Post Job

Investment Banker Jobs in West Haven, CT

- 424 Jobs
All
Investment Banker
Banker
Investment Associate
Personal Banker
Finance Representative
Equity Trader
Trader
Relationship Banker
Investment Banking Associate
Finance Associate
Finance Service Representative
Finance & Sales Representative
Investment Banking Internship
  • Investor Relations Associate - Private Equity Fund in Stamford CT

    Coda Search│Staffing

    Investment Banker Job 33 miles from West Haven

    Our client, a private equity fund in Stamford CT, is looking to add a Senior Associate to their Investor Relations team. This person will be responsible for RFP, DDQ, and general investor relations work across the firm.
    $87k-149k yearly est. 20d ago
  • Investment Banking Associate

    Burnham Sterling 4.5company rating

    Investment Banker Job 38 miles from West Haven

    Seeking three experienced investment banking associates* for full-time in person position at highly-successful boutique investment banking firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy. Min. of 3 -years of customer facing investment banking or buy-side analyst experience w i th significant involvement in sales/origination role . Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel; given our size, all staff are involved in all activities. Ideal candidate is currently an associate at an investment bank or buy-side analyst experience with significant involvement in sales/origination role. You will have (or obtain) the following licenses: SIE, 7, 66 and 79. *Two already hired.
    $88k-141k yearly est. 13d ago
  • College Financial Representative

    Northwestern Mutual 4.5company rating

    Investment Banker Job 17 miles from West Haven

    *ATTENTION COLLEGE SOPHOMORES, JUNIORS & SENIORS* An internship with Northwestern Mutual- Stamford, Westport, and Fairfield provides students a real world, COLLABORATIVE, CONSULTATIVE, CHALLENGING opportunity. Our interns work hand in hand with credentialed Wealth Management Advisors & clients to establish & build holistic financial plans that help clients achieve short- & long-term financial goals. Financial Representative Interns at Northwestern Mutual - Stamford, Westport, and Fairfield help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Obtain your Life, Accident & Health License from the state of CT Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial and curiosity for sales Highly involved on campus (leader, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy Compensation & Benefits Commissions Development Stipends Productivity Bonuses Support for insurance licensing (life, accident, health) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: Fortune 100 company (2021) Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020 4.75+ million clients and growing $224 billion (retail investment client assets held or managed) Forbes' Best Employers for Diversity (2018-2020) Unsurpassed financial strength Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) YOUR SKILLS · Strong academic performance and active involvement in clubs/organizations · Devoted work ethic · Ability to work both independently, as well as part of a team · Self-motivated, driven, goal-oriented · Sociable, outgoing, enjoys meeting new people LOCATION Stamford, CT United States (Westport + Fairfield roles available too) Work Authorization · US work authorization is required
    $41k-66k yearly est. 25d ago
  • Investment Banking Associate

    Bank Street Group 4.2company rating

    Investment Banker Job 33 miles from West Haven

    Bank Street is seeking a highly skilled and experienced Associate to join our growing team of investment banking professionals, offering an opportunity to gain significant live transaction experience with a leading, industry-focused investment banking team. About us Bank Street is an independent boutique investment bank specializing in mergers & acquisitions and capital markets advisory services specifically focused on the Communications Infrastructure and Services (CIS) sector. In Mergers and Acquisitions, Bank Street assists clients on strategic transactions on both the buy-side and the sell-side as well as transactions in Bankruptcy representing a Debtor in Possession. In the Financial Sponsors arena, Bank Street provides solutions to leading private equity investors (primarily leveraged buyout firms) and their portfolio companies. In Debt Capital Markets, Bank Street helps clients raise capital in the debt markets and advises them on debt-related opportunities and capital structuring. Products include private placements, structured finance and syndicated finance. Job Responsibilities Lead financial statement analysis and modeling exercises related to prospective or ongoing transactions involving M&A and capital raising mandates Lead the work effort for creation of high-quality marketing materials used for transaction processes Due diligence immersion and documentation management in the context of a transaction Extensive industry research in the CIS sector Extensive and effective communication with senior management and industry professionals through transaction processes Required Qualifications, Capabilities, And Skills A well-rounded academic background with strong accounting, finance, quantitative and business writing skills. 2-4 years prior work experience in an investment banking, or related, role. Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business. Familiarity with the CIS sector through professional experience or otherwise is preferred. Location Stamford, CT
    $88k-134k yearly est. 20d ago
  • Associate - Corporate Restructuring Financial Advisory

