses required; Series 7 and 65 or 66 and preferred.
5 to 7 years' experience in branch banking. Preferably in a business development or branch management role previously.
Knowledge of consumer and mortgage lending including applicable state and federal statutes and requirements; knowledge of State and Federal regulations including those pertaining to deposit accounts, consumer, and mortgage loans; strong written and oral communication skills; computer skills and sales skills.
Ability to establish and maintain effective working relationships at the senior management level and across all levels of the organization.
Excellent analytic, organization, presentation, and facilitation skills; ability to lead multiple tasks under tight deadlines.
Ability to prioritize workload and to work independently.
Strong decision making and problem-solving skills.
Strong written and verbal communication skills
Additional Skills
Educating affluent member households with deposit balances of $100,000 or more.
Acting as the single point of contact for all banking needs.
Growing and retaining member assets.
Acquiring new members.
Education/Certifications/Licenses
Must be registered with the National Mortgage Licensing System ("NMLS") and maintain active status and accurate registration information on file. Provides changes to any individual information (such as an address or name change) as they occur directly into the NMILS system or to the HR Department within 20 days of such a change.
A college degree
PHYSICAL REQUIREMENTS
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
** Must be authorized to work in the US **
$98.5k-123.1k yearly 6d ago
Financial Services Representative - State Farm Agent Team Member
David Munson Agency
Investment banker job in Bethesda, MD
I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career!
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance options.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Health benefits
Profit sharing
401K
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement in my agency
Signing Bonus up to $
Learning to market property/casualty, life, health, bank and mutual fund products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process
How much does an investment banker earn in Towson, MD?
The average investment banker in Towson, MD earns between $90,000 and $283,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.