J.P. Morgan jobs in Oakland, CA

Your role We're looking for a Wealth Strategy Associate to: * assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals * develop customized asset allocation strategies and investment solutions for clients * provide support for client relationship building and business development activities * perform business analytics as needed to support financial advisors in the growth of the business * analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change Detailed salary information: * San Francisco: the salary range for this role is $70000 to $85000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * series 7 and 66 licenses * ideally 2-3 years of experience in client service, within the finance sector * bachelor's degree or equivalent, focusing on Finance or Economics * excellent communicator, with top-notch interpersonal skills * analytical and logical (you can solve problems like nobody's business) * team player About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

Jefferies is looking to hire a Compliance Officer into its Global Control Group, IB and Research Compliance team. This is an exciting opportunity to join a fast-growing business and work in a dynamic role with broad exposure to Jefferies Investment Banking and Research departments. Essential Duties & Responsibilities: Advise on information barriers, wall crossing procedures, sensitive information and need to know policies. Review research reports to identify, evaluate, and resolve issues related to the publication of Research product. Analyze and review potential transactions to facilitate Investment Banking conflict clearance process. Advise Research Analysts and Investment Bankers regarding Compliance issues related to Research product and Investment Banking transactions. Chaperone communications between Research Analysts and Investment Bankers. Maintain the Firm's Watch and Restricted List and determine appropriate levels of restrictions and research quiet periods. Stay abreast of relevant changes to rules/regulations and work with relevant departments to implement policies and procedures or other controls necessary. Support regulatory inquiries and/or examinations and provide timely responses to the requests. Participate in additional projects to enhance efficiencies, identify and mitigate Compliance risk, and implement technological solutions. Required Background & Skills: Ideally applicants should have the following skills and exposure: Experience working in a Control Group and Investment Banking advisory and/or Research advisory function in an International Investment Bank. Good understanding of FINRA Rule 2241, Rules 138 and 139 safe harbors, Section 5 risks, the 2003 Global Research Settlement. Excellent written, verbal, and analytical skills. Highly motivated, strong attention to detail, team oriented, organized. Strong presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging. Excellent interpersonal skills with the ability to work collaboratively and with people at all levels of the organization. Ability to work closely with regional and global partners and navigate a complex organization. 6+ years' experience working in a Compliance Department, including 3+ years working in a Control Group Willing to work hybrid in NY or NJ, or remote in CA Primary Location Full Time Salary Range of $160,000 - $180,000. #LI-JR1

Top investment bank seeking an equity research associate to support a rising senior biotechnology analyst covering mid- and small-cap biotech companies. Responsibilities will include: * Candidate should understand that the team is highly motivated to become top-ranked in the biotech industry * Conducting proprietary research and evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and consulting industry experts * Writing research reports for initiations of coverage, deep dive data analyses, competitive landscaping, and industry/ company news * Delving into intellectual property and following patent litigation concerning pharmaceuticals * Building and maintaining financial models and powerpoint decks * Conceiving and executing on differentiated project ideas * Interfacing with company management teams, internal sales and trading personnel, and institutional investors Key Qualifications: * 1-2+ years of experience in healthcare investment research required (sell side, buy side, investment banking, etc). Must be fully licensed. * Science background required; MD or PhD preferred * Motivated to rise in the sell-side industry in the long-term * Hard-working, attention to detail, team player * Sharp analytical skills in dissecting preclinical and clinical data * Deep understanding of, or experience with, drug development and the FDA-approval process for pharmacologic treatments is desirable * High proficiency in written/verbal communication * Can type >120 words per minute * Has experience writing quality sell side reports, producing powerpoints, and creating detailed financial models (e.g. functioning three-statement models, DCFs, market models, etc) * Experience building financial models using excel is a plus Primary Location Full Time Salary Range of $100,000 - $120,000.

