Investment banking associate work from home jobs - 390 jobs
Remote Licensed Financial Services Professional
Cirkal Financial Services Fl. LLC
Remote job
Remote Licensed Financial Services Representative Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions.
Position Overview:
We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers.
Responsibilities:
Educate clients on life insurance, annuities, and financial planning options
Develop customized strategies to meet client needs
Build long-term client relationships through trust and service excellence
Maintain required state licenses and compliance standards
Qualifications:
Active state Life & Health Insurance License (or willingness to obtain)
Strong communication and interpersonal skills
Self-motivated and entrepreneurial mindset
Experience in sales, finance, or customer service a plus
What We Offer:
Remote flexibility with unlimited earning potential
Access to top carriers and products
Ongoing mentorship and professional development
Advancement opportunities within Cirkal Financial Services
To Apply:
Send your resume or inquiry to []
$39k-74k yearly est. 13d ago
Looking for a job?
Let Zippia find it for you.
Entry Level Financial Professional (Remote)
BYO Financial
Remote job
We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.
This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within).
You DO NOT need to quit your EXISTING CAREER.
NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you!
OUR COMPANY OFFERS:
Full, In-Depth Training Program
Flexible Schedule
Part-Time and Full-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential
Work From Home
KEY RESPONSIBILITIES:
Study, learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies and efforts
QUALIFICATIONS:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Valid US government issued ID
Soft background check required
No criminal history/record
A working laptop and internet connection
Able to complete licensing requirements within 30 days
Accountable with a high level of integrity
PREFERRED QUALITIES:
We are looking for individuals that have the following qualities and mindset:
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You have an entrepreneurial spirit.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented.
You can work independently and work well as a team player.
Sports/Club/Team Background, Sales, and Teaching experience is always a plus.
INCOME MODEL:
1099 Contractor
Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000)
Residual income per annual client contract anniversary
Passive income base for agency development
Equity asset and full business ownership
Bonuses
World travel
ENVIRONMENT:
Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry.
Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.
$40k-74k yearly est. 17d ago
Public Finance Investment Banking Analyst
Northland Securities 3.8
Remote job
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investmentbanking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 29d ago
Public Finance Investment Banking Analyst
Firstnational 3.8
Remote job
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investmentbanking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 29d ago
Investment Associate - Equity Team
Bitkraft Ventures
Remote job
BITKRAFT Ventures Los Angeles, San Francisco, New York, Denver, Chicago, London, Lisbon, Madrid, Berlin, Cape Town, Singapore, Pune
WHO WE ARE:
BITKRAFT Ventures is a global leader in early-stage investments at the intersection of gaming, Web3, and immersive technologies. With over $1B in assets under management and 130+ portfolio companies, we empower visionary founders to shape the future of interactive entertainment and digital economies.
We are a diverse, distributed team united by a shared mission: to identify and support innovative startups that will define the future of virtual worlds, economies, and experiences. At BITKRAFT, we focus on early-stage investments that fuel the convergence of physical and digital realities, a concept we call Synthetic Reality.
We are excited to meet candidates who are passionate about shaping the future of gaming and immersive technologies and are eager to join our dynamic, fast-growing team.
THE OPPORTUNITY
Working on venture capital transactions and deal flow: You will proactively work in the deal team to analyze opportunities by thoroughly assessing founder teams, strategic fit with BITKRAFT, market potential, competitive dynamics, product KPIs, and customer metrics or user reviews. As part of your diligence, you will also make use of your own network of industry contacts, experts, and venture investors. You are able to build your own models and documentation to assist in your findings. You will liaise with the Partners at BITKRAFT to conclude investment decisions.
Portfolio management: You will monitor and support BITKRAFT's portfolio management initiatives (e.g., KPI and business plan tracking, monitoring of fundraising plans, evaluating monthly financial reportings, reviewing strategy, and roadmap) to identify key areas where BITKRAFT can support.
Origination of new deals: You will build strong relationships for BITKRAFT in the startup and venture capital community and be an ambassador for our firm, e.g., by identifying new investment opportunities as part of our incoming deal flow and by leveraging your network to identify exciting founding teams for BITKRAFT.
Market trends and research: You will independently build expertise around exciting sectors to uncover promising business models and bring forward your own investment theses.
YOU
Strong ambition and a growth mindset
Passion for and a solid understanding of startups and venture capital-a foundation in startups is helpful to build credibility in working with founders
Knowledge of and passion for the games and interactive entertainment sectors (including working experience in the industry)
Candid and clear communication, with strong interpersonal and relationship-building skills
Strategic mindset with sharp quantitative and analytical thinking as well as great attention to detail: analytical, fact-driven yet pragmatic working style
Autonomous working style, as well as the ability to synthesize and present complex data, while getting operational and working “hands-on”
Demonstrated willingness to go the extra mile for new opportunities, portfolio companies, and other projects to score a big win for BITKRAFT
Proven ability to lead and drive multiple projects at once, while adding creative ideas
Dedication to our existing portfolio of companies and desire to proactively provide support for them
Strong financial modeling, and research skills
Team-oriented attitude and familiarity and passion for working in distributed teams and in remote working environments
ADDITIONAL INFORMATION
Language Skills: Excellent English, both spoken and written
The position will require travel
WHY JOIN BITKRAFT?
At BITKRAFT, we foster a collaborative and entrepreneurial culture where innovation thrives. By joining our team, you will have the opportunity to work alongside passionate individuals who are driving the next wave of disruption in gaming, Web3, and immersive technologies. You will have the chance to make a significant impact on emerging companies while developing your career in the fast-growing field of venture capital.
We offer competitive compensation and opportunities for personal and professional growth in a dynamic and supportive work environment.
$94k-170k yearly est. Auto-Apply 60d+ ago
Investor Relations Associate
Capital Factory 3.6
Remote job
Job Description
Austin, Texas, United States
Ventures team reporting to Investor Relations Manager
This is an onsite role
The Investor Relations Associate will get to know every active investor in Texas and help facilitate millions in venture capital funding by connecting our portfolio founders to angels and venture investors. You will be responsible for the execution of key Investor Relations programs including Investor Office Hours, helping portfolio startups understand different fundraising options and access IR resources, onboarding new investors into our community, and assisting with the launch of new IR initiatives. You'll use Capital Factory's network of active investors and proprietary software tools to curate matches between investors and founders. You'll get three years of venture capital experience in a year by observing large volumes of early stage companies and learning how VCs view and evaluate potential investments.
