Debt Finance Associate
Personal banker job in New York, NY
A rare opportunity for a Debt Finance associates to transition into a Magic Circle firm based in New York offering not only a better work-life balance but also long-term career development and the chance to build your own client base. You'll have room to build a book of business as this forms continues to push for market share.
The Head of Banking & Finance would like us identify a strong mid-to-senior associate (2020-2018 Class) with experience on either the borrower or lender side.
This is ideal for someone considering a strategic shift-whether you're looking for a new challenge, more meaningful client interaction, or a firm where internal mobility and partnership potential are real. Strong emphasis on culture and work-life-balance.
Bank Reconciliation Specialist
Personal banker job in New York, NY
Founded in 1935, Rainbow USA Inc. is a women's and children's specialty retailer based in Brooklyn, N.Y. with over 1,100 locations throughout the U.S. and Caribbean. Our stores specialize in trendy, value-priced juniors, plus-size, and children's apparel, footwear, and accessories. Our brands include Rainbow, Rainbow Plus, Rainbow Kids, 5.7.9., Marianne, Dots, Joyce Leslie, Kids Spot.
We are currently seeking Bank Reconciliation Specialist to join our Finance/Accounting Department. This is a great opportunity to join a growing company that offers competitive pay, a team-oriented atmosphere and excellent benefits.
Job Summary:
Perform analysis and reconciliations of banking reports and accounts, and handle other account analysis, as needed
General Duties/Responsibilities:
Daily analyze and matching of banking transaction using Cadency Software (for deposit transactions) for 400-500 stores
Monthly reconciliation of various Bank Accounts using Cadency Software
Preparation of General ledger entries related to bank reconciliations
New store sales reports
Reconciliation of ACH/Wire Payments in Chase banking system
Analysis of various GL account
Reconciliation of credit card accounts
Handling any issues related to bank accounts
Performs other related duties as assigned
Opening & Closing of individual bank accounts
Required Skills/Abilities:
Good verbal and written communication skills.
Proficient in Microsoft Office or related software as well as accounting software (T-Recs/IDM)
Understanding of accounting procedures
Excellent analytical and organizational skills, with close attention to detail
Ability to manage confidential information
Trintech , T-recs, Chesapeake or Bank Reconciliation software
Education and Experience:
Degree in Accounting or Business related area required
At least two years of experience in finance/ accounting role required
Retail experience a plus
Knowledge of bank reconciliations
Proficient in Microsoft Excel/Word
Benefits:
Annual compensation review program
Paid vacation and sick leave
Paid holidays
401k retirement savings plan (with generous company match)
Medical, dental, vision, life &disability and other insurance benefits...even pet care!
Health Savings and Transit Accounts
Merchandise discounts
Health and financial wellness programs
Holiday, birthday, and length of service recognition
Onsite fitness center and employee cafeteria
Free/ secured parking
Our company is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Proprietary Equity Trader
Personal banker job in Westfield, NJ
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyProprietary US Equities Trader/Active
Personal banker job in New York, NY
About the Job:
Hold Brothers Capital, LLC, is a FINRA Registered, SEC, Self-Clearing Broker Dealer. We strive to be a complete destination for traders looking to maximize their performance in today's financial markets. We trade the US Equity Markets only. Our proprietary traders focus primarily on technical analysis to develop their trading strategies. By utilizing multiple time-frames, our traders exercise position, swing, and intraday trading styles to maximize returns based on market conditions. We aim to help traders become successful by providing premier technology, and a highly professional, value added environment.
Requirements
Competitive Advantages Include:
Buying power based on experience and performance. Example: 50/1 Intra-Day
Opportunity to Trade Firm Capital based on past experience/track record
Our Cost and Fee Structures are the Best in the Business
Access to High frequency, and Black Box infrastructures
Use of our own internal execution platform (GrayBox) Built by traders, and in-house developers. Also highly customizable upon trader request.
First class, in-house tech support, and connectivity
Remote trading available
Self-Clearing Capabilities (which will reduce monthly costs to the Traders)
Equity “Prop” Traders with Hold Brothers Capital LLC, are required to be registered, and licensed with our broker-dealer in order to trade at the firm. Either, an active Series 7 and Series 55, Series 56, or 57 are required. We can provide Series 57 exam sponsorship to qualified candidates. Retail “Pattern Day Traders” are not required to be registered, and licensed with our broker-dealer. They must maintain a balance of $25,000 USD in order to continue actively trading.
