Personal Banker Jobs in North Bergen, NJ

Energy Risk Manager / Energy Trader NUS Consulting Group is an independent energy management and sustainability consulting firm. We provide energy management and sustainability solutions to large businesses and employ over 350 professionals worldwide. We are seeking an Energy Risk Manager / Energy Trader to oversee the delivery of our energy procurement and commodity risk management services to clients. The candidate should have experience in power and natural gas trading, as well as in developing and implementing strategies to mitigate price volatility for large organizations. This role includes creating energy pricing models and forecasts, and preparing power and natural gas market analysis and intelligence materials for clients. The position involves working and collaborating with teams of consultants, analysts, and account managers both domestically and internationally. Key Responsibilities Develop and implement risk management strategies for energy procurement, including hedging, contract structuring, and market analysis. Analyze market trends, regulatory developments, and supply/demand dynamics to inform procurement decisions. Manage energy purchasing strategies across electricity, natural gas, and renewable energy portfolios. Collaborate with internal stakeholders (finance, operations, sustainability) to align risk policies with business goals. Maintain risk models, dashboards, and reporting tools to provide clear insights into exposure and performance. Negotiate energy contracts with suppliers, brokers, and other market participants. Ensure compliance with applicable regulatory requirements (e.g., FERC, ISO, EPA) and internal governance policies. Provide regular reporting to senior leadership on portfolio performance, risk metrics, and procurement results. Provide market intelligence to be shared with internal staff and clients. Qualifications Bachelor's degree in Finance, Economics, Energy Management, or a related field (Master's preferred). 5+ years of experience in power/natural gas trading or energy risk management. Strong understanding of energy markets, risk modeling, hedging instruments, and contract structures. Experience with energy trading platforms and market data tools (e.g., ETRM systems, Bloomberg, Platts). Proficiency in data analysis and modeling (Excel, Python, or similar). Excellent negotiation, analytical, and communication skills. Ability to work cross-functionally and influence decision-making at multiple levels. Benefits Competitive salary and performance-based bonuses Comprehensive health, dental, and vision insurance Retirement savings plan with company match A collaborative and mission-driven workplace

Am Law 100 Firm - Fund Finance Associate Attorney Opportunity A leading international law firm is seeking two talented Fund Finance Associate Attorneys to join their highly regarded team in New York or Charlotte. This is a prime opportunity to work on some of the most sophisticated transactions in the market alongside top-tier professionals. Location Flexibility: This position is available in either New York, NY or Charlotte, NC Distinct Advantages: Among the first major law firms to develop a dedicated fund finance practice, this team has grown into one of the largest and most experienced in the field globally. This practice advises many of the world's leading financial institutions, private equity firms, and asset managers on complex, market-shaping fund finance transactions. The fund finance group is known for being collaborative, hands-on, and entrepreneurial, providing associates early responsibility, client contact, and strong mentorship. Cravath salary scale (1st year associates start at $225k regardless of location) Ideal Qualifications: 3-5 years or 6 + of experience in Fund Finance at a major AmLaw firm JD from an accredited law school Licensed in New York or North Carolina (or eligible for admission) Experience in syndicated lending, commercial lending, leverage finance, fund formation, CLOs, asset-based lending, NAV financings, or acquisition financings. Clear communication and excellent client service orientation Why Apply? Join a market-leading fund finance team known for its deep specialization, high-profile clients, and cutting-edge deal work across the U.S. and international markets. This role offers early responsibility, direct client exposure, and the chance to build your personal brand within a highly collaborative and well-respected group that's shaping the future of fund finance. About Us: We are a woman-owned, full-service legal staffing and recruiting firm in Atlanta, Georgia. We place attorneys and other legal professionals on a direct-hire, contract-to-hire, and project basis with law firms and corporate legal departments throughout the country We strive to help legal professionals create their best bodies of work, whether you're hiring for your firm or company, or seeking your next role. Emphasizing quality over quantity, we're positive that you will experience the difference in our philosophy.

