Job Category: Mortgages
Apply now
Posted : December 5, 2025
Full-Time
Hybrid
Marlborough, MA 01752, USA
Description
Schedule
Monday through Friday 8a-5p
What You'll Do
Summary/Objective:
The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines.
Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process.
Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel.
Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas.
Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues.
Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID.
Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU.
Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan.
Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns.
Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating.
Review new products/services for potential compliance concerns; prepare risk assessments.
Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures.
Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems.
Make recommendations for changes to procedures and documentation.
Create and maintain gap analysis detail reporting.
Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data.
Communicate effectively with team members and Mortgage Department leadership.
Identify issues and elevate as needed.
Perform other job-related duties as assigned.
What You'll Need
Education and Experience Requirements:
5-7 years of leadership and related mortgage lending experience
BA/BS Degree
Knowledge of State and Federal compliance regulations
Knowledge of Secondary Market guidelines
Additional Eligibility Requirements:
Professional Written and Verbal Communication skills
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal‑opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range $30.00 - $33.70
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.
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$30-33.7 hourly 3d ago
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Investment Analyst - Private Placement (Hybrid)
Securian 3.7
Saint Paul, MN jobs
Securian Asset Management is seeking a Private Placement Investment Analyst to join our Investment Grade Private Placement team. This is an excellent opportunity for an investment professional to build deep credit expertise while supporting the continued growth of our high-quality private placement portfolio.
As a member of the team, you will work closely with senior analysts and portfolio managers to evaluate new investment opportunities, monitor existing holdings, and contribute meaningfully to investment decisions across a broad range of industries. This role offers hands-on exposure to private credit markets, fundamental credit analysis, and the full investment lifecycle.
What You'll Do
Responsibilities may include, but are not limited to:
Support underwriting of new Investment Grade debt private placements across a variety of industries through fundamental credit analysis and relative value assessment
Prepare detailed credit memos and financial models that clearly summarize issuer fundamentals, transaction structure, key risks, and investment rationale for internal review
Assist with transaction due diligence, including reviewing offering materials and coordinating with senior team members on investment-specific analysis
Review transaction legal documentation alongside senior analysts to understand covenant structures, creditor protections, and overall deal terms
Monitor existing portfolio investments by tracking issuer performance, financial statements, covenant compliance, rating agency actions, and relevant market or industry developments
Support recommendations for covenant amendments or waivers by analyzing issuer performance and credit implications
Engage with Private Placement agents and internal stakeholders to support deal sourcing and execution efforts
Participate in internal meetings, including credit discussions and watchlist reviews, contributing analysis and insights as appropriate
Assist with team and firm initiatives, including process improvements, research projects, and ad hoc analytical requests
What We're Looking For
Required Qualifications
Bachelor's degree in finance, accounting, economics, business, or a related quantitative field
Approximately 1-3 years of relevant experience, such as credit analysis, investment analysis, banking, asset management, insurance, big 4 accounting firm or similar financial roles
Foundational understanding of financial accounting, financial statement analysis, and credit fundamentals
Strong analytical skills with the ability to interpret financial data and identify key risks and drivers
Clear written and verbal communication skills, with the ability to summarize complex information concisely
Proficiency in Microsoft Excel, Word, and PowerPoint
High level of intellectual curiosity, attention to detail, and a collaborative mindset
Preferred Qualifications
Exposure to private placements, leveraged finance, or fixed income credit through work experience or internships
Progress toward or interest in pursuing the CFA designation or MBA
Familiarity with debt structures, credit agreements, or covenant analysis
Experience working in an investment, banking, insurance, or asset management environment
*Internal Securian Asset Management job title for this position is Asset Management Sr. Analyst*
Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. This position requires you to work within a in a commutable distance (90 minutes) of our Home Office in St. Paul, MN. You'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.
The estimated base pay range for this job is:
$75,200.00 - $165,500.00
Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.
Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:
Paid time off:
We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
Holidays: Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.
Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:
Mental Wellness and Disability
Pride at Securian Financial
Securian Young Professionals Network
Securian Multicultural Network
Securian Women and Allies Network
Servicemember Associate Resource Group
For more information regarding Securian's benefits, please review our Benefits page.
