Provide executive administrative support performing diverse administrative and clerical duties and anticipating the team's needs. Handles confidential information discreetly and professionally. Responsible for calendar management, correspondence, expense reports, travel arrangements, and HR needs. Handles incoming inquiries, research and communicates in a professional and timely manner. Responsible for meeting coordination, video conferencing and scheduling, and organizing proper room setup as needed. Prepares materials for meetings as requested. Coordinates various calendar events. Perform duties in a professional manner that includes thorough planning and research to result in completed assignments of the highest quality. Other duties/projects as requested.
ESSENTIAL JOB FUNCTIONS
Under general supervision, provides administrative support to the leadership team to include the executing, maintaining, and coordinating complex calendar of meetings and travel.
Interacts with senior leaders and executives within the organization and with outside professional organizations.
Highly proficient in managing multiple executives' calendars including scheduling of clients and internal employee meetings within Outlook.
Heavy travel scheduling experience which includes, booking trips that require multiple segments, making sure meetings do not overlap with travel requirements as well as handling last minute travel changes.
Provides superior client service during all interactions with clients, vendors, internal partners, and teammates.
Strong verbal and written communication skills and the ability to work in a team environment.
Effectively and decisively communicates on assignments to limit the need for multiple interactions with segment head and/or staff.
Professional liaison that facilitates information flow, using clear and fact-based communication
Handles HR related tasks which includes onboarding/offboarding new hires, system access, timecards, purchasing and expenses.
Handles confidential information and documents with discretion.
Collects, compiles, and analyzes moderately complex data and information for inclusion in reports and presentation materials; also includes general running of reports as needed.
Performs proactive problem research and assists in resolution.
Manages day-to-day office operations, composes written communications as needed.
Completes work in fast paced, changing environment without compromising accuracy.
Clearly and immediately communicates and elevates any problems/issues.
Assists with special projects for events, new processes, or presentations as they arise.
REQUIRED QUALIFICATIONS
High School Diploma or Equivalent experience
5+ years relevant experience supporting executive management.
Strong working knowledge of Word, Excel, PowerPoint, Outlook, Microsoft Teams
Preferred knowledge of Workday, CWT (travel system) and Salesforce
Reliable, proactive, and self-motivated
High-level problem-solving skills with the ability to prioritize and anticipate needs in fast pace, high pressure environment.
Ability to engage with Executive Level Management
Excellent written and verbal communication skills
Strong organizational and time management skills
Exercises sound judgment, discretion, and confidentiality in all matters
Takes initiative and works independently on routine as well as more complex matters.
Proven ability to manage multiple calendars and projects at one time.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 03/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
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$24.5-37.5 hourly Auto-Apply 60d+ ago
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Equity Research Associate, FinTech
Keybank 4.4
Keybank job in New York, NY
The Associate, Equity Research is a part of the KeyBanc Capital Markets (KBCM) team and works closely with senior research professionals to assist in preparing and executing analyses of an assigned industry group, individual companies, and their securities.
Essential Functions
Collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries.
Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes.
Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups.
Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm.
Answering inquiries from firm personnel regarding individual securities or industry groups. Prepares studies and other data for firm publication issued to the general public.
Preparing and disseminating special studies, models, forecasts, and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.
Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.
Maintaining company databases using spreadsheets and database software.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
Bachelor's Degree in business, accounting, finance, or a related field or completion of no less than 3 senior level accounting and/or financial analysis courses (required)
Work Experience
1+ years of experience in an analytical or financial role (required)
Corporate financial modeling experience (required)
Skills
Strong oral and written communication skills
Experience with building financial models and equity data manipulation.
Ability to conduct thorough and independent research and comfort with financial research platforms (Bloomberg, CapIQ, etc.)
Ability to organize, analyze, and interpret data
Proficiency with Microsoft Excel and Access
Strong interest in financial markets and working knowledge of market dynamics and influences.
Ability to synthesize data and articulate findings through excellent presentation skills.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
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A leading financial institution is seeking a Vice President to join its Resolution Stress Testing team in New York. In this role, you'll develop the modeling strategy for markets businesses and work closely with various lines of business. You will lead the modeling efforts, engage with senior management, and enhance compliance with regulatory challenges. Candidates should have over 7 years of experience in model development and strong analytical skills. Ability to communicate effectively with stakeholders is essential.