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * San Francisco: the salary range for this role is $73000 to $80000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * SIE, Series 7 and 66 licenses (for registered CSAs only) * ideally 1+ years of experience in client service, within the finance sector * bachelor's or master`s degree or equivalent, focusing on finance * excellent communicator, with solid interpersonal skills * detail oriented (nothing gets past you) * proficient in Microsoft Office Suite About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The ideal candidate may bring experience as a Commercial Banking Relationship Manager combined with time spent as an Analyst or Portfolio Manager or candidates without a sales background who have served as a Portfolio Manager and has worked directly with clients and demonstrated exceptional communication skills. In the CPO role, you will have a strong partnership and collaboration with the sales team, engage in joint calling efforts, and identify, pre-screen, and develop qualified new Commercial & Industrial (C&I) opportunities in partnership with Recommenders and Credit Officers. The Credit Portfolio Officer will analyze credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. + Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements. + Signs off on new, renewal and extension loans within delegated authority. + Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities. + Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives. + Leads proposal development and delivers presentations to capture new business and expand client relationships. + Networks with industry contacts to gather competitive insights and best practices. + Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio. + Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies + Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions + Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. + Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. + Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. + Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. + Identifies revenue and cross-selling opportunities to enhance portfolio growth. + Identifies share of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. + Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. + If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. + Deep knowledge and technical proficiency gained through extensive education and business experience. Foundational level of proficiency: + Structuring Deals Advanced level of proficiency: + Problem Solving + Collaboration + Detail-Oriented + Customer Service + Loan Structuring + Regulatory Compliance + Portfolio Management + Credit Risk Assessment + Banking Operations + Microsoft Office Expert level of proficiency: + Financial analysis **Salary:** $88,800.00 - $165,600.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Jefferies is looking to hire a Compliance Officer into its Global Control Group, IB and Research Compliance team. This is an exciting opportunity to join a fast-growing business and work in a dynamic role with broad exposure to Jefferies Investment Banking and Research departments. Essential Duties & Responsibilities: * Advise on information barriers, wall crossing procedures, sensitive information and need to know policies. * Review research reports to identify, evaluate, and resolve issues related to the publication of Research product. * Analyze and review potential transactions to facilitate Investment Banking conflict clearance process. * Advise Research Analysts and Investment Bankers regarding Compliance issues related to Research product and Investment Banking transactions. * Chaperone communications between Research Analysts and Investment Bankers. * Maintain the Firm's Watch and Restricted List and determine appropriate levels of restrictions and research quiet periods. * Stay abreast of relevant changes to rules/regulations and work with relevant departments to implement policies and procedures or other controls necessary. * Support regulatory inquiries and/or examinations and provide timely responses to the requests. * Participate in additional projects to enhance efficiencies, identify and mitigate Compliance risk, and implement technological solutions. Required Background & Skills: Ideally applicants should have the following skills and exposure: * Experience working in a Control Group and Investment Banking advisory and/or Research advisory function in an International Investment Bank. * Good understanding of FINRA Rule 2241, Rules 138 and 139 safe harbors, Section 5 risks, the 2003 Global Research Settlement. * Excellent written, verbal, and analytical skills. * Highly motivated, strong attention to detail, team oriented, organized. * Strong presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging. * Excellent interpersonal skills with the ability to work collaboratively and with people at all levels of the organization. * Ability to work closely with regional and global partners and navigate a complex organization. * 6+ years' experience working in a Compliance Department, including 3+ years working in a Control Group * Willing to work hybrid in NY or NJ, or remote in CA Primary Location Full Time Salary Range of $160,000 - $180,000. #LI-JR1