This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.
Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).
To view our privacy statement click here
To view our legal statement click here
$75.2k-165.5k yearly 1d ago
Enterprise Risk Analyst Intern
Federal Home Loan Bank of Cincinnati 4.1
Cincinnati, OH jobs
Are you seeking a challenging intern experience in a dynamic organization and employee-centered culture? Are you interested in working for a growing financial institution where your performance may be recognized? Would you like to join a company that is dedicated to making a noteworthy impact in our community? If you answered "yes" to one or more of these questions, do not miss an opportunity to consider joining our team at FHLB Cincinnati.
General Summary:
FHLB Cincinnati is looking for an Enterprise Risk Analyst Intern to join our team. The Enterprise Risk Analyst Intern provides financial, economic, and risk management analyses utilizing financial modeling software programs, advanced Excel tools, and other sophisticated reporting programs in support of the FHLB's financial and credit risk management.
Principal Duties and Responsibilities:
Researches, develops, and implements analyses and projects related to all aspects of risk analysis, assessment, and reporting, with primary focus on model and credit risk.
Assists in the evaluation, development, implementation and maintenance of new or enhanced processes and reports.
Performs other routine office duties and special projects as assigned by management.
Qualifications:
Knowledge at a level normally acquired through completion of a Bachelor's Degree in business with coursework in finance, accounting, and economics. One year in a Master's Degree program in Economics, Applied Mathematics, Statistics, or Business Administration with concentration in finance, economics, or quantitative analysis is desirable.
Proficiency in use of personal computer, including advanced skills utilizing Excel. Proficiency with business intelligence software (e.g., Tableau) and/or statistical software (e.g., R, Stata, Python) is preferred.
Exposure to the financial services industry and financial modeling practices and systems is preferred.
Familiarity with general risk management, internal audit, and/or compliance practices is preferred.
Understanding of relevant Generally Accepted Accounting Principles, especially those related to financial institutions, mortgage securities, and derivatives.
High degree of initiative and independence to produce effective and timely work, including development of the position's responsibilities.
Effective verbal and written communication skills including interpersonal skills necessary in order to interact effectively with internal contacts.
Working Conditions:
Normal hybrid office environment with flexibility.
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$53k-73k yearly est. 4d ago
Internal Audit Internship
Federal Home Loan Bank of Cincinnati 4.1
Cincinnati, OH jobs
Are you seeking a challenging intern experience in a dynamic organization and employee-centered culture? Are you interested in working for a growing financial institution where your performance may be recognized? Would you like to join a company that is dedicated to making a noteworthy impact in our community? If you answered "yes" to one or more of these questions, do not miss an opportunity to consider joining our team at FHLB Cincinnati.
General Summary:
As an Internal Audit intern, you will have the opportunity to assist in the execution of the annual audit plan in accordance with internal audit policies, procedures, methodology, and the Global Internal Audit Standards. You will also play a key role in the annual testing of Sarbanes-Oxley controls as well as other internal audit initiatives.
Principal Duties and Responsibilities:
Assists in performing SOX controls testing and operational, compliance, or technology audits in a professional manner, in accordance with Internal Audit Department policies and procedures. Audits are performed in a team environment under the guidance of the Audit Senior or Audit Manager.
Prepares audit work papers according to Internal Audit's procedures, ensuring that information is documented clearly, concisely, accurately, and in a logical format.
Interacts with management and staff to obtain an understanding of the relevant risks, controls, and processes.
Provides regular updates to audit management on assigned tasks and controls testing.
Qualifications:
Knowledge at a level normally acquired through completion of at least the first two years of a Bachelor's degree from an accredited college or university, preferably in a relevant field of study (e.g. Accounting, Finance, Economics, Management Information Systems, Data Science, and Math).
Effective verbal and written communication skills.
Strong time management skills to ensure the effective and timely completion of assignments.
Strong analytical skills to ensure effective analysis of supporting documentation.
Proficient in the use of personal computer, including Microsoft Word and Excel.
Strong interpersonal skills for effective interaction with associates.
Demonstrates a commitment to diversity and inclusion, promoting an environment of empathy and respect.