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$136k-195k yearly est. 2d ago
Private Client Banking Advisor
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations.
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$92k-145k yearly est. 3d ago
Senior Wealth Relationship Lead
Citigroup Inc. 4.6
New York, NY job
A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans.
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$140k-191k yearly est. 5d ago
Wealth Relationship Manager SAFE Act - Brooklyn
Citigroup Inc. 4.6
New York, NY job
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding.
Acquire new clients through converting referral leads.
Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures.
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Insurance Group 1 required.
Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education
Bachelor's/University degree or equivalent experience
Benefits
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Primary Location: Brooklyn, New York, United States
Salary Range: $88,400.00 - $132,600.00
Anticipated Posting Close Date: Nov 26, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$88.4k-132.6k yearly 5d ago
Private Equity Fund Admin Associate - NAV & Reporting
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively.
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$101k-135k yearly est. 2d ago
Senior Wealth Advisor SAFE Act - Brooklyn
Citigroup Inc. 4.6
New York, NY job
The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities
Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
Master referral opportunities to grow portfolio.
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
Acquire new clients through converting referral leads.
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are strictly adhered to
Partner with all roles on branch team to ensure all clients have a positive in-branch experience
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
5-8 years of experience
Experience in a proactive, successful sales and service role in the financial services industry
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials - SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education
Bachelor's/University degree or equivalent experience
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Full time
Primary Location: Brooklyn New York United States
Primary Location Full Time Salary Range: $70,000.00 - $70,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: Nov 25, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$70k-70k yearly 5d ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase 4.8
New York, NY job
**About the Program** At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
**Commercial & Investment Bank**
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
**Group Overview:**
**Investment Banking:** Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
**What We Look For:**
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $110,000.00 - $200,000.00 / year; San Franciso,CA $110,000.00 - $200,000.00 / year; Boston,MA $110,000.00 - $200,000.00 / year
A leading global financial services firm is seeking a Vice President for its Treasury P&A team in New York. This role involves managing crucial financial activities, including the delivery of P&A cycles, monitoring balance sheet usage, and engaging with senior management for strategic decision-making. The ideal candidate has over 7 years of experience in financial planning within the banking industry and possesses strong analytical and communication skills. Proficiency in tools such as Excel, Alteryx, and Tableau is also required. This position is not eligible for sponsorships.
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$121k-157k yearly est. 3d ago
Associate, Infrastructure and Public-Private Partnerships
Keybank 4.4
Keybank job in New York, NY
ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $189 billion (as of September 30, 2024) and employees of approximately 17,000. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through more than 1,100 full-service retail branches and offices; a network of more the 1500 ATMS telephone banking centers; and a website, Key.com , that provides account access and financial products 24 hours a day.
ABOUT THE BUSINESS: KeyBanc Capital Markets (KBCM) is the corporate and investment banking arm of KeyCorp. KBCM is a leading full-service corporate and investment bank dedicated to serving the needs of clients in the following core industries: consumer, energy, industrials, healthcare and real estate. Our team of 750 bankers located across 14 states collaborates to deliver targeted financing and advisory solutions to clients. KBCM's core capabilities include M&A and financial advisory, syndicated finance, debt and equity capital markets, and corporate banking services.
The Infrastructure and Public-Private Partnerships business focuses on U.S. project finance transactions providing financial advisory services and, as part of Key's Institutional Bank, has the ability to source third-party debt capital through the capital markets (public or private, tax-exempt or taxable) and directly provide bank loans, all of which are important to both public and private sector clients. Infrastructure sectors include: Transportation (roads, airports, rail/transit, parking), Social Infrastructure (stadiums, student housing, government buildings), and Utilities (central utility plants, digital infrastructure, data centers, water/wastewater).
Essential Job Functions
KeyCorp is looking for an Analyst or Associate, preferably based in New York City or Houston, to lead day-to-day transaction analysis and workstreams, lead proposal development, and assist with practice operations and advisory engagement management. This individual will have primary responsibility for building financial models, performing qualitative and quantitative analysis, coordinating engagement activities, and spearheading proposal and marketing efforts.