Part-time 25 hours per week. Bilingual in English and Mandarin Language is preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based needs with seamless execution. + Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. + Contributes to meeting branch business results and the customer experience. + Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). + Acts as a key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes the initiative to find creative approaches that make each customer's experience feel personal. + Looks for ways to contribute to the ongoing improvement of the overall customer experience. + Contributes to business results and the overall experience delivered. + May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. + Completes complex & diverse tasks within given rules/limits. + Analyzes issues and determines next steps; escalates as required. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. + Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. + Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. + Basic knowledge of specialized sales and business banking solutions to refer to specialists. + Passionate commitment to helping customers. + Drive to deliver a personal customer experience. + A focus on results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage and confidence to approach customers. + Readiness to collaborate and work in different capacities as part of a team. + Strong interpersonal skills, including the ability to build rapport and connections with customers. + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. + Basic specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. **Salary:** $43,100.00 - $58,300.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Title: Investment Banking & Capital Markets - Banker - Technology - Associate / Vice President Corporate Title: Associate / Vice President Our Investment Banking & Capital Markets business provides the full range of investment banking products and services for large-cap and mid-cap corporates and financial sponsors. Our offering consists of comprehensive financial advisory and capital raising services - including mergers & acquisitions (M&A) and restructuring advice, underpinned by one of the world's largest and most successful debt and equity capital markets platforms. Our range of services and strong presence across the globe enables us to complete large, multi-dimensional cross-border, and regional transactions. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration. Generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You'll Do Support execution of live transactions for Technology coverage team, including preparation of detailed memoranda and presentations, and analyzing the key attributes of client companies Apply financial, economic, quantitative, and qualitative methods and principles to evaluate and execute acquisitions, financings, and equity raising transactions Develop and apply advanced financial analyses and models Issue final reports of client interactions and discussions to senior management and maintain ongoing communication Skills You'll Need Experience providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings) in the Technology coverage space Experience supporting senior bankers across all stages of a transaction lifecycle, including pitching and bake off, preparing marketing materials and financial models and deal execution Background in the Technology sector (academic and/or work experience) Bachelor's degree Series 79, 63 licensing preferred Skills That Will Help You Excel Performing detailed financial modeling and valuation analyses on public and private companies Performing in-depth company and industry research to support live deal execution and pitches Expectations It is the Bank's expectation that employees hired into this role will work 4 days in the office in the San Francisco office. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $150,000 to $275,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration. Deutsche Bank Values & Diversity We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts. We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision Learn more about your life at DB through the eyes of our current employees: *************************** The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************. We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

Your role We're looking for an Investment Banker to: * Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients * Work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables * Independently prepare, interpret, and discuss analytical data * Present to internal and external clients effectively and with confidence * Collaborate with colleagues across the globe to provide clients with seamless transaction execution * Generate new ideas and creative approaches that push the business forward * Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards) Detailed salary information: * San Francisco, Menlo Park: the salary range for this role is $275000 to $275000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Experience in originating and executing public and private M&A transactions as well as relevant M&A structuring * Ability to work effectively with both corporate and private equity clients * Strong analytical skills and proficiency in all relevant financial analyses * Demonstrated track record of taking initiative and managing teams * Undergraduate degree and MBA or JD * LI-UBS * UBS-MOGUL About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