Working Conditions:
Normal hybrid office environment with flexibility.
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$66k-101k yearly est. 1d ago
Business Intelligence Intern - Credit Services
Federal Home Loan Bank of Cincinnati 4.1
Cincinnati, OH jobs
Are you seeking a challenging intern experience in a dynamic organization and employee-centered culture? Are you interested in working for a growing financial institution where your performance may be recognized? Would you like to join a company that is dedicated to making a noteworthy impact in our community? If you answered "yes" to one or more of these questions, do not miss an opportunity to consider joining our team at FHLB Cincinnati.
General Summary:
As a Business Intelligence Intern, you will gain valuable real-world experience through projects with exposure through the senior leadership level. The Business Intelligence Intern will assist and support the Credit COE (Center of Excellence) with cleaning, defining, and visualizing data for the Credit Department. They will also support data governance and records retention
Principal Duties and Responsibilities:
Assists the COE with data cleaning and visualization for Credit systems and reporting
Prepares a data focused presentation for Executive leadership as a cap stone
Performs initial record reviews as required by the Bank's records retention policy
Performs other routine office duties and special projects as assigned by management
Qualifications:
Knowledge at a level normally acquired through completion of the first two years of a Bachelor's degree from an accredited college or university - preferably in a relevant field of study (i.e. Finance, Economics, Math, Accounting, or Data Science).
Proficient Microsoft Office skills, particularly Excel and Word.
Proficient Tableau skills, portfolio or project examples preferred.
High degree of organizational skills, attention to detail, initiative, and independence to produce effective and timely work.
Effective verbal and written communication skills including interpersonal skills necessary to interact effectively with internal contacts.
Preferred experience utilizing R and SQL.
Preferred SharePoint and Dev Ops exposure.
Working Conditions:
Normal hybrid office environment with flexibility.
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$36k-45k yearly est. 4d ago
2027 Investment Associate Internship
Dodge & Cox 4.9
San Francisco, CA jobs
Undergraduate students matriculating between December 2027 and June 2028 are eligible to apply. Role of the Summer Investment Associate
The Summer Associate program is a ten-week internship opportunity for rising seniors. Like Dodge & Cox's full-time Research Associates, Summer Associates work directly alongside one of our investment professionals in an apprenticeship role. Organized on an industry basis, teams evaluate investments in companies located around the world. Over the course of the internship, Summer RAs rotate between industry teams to evaluate current and potential investment opportunities.
Primary responsibilities include:
Collecting and analyzing financial and industry data and metrics.
Building and maintaining financial models and databases.
Attending meetings with senior management teams and sell-side analysts.
Participating in weekly training sessions.
Dodge & Cox's well-established reputation often leads companies to seek us out as investors. We routinely host Fortune Global 500 executives at our offices in San Francisco.
Qualifications
The Summer Investment program targets candidates with exceptional levels of academic achievement from various disciplines.
Candidates should have:
An excellent academic record and strong standardized test scores.
Coursework in accounting and economics, statistics is a plus.
Strong quantitative and analytical skills, including experience with Excel, PowerPoint, and Word.
Initiative and ability to manage multiple projects simultaneously.
Excellent communication skills and desire to work in a team-oriented environment.
Demonstrated interest in financial markets and investing.
Requirements
Dodge & Cox has a 4:1 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Monday - Thursday each week, with the option to work remotely on Friday.
The monthly compensation for this position is $10,000. Dodge & Cox provides a relocation package or optional housing for all summer interns.
The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.
It is the Company's policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our
EEO Policy
All Dodge & Cox employees must adhere to the Firm's security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$10k monthly Auto-Apply 49d ago
Public Finance Investment Banking Analyst
Firstnational 3.8
Remote
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 investment banking 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 18d ago
Public Finance Investment Banking Analyst
Northland Securities 3.8
Remote
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 investment banking 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 18d ago
Summer Internship Program - Mortgage and Consumer Banking
Midwest Bank Centre 4.0
Saint Louis, MO jobs
Department: Mortgage & Consumer Banking Position Title: Mortgage & Consumer Banking InternProgram Duration: 10 Weeks (June-August) Location: Primarily On-Site | St. Louis, MO | Some flexibility for remote work may be available The Mortgage & Consumer Banking Intern will gain practical, hands-on experience supporting the daily operations of MBC's Mortgage and Consumer Lending teams. This role is ideal for a student interested in retail banking, lending, and customer service within a community bank setting. Under the guidance of department leaders, the intern will contribute to loan onboarding, documentation review, and customer support while developing a strong understanding of the end-to-end lending process.