Benefits
Medical, Dental, Vision, Paid Time Off
Highly Competitive (Up to 99%) Monthly Payout based on Performance.
You can get paid twice within a month. (We are the only firm that offers Bi-Weekly Payments.)
Auto-ApplyExperienced Trader (DV Commodities)
Personal banker job in New York, NY
Job Description
About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser.
DV Commodities is a division within DV Group that specializes in trading commodities markets, including crude oil, refined products, natural gas, power, emissions, metals, softs, and agriculture. DV Commodities risk management, world-class technology, and talented traders have enabled it to become one of the world's largest liquidity providers and risk allocators in the energy and commodities spaces. Learn more here.
Responsibilities:
Primary owner of P&L in one or multiple areas of energy business
Build and maintain fundamental and quantitative trading models
Work with risk to ensure compliance with agreed upon risk management metrics and sizing
Liase side by side with senior energy traders to share best practices / learnings where applicable
Learn proprietary methodologies and trading systems that support an established trading business
Grow existing trades and P&L while identifying and pursue new opportunities
Further responsibilities may be driven by the individual's interests and specific skills
Requirements:
Energy trading experience required
Self-starter with entrepreneurial spirit
Able to learn quickly in a fast paced, high pressure environment
Targeted ISO experience and knowledge of fundamental grid
Detail oriented, organized, diligent
Maintain composure and communicate clearly when under pressure
Ability to succeed working as part of a diversified team
Strong understanding of math, probability, and statistics
High level of proficiency in Excel and VBA; SQL, python, statistical modeling, other programming a plus
Advanced aptitude for problem solving and multitasking
Proven track record with historical P&L preferred
Benefits:
Discretionary bonus eligibility
Medical, dental, and vision insurance
HSA, FSA, and Dependent Care options
Employer Paid Group Term Life and AD&D Insurance
Voluntary LTD, Life & AD&D insurance
Flexible vacation policy
Retirement plan with employer match
Paid parental leave
Wellness Programs
Annual compensation range: $120 - $175K + discretionary bonus eligibility
DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.
Experienced Equities Trader
Personal banker job in New York, NY
“You can be better tomorrow than you are today!”- Mike Bellafiore, The PlayBook SMB Capital, in a “JV” (joint venture) with Kershner Trading Group in NYC, is looking for experienced US Equities Traders with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading.
The SMB Capital - Kershner Trading Group JV provides all capital and a PnL firm infrastructure to in-house traders, who actively trade stock instruments in financial markets. Traders share the profits from their trading activity with the firm. Each trader sets their own style and strategy, but in general, traders buy and sell in U.S. equity, options, and futures markets on both a manual and automated basis. Compensation in this role is based fully on an individual trader's performance.
The JV provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize if they try. The JV empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and who are open to being both a student and teacher in a learning organization.
In short, the Experienced Equities Trader role is a chance to join a high-performance team of:
experienced traders pushing their skills and adapting to new market opportunities;
talented technology professionals developing leading-edge trading and market analytics systems;
quantitative/business analysts providing tools and insights to fuel business growth;
top-notch support staff who keep everything humming and meet all challenges in a cool, casual atmosphere.
Our JV is currently seeking candidates who are excited about the prospect of pushing their own professional limits. Think you can do more? What are you capable of?
Junior Discretionary Trader
Personal banker job in New York, NY
Please only apply to the one job you feel best fits your skillset and experience. If our team feels you are better suited for another role, we will reach out about the alternate opportunity. We are looking to hire recent graduates to join our Discretionary Trading team. As a Junior Discretionary Trader, you will have the opportunity to work alongside our senior discretionary traders, who will provide on the desk training and mentorship. Your goal will be to help maintain target portfolio positions by assisting the senior traders with daily portfolio monitoring, maintenance, and hedging. As a collaborative organization, our discretionary traders work closely with quantitative researchers to leverage our world-class research platform to improve both discretionary and systematic strategies. You will leverage and develop a broad range of skills including fundamental and macro analysis, research, portfolio construction, risk management and execution. We currently run discretionary strategies in Equities, Commodities, Rates/FX, and Credit including Volatility trading across all asset classes. If you have an interest in trading and would like to learn how to manage your own risk over time, we encourage you to apply.