Capital Factory attracts the best startups in the state and connects them with exactly who they need to grow their business - whether that's their next partner, mentor, client, employee or investor. Our Ventures Team facilitates all of these interactions - and we're seeking a strong leader with a proven background in the startup community to optimize and grow our programming opportunities across Texas.
Requirements
What you will do…
You'll make valuable introductions between founders and investors when there is mutual interest.
Be the primary point-of-contact for investors, building a long term relationship. You'll be responsible for sharing relevant startups, events, and other opportunities with them, and tracking their engagement.
Organize office hours, in-person and virtual, for investors to meet with relevant portfolio founders.
Network with venture capitalists and angel investors to establish deal flow relationships with them.
Attend events with investors and introduce new portfolio companies.
Take calls and meetings with investors to better understand their investment thesis and which companies to introduce them to.
Make over a dozen curated introductions between investors and our portfolio founders everyday.
Attend our weekly Ventures Team Sync, Investor Relations Sync and other relevant meetings.
Attend our monthly First Look events.
You'll know you're successful if…
Our Founders have an exceptional experience and receive meaningful value from connections made with our investor network.
Our Investor Office Hours program continues to grow and meetings have a 90%+ utilization rate.
Investors rave about the startups they meet with.
You build strong relationships with our VIP stakeholders and receive introductions to new investors on a regular basis. You work with high-level professionals and don't get intimidated easily.
Assigned tasks are completed in a timely manner with minimal mistakes and your team trusts you to execute independently.
You have a productive and collaborative relationship with all internal teams, especially the Mentor, Venture Programs, and Ops Teams.
About you…
You have experience with the startup and technology markets.
You have a basic understanding of startup funding terms, options, and mechanisms.
You like using data to understand problems and make connections.
You are organized and plan ahead, but you don't get stressed out when things change at the last minute. Because they will. You roll with it.
You have a proven ability to manage multiple projects at a time while paying strict attention to detail.
You have the ability to deliver high quality work, on time, in a dynamic organization under time pressure.
You are able to work at least 45 hours per week. You do what it takes to get the job done!
You plan to stay in Texas and fully commit to this position for 2+ years.
About our team...
We have a passion for startups and technology
We have excellent written and verbal communication skills
We are professional and presentable and greet everyone cheerfully. We're ready to deal with an immature student, a pushy salesperson, top VCs, a fortune 500 CEO, and even the President of the United States.
We are excited to work in downtown Austin and have reliable transportation.
We have a quiet place with fast internet where we can work remotely.
We have a reliable laptop computer and smartphone.
We are security aware. We have a passcode on our computers and phones and use a password manager.
We are available during SXSW (Spring Break) and Startup Week (the week before Austin City Limits Music Fest).
We get to Inbox Zero every day.
Benefits
4 weeks paid time off (one week is between Christmas and New Year's)
Personal health, vision and dental insurance paid 100% by Capital Factory
Additional benefits such as 401k program (50% company matching), life insurance, short & long term disability and and employee assistance program
Parental leave including 10 weeks paid leave for birthing parents and 4 weeks paid leave for non-birthing parents
$1,000 personal innovation budget on your first year anniversary and then an additional $500 each anniversary thereafter
Coworking membership at Capital Factory with garage parking space, metro pass, or rideshare credits and access to the onsite gym
A priceless network
About Capital Factory
Capital Factory is the center of gravity for entrepreneurs in Texas, the number one startup state in the U.S. Hundreds of thousands of entrepreneurs, programmers, and designers gather day and night, in-person and online for meetups, classes, and coworking. With boots on the ground in Austin, Dallas, Houston and San Antonio, we meet the best entrepreneurs in Texas and introduce them to their first investors, employees, mentors, and customers. According to Pitchbook, Capital Factory has been the most active investor in Texas since 2010
$111k-178k yearly est. 19d ago
Associate - Corporate - Investment Funds
The Practice Group 4.5
Remote job
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 Practice is seeking to add highly qualified associates with a minimum of three years of experience in private investment fund formation and related fund operational matters, to join our 4th through 6th year associate class. The practice group acts as counsel for fund sponsors around the globe, handling all aspects of the structuring and fundraising of private investment funds across a broad spectrum of asset classes, as well as internal sponsor arrangements, co-investments, fund operations, and regulatory and compliance matters. 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
At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what's possible. We need you to help us shape what's next. You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
Job Purpose:
This position works closely with Legal, Tax, Compliance, Investment Accounting and TruStage Capital Advisors Cash Management and Investment professionals to facilitate and coordinate closing deals. Manage the closing of transactions for assigned asset class committed to by TruStage Capital Advisors. Manage the servicing and monitoring of portfolio investments for TruStage Capital Advisors on behalf of TruStage.
Design and implement efficient and effective policies and procedures necessary for smooth transaction, closing and efficient monitoring. Support credit and/or alternatives investment teams to facilitate closing new deals and servicing existing ones. Back up and support other Investment Operations Analysts to balance out workflow and manage coverage.
Build and maintain positive internal and external customer relationships. Foster, nurture and develop external relationships with service providers, outside counsel and others. Act as primary point of contact between TruStage Capital Advisors and various outside service providers (CRM, fund accounting, State Street, external counsel, insurance company peers), coordinating and facilitating the flow of information and responsiveness.
Primary responsibility for managing and coordinating the processes involved with closing and funding investments so that TruStage Capital Advisors meets all funding deadlines. Manage the utilization of CRM and other applications that improve the efficiency of the investment and monitoring processes. Under the direction of TruStage Capital Advisors management and legal, provide advice and counsel to all internal and external parties associated with the deal processes.
Job Responsibilities:
New Deal Management: (may include, among other things)
Coordinate all phases of documenting and funding deal transactions; manage communications to all relevant parties; generate and provide reporting tools.
Collect, review, monitor, save and distribute due diligence materials; assign analyst(s)
Maintain and review deal files. Ensure completeness of files from inception to closing.
Maintain pipeline database system as it relates to the deal flow and the portfolio.