Core Responsibilities
Assist with collecting, reviewing, and organizing loan documentation for mortgage and consumer lending files
Verify borrower application information and assist with compliance and underwriting checklists
Support internal reporting processes and track progress on loan pipelines
Participate in team meetings, training sessions, and cross-departmental discussions
Provide general administrative support related to document control, retention, and file management
Research rates, products, and lending options under the guidance of mortgage staff
Desired Qualifications
At least a 2nd or 3rd year undergraduate student pursuing a degree in Business, Finance, or a related field
Familiarity with Microsoft Excel
Strong skills in operations management, attention to detail, and critical thinking
Ability to work independently and in a team environment
Strong written and verbal communication skills
Learning Objectives & Outcomes
By the end of the internship, the student will:
Understand the full mortgage and consumer loan lifecycle-from application to closing
Gain experience interpreting borrower financial data and verifying documentation
Learn basic compliance requirements and regulatory considerations for retail lending
Strengthen professional skills in communication, organization, and time management
Build a practical foundation in customer-facing banking operations and financial services
Primary Project: Loan Onboarding Process Enhancement
The intern's main project will focus on improving the documentation and onboarding process for new loans. This includes conducting file reviews, verifying borrower information, and identifying opportunities to streamline workflows for improved turnaround time and accuracy. A potential secondary project may include tracking loan pipeline data or developing a simple reporting tool to support loan team operations.
General Program Structure
Weekly Development Sessions (goal setting, communication, leadership, etc.)
Cross-functional Group Project culminating in a final executive presentation
Networking events, team-building activities, and bank-wide experiences
Mentorship from employees across the organization, including the Mortgage and Consumer Banking team
$65k-92k yearly est. 7d ago
Summer Internship Program - Mortgage and Consumer Banking
Midwest Bankcentre 4.1
Saint Louis, MO jobs
Department: Mortgage & Consumer Banking Position Title: Mortgage & Consumer Banking InternProgram Duration: 10 Weeks (June-August) Location: Primarily On-Site | St. Louis, MO | Some flexibility for remote work may be available The Mortgage & Consumer Banking Intern will gain practical, hands-on experience supporting the daily operations of MBC's Mortgage and Consumer Lending teams. This role is ideal for a student interested in retail banking, lending, and customer service within a community bank setting. Under the guidance of department leaders, the intern will contribute to loan onboarding, documentation review, and customer support while developing a strong understanding of the end-to-end lending process.
Core Responsibilities
Assist with collecting, reviewing, and organizing loan documentation for mortgage and consumer lending files
Verify borrower application information and assist with compliance and underwriting checklists
Support internal reporting processes and track progress on loan pipelines
Participate in team meetings, training sessions, and cross-departmental discussions
Provide general administrative support related to document control, retention, and file management
Research rates, products, and lending options under the guidance of mortgage staff
Desired Qualifications
At least a 2nd or 3rd year undergraduate student pursuing a degree in Business, Finance, or a related field
Familiarity with Microsoft Excel
Strong skills in operations management, attention to detail, and critical thinking
Ability to work independently and in a team environment
Strong written and verbal communication skills
Learning Objectives & Outcomes
By the end of the internship, the student will:
Understand the full mortgage and consumer loan lifecycle-from application to closing
Gain experience interpreting borrower financial data and verifying documentation
Learn basic compliance requirements and regulatory considerations for retail lending
Strengthen professional skills in communication, organization, and time management
Build a practical foundation in customer-facing banking operations and financial services
Primary Project: Loan Onboarding Process Enhancement
The intern's main project will focus on improving the documentation and onboarding process for new loans. This includes conducting file reviews, verifying borrower information, and identifying opportunities to streamline workflows for improved turnaround time and accuracy. A potential secondary project may include tracking loan pipeline data or developing a simple reporting tool to support loan team operations.