* Collaborate with senior traders and quantitative researchers to structure and evaluate new trading opportunities
* Generate PnL tracking and attribution reports based on trade ideas
* Monitor and analyze portfolio performance to generate risk reports
* Hedge books and allocate hedges appropriately
* Execute large or complex trades which cannot be automated due to complexity or liquidity constraints
Required Qualifications:
* Recent, or soon to be graduate, with relevant course work, internship, or other applicable experience or knowledge
* Bachelor's degree in a quantitative or related field such as Mathematics, Statistics, Econometrics, Engineering, Operations Research, Computer Science, Physics, Economics, Finance
* Strong communication skills with the ability to collaborate with teammates globally
* Strong sense of urgency with the ability to work well in a fast-paced environment
* Programming skills essential, with at least one major programming or scripting language, strong preference for Python.
The minimum base salary for this role is $150,000 if located in New York. This expectation is based on available information at the time of posting. This role may be eligible for discretionary bonuses, which could constitute a significant portion of total compensation. This role may also be eligible for benefits, such as health, dental, and other wellness plans, as well as 401(k) contributions. Successful candidates' compensation and benefits will be determined in consideration of various factors.
#LI-DN
Auto-ApplyTrader, Equities
Personal banker job in New York, NY
Job DescriptionWe are looking for a Trader to lead the development and execution of trading strategies for our public equities fund. This is a high-impact role requiring market vision, analytical rigor, and executional accuracy. The Trader will be responsible for developing the risk and trading strategies for a newly launched fund, as well as the execution of such strategies, ensuring strong fund performance. As a Trader, you will collaborate with the Trading and Operations teams on portfolio optimization frameworks and operational and trading execution best practices.What you'll do:
Extract value for our trading strategies on a risk-adjusted return basis
Risk manages positions and adherence to the fund's risk mandate and limits
Execute trades with precision and accuracy, demonstrating a commitment to staying tuned in and responsive to market changes
Build on the existing strategy and track record from across the platform
Develop, write up, and recommend trading strategies
Manage trade execution across venues and products
Portfolio risk monitoring
Actively track markets to identify market dislocations and relative value opportunities
Assist with investor relations activity during the monthly reporting cycle and capital formation activities
Our ideal candidate:
5+ years of experience in an investment role at an Investment Manager, Crypto Firm, Investment Bank, Hedge Fund, or similar
Comfort with both the institutional rigor of a fundamental bottom-up equity analysis, an appreciation for market technicals, as well as the flexibility to consider the potential upside of blockchain and other frontier technologies
A passion for trading and a love for the dynamic nature of the financial markets
Self-starter able to proactively generate, execute, and manage trades through the lifecycle
Proven track record of generating profits in various market conditions and strategies
Willingness to work in a team and within a risk mandate structure
Advanced Excel skills with experience utilizing dynamic parameters, flexible modeling, sensitivity analysis, and data aggregation & analysis
Strong analytical and problem-solving skills
Outstanding presentation, reporting, and communication skills
Excellent understanding of industry trends and best practices
Ability to execute under pressure and within tight timelines while juggling multiple objectives
Detail-orientated and delivery-focused approach
Robust people skills, with a focus on collaboration and the ability to work effectively as part of a team
Bachelor's Degree or equivalent experience
Previous experience trading digital assets is highly desirable
Experience with derivatives and DeFi preferred
Comfort with scripting languages or other development experience with a data science/statistical analysis background is a plus
Compensation:A well-qualified candidate, based in New York City, can expect a base salary of $150,000.00 - $200,000.00. A standard offer from Hivemind Capital includes base compensation, incentive-based compensation such as discretionary bonuses or upside, and a highly competitive benefits and perks package. Offers are determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team.About us:Hivemind Capital Partners is a Web3 and blockchain technology focused investment firm. Committed to institutionalizing digital asset investing, Hivemind combines crypto-native technology and expertise with institutional-grade risk management and practices. With a thesis-driven and multi-strategy approach, Hivemind unlocks the potential of digital assets to be an investable asset class by providing curated and scalable access to institutional investors. Founded in 2021, Hivemind is headquartered in the US with offices across the globe.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Equities Quantitative Trader
Personal banker job in New York, NY
Our client is a diversified trading firm with over 3 decades of experience bringing sophisticated technology and exceptional people together to operate in markets around the world. They value autonomy and the ability to quickly pivot to capture opportunities, so they operate using their own capital and trading at their own risk.