The Analyst or Associate will be highly motivated, detail oriented and willing to take initiative, invest time, effort and critical thinking in order to provide infrastructure project finance including assistance in executing all facets of the group's mandates across financial advisory, debt arrangement, and balance sheet lending execution support. For balance sheet lending opportunities, coordination with credit, portfolio loan management, syndications, derivatives and other teams from origination through financial close and funding.
Required Qualifications
1+ years' experience in infrastructure project finance or public finance
Undergraduate degree in finance, mathematics, statistics, accounting, economics or other quantitative field
Series 50, 52 and 63 (within six months of employment) and potentially Series 79 (if required in the future)
Strong quantitative skills, including financial modeling and financial statement analysis with demonstrated knowledge of project finance model building techniques
Proficiency in the use of Microsoft Office with advanced experience in Excel
Experience with DBC Finance for structuring municipal bond transactions
Capable of developing plans of finance and can effectively prepare proposal and marketing materials
Capable of producing project teaser and information memorandums with the appropriate direction of senior bankers
Critical thinker with business intuition and intellectual curiosity
Hands-on, detail-oriented approach, with proven execution/process skills
Organized with ability to multi-task and manage multiple complex transactions and focused on delivering results and meeting strict deadlines
Excellent written and verbal communications skills - internally and externally
Demonstrates a strong work ethic; understands the importance of timeliness; efficiently multi-tasks; commitment of availability to senior bankers and overall team
Preferred Skills
A strong candidate will have some or all of the following:
U.S. experience with knowledge of Private Activity Bonds, Taxable Bonds/Private Placements, Tax-Exempt Bonds, Federal Loan programs (i.e., TIFIA, RRIF)
Experience with an investment bank or private sector developer
Experience in Transportation, Social Infrastructure and/or Utilities
Advanced degree or certifications such as: MBA; MA in finance, mathematics, statistics, accounting, economics; Series 50, 52 and 63; or CFA, CPA or equivalent
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 03/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
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Brooklyn, NY, United States
Job Identification 210688605
Job Category Firmwide Risk and Compliance
Business Unit Corporate Sector
Posting Date 12/01/2025, 09:30 PM
Job Schedule Full time
Job Shift Day
Job Description
Join a team at the forefront of global risk management and regulatory compliance. Make a meaningful impact by supporting critical capital and stress testing initiatives that shape the firm's financial resilience. Collaborate with diverse stakeholders and leverage cutting-edge analytics and business intelligence tools. Grow your expertise in a fast-paced environment where your insights and ideas are valued. Be part of a group that champions innovation, quality, and continuous improvement.
As a Capital and Stress Testing Analyst in the Firmwide Operational Risk team, you help us deliver high-quality analytics, reporting, and process enhancements that support regulatory and internal risk management objectives. You work closely with business lines, corporate functions, and technology partners to execute, monitor, and report on regulatory capital and stress testing across the firm and its international legal entities. You contribute to process improvements and governance, ensuring our risk management practices remain robust and effective. You have the opportunity to drive impactful change and collaborate with colleagues at all levels.
Job Responsibilities
Support the execution of regulatory capital and stress testing processes, including data collection, validation, analysis, and documentation
Produce accurate and timely management and regulatory reports related to capital and stress testing
Develop and prototype tactical reporting solutions using business intelligence tools, especially Tableau
Assess and recommend enhancements to internal processes, reporting workflows, and data management practices
Collaborate with business lines, risk officers, control management, and technology teams to gather requirements and communicate findings
Maintain and elaborate internal governance procedures, standards, and documentation
Perform ad-hoc analyses using operational risk data and advanced Excel functions
Participate in the development and execution of internal projects and regulatory deliverables
Support user acceptance testing for new systems and enhancements
Ensure compliance with internal and external regulatory requirements
Drive initiatives that improve efficiency, control, and quality across reporting and analytics
Required Qualifications, Capabilities, and Skills
Hold a bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
Minimum 5 years' experience in financial services, risk management, or analytical roles
Demonstrate strong analytical, problem-solving, and decision-making skills
Show high attention to detail and commitment to quality assurance
Excel in Microsoft Excel, including database functions
Communicate effectively in written and verbal formats
Build relationships with stakeholders at all levels, including senior management
Work independently and as part of a team, managing multiple priorities under tight deadlines
Create impactful presentations using Microsoft PowerPoint
Apply significant experience with business intelligence and reporting tools, especially Tableau
Ensure accuracy and compliance in all reporting activities
Preferred Qualifications, Capabilities, and Skills
Bring experience in regulatory capital, stress testing, or operational risk
Utilize Alteryx, SAS, or similar programming software for data analysis
Contribute to process re-engineering and control management initiatives
Prototype and develop functional specifications for technology solutions
Perform advanced ad-hoc analyses using operational risk data
Support governance and control documentation for capital and stress testing
Participate in user acceptance testing for new systems and enhancements
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Risk Management helps the firm understand, manage and anticipate risks in a constantly changing environment. The work covers areas such as evaluating country-specific risk, understanding regulatory changes and determining credit worthiness. Risk Management provides independent oversight and maintains an effective control environment.