General Program Structure
Weekly Development Sessions (goal setting, communication, leadership, etc.)
Cross-functional Group Project culminating in a final executive presentation
Networking events, team-building activities, and bank-wide experiences
Mentorship from employees across the organization, including the Mortgage and Consumer Banking team
$50k-74k yearly est. 11d ago
Public Finance Investment Banking Analyst
Firstnational 3.8
Columbus, OH jobs
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 investment banking 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 18d ago
Public Finance Investment Banking Analyst
Northland Securities 3.8
Columbus, OH jobs
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 investment banking 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 18d ago
2025 Quantitative FI Investing Internship Program
T. Rowe Price 4.5
Baltimore, MD jobs
External Description:
Quantitative Fixed Income Investing Internship Program
For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success.
The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking and application of your skills, you can add value in various ways to our organization and the clients we support. You will have the opportunity to collaborate with the Fixed Income Quantitative Investments & Research team, which supports the expansion of the research group's analytical capabilities and activities. You will engage in analytical and quantitative projects alongside practitioners in the field who are forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives.
The program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, Interns also gain exposure to Associates and senior leaders across the firm through an executive speaker series, networking activities, and engagement with our Business Resource Groups.
You will be placed into the Fixed Income Quantitative Investments & Research department for the duration of the 10-week program with exposure to a variety of areas:
Systematic and tactical alpha models
Quantitative trade idea generation
Optimization & Portfolio Construction
QM Portfolio Management
Analytical and Quantitative Research Projects
FINRA licenses are not and will not be supported for this role.
Required Qualifications
Full time student pursing a master's degree in a quantitative field with and expected graduation date of December 2025 - May/June 2026
Demonstrated programming skills or aptitude, especially with R, MATLAB, Python and object-oriented programming.
Intellectual curiosity or knowledge of investments, portfolios, and quantitative analysis
Minimum GPA: 3.5 Overall
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Opportunities are available in Baltimore, MD.
City:
State:
Community / Marketing Title: 2025 Quantitative FI Investing Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$81k-114k yearly est. 60d+ ago
Analyst, Investment Liaison Equity
T. Rowe Price 4.5
Baltimore, MD jobs
External Description:
The Equity Investment Liaison position supports global investment operations for Equity strategies by working closely with investment teams and other stakeholders to ensure operational readiness for investors, clients, and TRP products. Leverages strategy and operational expertise to represent our Investment Teams while working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life cycle from prospecting, onboarding, and ongoing client and product support.
Responsibilities
Serve as a key representative of the Investment teams throughout all stages of the client account lifecycle-including new account onboarding, account updates, marketing support, and client due diligence- to help drive successful outcomes.
Support ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and performance reports, providing operational support for model portfolios, coordinating responses to corporate action events, resolving pre-trade compliance matters, maintaining strategy-level data, benchmarks, and performance composites, processing discretionary trade orders, and independently resolving investment-related operational issues.
Exercise sound judgment and some autonomy to ensure operational readiness and support for investment management activities spanning various products, separate accounts, and investment types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of foreign market trading accounts, and establishing standing instructions with internal and external stakeholders.
Contribute to the development and review of materials for client meetings, marketing efforts, client reporting, and internal investment committee meetings. Collaborate with investment staff and senior team members to maintain content that communicates investment insights and strategies.
Demonstrate a commitment to continuous improvement by developing use cases, creating testing plans, and participating in unit testing activities as directed, with the goal of ensuring successful and efficient outcomes for Global Investment Operations initiatives.
Collaborate with portfolio managers across multiple investment strategies and sectors to understand, enhance, and align operational processes and client engagement workflows, fostering a culture of learning and teamwork.