Oversee the ticketing and funding processes as appropriate (whether generating tickets to effect deal closings, reviewing tickets for accuracy, confirming wires sent/received, ensure supporting documentation for transaction set up).
Positively represent the company in relationships with all parties affiliated with the deal process.
Existing Deal Management: (may include, among other things)
Collect, review, save and monitor various reports, communications, financial statements and compliance certificates or oversee third party providers of such.
Track, monitor and take primary responsibility for responding to general questions from outside relationships.
Coordinate early loan payoff requests, including preparing prepayment premium calculations, and loan releases.
Manage the closing process for trading of securities/assets, including coordinating the transfer of original securities.
Report and track complex structured deals; manage and track documentation pursuant to record retention practices.
Maintain files for completeness and timeliness of data; assist Operations with audit requests.
Identify investments with developing concerns for monitoring more closely; manage amendment/waiver, credit review and OTTI processes.
Compliance/Legal Management (may include, among other things)
Maintain restricted lists in accordance with TruStage Capital Advisors practices.
Manage legal and compliance documentation related to amendments, waivers, and workouts; serve as liaison to investment counsels.
Ensure appropriate resource coverage.
Manage, respond to and complete data requests from internal (e.g., internal audit and investment accounting) and external (e.g., KYC, counsel, auditors) sources
Position Specific: Credit/Alternatives Team
Research deal/fund/data requests from Operations, legal or other areas.
Maintain process manual; schedule team meetings; maintain website access, subscription services, etc.
Position Specific: Investment Administration - Private Structured Investments
Work closely with legal, tax, compliance, investment accounting, cash management, and investment professionals to facilitate and coordinate private placement and private structured transactions with limited supervision
Manage the closing of transactions, servicing and monitoring of portfolio investments.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
Bachelor's degree, paralegal certification, or Certified Mortgage Servicer certification from the Mortgage BankingAssociation strongly preferred, or 7+ years of equivalent and relevant work experience.
Experience with insurance and regulatory matters preferred.
Advanced project management, leadership, organizational and planning skills.
Demonstrated negotiating and time management skills.
Strong attention to detail.
Problem solving skills, including effective problem analysis, root cause identification and creative solution development.
Strong written and verbal communications.
Ability to work collaboratively with internal and external parties; demonstrate professionalism and consultative demeanor.
Maintain notary public in good standing and licensing as required.
Ability to travel 5% or less.
Position Specific: Investment Administration - Private Structured Investments
Advanced degree or professional certification (e.g., CFA, CAIA) preferred.
7+ years of experience including 4+ years in investment operations, with a focus on private placements and structured assets.
Proficiency in investment management software and tools (e.g. Bloomberg, PAM, Office Suite).
Experience in Power BI or similar tools is a plus.
#LI-LT
If you're ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$81,500.00 - $122,300.00
At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what's most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
$81.5k-122.3k yearly Auto-Apply 60d+ ago
Investment Analyst, Alternatives
Le_ICMA-RC International City Management Association Retirement Corporation
Remote job
Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.
$73,810.00 - $110,720.00
The Investment Analyst, Alternatives will support the Fund Manager, Alternatives, in managing proprietary alternative investment portfolios, including private equity, private credit, real estate, hedge funds, and other non-traditional asset classes. The Investment Analyst will assist in research, analysis, and due diligence of investment managers and strategies, as well as monitoring portfolio performance and preparing reports. This role is critical in providing analytical and operational support to ensure effective portfolio management and adherence to investment objectives.
Essential Functions for this role include:
Conduct qualitative and quantitative analysis on alternative investment funds, strategies, and managers.
Assist in preparing financial models, performance attribution, and benchmarking for existing and prospective investments.
Stay informed on market trends, economic developments, and alternative investment strategies.
Assist in the due diligence process for new and existing managers, including data collection, document review, and preparation of summary reports.
Participate in meetings and calls with investment managers; help compile notes and follow-up items.
Track portfolio performance, cash flows, capital calls, and distributions.
Prepare routine and ad hoc reports for internal committees, regulatory filings, and client communications.
Maintain accurate records of investment activity and manager correspondence.
Support the Fund Manager in implementing portfolio changes and rebalancing activities.
Assist with special projects related to investment strategy, compliance, and operational improvements.
Coordinate with internal teams such as Finance, Legal, and Compliance on investment-related matters.
Help maintain relationships with asset managers and external partners through timely communication and follow-up.
Attend industry conferences and meetings as needed to support networking and research efforts,
Performs other duties as assigned
If you have the following skills, we encourage you to apply:
Bachelor's degree in business or a relevant field
One (1) to Three (3) Years of Experience in investment management with a focus on alternative asset classes, including private investments and hedge funds. Strong analytical skills, understanding of portfolio construction, and familiarity with due diligence processes. Ability to communicate complex investment concepts clearly and effectively to various stakeholders.
Technical/Functional Skills (select required or preferred):
Experience in one or more investment areas within the private market investing
Experience with fostering relationships among institutional managers and investors
Experience in quantitative and qualitative analysis and/or management of external managers
Experience in reviewing, evaluating and negotiating complex partnerships and contractual agreements
Ability to work independently as well as in a collaborative, team-oriented environment
Excellent written, oral and interpersonal communication skills
Experience and skill in understanding and evaluating sophisticated investment strategies
Strong computer skills (Excel, Powerpoint, Word).
Must possess highest ethical standards
To benefit your career and support your wellbeing, we offer:
Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
Flexible and hybrid work schedules to support work-life balance
Tuition reimbursement to support continued education
Professional and career development opportunities, including courses and certifications
Comprehensive wellness programs promoting physical, mental, and emotional health
Volunteerism initiatives to encourage community engagement
Click
here
to learn more about MissionSquare's benefits.
Equal Employment Opportunity
As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$73.8k-110.7k yearly Auto-Apply 16d ago
Investment Banking Analyst - FULL TIME Off Cycle Internship
Accurent
Remote job
Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investmentbanking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London.
ONLY official links:
Accurent.org
***********************************************
Job Description
Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investmentbanking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London.
ONLY official links:
Accurent.org
***********************************************
As an Intern with Accurent, you will gain valuable experience in the following areas:
Financial Analysis - Responsibilities will include review of client and prospective client financial statements and analysis of various metrics to determine financial health and an appropriate scope of work plan. You will assist with financial modeling and learn valuation techniques, including (1) discounted cash flow analysis, (2) comparable company analysis, and (3) precedent transaction analysis where appropriate.