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$113k-162k yearly est. 2d ago
Commercial Associate
Keybank 4.4
Keybank job in New York, NY
The Commercial Associate functions as part of a relationship team and works collaboratively to support sales and credit functions of the bank. Core responsibilities include working with relationship managers to create pitch materials for prospects and managing all functions of the lending process for relationships less than $10 million in credit commitments. This includes sales team support, client due diligence and managing the credit approval process to ensure timeliness, quality and the data integrity of all documentation and system of record information.
Responsibilities
Work closely with relationship managers, loan closers, and underwriters to identify and respond to client requirements as a member of the deal team for credit commitments less than $10 million.
Create pitch materials for all prospects and/or clients, regardless of credit commitment amount.
Lead and/or participate in due diligence meetings for in-depth understanding of clients' business, management teams and industry sector.
Review loan requests under $10 million in credit commitments to determine required business documents and financial statements needed for loan approval; collect and upload items to Salesforce, utilizing the bank's secure document collection portal as appropriate.
Complete related lending tasks such as requesting and reviewing financial statement spreads, preparing a Return on Equity (ROE) analysis.
Prepare preflight memo for discussion with deal team, focusing on accuracy of loan request details.
Complete data entry in nCino for new loan requests/renewals/modifications and submit requests for underwriting.
Review final credit approval memos for accuracy and engage with loan closers or outside counsel for preparation of loan documentation
Review loan documentation to ensure all terms are consistent with the credit approval memo (e.g. interest rates, covenant definitions, etc.).
Ensure all waiver, amendment, and extension requests are properly approved and saved appropriately.
Work with Credit Surveillance team to ensure interim and annual relationship reviews are completed accurately.
Perform annual portfolio data integrity reviews to ensure systems of record (e.g., Salesforce, nCino, Hogan, LIQ) accurately reflect risk ratings, loan booking data and any other related borrower information.
Take proactive approach in early identification of deteriorating credits and other potential credit concerns, such as change in borrower ownership or wherewithal, by communicating those concerns to risk partners.
Work with bank examiners and internal credit reviewers to validate credit quality and integrity of the credit process.
Take proactive approach to ongoing portfolio management of client relationships, including timely collection of borrower financial statements using the bank's secure document collection portal, ensuring loans/lines are renewed and/or extended timely, and internal risk rating findings are properly remediated and managed
Assist in training and developing new Commercial Analysts
Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's degree in business, Finance or a related field or equivalent work experience. (required)
Experience Qualifications
Minimum 1 year of commercial banking experience (e.g., credit structuring & analysis, sales functions, risk assessment, knowledge of commercial banking products, services & technology) accounting (required)
Minimum 1 year working in Credit Structuring & Financial Analysis (required)
Ability to manage workflow and complex commercial banking deals (required)
Ability to manage stress and competing priorities (required)
Minimum 1year Commercial Middle Market Underwriting and Financial Analysis (preferred)
Tactical Skills
Formal credit training strongly preferred
Proficiency in Microsoft Word, Excel, PowerPoint
Applicable systems may include - Key proprietary systems e.g. Salesforce, nCino, SharePoint
Ability to meet timelines and perform multiple tasks
Practical Skills
Business Acumen
Oral & Written Communication
Analytical Thinking
Risk Management
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Driving Requirements
Ability to occasionally operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
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$71k-122k yearly Auto-Apply 57d ago
International Private Bank- Trade Execution Desk Associate
Jpmorgan Chase & Co 4.8
New York, NY job
JobID: 210697668 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $110,000.00-$140,000.00 This is an exciting opportunity for you to join a dynamic, diverse team within J.P Morgan's International Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space.