Maintain accurate and comprehensive procedural documentation for assigned strategies, participate in cross-training opportunities, and provide operational coverage for a defined subset of investment strategies. Under the guidance of senior team members and management, help onboard new employees and support their development by sharing knowledge of policies and procedures.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
2+ years of total relevant work experience
Preferred:
4+ years of total relevant work experience
Critical thinking skills and abilities to solve complex problems and evaluate optimal solutions
Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams
Ability to influence and interact effectively with stakeholders and partners
Completion of or progress towards an MBA, MSF, CFA, or CPA program
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Analyst, Investment Liaison Equity
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$78k-106k yearly est. 46d ago
Analyst, Equity Investment Liaisons
T. Rowe Price 4.5
Baltimore, MD jobs
External Description:
The Equity Investment Liaison position supports global investment operations for Equity strategies by working closely with investment teams and other stakeholders to ensure operational readiness for investors, clients, and TRP products. Leverages strategy and operational expertise to represent our Investment Teams while working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life cycle from prospecting, onboarding, and ongoing client and product support.
Responsibilities
Serve as a key representative of the Investment teams throughout all stages of the client account lifecycle-including new account onboarding, account updates, marketing support, and client due diligence- to help drive successful outcomes.
Support ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and performance reports, providing operational support for model portfolios, coordinating responses to corporate action events, resolving pre-trade compliance matters, maintaining strategy-level data, benchmarks, and performance composites, processing discretionary trade orders, and independently resolving investment-related operational issues.
Exercise sound judgment and some autonomy to ensure operational readiness and support for investment management activities spanning various products, separate accounts, and investment types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of foreign market trading accounts, and establishing standing instructions with internal and external stakeholders.
Contribute to the development and review of materials for client meetings, marketing efforts, client reporting, and internal investment committee meetings. Collaborate with investment staff and senior team members to maintain content that communicates investment insights and strategies.
Demonstrate a commitment to continuous improvement by developing use cases, creating testing plans, and participating in unit testing activities as directed, with the goal of ensuring successful and efficient outcomes for Global Investment Operations initiatives.
Collaborate with portfolio managers across multiple investment strategies and sectors to understand, enhance, and align operational processes and client engagement workflows, fostering a culture of learning and teamwork.
Maintain accurate and comprehensive procedural documentation for assigned strategies, participate in cross-training opportunities, and provide operational coverage for a defined subset of investment strategies. Under the guidance of senior team members and management, help onboard new employees and support their development by sharing knowledge of policies and procedures.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
2+ years of total relevant work experience
Preferred:
4+ years of total relevant work experience
Critical thinking skills and abilities to solve complex problems and evaluate optimal solutions
Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams
Ability to influence and interact effectively with stakeholders and partners
Completion of or progress towards an MBA, MSF, CFA, or CPA program
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Analyst, Equity Investment Liaisons
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$78k-106k yearly est. 60d+ ago
Analyst, Investment Liaison Equity
T. Rowe Price 4.5
Baltimore, MD jobs
External Description:
Supports investment teams through all stages of the client life cycle by managing investment-related, operational activities. Acts as a conduit for investments by leveraging foundational business and technical knowledge to manage complex investment-related, operational activities.
Responsibilities
Under the general guidance of senior team members and management, supports the ongoing operational activities associated with portfolio management of multiple investment strategies of low to moderate complexity. Example activities include: researching and analyzing investment and performance data; generating bespoke investment-, risk-, and performance-related reporting, providing operational support for model portfolios, ensuring coordination of responses on corporate action events; resolving pre-trade compliance issues; maintaining strategy-level data, benchmarks, and performance composites; processing discretionary trade orders; and resolving low to moderately complex investment-related operational issues independently. May act as a resource for junior members while helping them complete operational activities.
Uses some autonomy in decision-making to ensure operational readiness to support investment management activities for multiple low to moderately complex investment strategies, products, separate accounts, and/or investment types. Example activities include: reviewing prospectus language, proposing investment guidelines, instructing opening of foreign market trading accounts, establishing standing instructions with internal and external parties, etc.
Uses some discretion to coordinate portfolio manager responses to ad hoc and recurring quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects. Drafts response to complex requests for review by more experienced managers.
Reviews content and sources standard investment data for use in client meetings, marketing materials, client reporting, and internal investment committee meetings. Develops content as directed by investment staff and senior team members.