Headquartered in Chicago with offices throughout the U.S., Canada, Europe, and Asia, they trade a variety of asset classes including Fixed Income, ETFs, Equities, FX, Commodities and Energy across all major global markets. They have also leveraged their expertise and technology to expand into three non-traditional strategies: real estate, venture capital and cryptoassets.
The Team:
You will join a trading team responsible for managing systematic strategies in Equities. The team focuses on both latency sensitive and non-latency sensitive investment opportunities across geographies and holding periods. The team is responsible for the complete lifecycle of quantitative investment process, research, development, and trading of systematic strategies. The team strongly emphasizes cutting-edge innovative scientific research and is looking to add an individual who is enthusiastic about contributing within a team environment.
Responsibilities:
The main responsibility of the role will be to research, design and implement new quantitative trading strategies. This will entail generating alphas from a variety of traditional and alternative datasets using rigorous statistical methods. To be successful in this role, the ideal candidate will need to build a deep understanding of the underlying datasets and be able to apply the latest scientific algorithms for statistical model development.
Qualifications:
The ideal candidate will be excited about working in a collaborative team environment, with an emphasis on team performance. We also require the following:
5+ years' experience in quantitative investment research in High Frequency Trading in the US, Canadian, or European Markets is required
Excellent written and verbal communication skills to report research results/methodologies required
Strong programming skills with the ability to explore large datasets required
Excellent compensation package. The role can sit anywhere in the country.
Thank you for illuminating hiring with Quanta Search!
********************
Interested in Future Viam Roles*
Personal banker job in New York, NY
Viam helps companies unlock the power of AI, data and automation in the physical world. We provide a single platform for engineers of all disciplines to solve problems together and build solutions that are fast and future-proof. Viam powers solutions across robotics, food and beverage, climate tech, marine, industrial manufacturing, and more. Founded in 2020 by former MongoDB co-founder and CTO Eliot Horowitz, Viam is headquartered in New York City.
While we may not have the role open that is a great fit for you now, we may have something perfect for you just around the corner! Share your interests with us, and we will do our best to match you to your dream job once it comes along.
What to Expect:
This application is not going into an empty void! Once you fill out the details below, we will tag you for future opportunities that we think could be a fit for you.
Having said that, we encourage you to continuously check our site and stay up to date with our LinkedIn for newly posted openings.
Benefits:
100% covered medical/dental/vision insurance plans, commuter benefits
Competitive salary & equity packages
Reproductive Health Benefits including Fertility Benefits and Abortion Access Travel Benefits
25 days paid vacation and generous holiday observances
One Medical Membership
Class Pass & Citi Bike memberships
Free lunch everyday that you're in the office
Paid parental leave
Values:
Vision Driven
Collaborate Openly
Act Decisively
Succeed Through Diversity
Hold Ourselves Accountable
Lead with Curiosity
Learn more about our values here!
Full-time Benefits:
Viam's base salary range for this role is posted above. Your exact offer will vary based on factors, including experience level, skillset, market location, and balancing internal equity relative to peers at the company. We recognize that the person we hire may be less experienced, or more senior, than this job description as posted. In these situations, the updated salary range will be communicated to you as a candidate. In addition to cash compensation, Viam offers a comprehensive Total Rewards package that includes equity grants, health benefits, and more.
100% covered medical/dental/vision insurance plans, commuter benefits
25 days paid vacation and generous holiday observances
Free lunch every day that you're in the office
One Medical Membership
Citi Bike memberships
Monthly wellness stipend to be used for a variety of fitness-related items like gym memberships, fitness classes, fitness equipment, and more
Paid parental leave
Reproductive Health Benefits, including Fertility Benefits and Abortion Access Travel Benefits
Values:
Vision Driven
Collaborate Openly
Act Decisively
Succeed Through Diversity
Hold Ourselves Accountable
Lead with Curiosity
To all recruitment agencies: Viam does not accept unsolicited agency resumes or calls from recruitment agencies or search firms. Please do not forward resumes to our jobs alias or Viam employees. Viam is not responsible for any fees related to unsolicited resumes.