We are seeking a **Strategic** Lead Power BI Developer to transform raw data into clear, actionable insights that drive business decisions. In this role, you'll work closely with cross-functional teams to understand business goals, uncover trends, and deliver visually compelling dashboards and reports using Power BI. Responsibilities + Creating, managing, and publishing Power BI Data Sources + Intermediate to advanced DAX skills such as creating DAX Measures, leveraging variables in measures, managing / adding and removing filters in measures, creating calculated fields in tables, creating calculated tables + Tuning data source design and measures for maximum performance + Creating, manage, and publish Power BI dashboard files + Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences. + Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization. + Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights. + Documents data flow, systems and processes to improve the design, implementation and management of business/group processes. **Qualifications:** Intermediate to Advanced level of proficiency in Power BI: + Creating, managing, and publishing Power BI Data Sources + Intermediate to advanced DAX skills such as creating DAX Measures, leveraging variables in measures, managing / adding and removing filters in measures, creating calculated fields in tables, creating calculated tables + Tuning data source design and measures for maximum performance + Creating, manage, and publish Power BI dashboard files + Intermediate to advanced visualization skills Additional skills + Typically between 4 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Technical proficiency gained through education and/or business experience. + Certifications such as PL-300 or other relevant work. **Salary:** $74,000.00 - $138,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

This position is a key member of the Bank's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate customers across the U.S. The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. This role is also responsible for monitoring the performance of an assigned portfolio of customers, ensuring that all reviews / renewals of loans are reviewed / re-documented in a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) Credit Assessment & Risk Management + Operate as key member of the deal team to analyze and prepare lending proposals, provide loan structuring expertise and identify opportunities to maximize penetration and returns. + Provide accurate financial analysis and oversight of assigned portfolio of customers as well as new customers. + Evaluate appropriate loan structure with respect to ability to repay, collateral and ownership. + Prepare and present credit applications to Credit Officers to obtain necessary credit approvals. + Negotiate loans with clients. + Protect the Bank's assets and maintain quality of portfolio, ensuring credit proposals and security valuations are in accordance with sound credit-granting principles and in compliance with the Bank's policies and related procedures. Client Performance/ Portfolio Management + Actively manage assigned portfolio to maximize return and credit quality. + Prepare concise, well-reasoned credit correspondence. + Responsible for monitoring covenants of clients within assigned portfolio. Identify deteriorating credit conditions and compliance with loan agreements. + Ensure that loan renewals, annual reviews and high-risk loan monitoring are completed on a timely basis. + Oversee documentation and ongoing monitoring of asset and client performance. Sales Support and Partnerships + Provide exceptional customer service to clients. + Maintain contact and attend meetings with lending clients in conjunction with Relationship Managers. + Collaborate with Relationship Managers to generate ideas, identify client solutions, pursue marketing efforts, cover clients, and deliver timely solutions. + Collaborate closely with deal team members across functions - including deal specialist, legal and Credit - to analyze, structure, and execute transactions. Communicate effectively to ensure alignment and consistency in underwriting approach and investment rationale. + Assist Relationship Managers with preliminary screening and underwriting of loan packages. + Work with Treasury / Capital Markets / Wealth specialists as needed to support cross-sell opportunities. + Increase share of wallet with customer by identifying cross-sell opportunities or enhance existing services by recommending, credit, deposit, cash management, etc. + Maintain awareness of all firm products and services offered and facilitate means of receiving continuous updates. + Coach and mentor junior team members by providing guidance, feedback, and support to build technical skills, analytical thinking, and industry knowledge. Help cultivate a learning environment that fosters professional growth and ownership. Knowledge: + An undergraduate degree, preferably in finance, economics, accounting, or real estate. + Completion of a major corporate credit training program (or equivalent experience) and prior lending authority. + 7 or more years of underwriting and portfolio management experience, preferably in a commercial real estate lending environment for loan sizes > $15MM. + In-depth understanding of commercial banking products, commercial real estate lending, loan structuring, legal documentation, and all supporting processes and technology. + Deep understanding of commercial real estate (CRE) underwriting principles, including asset valuation, market risk assessment, analysis of investment property cash flows (construction, value-add, and stabilized), commercial rent rolls, commercial leases, third party reports and deal structuring across property types (multifamily, industrial, office, retail, land). + Experience underwriting transactions for or in partnership with institutional real estate investors such as REITs, pension funds, life insurance companies, family office or private equity sponsors. + Prior underwriting experience in home builder financing, including A&D (Acquisition & Development), vertical construction financing, and revolving credit facilities for public and private home builders, is preferred but not required. + Assess guarantor financial strength by analyzing personal and corporate financial statements, liquidity, contingent liabilities, cash flow, and net worth to determine repayment support and mitigate credit risk. Skills: + Highly developed written and oral communication skills including the ability to write clear, concise and cogent credit correspondence. + Exceptional analytical skills. + Strong interpersonal skills. + Detail-oriented and well-organized, able to manage multiple projects under pressure. + Team player, that thrives in a collaborative environment. + Self-motivated with a history of meeting and exceeding goals. + Ability to advocate persuasively. + Ability to coach others. + Ability to work under limited supervision. + Proficient with MS Office products (Word, Excel, Power Point). **Salary:** $88,800.00 - $165,600.