With guidance and oversight from senior team members and management, serves as project participant on investments-initiated projects. Develops use cases and testing plans and participates in unit testing as requested to ensure successful outcomes.
Maintains accurate and complete procedural documentation for assigned strategy(ies), participates in cross-training exercises and provides operational coverage as needed for a defined subset of investment strategies. Under the direction of senior team members and management, participates in training new employees on policies and procedures.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
2+ years of total relevant work experience
Qualifications
Preferred:
Strategic thinker and problem-solver with proven ability to understand details and actively participate in execution to ensure success.
Conversational knowledge of financial modeling techniques, general industry knowledge, GIPS, general knowledge of investment management techniques
Ability to influence and interact effectively with stakeholders and partners
Critical thinking skills and abilities to solve complex problems
Excellent verbal and written communication skills
Progress towards relevant advanced degree or certifications (MBA, MSF, CFA, etc.)
Ability to communicate effectively on high level topics with investment management professionals is strongly preferred
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
City:
State:
Community / Marketing Title: Analyst, Investment Liaison Equity
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$78k-106k yearly est. 60d+ ago
Public Finance Investment Banking Analyst - Healthcare
Piper Sandler Companies 4.8
Ohio jobs
At Piper Sandler, we connect capital with opportunity to build a better future.
We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level.
About our Public Finance Group
We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not for profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. We emphasize a "mentorship" culture where junior bankers get direct exposure to senior bankers and clients early on. Our employees are able to transition to more senior roles in the firm, corporate finance, or graduate school (MBA/MPP). Learn more about our public finance team here.
We are currently looking for a Public Finance Investment Banking Analyst to join the public finance Healthcare team in Columbus, Ohio.
About the Role
Our analyst position offers a unique opportunity for ambitious professionals seeking to play a meaningful role in connecting capital with opportunity to finance projects for not-for-profits, governments, and developers who are engaged in building the country's infrastructure. Analysts prepare bond sizing cash flows and debt profiles to analyze and structure debt, presentations, proposals, and a variety of ad hoc collateral material. Analysts should be prepared for direct interaction with senior bankers and clients in a highly competitive, rewarding, team-oriented environment to execute successful financings
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Qualifications & Skills
Education: B.S. or B.A. required. Preferred majors include Business, Economics, Mathematics, Political Science, Engineering, or Public Administration.
Experience: 0-3 years of related experience (banking, accounting, or government finance) is a plus, but will actively consider upcoming or recent graduates.
Technical Skills: Advanced proficiency in Excel, PowerPoint, and Word is critical. Excellent analytical and financial modeling skills is a "must."
Soft Skills: Strong interest in public finance/public sector work, excellent written/verbal communication, and the ability to manage multiple projects under pressure
Ability to demonstrate high achievement, particularly in a team setting
Operates consistently with the highest degree of integrity and accountability
Quickly builds trust across multiple constituencies
Well organized, attention to detail and able to manage multiple projects under pressure
Strong communication and professional presence with clients required
Successful candidates will be enthusiastic, highly self- motivated, and go the extra mile in terms of effort and hours when needed
Key Responsibilities
Quantitative Modeling: Develop financial models to structure and optimize debt transactions (e.g., calculating debt service, sizing bond issues).
Credit Analysis: Research and analyze client debt loads, local economic conditions, and financial strengths to help determine creditworthiness.
Transaction Execution: Assist in all steps of the bond issuance process, from drafting responses to Requests for Proposals (RFPs) to preparing closing documents.
Marketing & Pitching: Prepare presentation materials for financing proposals, new business development, and bond rating agencies
Documentation: Draft disclosure documents for bond sales and coordinate transaction details with clients and legal teams
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
The anticipated starting salary range for individuals expressing interest in this position is $80,000 - $100,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be part of the total compensation. Total compensation for this position will be competitive with the market.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
*LI-AH1
$80k-100k yearly Auto-Apply 31d ago
Investment Banking Senior Analyst
Brown Gibbons Lang & Company 4.0
Cleveland, OH jobs
Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries.