The Role
* Brokerage accounts trade execution: the candidate will be part of a team responsible for executing Clients' directed trades across asset classes
* Trade life-cycle management: the candidate will own the full trading life cycle, from pre-trade checks, trade execution to booking and post-trade checks, including risk disclosures, product marketing obligations and reporting execution details to Clients
* Extensive Asset Classes execution knowledge: the candidate will develop an in-depth knowledge of all asset classes and products offered by the Private Bank
* Extensive Clients and Markets coverage: the candidate will be part of a team with multi-regional coverage responsibilities, having the opportunity to work in a fast and dynamic multi-market and multi-cultural environment
* Work closely with management to generate solutions to provide best in-class services to clients
Preferred Qualifications, Capabilities, Skills
* Ability to work under tight market deadlines and accuracy in executing Clients' directed orders are a must
* Coachable professional with good business sense and energetic/dynamic personality
* Ability to adapt to a rapidly changing business and technology environment
* Excellent interpersonal skills, both written and oral
* Self-starter, high sense of responsibility, extremely organized and detail-oriented with strong commitment to accuracy
* Ability to multi-task and manage priorities effectively
* Knowledge of financial markets and products
* Risk Management, Good judgment and problem-solving skills
* Absolute discretion when dealing with confidential matters
* Ability to work both independently and as a team player
* Exceptional follow-up and follow-through skills
* General comfort level with Internet/Intranet usage and ability to learn proprietary software.
Required Qualifications, Capabilities, Skills:
* Fluent in Mandarin and English
* Series 7 and 66 required
* Excel required, Python a plus
* Degree educated, preferably in finance or business-related subject (or equivalent)
* Previous Brokerage/Trading experience required: and at least 5 years of experience in a similar position
$30k-75k yearly est. Auto-Apply 21d ago
Principal UX Researcher, Product
Keybank 4.4
Keybank job in New York, NY
Team: Experience & Design - Client Experience Design
Reports to: Client Experience Design Director
About the Role
As a
Principal UX Researcher, Product
, you will be a senior leader on the Client Experience Design team within Key's Experience & Design group, responsible for shaping the strategic direction of KeyBank's online and offline product and client and prospect experiences.
You will bridge human-centered design, business strategy, and product development to deliver intuitive, impactful, and scalable solutions centered around the needs of our clients and prospects, and anchored in the priorities of our Commercial, Consumer, and Institutional Bank businesses.
You will lead initiatives that elevate the client and employee experience, influence product roadmaps, and ensure that every interaction reflects our commitment to empathy, usability, and business value.
This role requires a visionary thinker who can translate insights into actionable strategies, mentor cross-functional teams, and drive alignment across design, product, and technology.
Key Responsibilities
STRATEGIC LEADERSHIP
Define and drive UX strategy across digital product portfolios, aligning with business goals and data-backed client needs.
Partner with product owners, designers, and engineers to shape product vision and experience roadmaps.
Translate research insights into strategic frameworks, experience principles, and actionable design direction.
Champion a human-centered design approach across the organization, advocating for user needs and experience metrics.
PRODUCT DESIGN EXECUTION & OVERSIGHT
Lead the development of user flows, journey maps, and experience strategies that guide product UI and interaction design work.
Work in collaboration with Principal UI Designers to oversee the execution of UX/UI design work, helping to ensure consistency with Key's Design System and brand standards.
Gather and evaluate user requirements in collaboration with product managers and engineers and translate into design deliverables.
Conduct generative user and competitive research to inform near-term product experience and long-term product roadmap.
Facilitate ideation, prototyping, and testing activities to validate and refine concepts.
Ensure all product design work is grounded in Key's 5-step HCD framework: Discovery, Analysis, Ideation, Prototyping, and Testing.
COLLABORATION & INFLUENCE
Facilitate workshops and working sessions with cross-functional teams to align on vision, strategy, and execution.
Serve as a trusted advisor to senior stakeholders, clearly articulating the value of design and its impact on business outcomes.
Consistently reinforce a user-centered design perspective to the team to ensure design are relevant to both user needs and business objectives.