Our client, a large alternative asset management firm in Midtown, NY, is looking for a Junior Trader to join their team. The ideal candidate will have experience in Private Debt operations and a thorough knowledge of leveraged finance products. You will... Execute loan transactions and manage the deal closing life-cycle, including wire transfers and loan settlements (via Clearpar) Review loan closing documents and build loan amortization schedules Ensure all interest and principal payments are received in a timely manner; work directly with loan administration counterparties to confirm all processes are complete Analyze performance metrics and calculate returns Qualifications: Bachelor's degree in related field, Master's preferred 3-5 years in Private Debt Operations Benefits: Competitive compensation Medical benefits ** Qualified candidates will be contacted within two business days of application. If the applicant does not meet the criteria for the position, we will keep your resume on file and may contact you in the future for further discussion. **

A well-reputed quantitative hedge fund headquartered in New York are looking to hire a talented junior-mid level MBS Trader to join their growing team. Due to consistent year-on-year growth, the firm are keen to expand their MBS and ETF teams in tandem. These trading teams are kept small with talented front office technologists ready to assist to enable new traders to hit the ground running smoothly and start generating PnL. What we're looking for: A Bachelors or Masters degree in a subject such as Maths, Physics, Computer Science, Finance. 2-7 years of MBS trading experience in a successful business, from either the buy-side or an investment bank A trading strategy with 1+ year real world trackrecord An ability to code in python nice-to-have This is a full-time role based in New York City.

About Us: We are a well-funded and rapidly growing hedge fund with offices in London, NY, Hong Kong and Singapore, specializing in quantitative trading strategies. Our team consists of world-class researchers, technologists, traders/portfolio managers dedicated to developing cutting-edge models and executing high-performance trading strategies across multiple asset classes, with a primary focus on Equities and cross-asset Futures trading. Job Description: We are seeking a highly skilled and motivated Quantitative Traders/Portfolio Managers seeking the best technology platform, capital, IP freedom and competitive profit share. We are considering a range of candidates, from highly tracked PMs to SubPMs/Sr quants with own strategies, HFT or MFT, the set up (silo mode or collaborating/getting support from quantitative researchers and developers) will depend on one's experience/seniority. Key Responsibilities: Develop and implement algorithmic trading strategies across Equities or cross-asset Futures markets. Optimize and enhance existing trading algorithms to improve performance and scalability. Monitor and analyze trading performance, identifying areas for improvement. Ensure execution efficiency and manage trading risks effectively. Stay up-to-date with market trends, regulatory changes, and technological advancements. Collaborate with technology team to enhance trading infrastructure and execution systems. Qualifications & Requirements: Experience developing and trading own high or mid-frequency strategies. Bachelor's, Master's, or PhD in a quantitative field such as Mathematics, Computer Science, Engineering, Finance, or a related discipline. 4+ years of experience in algorithmic trading, either high-frequency or mid-frequency (Intraday to weeks average positions holding). Strong quantitative and statistical modeling skills. Experience with market microstructure, execution algorithms, and order book dynamics. Strong understanding of risk management techniques and portfolio optimization. Ability to work in a fast-paced, high-pressure environment with strong decision-making skills. Preferred Qualifications: Trading track record Use of alternative data sets, knowledge of machine learning techniques. Hands-on programming, Python, C++/C#, etc. What We Offer: Highly competitive compensation, including base salary, performance-based bonus/Pnl cut. A dynamic, collaborative, supportive work environment with top-tier talent. Truly cutting-edge technology and research tools. Competitive payout and comprehensive benefits package. Option of working in NYC, London, Singapore, HK or remotely. No non-compete, liberal terms Considering employee and SMA arrangements If you are passionate about algorithmic trading, we encourage you to apply and be part of our growing success. How to Apply: Please submit your resume and a cover letter detailing your experience and interest in the role. We're are ultra-discreet and honor confidential inquiries.