Job Description
BGL is hiring an Investment Banking Senior Analyst to work at our office in downtown Cleveland. Analysts at BGL are entrusted with a high level of responsibility as important contributors to the transaction team. Our analysts work closely with Associates and Senior Bankers in the preparation of presentation materials and analysis and frequently interact with clients.
The job is fast-paced and the learning curve is steep, as Analysts work closely with clients and internal teams across multiple transactions.
Analyst Responsibilities:
Conducting industry research.
Interacting with senior bankers and executives from client companies in preparation and presentation of transaction materials.
Ensuring the accuracy and adherence to the firm's quality standards of all presentation materials and analyses.
Supporting the firms' marketing and recruitment activities.
Qualifications
Analyst Qualifications:
Candidates for this position should be dynamic, highly motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market.
Successful candidates possess the following characteristics:
Bachelor's Degree required
One years' experience in an Investment Banking Analyst position
Outstanding academic record
Strong accounting and financial modeling knowledge and experience
Excellent interpersonal skills
Excellent written and verbal communication skills
Ambitious team player with commitment to excellence
Additional Information
All your information will be kept confidential according to EEO guidelines.
$77k-118k yearly est. 1d ago
Investment Banking Associate
Brown Gibbons Lang & Company 4.0
Cleveland, OH jobs
Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries.
Job Description
Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients.
Investment Banking Associate Responsibilities:
BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts.
Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials.
Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants.
Job Responsibilities:
Supporting senior bankers in transaction execution and client management
Performing financial analysis
Identifying potential investors, buyers, acquisition targets or merger partners
Conducting industry research
Participating in new business development
Cultivating analyst development
Qualifications
Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market.
Successful candidates possess the following characteristics:
Bachelor's Degree required, MBA preferred
Two or more years of previous experience in Investment Banking
Outstanding academic record
Strong accounting and financial modeling knowledge and experience
Excellent interpersonal skills
Excellent written and verbal communication skills
Ambitious team player with commitment to excellence
Additional Information
We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.
$96k-141k yearly est. 1d ago
Investment Advisory Services Intern
Valmark Financial Group 4.1
Akron, OH jobs
The Investment Operations team is seeking a motivated intern to gain hands-on experience working with industry-leading custodians such as Charles Schwab and Bank of New York Mellon/Pershing. This internship provides exposure to multiple areas of the financial services industry, including investment advising, operations, technology, and tax-related processes.
As an Investment Advisory Services Intern, you will develop practical, real-world skills while supporting critical account operations and collaborating with experienced professionals. This is an excellent opportunity for students who are passionate about finance, eager to learn, and interested in building a strong foundation for a future career in the industry.
Job Summary:
The Investment Advisory Services Intern supports our Financial Advisors and Investment Advisory Services teams by assisting with account service and maintenance requests. This role plays a key part in facilitating new account setup, money movements, account servicing, and asset transfers through our custodial partners.
Essential Functions and Responsibilities:
Process new account requests and account maintenance activities with custodians, including asset transfers and money movements
Monitor custodial reports and notifications, taking appropriate action to resolve outstanding or actionable items
Utilize multiple software platforms to manage daily workflows, including Microsoft Office, CRM systems, OnBase, MyCase, LaserApp, Schwab Advisor Center, and Pershing NetX360
Document detailed and accurate notes in CRM systems for follow-up and collaboration with team members
Perform daily follow-up on outstanding new account and investment advisory requests
Assist with special projects, including generating regulatory and compliance reports, conducting research, and updating data
Support team members with research, issue resolution, and troubleshooting
Provide backup assistance to other team members as business needs arise
Perform additional duties and projects assigned by management
Related Qualities:
Our ideal candidate has the following qualities:
Strong interest in the financial services industry with a desire to learn and grow
Professional, clear, and effective communication skills
High level of attention to detail and organizational skills
Proactive mindset with the ability to manage responsibilities independently
Commitment to personal and professional development
Requirements:
Authorized to work in the United States without sponsorship
Currently enrolled pursuing a degree in Business Administration, Finance, or a related field
Availability to work onsite in Akron, OH:
16-24 hours per week during spring and fall semesters
25-40 hours per week during summer months
Pay: $20 per hour