Investor Offering Materials - Responsibilities will include assisting with the creation of pitchbooks and investor offering materials utilized by the firm for clients seeking to raise equity and debt financing.
Sector and Industry Research - Responsibilities will include review of sector and industry trends to assist with current client assignments and evaluate the most attractive prospects for new client outreach.
Prospecting & Sales Outreach - Responsibilities will include research of target distribution lists, integration of prospects into the firm's CRM, and crafting outreach communications to initiate introductory dialogue with prospective new clients.
Investor Outreach - Responsibilities will include networking with private equity, venture capital, strategic, and corporate investors to help identify the most attractive sources of capital for various client engagements.
Miscellaneous Support and Administrative Responsibilities
The Accurent InvestmentBanking Internship is a remote position and most required assignments are completed virtually. We do not require physical attendance at an office location. The internship is a non-paid FULL TIME 8:30AM-COB Mon-Fri position. Therefore, only year-off students and graduates qualify, though exceptions exist - eg Summer Intern cycle. The internship will last 4 months AT A MINIMUM, BUT high-performing interns are expected to stay longer. Accurent will work with colleges and universities to satisfy internship requirements for academic credit where necessary. To qualify as a full-time intern and use Accurent as a reference on your resume, LinkedIn and track record, interns must comply with the requirements. Interns may become eligible for advancement within the firm dependent on performance and current corporate needs and be on track for the interview process for full-time paid analyst and associate positions.
Qualifications
Completed or pursuing a bachelor's degree at a leading higher education institution
Solid Excel, accounting and corporate finance knowledge
Loyalty toward the firm
Commitment to fulfill all tasks given beyond expectations
Unrivaled work ethic
A willingness to work independently
An insatiable appetite to learn about investmentbanking
Additional Information
All your information will be kept confidential according to EEO guidelines.
$53k-97k yearly est. 60d+ ago
Investment Banking Intern
Into City Prep
Remote job
Job Description
InvestmentBanking Internship
We're looking for a driven undergraduate student, recent graduate, or career switcher with a genuine interest in investmentbanking. This internship provides practical exposure to market research, financial modeling, valuation methods, and deal execution.
This role is perfect for aspiring finance professionals-whether you're a student, a recent grad, or transitioning from another field-who are eager to gain real-world experience. A solid enthusiasm for financial markets and corporate finance is key.
Key Responsibilities:
Conduct industry and market research; build and maintain DCF valuation models.
Deliver detailed company valuations and financial performance analyses.
Calculate essential financial ratios; support annual budgeting and forecasting efforts.
Create financial statements and contribute to the preparation of M&A materials.
Develop underwriting frameworks to evaluate asset risks and market shifts.
Analyze business data to uncover patterns, insights, and opportunities.
Present financial insights and discrepancies clearly and effectively.
Qualifications:
Open to students, graduates, and career changers exploring finance.
International or cross-cultural experience is an asset.
Skilled in Microsoft Excel, PowerPoint, and Word.
Strong analytical thinking and quantitative reasoning.
Clear communicator with strong presentation skills.
What You'll Gain:
Remote work flexibility.
Personalized mentorship from seasoned professionals.
Early, practical exposure to the investmentbanking lifecycle.
Competitive compensation available for candidates with relevant experience.
Compensation:
Up to £7,000 / €8,000 / $8,200, based on experience and internship type.
$53k-97k yearly est. 4d ago
Portfolio Monitoring Analyst
Agloan
Remote job
Why should you join our team?
American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams.
Benefits offered by American AgCredit:
Commitment to agriculture and the communities we serve
Family friendly work environment
Investment in employee development
Medical, Dental and Vision coverage
Outstanding 401k - automatic 3% employer contribution, plus match up to 6%
Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time)
Competitive Incentive Compensation Plan
Disability & Life Insurance
Employee mental, physical, and financial wellness programs
The position is bonus eligible based on association and personal performance
Position will be posted until filled.
BRIEF DESCRIPTION
The Portfolio Monitoring Analyst is responsible for the monitoring and servicing of existing and new accounts. The role will require review, validation, reconciliation, and trending of tested financial covenants, borrowing base certificates, spreading of financial statements, and annual financial reviews on Production Agriculture, Agribusiness, and Capital Markets accounts. The position requires analysis and presentation of trend and performance reports to underwriters, account officers, and other company personnel.
ESSENTIAL DUTIES
Spreads and analyzes financial statements to determine financial performance trends including repayment capacity, liquidity, leverage, capitalization trends, and sources and uses of cash.
Oversees ongoing financial performance of existing accounts through performance of annual financial reviews, and review, validation, and trending of borrowing base certificates and tested financial covenants.
Analyzes all pertinent financial information and supporting reports. Determines the need for additional information or more thorough investigation. Analyzes information statements and related material.
Manages review of reporting information with efficient and accurate follow up.
Reviews credit agreements and other loan documents to support covenant monitoring and financial performance review.
Communicates effectively with deal teams regarding ongoing performance trends of assigned accounts.
Reviews and understands chattel and real estate appraisals.
Assists in collateral control activities including but not limited to, inventory analysis and verification, and accounts receivable maintenance and verification.
Perform other duties as assigned.
LEVELS OF SUPERVISION EXERCISED AND RECEIVED:
Makes independent decisions; works under general supervision of VP-Underwriting Manager or designees.
BASIC QUALIFICATIONS
Bachelors' degree in Finance, Accounting, Business Administration, Agribusiness, or Ag Economics, or minimum of four (4) years' experience in lieu of degree is required.
Previous work or internship experience with a customer facing or equitable position/role is required.
Familiar with accounting principles, banking policies, procedures, and processes.
Strong analytical and statistical skills to validate, evaluate, prioritize, and categorize data in various formats is required.
Self-starting with great attention to detail and pride in accurate work is required.
Highly organized with good prioritization skills and can thrive in a fast-paced environment.
Proficient with Microsoft Office programs, specifically Excel, is required.
Strong collaboration and communication skills. Ability to communicate effectively, both verbal and written, is required.