Junior Mortgage Trader We're partnering with a boutique hedge fund, looking to hire a Junior Mortgage Trader to join their New York office. Currently a team of 25, the team manages $600mm across a range of asset classes. About the role: Work directly alongside a semi-systematic Fixed Income PM Generate alpha signals, optimize existing trades, provide market insight Come up with and execute trades Contribute to wider fixed income portfolio Conduct quantitative research About you: 1+ year of experience in mortgage/MBS/RMBS/CMO/ABS trading Advanced degrees preferred Highly proficient in Python Eager to work in a small team, taking on a variety of responsibilities What's on offer: Mid-town Manhattan location; 4 days/week in the office $150,000 + competitive, performance-based bonus Highly dynamic role with increasing responsibilities and exposure If you'd like to know more about this role, please apply directly or reach out to me at ******************************* ***Please only apply if you have experience in mortgage trading***

MD - NYC Responsibilities Work directly with senior personnel and our clients to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle including formulating and implementing value creation and business transformation plans, contingency planning and bankruptcy preparation / execution Work with the team of Associates to Managing Directors to lead execution of all deliverable workflows Assess organizational and individual structures and effectiveness Oversee liquidity management (cash flow forecasting, treasury operations and stakeholder communications), case administration (filing preparation, bankruptcy reporting, claims support and plan support) and supporting the development and formulation of business / restructuring plans Identify areas for operational improvements and cost reduction Review detailed financial projections and business plans Review executive reporting packages including key performance indicators (KPIs), financial performance, budget, board of director presentations and stakeholder presentations Structure and incorporate streamlined processes to improve efficiencies Identify and re-allocate resources to operational, growth, financial and strategic initiatives with highest risk adjusted return Present KPIs, financial performance, budget, board of director presentations, stakeholder presentations Lead various operational, financial and management meetings and key constituent communications / negotiations Contribute to the origination and selling of projects including experience pitching to or partnering with senior executives, private equity firms, lenders, lawyers and other related buyers Advise clients and makes decisions that demonstrate expertise, synthesizing the core drivers of both the clients' business, situational analyses and the underlying complexity of the situation to maximize value Provide professional development coaching to junior team members Share and manage best practices as well as lead internal trainings where required Lead business development efforts while maintaining strong relationships with existing clients Support talent acquisition and firm development efforts Contribute to creating a high-performing and inclusive culture Qualifications Bachelor's degree from a top undergraduate program Located or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed Significant experience in the areas of strategic, financial or operational consulting, investment banking, restructuring / distressed, private equity, lending and/or industry roles Proven leader in the delivery of high-value work that exceeds client expectations Demonstrated capability of developing new business transformation, restructuring and interim management Advises the client and makes decisions that demonstrate expertise, synthesizing the core drivers of both the clients' business, situational analyses and the underlying complexity of the situation to maximize value Deep experience supervising other professionals and acting in a manner that serves to motivate, develop and bring out the best in others. Provides clear direction, coaching and mentoring to team members Full mastery of financial modeling including ability to review three statement models, 13-week cash flows, dynamic KPI packages and complex ad hoc analysis Ability to deliver and craft insightful, influential presentations, with elevated attention to messaging, structuring, formatting and quality control Ability to successfully work in a small, collaborative team environment Personal network and relationships that yield new opportunities and engagements across transformation, restructuring and interim management Proven ability to cross-sell complementary service offerings and expand network High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting Eagerness to be responsive at all times Proven track-record of success in high pressure, time-constrained environments Excellent written and verbal communication skills including strong e-mail etiquette Top-tier organizational skills and attention to detail Self-starter and entrepreneurial spirit Salary: $275,000k - $350,000k