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For * Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs * Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up * Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity * Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire * Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring * You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each * Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations * You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. Please note this role requires in-person attendance in the assigned Branch location. The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales

Group Description: Jefferies is a Global Investment Bank with capabilities across diverse products, including equity, debt, lending, M&A and restructuring, paired with deep sector expertise across 9 major industry vehicles. Jefferies' Technology Investment Banking Group, one of the largest investment banking franchises on Wall Street, provides a full range of investment banking services to public and private companies. The team combines deep industry knowledge and M&A expertise with Jefferies' outstanding debt and equity financing, restructuring, trading and research capabilities to advise on a full range of corporate transactions across the technology sector. Subsectors include Enterprise Software, Networking and Hardware, Communication Technologies, Technology Enabled Transportation, Consumer Internet, Digital Media & Interactive Entertainment, Semiconductors & Electronics, Omnicommerce, Business Services and Financial Technology & Payments. Globally headquartered in San Francisco, the Technology Investment Banking team has a significant presence in New York, Charlotte, Boston, Los Angeles, London, India, China and Hong Kong. Our Analyst role offers a unique opportunity for ambitious professionals to play a meaningful role in Jefferies' expanded technology investment banking practice, while gaining hands-on experience in M&A, Equity Capital Markets and Leveraged Finance for leading Technology companies. Analysts are active in day-to-day transaction execution while gaining client interaction and live deal experience on lean transaction teams. Primary Responsibilities: * Directly support senior bankers with day-to-day transaction due diligence and execution * Draft and participate in the presentation of marketing / new business pitches, confidential offering memoranda and management presentations * Develop target lists for potential buyers, investors and strategic partners * Conduct in-depth industry research and trend analysis * Perform complex financial modeling and valuation analysis * Mentor and train junior Analysts Required Background: * Bachelor's Degree with strong academic record * 1-3 years investment banking transaction advisory execution experience * Highly motivated, confident and passionate * Lives in San Francisco or willing to relocate * Superb communication, interpersonal and presentation skills * Proven ability to work independently and meet strict deadlines Desired Experience/Skills: * Support engagement teams in equity financing, sell-side, buy-side and general advisory M&A engagements, within the Technology Enabled Services investment banking group * Create pitch materials * Oversee due diligence The salary range for this role is $110,000-$125,000.

Top investment bank seeking an equity research associate to support a rising senior biotechnology analyst covering mid- and small-cap biotech companies. Responsibilities will include: Candidate should understand that the team is highly motivated to become top-ranked in the biotech industry Conducting proprietary research and evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and consulting industry experts Writing research reports for initiations of coverage, deep dive data analyses, competitive landscaping, and industry/ company news Delving into intellectual property and following patent litigation concerning pharmaceuticals Building and maintaining financial models and powerpoint decks Conceiving and executing on differentiated project ideas Interfacing with company management teams, internal sales and trading personnel, and institutional investors Key Qualifications: 1-2+ years of experience in healthcare investment research required (sell side, buy side, investment banking, etc). Must be fully licensed. Science background required; MD or PhD preferred Motivated to rise in the sell-side industry in the long-term Hard-working, attention to detail, team player Sharp analytical skills in dissecting preclinical and clinical data Deep understanding of, or experience with, drug development and the FDA-approval process for pharmacologic treatments is desirable High proficiency in written/verbal communication Can type >120 words per minute Has experience writing quality sell side reports, producing powerpoints, and creating detailed financial models (e.g. functioning three-statement models, DCFs, market models, etc) Experience building financial models using excel is a plus Primary Location Full Time Salary Range of $100,000 - $120,000.

Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based needs with seamless execution. + Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. + Contributes to meeting branch business results and the customer experience. + Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). + Acts as a key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes the initiative to find creative approaches that make each customer's experience feel personal. + Looks for ways to contribute to the ongoing improvement of the overall customer experience. + Contributes to business results and the overall experience delivered. + May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. + Completes complex & diverse tasks within given rules/limits. + Analyzes issues and determines next steps; escalates as required. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. + Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. + Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. + Basic knowledge of specialized sales and business banking solutions to refer to specialists. + Passionate commitment to helping customers. + Drive to deliver a personal customer experience. + A focus on results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage and confidence to approach customers. + Readiness to collaborate and work in different capacities as part of a team. + Strong interpersonal skills, including the ability to build rapport and connections with customers. + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. + Basic specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. **Salary:** $43,100.00 - $58,300.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Your role Are you a leader in innovation? Do you know how to come up with creative ideas for clients? Managers in Investment Banking are responsible for the development and implementation of the business strategy and the relevant business model in the different areas, regions, sectors or segments. They are responsible for the ultimate sign-off and deployment of relevant financial, infrastructure and human resources towards achievement of the plan. They develop and manage relationships at every level and provide advice and/or analyze local market conditions to integrate into decision-making processes. * develop financial models, perform valuation analyses, conduct industry research, and evaluate key trends and opportunities * create partnerships by increasing depth and breadth of existing client relationships * increase the returns of products and services * generate new ideas and creative approaches that push the business forward * make sound and balanced judgments (and always within professional, ethical, regulatory and legal standards) * motivate and inspire others by providing a vision of shared goals * represent the organization internally and externally as an executive for their respective area * responsible for maintaining internal cross-functional and cross-divisional client relationships. Detailed salary information: * San Francisco: the salary range for this role is $175000 to $200000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact? Your expertise * a bachelor's degree or equivalent in a relevant field * ideally 5+ years of industry expertise in Software, Internet or Tech-Enabled Services * strong interpersonal skill and ability to communicate effectively * solid analytical and quantitative skills * high attention to detail * strong understanding of banking products, capital structure and capital markets * LI-UBS About us UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The ideal candidate may bring experience as a Commercial Banking Relationship Manager combined with time spent as an Analyst or Portfolio Manager or candidates without a sales background who have served as a Portfolio Manager and has worked directly with clients and demonstrated exceptional communication skills. In the CPO role, you will have a strong partnership and collaboration with the sales team, engage in joint calling efforts, and identify, pre-screen, and develop qualified new Commercial & Industrial (C&I) opportunities in partnership with Recommenders and Credit Officers. The Credit Portfolio Officer will analyze credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. + Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements. + Signs off on new, renewal and extension loans within delegated authority. + Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities. + Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives. + Leads proposal development and delivers presentations to capture new business and expand client relationships. + Networks with industry contacts to gather competitive insights and best practices. + Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio. + Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies + Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions + Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. + Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. + Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. + Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. + Identifies revenue and cross-selling opportunities to enhance portfolio growth. + Identifies share of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. + Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. + If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. + Deep knowledge and technical proficiency gained through extensive education and business experience. Foundational level of proficiency: + Structuring Deals Advanced level of proficiency: + Problem Solving + Collaboration + Detail-Oriented + Customer Service + Loan Structuring + Regulatory Compliance + Portfolio Management + Credit Risk Assessment + Banking Operations + Microsoft Office Expert level of proficiency: + Financial analysis **Salary:** $88,800.00 - $165,600.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