Collaborate with analytics, research, and technology teams to ensure strategies are data-informed and technically feasible.
MENTORSHIP & PRACTICE DEVELOPMENT
Mentor and develop a team of design strategists / UX designers, fostering a culture of continuous learning and craft excellence.
Contribute to the evolution of Experience & Design methodologies, tools, and best practices.
Lead communities of practice focused on elevating client-centered product design and strategy.
Qualifications
8+ years of experience in UX strategy, design strategy/research, or product design leadership roles.
Proven track record of leading complex, cross-functional design initiatives in enterprise or agency settings.
Deep expertise in human-centered design, service design, and UX research methodologies.
Strong portfolio demonstrating strategic thinking, design leadership, and measurable impact.
Experience working in Agile environments and collaborating with product and engineering teams.
Proficiency in Figma, Adobe Creative Suite, and other design and prototyping tools.
Exceptional communication, facilitation, and storytelling skills.
Bachelor's or Master's degree in design, HCI, Strategy, or a related field or equivalent experience.
Preferred Qualifications
Experience in financial services or regulated industries.
Familiarity with HTML/CSS/JavaScript and technical collaboration.
Experience with enterprise-level design systems and governance.
This position is NOT eligible for employment visa sponsorship for non-U.S. citizens.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/06/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
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$79k-146k yearly Auto-Apply 60d+ ago
AI Deployment Manager
Jpmorgan Chase & Co 4.8
New York, NY job
JobID: 210698047 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $128,250.00-$205,000.00 We are building the next generation of AI and autonomous agents that can reason, plan, act, and learn to solve critical problems in operations at the huge scale of the world's largest bank.
On the Data and Analytics Productivity and Transformation Team, we're dedicated to reinventing how data and analysis drives business outcomes. Our mission is to empower analysts with AI-powered tools and enable deeper, higher-value work for our clients. We champion skill development and change management, ensuring all data and analytics professionals can thrive in this new AI environment. By commercializing innovative AI Platforms, Tools, Systems and Products and fostering a culture of experimentation, we deliver measurable productivity improvements and accelerate the adoption of cutting-edge capabilities.
As the AI Deployment Manager on the Data and Analytics Productivity and Transformation Team, you will lead the evaluation, selection, and deployment of both in-house and third-party AI solutions to drive adoption and measurable impact across analytics teams. Leveraging existing proprietary solutions and dozens of others, you'll implement a standardized evaluation framework, coordinate hands-on testing with diverse analyst groups, and capture feedback through unified scorecards. You will facilitate the adoption of integrated solutions, eliminate redundant ETL work, and streamline stakeholder requests using AI-driven tracking. Additionally, you'll commercialize innovative use cases-such as code generation and knowledge bases-support NLP data visualization rollouts and prepare for business user testing of advanced "talk to data" solutions. Through collaboration with key partners, you'll ensure solutions are rigorously tested, effectively adopted, and aligned with priorities to empower analysts to focus on higher-value work and accelerate the analytics transformation at Chase.
Job Responsibilities:
* Influence the direction of internal tools and platforms while exploring, developing and sourcing AI tools tailored to evolving business needs.
* Liaise with AI focused teams that are building proofs of concept.
* Lead robust evaluations of both in-house AI solutions and external third-party vendors to identify and implement high-impact, high-adoption technologies.
* Establish, customize and maintain a standardized, criteria-driven decision-making process for evaluating and selecting analytic tools and solutions.
* Coordinate and support hands-on testing programs with diverse analyst groups, ensuring real-world feedback and broad participation.
* Capture and analyze tester feedback using unified scorecards and structured evaluation criteria to ensure consistency and comparability.
* Facilitate the adoption and scaling of integrated agentic solutions and multiple point solutions across analytics teams.
* Commercialize innovative use cases, such as code generation and knowledge bases, and support the rollout of NLP data visualization and "talk to data" solutions.
* Collaborate with key partners to drive solution deployment, conduct regular progress check-ins, and ensure alignment with strategic objectives and OKRs.
Required Qualifications, Capabilities and Skills:
* BS Degree and 5+ years in business analytics, consulting, or solution design roles with significant experience leading large-scale analytics initiatives across complex organizations.
* Success managing cross-functional teams and driving organizational change implementing standardized frameworks, piloting new technologies, and achieving measurable business outcomes.