ESSENTIAL REQUIREMENTS
Must have the ability to perform basic office tasks and work in a typical office setting. Employee will be sitting for extended periods of time and accomplishing work at a desk and work at a computer for an extended period of time. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit and use their hands and fingers, and reach in all directions is essential in performance of the job. Some lifting and moving of items up to 25 pounds required. Work during established business hours and may require occasional weekend and/or evening work. Travel may be required.
FULL-TIME REMOTE: These roles and job functions can be done remotely, while maintaining our strong commitment to customer service and our business goals. Employees are welcome to come to an office to work if needed, and some travel for team meetings will be required.
PAY RANGE:
Minimum $55,036.76 - Max $90,260.29 Annual
This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class.
Reflected is the national base pay range and title offered for this job at the current level.
Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location.
Salary offered, within the applicable range, is one component of the total rewards package offered to candidates.
#LI-REMOTE
All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants.
American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above.
If you need assistance or an accommodation due to a disability, you may contact us at ***************.
$55k-90.3k yearly Auto-Apply 3d ago
Investment Analyst
Pds 3.8
Remote job
Full Job Description
Who we are: Founded in 2001, Vivid Seats (NASDAQ: SEAT) is a leading online ticket marketplace committed to becoming the ultimate partner for connecting fans to the live events, artists, and teams they love. We believe in the power of experiences and are fiercely dedicated to building products that inspire human connections. Named as one of Built In Chicago's top 10 places to work in 2021, we believe that our People are our greatest competitive advantage. To support our People, we have built a company culture that empowers our employees to embrace challenges, encourages unity through collaboration, and seeks to constantly evolve by leveraging data and inspiring innovation
The Opportunity:
As the Investment Analyst you have the unique opportunity to utilize your passion in sports & entertainment and apply that knowledge within your career. You will be a vital part of the Investment team managing and pricing ticket inventory for live events acquired through the company's various partnerships.
In this role you'll keep a close pulse on the sports & entertainment industries to see how external factors have driven secondary market trends. You will be analyzing those trends and their corresponding sales data to accurately price tickets, ensuring you minimize our company's risk and maximize its profits. You'll expand our business by seeking valuable opportunities in which we can make our marketplace more vibrant, more liquid, and more successful. This will require the ability to react quickly to the ever-changing live marketplace no matter the time, place, or situation. Imagine the most popular performers in the world announcing their farewell tour, or a team clinching a spot in the championship game - you'll analyze demand and secure inventory, providing robust purchasing options for our marketplace customers.
How your role contributes to the success of Vivid Seats:
Maximizes revenue and minimizes risks of certain assets acquired through the company's various partnerships
Leverages market data into actionable insights and opportunities for pricing optimization
Boosts company growth and adds marketplace liquidity by capitalizing on profitable investment opportunities
Provides company key insights into market behavior by transferring supply-side knowledge and helping to forecast demand
Connects buyer with seller by ensuring our listings are maximally exposed and 100% accurate
How your role expectations will progress as an Investment Analyst in the first 30, 90, and 180 days:
30 days in
Complete new hire orientation, gaining the resources you need to be successful
Learn how ticket marketplaces operate and how you'll contribute to providing great experiences for our customers
Acclimate to team and company norms, business objectives, and Vivid Seats values
Assist Investment Managers with near term pricing assignments and data organization
Build a foundation of knowledge regarding departmental processes by actively participating in team calendar events
Learn the basic principles behind our department's pricing theorem and strategies
90 days in
Contribute to our approaches, methods, or technologies to support overall business goals and drive team efficiencies
Maintain, harvest and aid internal and external relationships to achieve progress and advance objectives
Begin assuming sole responsibility of specific pricing assignments while applying the pricing theorem and strategies set forth by the department
Research potential ticketing opportunities that would bring value and liquidity to the marketplace
180 days in
Apply methods to execute individual tasks that positively impacts the team
Play an active role in continued learnings to advance skill sets necessary for team goals
Expand your assignments and long-term asset management into a full-time position
Earn autonomy in securing potential ticketing opportunities
What You'll Bring:
Experience screen-trading financial products or actively capitalizing on marketplace inefficiencies with a proven track record of trend recognition and risk management
Experience constructing diverse portfolios in any asset class or skill-based game with a detailed account of hedging against risk and identifying asymmetrical upside (preferred)
Ability to manipulate and analyze large datasets using Excel or Google Sheets, evaluate market trends, and consider external factors in determination of producing optimal outputs
Analytical, method-driven mind that values process over results
Experience in a fast-paced environment with exceptional attention to detail alongside the ability to prioritize tasks and meet deadlines
Adaptable schedule expecting to work outside of typical business hours to meet the demands of our industry
A strong sense of urgency coupled with an intrinsic desire to complete all tasks with 100% accuracy and efficiency
Live Event Enthusiast!
Our Commitment:
We are an equal opportunity employer that values the critical importance of a diverse workforce and sense of belonging. Many of our roles have flexible requirements and we encourage you to apply regardless of whether you meet every qualification.
Vivid Seats provides competitive compensation; bonus incentives; FLEX PTO; mental health days; medical, dental, and vision insurance; 401K matching; monthly credits and discounts for attending live events; remote work and snack allowances; and a variety of additional workplace perks.
$69k-99k yearly est. 60d+ ago
Senior Investment Analyst
Legalist
Remote job
Intro description:
Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.
Core responsibilities:
Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members
Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures
Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments
Partner with the origination team to identify, evaluate, and help close target counterparties
Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing
Qualifications:
Bachelor's degree in a relevant field; advanced degrees encouraged
5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments
Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation
Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams
Strong written and verbal communication skills with both technical and non-technical stakeholders
Thrives in a fast-paced, growth-oriented environment
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This role specializes in implementing and supporting technical implementation of our software including configuration, training, and test support. This role will fill a multitude of roles involving client interaction. We will develop them into subject matter experts for our products. This role will support implementation of new client engagements deploying the product, support third-party integrations with the product, and ultimately help our clients realize gains in efficiency in their transaction execution. This position act as an interface between the clients and our software development team.
Essential Job Functions:
Executes on client loan accounting and investor reporting functions utilizing SBO
Performs remittance processing functions in support of client implementation and conversion functions
Communicates and interacts with clients via phone, email, or any other means in a prompt and professional manner as a front-line point of contact
Provide ongoing system and business support for clients including researching and resolving production issues
Direct loan accounting and system functionality testing to validate new development initiatives and Client execution utilizing the product.