Auto-ApplyCorporate Derivatives - Equities Solutions Trader
Personal banker job in New York, NY
Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be.
The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets.
Traders on the team are responsible for:
Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients
Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests
Conducting research on stocks / companies in order to evaluate risks and make trading decisions
Daily risk management and hedging of the trading books, including close interaction with other traders and brokers
Driving forward new technology and infrastructure projects with IT and desk strategists
The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities.
The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyInvestment & Corporate Banking | Infrastructure & Project Finance | Digital Infrastructure - Vice President
Personal banker job in New York, NY
Mizuho's Project Finance platform is a global business and consistently top ranked in the Americas. Based in NY, the team provides a broad range of financial advisory, debt structuring and arrangement for large-scale, capital-intensive projects across the full infrastructure spectrum: oil & gas, renewables, conventional power, transmission, data centers, and transportation for both greenfield and acquisition financing. The team is integrated within Investment Banking and supported by a full ecosystem across Mizuho to provide full service to our clients and retain top 10 status.
Role Summary:
* Play a critical role in structuring, originating and executing non-recourse project finance transactions in the Digital Infrastructure sector
* Lead efforts to prepare and develop client marketing materials with support from Analyst and Associates and oversight by Senior Bankers
* Cultivate relationships with top-tier and emerging developers active across the Digital Infrastructure sector
* Work closely with internal partners across Capital Markets, including Debt Capital Markets, Equity Capital Markets, Financial Sponsors, Rates / Derivatives, Risk, etc.
* Mentor, develop and train Analysts and Associates across the platform to expand team capabilities
Duties and Responsibilities:
Independently perform the above functions. The role will involve: preparation of marketing materials and proposals, calling on clients, attending bank meetings, making presentations, originating new business opportunities, reviewing and negotiating legal documentation, structuring transactions, research work, analysis of existing or potential transactions and/or industries, analyzing various risks and preparing credit applications and the development of cash flow models. Origination and execution of transactions and client service are of greatest importance.
Specific duties include:
* Develop and implement business plans. Work alongside senior bankers to manage client relationships, including proposals, pitches and mandates
* Work in partnership with Investment Banking and the Financial Sponsors Group to originate new project finance opportunities, comprised of advising and lending as well as obtain mandates and/or execute non-recourse and limited recourse financings
* Perform the necessary research and analytics (including financial statement analysis and cash flow modeling) required to accomplish the above
* Ability to prioritize responsibilities across multiple transactions and proactively manage junior staff and deal team accordingly
* Perform execution of arranger, agent and financial advisory work
* Lead the preparation of credit applications for all new transactions, manage the credit process with the Credit Department and back office, perform any due diligence activities, and negotiate documentation
* Cross-sell other Mizuho financial services, including, but not limited to: ECM, Derivative Solutions, DCM, Financial Advisory and Ratings Advisory
* Contribute to the development and execution of the group's overall business plan
* Stay abreast of industry trends and current market conditions and collaborate with the Team Leader to establish a business strategy for Digital Infrastructure client accounts
* Support marketing and origination of new transactions by prospecting for new clients, preparing pitch books or other marketing materials and attending client meetings with senior colleagues
* Delegate and review the work of junior members of the team and provide guidance and feedback
* Attend bank meetings, industry events, conferences, and seminars
* Ensure compliance of all internal and external matters in accordance with banking regulations, bank policy and best practices
* Perform other duties as required or assigned
Requirements:
* MBA, MS or LLM degrees with a strong quantitative background, or other relevant work experience
* 7+ years' experience in Project Finance and 5+ years' credit experience in a commercial bank
* Existing client relationships with top and mid-tier sponsors
* Established relationships with other project finance banks working in the region as well as ECA's, multi-laterals and development banks
* Excellent communication and presentation skills
* Strong analytical skills
* Advanced skills in Excel, Word and PowerPoint
The expected base salary ranges from $250K - $275k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
#LI-Onsite
Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
Auto-ApplySenior Investment Banker- Capital Markets & Advisory
Personal banker job in New York, NY
Established in 1982, The Buckingham Research Group is a New York based registered broker-dealer dedicated to providing high quality "value-add" equity research. Our research is based on independent, thorough, and unique analysis, distributed exclusively to our institutional client base.