    Blue Coral Staffing Corp 3.8company rating

    Investment Banker Job 38 miles from West Haven

    Associate - Corporate Restructuring Financial Advisory ***CPA LICENSE REQUIRED*** (100%) CPA license REQUIRED Compensation: $120,000 to $140,000 base salary (commensurate with experience) plus competitive bonus potential and benefits ASSOCIATE, CORPORATE RESTRUCTURING ADVISORY (onsite in Greenwich, CT): CPA (Certified Public Accountant) license REQUIRED ; 3+ year exp. (i.e. restructuring / distressed financial advisory, investment banking, management consulting, leveraged finance, mergers & acquisitions, valuation private equity, Big 4 accounting / advisory or similar); strong academic record from a leading undergraduate / graduate program; advanced Excel; superior financial modeling skills (i.e. LBO, DCF); self-motivated and able to work under pressure to meet deadlines. $120,000 to $140,000 commensurate with experience + bonus + comprehensive benefits. Summary: The Firm is currently hiring Associates for the Greenwich, CT office. In this role, you will participate in all aspects of the firm's engagements, including assisting with bankruptcy related financial and legal analysis, litigation, developing complex financial models, providing valuations, evaluating strategic alternatives and quantifying damages. You will work closely with all team members on a variety of engagements representing clients such as debtors, CROs, chapter 7, 11 and liquidating/litigation trustees, creditors, creditors' committees and plan administrators in cases spanning a range of industries. Responsibilities of Associate, Corporate Restructuring: Technical Skills: must successfully complete modeling or other technical skills testing prescribed by the Company Analytics: evaluation of first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses, SOALs / SOFA/s / MORs, KEIP & KERP analyses, liquidation, wind-down and claims analyses and three statement models Financial Modeling: creating detailed 3-statement financial models, ad hoc analytics and company valuations Client Focus: assisting with the preparation of pitch books and providing thoughtful research and analysis for potential clients Communication: working directly with senior personnel at Province and our clients to develop comprehensive solutions to complex financial challenges across multiple industries Ability to recognize underlying issues and condense large amounts of financial and legal information into logical, thoughtful and concise solutions and/or presentations Qualifications for Associate, Corporate Restructuring: CPA license REQUIRED Education: strong academic record from a leading undergraduate / graduate program Experience in restructuring / corporate restructuring / restructuring advisory work will be viewed favorably Experience including investment banking, private equity, finance, financial consulting, or relevant corporate positions with a financial or accounting focus will be considered favorable. Advanced Excel & PowerPoint capabilities; Financial Modeling skills ideal Proficient with financial/data analytics Familiarity with the US Bankruptcy code is a plus Highly detail-oriented with strong organizational skills Action-oriented ***PLEASE NOTE: Candidates applying for these positions must possess CPA license and advanced Excel & PowerPoint skills ****
    $120k-140k yearly 1d ago
  • Financial Services Representative

    Barnum Financial Group 3.3company rating

    Investment Banker Job 9 miles from West Haven

    About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including: our extensive training program, Advisor Pro. personal coaching from proven winners customized marketing support to help you acquire clients and build your brand access to a broad range of products to meet client needs tools to manage your practice and support the sales process Duties and responsibilities: Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience
    $25k-42k yearly est. 24d ago
  • Personal Banker

    Valley Bank 4.4company rating

    Investment Banker Job 37 miles from West Haven

    As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures. Responsibilities include but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience: High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred.
    $39k-52k yearly est. 25d ago
  • Strategic Finance Associate

    Hoxton Circle

    Investment Banker Job 33 miles from West Haven

    We are seeking experienced and motivated FP&A Associates and Senior FP&A Associates to join the FP&A Team of the corporate office to a private investment group, a vital subdivision within the Finance group driving key financial activities. If you're passionate about financial planning, analysis, and reporting, this is an excellent opportunity to support business growth while gaining exposure to critical financial decision-making processes. Key Responsibilities: Support budgeting, forecasting, and performance measurement across internal teams Execute monthly financial reporting, variance analysis (actuals vs. plan/forecast), and evaluate year-to-date and estimated performance Assist in strategic planning, annual operating plans, and quarterly forecasting cycles Building well-organized financial models, including 3-statement financial models, to understand and forecast performance (P&L, Balance Sheet, Cash Flow Statement) Develop and maintain dashboards and management reports to track business performance Provide ad hoc financial analysis and reporting support to cross-functional teams Collaborate with internal stakeholders to drive actionable insights that support strategic growth and process improvements Prepare financial presentations and reports for senior management, ensuring clear communication of complex data Qualifications: Bachelors or Masters in Finance, Accounting, Economics, Business Administration, or related field 2+ years in investment banking, or a complex corporate environment Foundational understanding to GAAP standards and accounting principals Strong analytical skills with experience in financial modeling and variance analysis Proficiency in financial reporting and planning processes Ability to build and maintain dashboards/reports and present findings effectively Must be able to build financial models, including 3-statement models Experience in collaborating with cross-functional teams to deliver financial insights Highly organized with excellent attention to detail and ability to meet deadlines This role offers an exciting opportunity to make a direct impact on the company's financial operations while working alongside a dynamic team. If you are ready to contribute to the strategic growth and success of the organization, we encourage you to apply. Hoxton Circle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $54k-96k yearly est. 7d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Investment Banker Job 3 miles from West Haven