Recommend business process improvements based on in-depth knowledge of available products, services, and systems and experience developed working with numerous other clients
Conduct user training and maintain and update documentation and training material in collaboration with the technology services training organization.
Such other activities as may be assigned by your manager
Qualifications/ Requirements:
Bachelor's degree in accounting or finance or equivalent combination of education and experience
Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
3+yrs of experience in loan accounting, investor accounting, or investor reporting functions strongly preferred
Strong math and analytical skills
Advanced skills with Microsoft Excel including experience manipulating large volumes of data
Effectiveness and proactivity in seeking detailed information or data that either impacts clients or helps gain understanding of a problem the client has reported.
Demonstrated strong interpersonal skills, analytical skills, attention to detail, follow-up skills.
Excellent communication skills, both verbal and written, in individual and group settings
Experience with SBO loan accounting system a plus
Ability to read and parameterize adjustable-rate mortgage (ARM) notes
Experience in working with software development teams
Strong understanding of database models and table relationships. Ability to develop and execute basic SQL queries in Oracle and/or SQL Server.
Experience testing software enhancements or bug fixes
Understand and able to reconcile custodial accounts
Self directed and motivated to deliver high quality solutions and services.
#LI-AS1 #LI-Remote
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$70,000.00 - $85,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
$70k-85k yearly Auto-Apply 60d+ ago
Senior Media Investment Associate
Tinuiti 4.3
Remote job
Who we are:
Tinuiti is the largest independent full-funnel marketing agency in the U.S. across the media that matters most, with $4 billion in digital media under management and more than 1,200 employees. Built for marketers who demand growth and accountability, Tinuiti unites media and measurement under one roof to eliminate waste-the biggest growth killer of all-and scale what works. Its proprietary technology, Bliss Point by Tinuiti, reveals the truth around growth and waste, and how to capitalize on it. With expert teams across Commerce, Search, Social, TV & Audio, and more, Tinuiti delivers measurable results with brutal simplicity: Love Growth. Hate Waste.
We support 100% remote work for this role!
We'd love to hear from you if:
Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and other marginalized folks tend to only apply when they check every box. So if you think you qualify, but don't necessarily meet every single point on the job description, please still get in touch.
As a Senior Media InvestmentAssociate, you will play a pivotal role in owning our media buying and account management processes by ensuring our client's media campaigns operate smoothly and efficiently, and are carried out with best in class media acumen and strategic thinking. Your expertise will be essential to client performance across channels-primarily TV, audio, and display-serving as a key liaison with our media partners and the agency's client teams, and developing innovative strategies to meet our brand's diverse needs. This role requires a strategic thinker with a foundational knowledge of strategic media buying, particularly in video and audio advertising.
As the Senior Media InvestmentAssociate, you will focus on:
Media Buying: Research, vet, and execute media plans for multiple clients, ensuring that they run efficiently and accurately, while also assisting with opportunities for strategic expansion, optimization, and campaign growth
Campaign Performance: Oversee daily campaign delivery across channels, ensuring strategies are appropriately implemented, errors are kept to a minimum, and goals are being achieved.
Collaboration: Interface with network partners, vendors, and internal teams to ensure smooth campaign execution with a solution-oriented mindset.
Special Projects: Develop and implement project-based work tailored to the Media Investment team's needs, showcasing your flexibility and creativity in improving how we function with clients and media partners alike
Network Orders and Traffic: Send and track network orders and traffic instructions, ensuring accurate and timely delivery.
Industry Engagement: Stay abreast of TV, audio, and display trends through educational meetings with publishers as well as your own independent research, utilizing insights to make informed media recommendations and fostering knowledge sharing among your peers.
Media Negotiation: Evaluate and negotiate media plans in collaboration with senior team members, honing your ability to vet new offerings and assess the value of media opportunities for the clients you work on
Professional Qualifications:
2+ years of experience in a media agency or publisher environment, with a focus on media buying in linear TV, OTT, digital audio, and/or display advertising.
Direct hands-on-keys experience in industry platforms (DSPs, research tools) a plus
Demonstrated organizational skills with exceptional attention to detail and follow-through.
Self-motivated with a passion for learning, asking questions, and thriving in a collaborative setting.
Strategic marketing and communication skills to internally promote new media opportunities.
Proficiency in Microsoft Excel and strong business writing and presentation skills.
Excellent time management capabilities, managing multiple tasks against tight deadlines.
Competencies:
Strategic Thinking: Ability to inform integrated media strategies that align with client objectives and industry trends, using a foundational knowledge of our agency and client's business objectives to tailor your recommendation to suit their individual needs
Media Acumen: An understanding of the media marketplace as it relates to TV, audio, and display channels and the key partners and tactics therein
Technical Skills: Skilled in reviewing campaign data to make informed decisions and executing those matters in a live buying environment, with a strong attention to fine detail
Communication: Effective communicator, capable of liaising with partners and presenting complex information in an understandable format.
Collaboration: Works seamlessly with internal teams and external partners to drive agency and client success through knowledge sharing, a positive attitude, an open mind, and the desire to support our collective work.
Time Management: Demonstrated ability to manage multiple projects, delivering on schedule and with excellent follow-through
The annual base salary range for this roles' listed level is currently $60,000-$70,000 plus performance bonus of up to 8%. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data. We will provide more information on our benefits and equity upon requests. Disclosure as required by the Colorado Equal Pay for > Equal Work Act, C.R.S. § 8-5-101 et seq
FLSA Classification: Exempt
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Benefits:
Unlimited PTO: At Tinuiti, we believe you deserve time to rest, recharge, and enjoy life unplugged. When you prioritize time for yourself, you're able to bring your best self to work. That's why we offer unlimited paid time off, a fully remote environment, and flexibility to take the time you need, when you need it. On top of that, we provide 20 paid holidays, including multiple long weekends, to ensure you have dedicated time to step away and disconnect. We're proud to offer above-industry standard work-life balance, consistently rated as one of the most loved benefits by Tinuitians year after year.