Job Description
· Responsible for deal origination
· Develop new opportunities and lead in the conversion of these opportunities into engagements
· Complete detailed due diligence on new clients, including meeting with client management to gain a thorough understanding of the business
· Lead the execution of M&A and restructuring transactions
Qualifications
· Minimum of ten years relevant experience in investment banking and strategic advisory
· Proven track record of sourcing and closing deals, with the ability to originate leads, develop prospects and network to identify referrals to new clients/prospects
· Extensive experience with mergers and acquisitions, capital raising, relationship management, business development, corporate finance and corporate strategy
· Technical mastery of all relevant financial analysis and modeling frameworks
· Excellent communication skills and confidence to effectively interact with clients and senior leadership
Additional Information
All your information will be kept confidential according to EEO guidelines.
Investment Banker - Mergers & Acquisitions (Technology) - Vice President
Personal banker job in New York, NY
We are seeking an experienced Vice President to join our industry-leading team. As a Vice President in Technology M&A, you'll have experience developing strong relationships with corporates and financial institution clients. You'll work on executing mergers, acquisitions, divestitures, carve-outs and leveraged buyouts, and will play a key role in marketing to prospective new clients.
**Job Responsibilities**
+ Acting as the primary day-to-day client point of contact and lead banker on deals
+ Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
+ Refining marketing/execution materials for maximum client impact
+ Overseeing the creation of financial projection models and customer cubes
+ Identifying and managing all risks in a given deal
+ Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
+ Leading client negotiations, Q&A process and management interviews
**Required qualifications, capabilities, and skills**
+ Bachelors degree in Finance, Accounting, Business, or a related discipline
+ Prior work experience in an investment banking front office role
+ Experience working with clients in the Technology industry, including but not limited to IT Services, Software, FinTech
+ Experience in training junior bankers
+ Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
+ Very strong quantitative and analytical skills (including Excel modelling and valuation work)
+ Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
+ Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
+ Ability to comfortably interact with clients in a professional and mature manner
+ Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
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 $200,000.00 - $275,000.00 / year
Futures Trader/PM (Sharpe 4+; 30%-50% Pnl Split)
Personal banker job in New York, NY
Job Description Company: One of the fastest-growing prop firms in the USA, offering K-1 status for ~20% tax savings on futures trading profits. Renowned for top-tier execution, data, and research capabilities in the futures market.Overview: Seeking talented Traders and Portfolio Managers to develop and scale innovative strategies. Optimal place to build out a desk in Futures, from anywhere in the world. Key Responsibilities:
Design and implement high Sharpe futures trading strategies.
Conduct in-depth market analysis to identify new opportunities and adapt strategies.
Work closely with the research and execution teams to enhance strategy performance.
Drive significant profit generation, with a 30-50% PnL split.
Qualifications:
Proven track record in successful futures trading.
Clear and well-defined business plan.
Specific requirements for achieving and sustaining success.
#LI-NB1
FTR Trader
Personal banker job in New York, NY
We are looking to hire an experienced Financial Transmission Right (FTR) trader to help trade congestion products in multiple Independent System Operators/Regional Transmission Organizations (ISO/RTO), conduct research, and design trading strategies.
We're looking for someone who is passionate about this line of work and is eager to make an immediate impact. You will join our growing FTR team in New York and work alongside analysts and other experienced FTR traders, with the ability to collaborate with various trading desks across the firm. We'll rely on your strong knowledge of the market to analyze trades and positions, examine trading ideas, and mentor analysts on the desk.
Staying competitive as we've grown has required constant invention - of new trading strategies, technology, and processes. We've found this is easier when you hire humble, kind people. This is an exciting opportunity to join an expanding function of our firm's work, and we'll endeavor to put your quick-thinking and problem-solving skills to good use.