* Ability to evaluate and implement analytics tools and technologies, both in-house and third-party.
* Experience with data analytics platforms, machine learning concepts, and related technologies (e.g., Databricks, Snowflake, NLP tools).
* Adept at leading complex projects, coordinating cross-functional teams, and delivering results on time.
* Capacity to design and execute structured evaluation frameworks, pilot programs, and user testing scenarios.
* Focused on delivering measurable outcomes, such as productivity improvements, cost savings, or enhanced user satisfaction.
* Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical, non-technical, and senior audiences
* Experience and ability to collaborate, influence, and build consensus among senior leaders, technical teams, and business stakeholders to align on priorities and drive adoption of innovative solutions.
* Knowledge of data management and analytics organizations, quantitative methods, and work product development processes
Preferred qualifications, capabilities, and skills
* Advanced degree in an applicable STEM field
* Excellent analytical skills with the ability to assess solution effectiveness, identify gaps, and recommend improvements.
* Ability to drive adoption of new tools and processes, including training, communication, and change management initiatives.
* Clearly articulate technical concepts, present findings, and influence decision-making at all organizational levels.
* Comfortable working in a fast-paced, evolving environment and quickly adapting to new technologies, methodologies, and business needs.
$128.3k-205k yearly Auto-Apply 13d ago
2027 Summer Internship, Early Careers - Corporate Banking
Wells Fargo 4.6
New York, NY job
**2027 Corporate Banking Summer Analyst Program** **Advance and excel** Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions - including sales, trading, and research capabilities - to corporate and institutional clients.
**Corporate Banking**
Delivers a comprehensive suite of strategic credit, risk management, and treasury management solutions to large-cap publicly traded companies across industry sectors, financial sponsors, and other institutional clients.
**Program Overview**
The Corporate Banking Summer Analyst Program is a 10-week internship designed for undergraduates considering a career in banking. You will be aligned to a coverage or product group, where you will gain direct experience contributing to client work, learn financial and credit fundamentals, and collaborate with bankers to support client relationships.
**What to expect**
The program begins with one week of structured classroom training, covering financial accounting, credit analysis, corporate valuation, and financial modeling.
Following training, you will step into day-to-day responsibilities, which may include:
+ Conducting company and industry research
+ Analyzing historical financial performance and modeling future outcomes to assess credit risk
+ Creating client marketing materials using Excel and PowerPoint
+ Assisting in preparing credit underwriting presentations for Risk Committee approval
+ Monitoring client developments and preparing updates for leadership
Throughout the program, you will receive ongoing coaching, mentorship, and feedback to support your development.
**Is this program right for you?**
We seek candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
**Required Qualifications:**
+ 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Bachelor's degree with expected graduation in December 2027 or May/June 2028
+ Strong academic achievement
+ Demonstrated interest in finance and financial markets
+ Strong analytical and communication skills
+ Proven ability to take on significant responsibility
+ Relevant internship experience
+ Ability to work effectively both independently and in teams
+ Proficiency in Microsoft Office (Excel, PowerPoint, Word)
**Program locations**
Primary locations include Charlotte & New York.
**Pay range**
$48/hour across all locations.
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$90,000.00 - $150,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
29 Apr 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-512832
$90k-150k yearly 20d ago
Equity Research Associate - Alternative Data and Analytics
Keybank 4.4
Keybank job in New York, NY
Equity Research Associate - Alternative Data and Analytics
KeyBanc Capital Markets Inc., a division of KeyCorp, is looking for an Associate to join the Equity Research Alternative Data and Analytics team. The Associate will have the opportunity to work with research teams to create data products around various industries and companies. The role offers a mix of data engineering and data science.
Primary responsibilities include:
Maintain and oversee critical databases and weekly processing and distribution of datasets.
Develop data products and analysis derived from unstructured and structured data.
Enable and expand alternative data access for Equity Research groups across various sectors.
Create analysis from novel datasets that provide differentiated insight.
Manage data product lifecycle including idea generation, engineering, and analytics
Responsibilities:
Create programs that collect, process, and evaluate data from various sources including internal, 3rd party, and web scraped data.
Manage data pipelines from internal and external sources.
Analyze and synthesize findings from datasets to identify trends and support the research process.