Assist in providing deliverable FX forwards and non-deliverable FX forwards derivatives pricing. Assist in providing pricing for the Short Term Interest Rates derivatives. Providing derivatives pricing and service to internal / external clients, quoting clients and other desks requests and carrying out the necessary hedging from this activity. The scope will be any FX Forward and Interest Rate derivative out to three years. Scope of Responsibility: Client Profiles: Financial Institutions Banks Corporates and small caps Products/Services Portfolio: IRS, CCY, Basis, FX Forwards Major Job Duties: Collaborate with the FX Forwards & STIR Trading Desk Manager to meet internal and external customer needs/demands and complying with the risk and regulatory requirements Give counterparty service in FX forward and Rates derivatives to client's requests submitted by the Sales team. Quote bid/ offer prices, focusing on increasing the flow of orders by promoting the excellence in the service offered to the clients. Manage the FX e-pricing via e-Platforms, making sure that the published rates are competitive. Manage publication of US interest rate pricing via e-Platforms Provide trading ideas to be used as a sales tool and as a P&L generator within the FX and Rates product lines Perform dynamic hedging of the risk of his/ her own market positions. Focus on breaking and covering the risks in coordination with other trading desks. Maintain the risks within the acceptable/ allowed risk limits Monitor the market continuously, being in permanent contact with other market participants/ counterparties. Focus on adjusting and updating the trading parameters of his/ her valuating models to the market risks and conditions Register all trades/ transactions in BBVA internal applications. Assist middle and back office in the transactions' settlement, in order to minimize operational risk and/ or solve incidences. Verify the orders' compliance and control in case of contingency, system failure and incidences Carry out the daily closing processes, verifying that the book risks are covered and the positions are correctly informed in the internal systems Collaborate with FX and Long Term Rates department trying to internalize flows Collaborate with the BBVA Finance Division in managing short term cash/ liquidity positions Update the Short term rates derivatives parameters in the databases that are used by all Global Market traders in pricing Liaise with other STIR desks to coordinate the hedging and share market and clients' needs knowledge. Promote the generation of synergies in the in the global STIR pricing and hedging strategy Collaborate closely with the FX E-Commerce and IT teams in order to improve BBVA FX platform capabilities. Support in identifying areas for improvements, business opportunities, etc. Collaborate with Quants and Structuring teams to develop valuation models and structured STIR products, respectively Comply with both internal and external operational policies, procedures and regulatory requirements Generate recurrent income complying with the budget and the hit/ miss target set for the products/ assets under his/ her responsibility Report to the STIR Desk Manager on a periodic and ad-hoc basis about main trading indicators such as: closed trades, P&L, positions, etc. Required qualifications: Undergraduate degree in a technical field like Mathematics, Engineering, Computer Science, etc. Programming experience with current technical languages including but not limited to Python, R, VBA and Java Experience with standard MS Office systems with strong Excel knowledge Strong communication skills, proven customer relationships, strong leadership skills Fluent in English Preferred qualifications: Advanced degree or post graduate work Previous finance work experience Product knowledge of Foreign Exchange and Interest Rates derivatives Spanish language proficiency Experience Murex, Bloomberg, and trading platforms All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $90,000 to $100,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications 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. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

My client is an international bank and is looking to hire a Project Finance Portfolio Management Associate to join their global business. They are open to hiring an Associate within their internal levels- comp ranges from $150-$200k on the base. This role will sit in the front-office team and will have a standard portfolio management responsibilities for a NAM project finance portfolio. They will work closely with the originations team and will also have exposure to new deals. Client is seeking a candidate with a strong project finance/renewables background. Candidate must have at least 3 years of experience. This position will sit on the first line of defense and will have portfolio management responsibilities including but not limited to: - Analyzing credit mitigation trends of the portfolio and individual names - Idea generation for value added cross buy or client opportunities - Quarterly and annual credit reviews - Process amendment waiver and requests - Write or review credit modifications; follow up required legal amendments to the documentation until execution - Analyze and evaluate amendment/consent/waiver requests, assessing their impact on credit and preparing credit approval applications with recommended actions. This position is based in Midtown NYC and is in office 3 days/week.