Healthcare: Medical, Dental, Vision, Life & Disability, Flex Spending Accounts
Retirement: Match up to 4% of your contributions at 100% with immediate vesting
Perks and Wellness: Fringe, Forma, Unlimited Telemedicine and Teletherapy available at no cost, Thankful giving, Equity
Parental Leave: Birthing parents receive 16 weeks of leave with 100% pay (partners 12 weeks) after the birth or adoption of a child.
Learning and Development: On-demand learning (powered by LinkedIn Learning), mentorship program, leadership and management development programs and resources
Disclaimer: This description has been designed to indicate the general nature and level of work performed by employees within this position. The actual duties, responsibilities, and qualifications may vary based on assignment or group. Tinuiti is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$60k-70k yearly Auto-Apply 8d ago
Senior Investor Suspense Analyst
Zillow 4.5
Remote job
About the team The Post Closing team at Zillow Home Loans is a collaborative, high-performing group dedicated to delivering outstanding service and operational excellence throughout the mortgage lending process. Team members work closely together, sharing knowledge and supporting one another to achieve shared goals. We cultivate a respectful, inclusive, and solution-focused environment, making our workplace both productive and rewarding. As part of this team, your contributions are recognized and celebrated, and you'll help uphold our reputation as a leader in post-closing operations.About the role
As a Senior Investor Suspense Analyst at Zillow Home Loans, you'll be a seasoned mortgage professional responsible for resolving complex and often ambiguous post-closing suspense issues and audit findings to ensure timely, compliant loan purchases. You will work across a broad range of products and investors, applying deep mortgage underwriting knowledge and sound judgment to protect revenue, reduce defects, and maintain strong investor relationships. You will independently own and prioritize your work, frequently handling the most challenging files within the suspense pipeline. You'll collaborate with cross-functional partners to address recurring issues, contribute to process improvements, and serve as a go-to resource and mentor for Investor Suspense Analysts on the team.
In this fully remote position, you'll gather documentation, address deficiencies, and uphold high service standards as part of a supportive, high-performing team committed to integrity and operational excellence.
Research and resolve suspense issues and audit findings from external sources (MI companies, investors, agencies) and internal Post Closing reviews, in accordance with investor-specific timeframes, focusing on the more complex or high-risk scenarios, in accordance with investor-specific timeframes, up to and including re-underwriting the loan.
Independently diagnose and resolve a wide range of complex suspense issues, including those with ambiguous or partially defined root causes, using established guidelines, investor overlays, and professional judgment.
Gather all documentation necessary to cure issues, including contacting internal employees, borrowers, and outside vendors.
Exercise judgment in prioritizing work based on severity, financial impact, and aging, escalating only when necessary or when policy interpretation is unclear.
Partner with Capital Markets, Loan Delivery, Insuring, Fulfillment, Compliance, and other teams to gather documentation, clarify requirements, and resolve issues that span multiple steps of the mortgage lifecycle.
Input and maintain information within the Loan Origination System (Encompass) and/or AirTable from initial notification to loan funding.
Identify recurring trends and defects that originate upstream and share clear, actionable insights with partners to prevent future suspense issues.
Build and maintain relationships with investors and internal employees to ensure efficient issue resolution.
Collaborate with other Post Closing roles to ensure timely completion of daily duties.
Ensure loans are purchased within the time frame set by Capital Markets.
Maintain company service level and turn-time standards, including return-call times, return-email times, and task completion times, even when handling a high volume of complex loans.
Uphold high standards for data quality, documentation completeness, and compliance in all suspense resolution activities.
This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice, which must be identified to the Company. U.S. employees may live in any of the 50 United States, with limited exceptions.In California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Washington state, and Washington DC the standard base pay range for this role is $32.60 - $52.00 hourly. This base pay range is specific to these locations and may not be applicable to other locations. In Colorado, Hawaii, Illinois, Minnesota, Nevada, Ohio, Rhode Island, and Vermont the standard base pay range for this role is $31.00 - $49.40 hourly. The base pay range is specific to these locations and may not be applicable to other locations.In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location. Employees in this role will not be paid below the salary threshold for exempt employees in the state where they reside.Who you are
Minimum of 7 years of experience in mortgage underwriting, processing, post-closing, investor delivery, or other directly related roles (or equivalent combination of education and experience), with a strong track record handling complex loan scenarios.
Proven expertise in lending requirements for Jumbo, Conventional, FHA, and VA loans.
Detailed knowledge of the origination/underwriting process and loan decisioning.
Detailed knowledge of origination loan documents, closing and legal documents, credit and income documents, and insurance documents.
Demonstrated expertise reviewing and completing income calculations, ordering and reviewing appraisal reports, credit reports, and other loan documentation to cure loan deficiencies.
Experience communicating documentation requests to borrowers, overcoming objections, and creating urgency.
Strong understanding of compliance with respect to Disclosure documents (LEs and CDs) and related timing, as well as MDIA and APR rules (TILA, RESPA, etc.).
Demonstrated ability to work on a broad range of issues where the problem is somewhat defined but often includes areas of ambiguity that require deeper investigation and interpretation and offer creative, innovative solutions to a wide range of issues.
Proven ability to use professional concepts, policies, and prior experience to offer solutions within an established framework, but with intermittent supervision. This role requires some decision making authority.
Ability to collaborate effectively across teams and functions, building productive relationships with internal partners and external contacts (e.g., investors, MI companies, vendors).
Excellent written and verbal communication skills, including the ability to explain complex situations clearly and professionally to varied audiences.
Exceptional attention to detail and time management skills.
Ability to produce and maintain reports outlining trends and key findings from investors.
Ability to thrive in a fast-paced environment, handle pressure, and meet deadlines.
Proficiency in Microsoft Office suite.
Willingness to work overtime as required.
You are a detail-oriented, seasoned mortgage professional with deep experience in underwriting, processing, or post-closing, and you are comfortable taking on the more complex, nuanced suspense issues on the team.
You excel at problem-solving and are energized by digging into ambiguous files, collaborating with cross-functional partners, and finding practical, compliant solutions that keep loans moving to purchase.
You communicate clearly with diverse stakeholders, bring a collaborative mindset, and are committed to continuous improvement-for yourself, your teammates, and our processes. You thrive in fast-paced environments and are recognized for your ability to deliver high-quality work and support others in doing the same.