Regularly update and distribute alternative data across Equity Research group.
Monitor and understand the quality of underlying datasets collected from multiple sources
Respond to inquiries from internal stakeholders regarding insights and methodology of datasets
Contribute to research process by providing analysis and expertise around various data types including transactional, foot traffic, app use, etc.
Source novel datasets and expand current alternative data offering.
Perform other duties as assigned, which may evolve over time.
Adhere to all KeyBank policies and procedures, including professional conduct, ethical business practices, and prioritizing client interests.
Required Qualifications:
Bachelor's degree in Computer Science, Information Management, Finance, Accounting, or Economics.
CFA, CPA, or FINRA Series licenses is a plus.
Experience Qualifications:
Candidate should possess strong skills in Python, SQL, database management, and quantitative analysis.
Interest in Capital Markets and fundamental analysis.
Proficiency in excel and a strong academic record are required.
Candidate should have 1+ years of relevant experience (data science, data engineering, or data analyst) and an interest in research and the stock market.
Licenses and Certifications
Candidates will be required to complete the FINRA Series SIE, 7, 63, 86, 87 licenses.
Tactical Skills
Strong communications and interpersonal skills.
Strong analytical and problem-solving abilities.
Strong excel and data manipulation skills.
Experience working with GCP/BigQuery, Azure, Postgres, or SQL Server is a plus.
Personal Skills
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals.
Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process.
Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions.
Practical Skills
Analytical Thinking: Uses logic and intuition to make inferences about the meaning of data and arrives at relevant conclusions; makes a systematic comparison of two or more alternative solutions.
Business Acumen: Demonstrates a big picture understanding of the business, its interrelationships, and priorities; demonstrates strong foundations of business fundamentals, measurement, and business finance.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
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$79k-146k yearly Auto-Apply 40d ago
2027 Global Private Bank Investment Solutions Program (Summer Analyst)
Jpmorgan Chase & Co 4.8
New York, NY job
JobID: 210691317 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$100,000.00 Solutions Analyst Training Program in Private Bank working with advisors to support clients. Target applicant: Expected graduation 2028.
If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have a role for you. Spend your summer with our industry experts learning what it takes to offer first-class service for a leading client franchise. Join a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As a Solutions Analyst in Global Private Bank, you will work with product specialists on an investment solutions team or with a team of client advisors, bankers, global investment specialists, wealth advisors, and lending specialists. Throughout this program, you'll learn about our business and our clients while building your own expertise Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage all your skills.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time (for juniors) or returning summer internship (for sophomores) offer at the end of the summer. During our Investment Solutions Internship, you'll work with specialists to help research, analyze, and develop global investment strategies and opportunities for our clients.
Job responsibilities
* Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
* Partner with client advisors, bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and grow our clients' portfolios
* Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
* Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network
Required qualifications, capabilities, and skills
* Pursuing a Bachelor's or Master's degree (non-MBA)
* Expected graduation date of December 2027 through June 2028
* Attend college/university in the U.S
* Highly-driven and enjoy working in teams to develop complex solutions
* Exceptional interpersonal, communication, analytical and problem-solving skills
* Excellent organizational skills and ability to multitask
* Genuine interest in financial markets and macro-level economic trends
* Ability to thrive in a fast-paced, collaborative environment
* Highly inquisitive, focused and proactive
* Good judgment and discretion when working with confidential information
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations:
* New York, NY
Join us
At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within Wealth Management Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building a workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
$100k-100k yearly Auto-Apply 20d ago
Associate, Investment Banking - Industrials
Keybank 4.4
Keybank job in New York, NY
The Associate in KeyBanc Capital Markets' (KBCM) actively work with industry bankers and product groups in cross-functional teams originating and executing a wide variety of advisory and public/private capital mandates. Associates act as the primary day-to-day contact for execution support, including; financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including information memorandums, management presentations, industry white papers, etc. Associates play a central role coordinating the activities of all team members. Primary responsibilities include supporting senior bankers in developing junior analysts and helping with special projects to further develop the practice. An Associate in KBCM enjoys a unique developmental opportunity as junior bankers have the opportunity for far greater responsibility and recognition than at other investment banks.
COMPENSATION AND BENEFITS
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Job Posting Expiration Date: 02/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
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