Oakstreet Attorney Search is assisting an AmLaw 100 firm in their search for structured finance associate attorneys to assist with securitizations involving commercial mortgage-backed securities. Candidates will join a market-leading securitization practice and can sit in the firm's New York City or Charlotte office. Qualified candidates will have at least one full year of structured finance, securitization, or asset-backed finance experience gained at a large law firm and must be willing to work on-site in New York City or Charlotte on Tuesday through Thursday, with Mondays and Fridays being remote optional. This firm offers base compensation and bonuses at the top of the national market.

Are you a Finance associate looking to make a lateral move to an AmLaw 100 firm in NYC? Do you have at least 2 years of experience in leveraged finance, lending, and/or fund financing as a law firm associate? Do you want to join a Chambers ranked finance group at a prestigious firm? Then this might be the right opportunity for you! The ideal candidate will have: 2+ years of top law firm experience Experience drafting complex finance transactions JD from a T-20 law school or top 25% of a T-50 law school Licensed in NY This is a fantastic opportunity to work with an exceptional team at a top firm! If you are interested in learning more about this position, please submit your resume in confidence and one of our dedicated associate recruiters will be in contact if you meet our qualifications. We will not disclose your identity or share your resume with our client until we have your express permission.

Loan & Credit Operations Build relationships with the firm's clients Working with various operations and reconciliations functions Qualifications: Bachelor's Degree is required (Finance or business is highly preferred) 0-2 years experience working in a Financial Services position Fluency in Mandarin or Cantonese is a MUST

A Band 1-ranked Debt Finance group at a global firm (AmLaw 10) to find a mid-level associate (Class 2022-2018). This is one of the most internationally integrated finance teams on the market- truly multi-jurisdictional. You'll work across jurisdictions with colleagues from every corner of the US, Europe, Latam and APAC handling the best cross-border debt finance transactions - sponsored finance, syndicated lending, acquisition/leveraged finance (borrower side) and/or direct lending and private credit transactions; experience w/ fund finance is a plus. Most of their clients are companies with global reach so the work involves working closely with foreign counsel. 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. Open to strong US and Canadian associates currently working at an AmLaw100, Magic Circle or Seven Sister law firm. Also open to Spanish speakers too!

Company Background FirstKey Mortgage, LLC ("FKM") is one of the world's leading private label securitization and asset management firms. We are a boutique financial services company with a primary focus on the buying and securitizing of residential mortgage and consumer loans. Since inception, FKM has excelled in supporting loan acquisitions, securitizing, and managing real estate and other related assets in the U.S. and Europe. Established in 2013, FKM is a portfolio company of Cerberus Capital Management, and the Global Structured Finance (GSF) group has participated on over $80+ billion rated securitization transactions across 85 bespoke ABS/MBS deals globally. FKM employs approximately 45 mortgage banking professionals and is headquartered at 900 Third Avenue in midtown Manhattan. Our officers and directors have an average of 20+ years industry experience. FKM strives for business excellence and superior execution with the following critical functions: Managing the loan bidding processes which includes data mapping and ingestion, loan payment history analysis and detailed communication with multiple counterparties. Efficient loan document review using machine learning and optical character recognition. Vetting of loans for any issues with lending laws, taxes, or underlying collateral value. Payment collection, surveillance, and loss mitigation once the loan is purchased. Securitization of loans into bonds and marketing these assets to institutional investors. Job Description and Responsibilities Work with senior FKM team members on ABS/MBS new issue deal execution and financial modeling - the position is on the GSF team. Responsibilities include: Support senior team members with the collateral tie-out, cash flow modeling (structuring) and rating agency bond sizing for residential mortgage loans / consumer debt products on the Intex platform Liaise with external rating agencies, investment banks and legal counsel on the transactions Responsible for the preparation of investment presentations, marketing materials, legal documentation and the related tie-out process with the auditor on the transaction Support senior team members in answering investor, servicing and/or rating inquiries during the new issue syndicate process Travel alongside senior colleagues to review assets or meet with investors Tracking of post-closing deal performance and analyzing how collections impact the overall portfolio Researching credit profiles, investment strategies and operating methodologies Other such duties, responsibilities and authority as may be reasonably required Qualifications FKM seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior endeavors. In addition to strong analytical and quantitative skills, the successful candidate should have: 3-5 years of experience working within a financial engineering, securitized products or quantitative strategies team Proficiency with Intex DealMaker required B.S. or higher degree in Finance or Economics preferred, with demonstrated academic excellence Ability to work collaboratively across various teams Clear communication skills, strong writing and interpersonal skills and outstanding work ethic Must be proactive and demonstrate ownership and initiative taking Ability to multi-task, good organizational and time management capabilities The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by FKM in its sole discretion. Compensation The base salary for this position is expected to be between $140,000 and $160,000 annually. The base salary offered to the chosen candidate will be commensurate with a candidate's relevant experience and other qualifications for the position, as determined by FKM in its sole discretion. In addition to the base salary, this position is eligible for an annual discretionary bonus and a robust benefits package.