    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 ***************************
    $95k-167k yearly est. Easy Apply 60d+ ago
  • Technical Investment Associate

    Gerald Group 4.4company rating

    Investment Banker Job 33 miles from West Haven

    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.
    $95k-150k yearly est. 46d ago
  • Investment Associate, Private Equity Secondaries

    Portad

    Investment Banker Job 29 miles from West Haven

    About Portfolio Advisors, LLC Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike. In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $85 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT. PA is currently raising and investing out of its fifth dedicated secondary fund (~$3.5bn of expected commitments), purchasing interests in buy-out, venture capital, growth equity and distressed funds around the world. PA is looking to add an Associate to the Secondary Investment Team located in Darien, CT. This person will have the responsibility to assist the secondary team's investment professionals in sourcing, underwriting and monitoring investment opportunities. Specifically, the individual will be involved with and responsible for: Providing transactional support for the Secondary team Performing private equity portfolio valuations and transaction modeling Conducting market and company research Participating in due diligence calls Assisting in all aspects of the transaction, including deal selection, pricing analysis, negotiation and execution Assisting in all transaction documentation and presentations to investment committee Conducting market research Performing deal monitoring analysis Participating in identification of deal sourcing targets Performing other ad hoc projects Ideal Candidate Profile We seek an individual who is self-disciplined and demonstrates creative thinking Graduated from a top-tier undergraduate university 2-4 years work experience in an investment banking, private equity or consulting organization, or 2-3 years of secondary exposure Strong analytical, modeling, organizational and writing skills A professional presence coupled with relationship skills to interact effectively with internal and external parties A highly-motivated, self-starter with the ability work independently within a team context Portfolio Advisors is an Equal Opportunity Employer. Portfolio Advisors 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 Portfolio Advisors and no fee will be paid.
    $87k-149k yearly est. 3d ago
  • Investor Relations Associate

    The Military Veteran

    Investment Banker Job 29 miles from West Haven

    Job Title: Investor Relations Analyst / Investor Relations Associate Our company, with over $38 billion in assets under management, is an employee-owned firm founded in 1994 to provide a full range of private asset investment strategies to sophisticated institutional investors. Our company has expanded to become a firm of more than 130 professionals with offices in Darien (CT), Dallas (TX), Zurich, Hong Kong, and Singapore. The firm invests on behalf of its sponsored-funds and separate account clients in private equity primaries, secondaries, and direct investment across private equity, credit, and real estate sectors. Role Overview: We are seeking an intelligent, creative, and motivated individual to join the Firms Investor Services team in Darien, CT. These roles provide a unique opportunity to learn about a variety of alternative investment strategies, as well as excellent exposure to all areas of our business. The Analyst or Associate will work in a team-oriented environment and will interact with peers as well as with senior members of the Firms investment teams. The ideal candidate will be a self-starter possessing strong intellectual curiosity and an eagerness to learn about the Firm's businesses. Critical thinking, direct communication, clear and effective writing, and an ability to organize multiple objectives and effectively prioritize tasks are characteristics that can promote success in this role. The Analyst must be able to: (i) work independently and in group settings with minimal supervision; (ii) organize multiple tasks and manage relationships with both internal and external professionals; (iii) communicate clearly and effectively with junior and senior professionals across the Firm; (iv) ask questions and seek greater knowledge of the Firms business that may be unfamiliar; and (v) apply strong interpersonal, quantitative and technical skills effectively. Specific responsibilities may include, but are not limited to, the following: Interfacing with investors, clients and external service providers Writing professional responses to investors/clients seeking answers to questions Supporting senior team members in planning and preparing for investor and prospect meetings Writing, editing and proofreading lengthy, detailed RFPs and RFIs Editing and updating marketing materials for all fund and service offerings Reading and learning to understand legal disclosure documents Researching industry publications and databases to support marketing efforts Creating and updating reports using the company systems Performing detailed analyses on industry topics, competitors and client investment portfolios Job Requirements: Minimum requirements for the positions include, but are not limited to, the following: Analyst will have 0-3 years relevant experience. Associate will have 2-5 years relevant experience. Bachelors degree with a strong undergraduate track record Exceptional written and verbal communication skills Proficiency in Microsoft OfficeWord, Excel, and PowerPoint Strong analytical, strategic, and problem-solving skills Impeccable attention to detail Ability to work under time pressure Ability to interface with multiple systems to acquire needed information Confidence to interact with all levels of management, both internally and externally In addition to the above-mentioned requirements, the following are highly desired: Relevant undergraduate course work, internships, and/or extracurricular activities Experience with DealCloud.com or a similar CRM system Special consideration will go to candidates with advanced skills in Power BI, DealCloud, SQL, VBA, or Burgiss Private i.
    $87k-149k yearly est. 60d+ ago
  • Investments Internship