We are seeking a **Strategic** Lead Power BI Developer to transform raw data into clear, actionable insights that drive business decisions. In this role, you'll work closely with cross-functional teams to understand business goals, uncover trends, and deliver visually compelling dashboards and reports using Power BI. Responsibilities + Creating, managing, and publishing Power BI Data Sources + Intermediate to advanced DAX skills such as creating DAX Measures, leveraging variables in measures, managing / adding and removing filters in measures, creating calculated fields in tables, creating calculated tables + Tuning data source design and measures for maximum performance + Creating, manage, and publish Power BI dashboard files + Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences. + Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization. + Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights. + Documents data flow, systems and processes to improve the design, implementation and management of business/group processes. **Qualifications:** Intermediate to Advanced level of proficiency in Power BI: + Creating, managing, and publishing Power BI Data Sources + Intermediate to advanced DAX skills such as creating DAX Measures, leveraging variables in measures, managing / adding and removing filters in measures, creating calculated fields in tables, creating calculated tables + Tuning data source design and measures for maximum performance + Creating, manage, and publish Power BI dashboard files + Intermediate to advanced visualization skills Additional skills + Typically between 4 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Technical proficiency gained through education and/or business experience. + Certifications such as PL-300 or other relevant work. **Salary:** $74,000.00 - $138,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: 12/30/2025 Address: 2623 Camino Ramon Job Family Group: Commercial Sales & Service This position is a key member of the Bank's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate customers across the U.S. The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. This role is also responsible for monitoring the performance of an assigned portfolio of customers, ensuring that all reviews / renewals of loans are reviewed / re-documented in a timely manner (as necessary). * Credit Assessment & Risk Management (40%) * Client Performance / Portfolio Management (35%) * Sales Support and Partnership (25%) Credit Assessment & Risk Management * Operate as key member of the deal team to analyze and prepare lending proposals, provide loan structuring expertise and identify opportunities to maximize penetration and returns. * Provide accurate financial analysis and oversight of assigned portfolio of customers as well as new customers. * Evaluate appropriate loan structure with respect to ability to repay, collateral and ownership. * Prepare and present credit applications to Credit Officers to obtain necessary credit approvals. * Negotiate loans with clients. * Protect the Bank's assets and maintain quality of portfolio, ensuring credit proposals and security valuations are in accordance with sound credit-granting principles and in compliance with the Bank's policies and related procedures. Client Performance/ Portfolio Management * Actively manage assigned portfolio to maximize return and credit quality. * Prepare concise, well-reasoned credit correspondence. * Responsible for monitoring covenants of clients within assigned portfolio. Identify deteriorating credit conditions and compliance with loan agreements. * Ensure that loan renewals, annual reviews and high-risk loan monitoring are completed on a timely basis. * Oversee documentation and ongoing monitoring of asset and client performance. Sales Support and Partnerships * Provide exceptional customer service to clients. * Maintain contact and attend meetings with lending clients in conjunction with Relationship Managers. * Collaborate with Relationship Managers to generate ideas, identify client solutions, pursue marketing efforts, cover clients, and deliver timely solutions. * Collaborate closely with deal team members across functions - including deal specialist, legal and Credit - to analyze, structure, and execute transactions. Communicate effectively to ensure alignment and consistency in underwriting approach and investment rationale. * Assist Relationship Managers with preliminary screening and underwriting of loan packages. * Work with Treasury / Capital Markets / Wealth specialists as needed to support cross-sell opportunities. * Increase share of wallet with customer by identifying cross-sell opportunities or enhance existing services by recommending, credit, deposit, cash management, etc. * Maintain awareness of all firm products and services offered and facilitate means of receiving continuous updates. * Coach and mentor junior team members by providing guidance, feedback, and support to build technical skills, analytical thinking, and industry knowledge. Help cultivate a learning environment that fosters professional growth and ownership. Knowledge: * An undergraduate degree, preferably in finance, economics, accounting, or real estate. * Completion of a major corporate credit training program (or equivalent experience) and prior lending authority. * 7 or more years of underwriting and portfolio management experience, preferably in a commercial real estate lending environment for loan sizes > $15MM. * In-depth understanding of commercial banking products, commercial real estate lending, loan structuring, legal documentation, and all supporting processes and technology. * Deep understanding of commercial real estate (CRE) underwriting principles, including asset valuation, market risk assessment, analysis of investment property cash flows (construction, value-add, and stabilized), commercial rent rolls, commercial leases, third party reports and deal structuring across property types (multifamily, industrial, office, retail, land). * Experience underwriting transactions for or in partnership with institutional real estate investors such as REITs, pension funds, life insurance companies, family office or private equity sponsors. * Prior underwriting experience in home builder financing, including A&D (Acquisition & Development), vertical construction financing, and revolving credit facilities for public and private home builders, is preferred but not required. * Assess guarantor financial strength by analyzing personal and corporate financial statements, liquidity, contingent liabilities, cash flow, and net worth to determine repayment support and mitigate credit risk. Skills: * Highly developed written and oral communication skills including the ability to write clear, concise and cogent credit correspondence. * Exceptional analytical skills. * Strong interpersonal skills. * Detail-oriented and well-organized, able to manage multiple projects under pressure. * Team player, that thrives in a collaborative environment. * Self-motivated with a history of meeting and exceeding goals. * Ability to advocate persuasively. * Ability to coach others. * Ability to work under limited supervision. * Proficient with MS Office products (Word, Excel, Power Point). Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.