Get to know us
At Zillow, we're reimagining how people move-through the real estate market and through their careers. As the most-visited real estate platform in the U.S., we help customers navigate buying, selling, financing and renting with greater ease and confidence. Whether you're working in tech, sales, operations, or design, you'll be part of a company that's reshaping an industry and helping more people make home a reality.
Zillow is honored to be recognized among the best workplaces in the country. Zillow was named one of FORTUNE 100 Best Companies to Work For in 2025, and included on the PEOPLE Companies That Care 2025 list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.
No matter where you sit in the organization, your work will help drive innovation, support our customers, and move the industry-and your career-forward, together.
Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.
Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$32.6-52 hourly Auto-Apply 2d ago
Public Finance Investment Banking Analyst
First National Bank of Omaha 4.5
Remote job
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investmentbanking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$34k-44k yearly est. Auto-Apply 29d ago
MarCom Banking Intern (REMOTE)
South State Bank
Remote job
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
Our Marketing Communications Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to marketing and communications within banking operations. Interns will collaborate with team members across our MarCom team.
You'll develop a deep understanding of our brand voice and digital culture while engaging in professional development, analytical training, and networking. Key program components include:
* Onboarding Week: Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our marketing and communications business.
* Hands-On Experience: Work alongside high-performing teams, participating in daily activities to build analytical and creative skills, and gain insight into critical marketing and communications processes.
* Mentorship & Support: Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally.
* Speaker Series: Hear from senior leaders about industry trends in banking marketing and communications, and how to maximize your internship experience.
* Networking Opportunities: Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives.
In This Role, You Will:
* Participate in internship program activities, including workshops, training sessions, and special projects.
* Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment.
Populate and Organize the Digital Asset Manager (DAM) - main project.
* Move assets from our PhotoShelter system to the DAM within Optimizely. Training will be provided.
* Add meta data and tags in Optimizely to help with the development of the new website (to be launched in November 2025). Training will be provided.
* For this project, the intern will work with the project leader for this effort. (This individual does not exist today - we'll be hiring in first quarter.)
Content Development
* Develop content that would be applied to various marketing channels (social media, website article, email, etc.)
Special Event / Photography Shoot / Etc.
* As scheduled, intern would travel to location of event / shoot for onsite experience and support.
In-person MarCom Team meeting (July)
* To attend all team, in person meeting.
Weekly Schedule (We'll have a weekly schedule so they know where they will be going / traveling.)
* A session in Jacksonville with our Communications Team.
* A session in Columbia with our Social Media / Content Team.
Qualifications and Education Requirements:
* Education: 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor's degree in Marketing, Communications, Business Management, Information Systems, or a related field; Rising Senior graduating in 2027.
* Skills: Proficient in Microsoft Excel, PowerPoint, and Word; strong analytical and creative mindset, and eagerness to learn.
* Attributes: Detail-oriented, proactive, and able to work effectively under pressure.
Training Requirements:
* Complete mandatory new hire compliance training and New Employee Orientation.
Physical Demands:
* Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
* Must be willing and flexible to travel.
This internship provides a unique opportunity to immerse yourself in Marketing and Communications within Banking, build a professional network, and develop skills for your future career. Join us to make a meaningful impact while gaining invaluable experience!
WORK ENVIRONMENT
This position is remote 5 days a week: 40 hours a week, with minimal travel required.
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $31,943.00 - $47,915.00 , actual offers to be determined based on applicant's skills, experience and education.
While the anticipated deadline for the job posting is 02-11-2026, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Equal Opportunity Employer, including disabled/veterans.
$31.9k-47.9k yearly 24d ago
MarCom Banking Intern (REMOTE)
Southstate Bank
Remote job
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
Our Marketing Communications Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to marketing and communications within banking operations. Interns will collaborate with team members across our MarCom team.
You'll develop a deep understanding of our brand voice and digital culture while engaging in professional development, analytical training, and networking. Key program components include:
Onboarding Week: Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our marketing and communications business.
Hands-On Experience: Work alongside high-performing teams, participating in daily activities to build analytical and creative skills, and gain insight into critical marketing and communications processes.
Mentorship & Support: Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally.
Speaker Series: Hear from senior leaders about industry trends in banking marketing and communications, and how to maximize your internship experience.
Networking Opportunities: Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives.
In This Role, You Will:
Participate in internship program activities, including workshops, training sessions, and special projects.
Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment.
Populate and Organize the Digital Asset Manager (DAM) - main project.
Move assets from our PhotoShelter system to the DAM within Optimizely. Training will be provided.
Add meta data and tags in Optimizely to help with the development of the new website (to be launched in November 2025). Training will be provided.
For this project, the intern will work with the project leader for this effort. (This individual does not exist today - we'll be hiring in first quarter.)
Content Development
Develop content that would be applied to various marketing channels (social media, website article, email, etc.)
Special Event / Photography Shoot / Etc.
As scheduled, intern would travel to location of event / shoot for onsite experience and support.
In-person MarCom Team meeting (July)
To attend all team, in person meeting.
Weekly Schedule (We'll have a weekly schedule so they know where they will be going / traveling.)
A session in Jacksonville with our Communications Team.
A session in Columbia with our Social Media / Content Team.
Qualifications and Education Requirements:
Education: 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor's degree in Marketing, Communications, Business Management, Information Systems, or a related field; Rising Senior graduating in 2027.
Skills: Proficient in Microsoft Excel, PowerPoint, and Word; strong analytical and creative mindset, and eagerness to learn.
Attributes: Detail-oriented, proactive, and able to work effectively under pressure.
Training Requirements:
Complete mandatory new hire compliance training and New Employee Orientation.
Physical Demands:
Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Must be willing and flexible to travel.
This internship provides a unique opportunity to immerse yourself in Marketing and Communications within Banking, build a professional network, and develop skills for your future career. Join us to make a meaningful impact while gaining invaluable experience!
WORK ENVIRONMENT
This position is remote 5 days a week: 40 hours a week, with minimal travel required.
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $31,943.00 - $47,915.00 , actual offers to be determined based on applicant's skills, experience and education.While the anticipated deadline for the job posting is 02-11-2026, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Equal Opportunity Employer, including disabled/veterans.
$31.9k-47.9k yearly Auto-Apply 22d ago
Learn more about investment banking associate jobs