About You
2+ years of experience working as an FTR trader, or a similar role
Strong working knowledge of any ISO/RTO
Experience with the complete life cycle of a strategy and risk management of the portfolio
Experience with modeling and programming techniques
Analytical; comfortable leveraging probability and statistics to solve problems
Reliable and flexible team player with a positive attitude
Comfortable working and making decisions in a fast-paced environment
Motivated self-starter who can handle competing priorities
Strong communication and interpersonal skills
Eager to learn, adaptive, responsible
If you're a recruiting agency and want to partner with us, please reach out to
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Auto-ApplyInvestment Banking [Multiple Positions Available]
Personal banker job in New York, NY
Duties: Analyze, originate, structure, and execute strategic and financial sponsor-led investment banking transactions across the full spectrum of investment banking product offerings, including M&A, debt capital markets and equity capital markets. Partner with analysts in the region, acting as a day-to-day lead on projects, including coordination, review, and making corrections to analysts' work. Conduct business and financial diligence on clients' potential buyout investments, existing portfolio companies, and exit strategies including various pro forma capital structures, operating scenarios, and acquisition assumptions by building dynamic financial models, including merger models, leveraged buyout models, and discounted cash flow analysis. Advise strategic and financial sponsor clients throughout the life cycle of their investments, from target idea generation to deal execution and exit. Develop confidential information memorandums, investment teasers, committee documents, sales presentations, and lender presentations, including public presentations and private supplements. Maintain client relationships with strategic and financial sponsor clients. Assist with overseeing project management both externally with clients and internally within the firm and among deal teams, ensuring that work streams are on track to be delivered correctly and on time. Lead both on-boarding and ongoing training of junior analysts. Up to 10% domestic travel required to client sites and JPMC offices for business meetings.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Business Administration, Economics, or related field of study plus 2 years of experience in the job offered or as Investment Banking Associate, Financial Analyst, Investment Analyst, or related occupation. The employer will alternatively accept a Bachelor's degree in Business Administration, Economics, or related field of study plus 5 years of experience in the job offered or as Investment Banking Associate, Financial Analyst, Investment Analyst, or related occupation.
Skills Required: This position requires experience with the following: Conducting financial analysis of financial statements, including Income Statements, Balance Sheets, Cash Flow Statements, and Compliance Certificates for companies in the Consumer and Retail sector; Analyzing public financial disclosures, including of U.S. GAAP and IFRS accounting methodology; Analyzing financial models, including Merger models, Leveraged Buyout models, and Discounted Cash Flow analysis; Project management of M&A transactions throughout the life cycle of strategic and financial sponsor's ownership of a company, including buy-side advisory, sell-side advisory, and strategic alternatives processes; Project management of debt capital markets transactions throughout the life cycle of strategic and financial sponsor's ownership of a company, including raising leveraged loans, high yield bonds to finance leveraged buyouts, and add-on M&A transactions; Project management of equity capital markets transactions throughout the life cycle of strategic and financial sponsor's ownership of a company, including raising equity capital through IPOs and FPOs; Conducting due diligence and financial analysis for businesses across industry coverage groups, including consumer and retail, diversified industries, energy and power, financial institutions, healthcare, real estate and lodging, technology, and media and communications; Developing investment strategies using FactSet and Bloomberg.
Job Location: 270 Park Avenue, New York, NY 10017. Up to 10% domestic travel required to client sites and JPMC offices for business meetings.
Full-Time. Salary: $225,000 - $225,000 per year.
Auto-ApplyInvestment Banker
Personal banker job in New York, NY
OffDeal is the world's first AI-native investment bank for small businesses. Instead of selling AI to Goldman Sachs, we're building what Goldman itself would have looked like if it launched in 2025.
Wall Street's playbook works well, but only for billion-dollar deals - it breaks where most businesses actually exist. Traditional firms run oversized teams on outdated software, making smaller M&A transactions uneconomical. This leaves millions of small business owners with nowhere to turn for the most important sale of their lives… Until now.
Our engineers built software to automate 80%+ of analyst work with AI, so our in-house bankers can focus where it counts - on earning owners' trust and closing deals.
We recently closed a $12M Series A ($17M in total funding) from Radical Ventures and Y Combinator and are scaling really fast. In less than a year, our team has already launched over 30 sell-side M&A transactions and has delivered numerous life-changing exits to our clients - and we're just getting started.
Read more about our story:
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The Role
As an Investment Banker at OffDeal, you'll focus on what matters most: earning owners' trust and closing deals. Unlike traditional roles where 70 % of time is spent prospecting and creating documents, our AI does the heavy lifting. You step in once qualified owners are engaged - enabling you to work on 20-30 deals per year versus the industry norm of 3-5.
What You'll Do
High-Value Advisory: Build rapport with owners, provide strategic guidance, and structure optimal deals while AI drafts the core materials.