    Talcott Resolution 4.6company rating

    Investment Banker Job 37 miles from West Haven

    This role is hybrid in-office (Hartford, CT) on Tuesdays, Wednesdays and Thursdays, and remote Mondays and Fridays. Talcott Financial Group* is an international life insurance group and the industry's trusted partner for comprehensive risk solutions. Talcott creatively designs and expertly delivers responsive solutions that transfer risk and manage capital in a way that supports the strategic needs of insurers today and into the future. Talcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $120 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm. Talcott Financial Group's two core business platforms include: U.S. based Talcott Resolution and Bermuda and Cayman based Talcott Re. Position Overview: We are seeking a summer intern to join the Investment Team and to support the Investment Team's focus on designing, monitoring and overseeing asset positioning relative to the liabilities of the general account. Responsibilities: * Support maintenance and improvement on existing ALM and investment metrics/processes in place today * Support maintenance and development of liquidity monitoring * Support the Credit and Strategic Asset Allocation teams with respect to monitoring/analytics * Work closely with Investment Operations, Analytics and Reporting Team to support dashboard development Qualifications: * Pursuing a Bachelor's degree in Finance, Actuarial Science or a related field * Strong mathematical skills and understanding of financial concepts * Ability to work independently, positive attitude, willingness to learn * Talcott Financial Group is an equal employment and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by law. Talcott Resolution maintains a drug-free workplace and is committed to building inclusion and leveraging diversity.
    $86k-138k yearly est. 12d ago
  • Private Client Banker - Long Island North Central - Nesconset

    260312-South Florida Region Admin

    Investment Banker Job 28 miles from West Haven

    You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm 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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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: *********************************************************************
    $64k-145k yearly est. 60d+ ago
  • Main Banker

    Jake's 58

    Investment Banker Job 34 miles from West Haven

    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
    $64k-145k yearly est. 60d+ ago
  • Rack Trader (42876)

    Delek 3.4company rating

    Investment Banker Job 37 miles from West Haven

    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.
    $103k-185k yearly est. 60d+ ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate

    Jpmorgan Chase & Co 4.8company rating

    Investment Banker Job 34 miles from West Haven

    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.
    $90k-129k yearly est. 1d ago
  • Banker 2

    Ion Bank 3.7company rating

    Investment Banker Job 16 miles from West Haven

    Job Type: Hourly, Full-Time Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties. As a Banker 2 you are responsible for: Provide superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers. Responsibilities: Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy. Possess excellent working knowledge of all bank products and services, consumer, and business. Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs. Promote, cross-sell, and upsell bank products and services that meet customers' needs. Identify and refer customers or prospects to non-bank product associates as appropriate. Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers. Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number with appropriate training. Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing. Adjust to various branch traffic flows while maintaining efficiency and accuracy of work. Accurately balance self and branch office daily; order money; compile currency transaction reports. Process customer transactions accurately and courteously. Ensure that all work performed is complete and accurate. Assist in resolving problems with branch equipment, balancing, and operational issues. Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch. Education and Qualifications: High school diploma preferred. One to two years of retail banking experience, including teller, sales, or some comparable combination of education and experience. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities ______________________________________________________________________________________________________________________________________________________________________________________ Ion Bank 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, or veteran status. __________________________________________________________________________________________________________________________________________________________________________________________________________
    $52k-92k yearly est. 20d ago
  • HF Independent Trader

    Quanta Search

    Investment Banker Job 22 miles from West Haven

    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)
    $79k-130k yearly est. 60d+ ago
  • Private Client Banker - Old Saybrook, CT

    241387-Comp & Ben Admin Prof Fees

    Investment Banker Job 18 miles from West Haven

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm 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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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: **************************************************************************
    $44k-99k yearly est. 26d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in West Haven, CT?

The average investment banker in West Haven, CT earns between $97,000 and $294,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In West Haven, CT

$169,000
Job type you want
Full Time
Part Time
Internship
Temporary