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures. Responsibilities include but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience: High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred.

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. Role Description This individual will support senior team members in developing and managing client relationships by taking an active role in developing, structuring and executing a broad range of advisory and financial transactions for our clients in the energy and infrastructure sectors. The individual will also occasionally support other teams focused on cross-border transactions. Associates also provide guidance to analysts and work closely with senior and junior team members in all stages of transaction execution including financial modeling and analysis, creating and preparing presentations and interacting with clients and various departments within the firm. Role Objectives Create and/or work with complex financial models which support the analysis of companies in particular sectors. This will frequently require creating detailed pro forma models. Assist in obtaining merger and acquisition (M&A) mandates, debt advisory, equity capital market transactions and acquisition financing by leveraging the execution and lending capabilities of SMBCand its partners. Support senior bankers in the origination of new transactions by preparing presentation materials, analyzing companies and industries and gathering necessary information. Support the execution of transactions by preparing marketing materials, debt sizing and valuation exercises, , managing the due diligence process and supporting outreach efforts. Assist in the establishment of the platform, including extensive (deep dive) analysis of targeted clients, helping create the databases and other information needed for the development and ongoing operations of specific sectors. Help coordinate internally with other stakeholders regarding client interactions, transactions and credit approvals. Participate in client meetings and pitches. Demonstrate initiative and ability to contribute value-add information to the meetings, i.e.. Valuation, debt sizing, specific sector topics, etc. Qualifications and Skills Investment banking, project finance, advisory or similar experience in energy and/or infrastructure sectors Outstanding financial modeling/valuation and analytical skill. Create and/or work with complex financial models which support the analysis of power/energy/infrastructure assets or companies in those sectors. Excellent research skills and ability to prepare client materials and execute transactions with minimal supervision. Strong accounting and credit skills with an ability to read, interpret financial statements and perform credit/cash flow analysis proficiently. Ability to prepare client materials and execute transactions with minimal supervision Ability to organize thoughts, clearly articulate points, and provide summaries and explanations of transactions, verbally or in writing, to clients, management or other internal departments. Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines. General understanding of power/energy/infrastructure sectors in Latin American countries Able to quickly learn and adapt to new processes and systems. Leadership skills (will assist in leading and training junior staff.) Work Experience: Minimum 3 full years of experience at the analyst level in an investment banking group or other similar experience. Demonstrated ability of having meaningfully contributed to the origination and execution of M&A, debt/financial advisory or strategic mandates. Education Required BA/ BS. Preferred MA/ MS/ MBA. Licenses, Certifications, Registrations Series 63 and 79 required. CFA a plus. Language Skills Strong written and verbal English and Spanish communication skills. Portuguese is a plus. Software Systems/ Programming Languages Microsoft Office, Word, Excel, PowerPoint

About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including: our extensive training program, Advisor Pro. personal coaching from proven winners customized marketing support to help you acquire clients and build your brand access to a broad range of products to meet client needs tools to manage your practice and support the sales process Duties and responsibilities: Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience

Job Title: Financial Analyst Position Overview: We are seeking a highly motivated and detail-oriented Financial Analyst to support our financial and operational teams in analyzing and optimizing the performance of our utility-scale solar and Battery Energy Storage System (BESS) projects. This position will provide critical financial analysis, modeling, and forecasting to help guide decision-making and ensure the profitability and sustainability of our projects. The role is hybrid, based out of Newark, NJ, and offers competitive compensation, including base salary and long-term incentives. Key Responsibilities: Build FULL Financial Models to evaluate new and existing projects, including project cost forecasting, financial performance assessments, and valuation analysis. Project Analysis & Coordination: Perform timely and accurate analysis of potential target projects and other internal and external business opportunities. Coordinate project evaluations with various stakeholders. Memorandums & Presentations: Create detailed memorandums and presentations to clearly communicate evaluation results, assumptions, and recommendations to senior management and external stakeholders. Support Transaction Execution: Assist in the execution of construction debt, term debt, and/or tax equity transactions, ensuring alignment with financial goals and strategies. Investor Relations: Maintain ongoing relationships with investors, supporting them with presentations, diligence requests, and other communication needs to build strong, long-term partnerships. Cross-Functional Financial Support: Collaborate with development, construction, and asset management teams to provide financial and risk analysis that supports key decisions throughout the project lifecycle. Board & Investor Presentations: Assist in the preparation of presentations for board meetings and investor communications, including reports on financial performance and key project milestones. Business Case Development: Manage transactional deal flow and research emerging market opportunities, developing business cases to support growth in new areas of the renewable energy market. Budget Development: Support the development of accurate budgets based on departmental and business unit plans to ensure financial targets are met across multiple projects. Qualifications: Educational Requirements: Bachelor's Degree in Math, Economics, Finance, Engineering, or a related field is required. Advanced academic or professional qualifications are a plus. Experience: 1-3 years of experience working in renewables or investment banking, with a strong preference for candidates who have financial modeling experience in the energy sector. Technical Skills: Advanced proficiency in Microsoft Excel for financial modeling and analysis, as well as PowerPoint for presentations and report preparation. Organizational Skills: Detail-oriented with the ability to manage multiple priorities effectively in a fast-paced environment. Strong organizational skills and the ability to work on multiple projects simultaneously. Communication Skills: Strong written and verbal communication skills with the ability to present complex financial data clearly to non-technical stakeholders. Analytical Abilities: Proven ability to conduct detailed financial and risk analysis and develop actionable insights from data to guide decision-making. Collaboration: A team player with the ability to collaborate effectively with internal teams and external partners in a dynamic and growing company.

The Operations Specialist will be responsible for ensuring that all security trades, including stocks, bonds, and commercial paper, are accurately processed and settled on time through the Depository Trust Company (DTC). This involves verifying trade details such as account numbers, quantities, and identifiers to ensure accuracy and alignment with client-provided information. The specialist will resolve any discrepancies, such as mismatched trade details or claims, and escalate high-value or complex issues to management as needed. In addition, the role requires clear and professional communication with clients, teammates, and counterparties, such as banks and brokers, to resolve issues and provide updates. The specialist will also track daily trade volumes, contribute to management reporting by sharing relevant statistics and insights, and suggest process improvements to enhance efficiency and reduce errors. Overall, the Operations Specialist plays a key role in ensuring that trades are settled accurately and on time while maintaining strong client relationships and minimizing risk exposure. Must Have Skills: 1-2 years of Operations experience Trade Processing & Settlement Expertise Knowledge of trade settlement processes, particularly with securities (equities, fixed income, and commercial paper). Experience in reconciling trade discrepancies (e.g., DTC reclaims). Problem-Solving & Escalation Ability to identify discrepancies, escalate high-value or complex issues, and resolve them effectively. Risk management mindset to minimize operational exposure.