Efficient Deal Execution: Operate in a two-person pod: a dedicated BD banker fills your pipeline with pre-qualified sellers and you do the closing.
AI-Enhanced Deal Preparation: Refine AI-generated teasers, CIMs, and buyer lists; weeks of work collapse into hours.
Product Innovation: Feed real-time feedback to engineers and help shape the future of tech-enabled M&A.
A typical month as an OffDeal Investment Banker:
Engage with 50-100 qualified business owners
Manage 5-10 active sell-side mandates
Close 1-2 deals
Who We're Looking For
M&A Experience: 2-4+ years in investment banking or private equity from a top firm
Financial Acumen: Strong financial literacy (statements, multiples, diligence flows)
Communication & Empathy: Elite communicator who can translate complexity for first-time sellers
Entrepreneurial Spirit: Self-starter who excels in a fast-moving, ambiguous environment.
Educational Background: Bachelor's in Finance, Business, Economics, or related field
Why Join OffDeal
OffDeal is growing exceptionally fast and is a leader in AI-enabled services-deal volume is compounding every quarter
Top-tier benefits, including medical, dental, vision, and unlimited PTO
401K Matching
Perks like free food, Equinox membership, and NYC relocation allowance
Opportunity to be a foundational team member at a well-funded, high-growth startup
Be part of a mission to shape the future of small business ownership and to promote American entrepreneurship
If you're an ambitious early- or mid-career finance pro who'd rather shape the future of deal making than polish logos in Appendix K, let's talk.
Auto-ApplyFounding GTM Sales- investment banking AI solutions
Personal banker job in New York, NY
Job Description
Our client, a fast-growing healthcare startup, is seeking a Founding GTM Associate to drive early growth and build scalable go-to-market engines from the ground up.
This role is ideal for individuals who thrive in fast-paced, entrepreneurial environments and are eager to contribute to shaping the commercial foundation of a mission-driven company. You'll identify, test, and scale new growth channels, owning strategy
and
execution.
What You'll Do
Identify, launch, and scale new growth opportunities across partnerships, referral networks, and digital channels.
Own growth targets, analyze performance, and continuously optimize channel effectiveness.
Design and run experiments to validate GTM strategies and uncover new acquisition paths.
Build relationships with health systems, community organizations, schools, and digital partners to drive adoption.
Operate as a true builder: develop processes, playbooks, and repeatable growth frameworks as the company scales.
What Were Looking For
2 to 6 years of experience in investment banking, consulting, sales/partnerships, or fast-paced tech startup growth roles.
Proven ability to execute in ambiguous environments and build 0 -->1 processes.
Strong analytical and problem-solving skills with the ability to distill insights and drive decisions.
Excellent communication and presentation skills.
Experience in high-growth startups (Seed Series C) is a major plus.
Highly driven, resourceful, and excited to contribute at an early stage.
Universal Banker II - FLOAT
Personal banker job in Brick, NJ
Manages and staffs the Universal Banker I's and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker I's on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions.
Responsibilities
The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.
Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products.
Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present.
Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers.
Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed.
Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations.
Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners.
Support the implementation of the Kearny Bank Client Experience.
Deliver strategic insights to improve the client experience.
Lead, motivate, reward and develop the branch team.
Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner.
Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve.
Coach the sales process and each team member. Hold team accountable for sales objectives
Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees.
Serves as a role model for branch team, provides guidance on appearance and dress, as needed.
Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results.
Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures.
Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards.
In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies.
Perform other duties as may be assigned.
Qualifications
Associate's degree or comparable professional training is required.
Minimum 2 to 4 years Retail Banking experience.
Ability to meet/exceed client experience needs, identify client/project needs.
Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services.
Ability to model Relationship Building Techniques and effectively cross-sell.
Ability to resolve client questions and/or complaints.
Ability to manage staff and resolve conflict.
Strong team player.
Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills.
Ability to answer questions effectively, build client relationships and build internal and external networks.
Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations.
Working knowledge of Microsoft Excel, Word, Access and Outlook.
Ability to interact effectively and tactfully with all levels of the Bank.
Ability to read, write and speak clearly.
Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus.
SUPERVISORY RESPONSIBILITY
Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions
COMPENSATION
$24.04-$33.65/hr
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