Personal Banker Jobs in Westfield, NJ

⚡ Role: Power Trader (Virtuals) 💰 Compensation: $150-220k base + 25-30% of book 💼 Benefits: Full comprehensive package Join a Leading Power Trading Firm We're working with a top-performing, highly capitalized proprietary trading shop that's consistently profitable and active across all major US power markets. With top-tier infrastructure, deep capital backing, and a strong team of experienced traders, they offer a real opportunity to trade at scale and make an impact-all while having the support and tools you need to succeed. They're growing their Virtuals desk and looking for skilled traders ready to take ownership, drive PnL, and thrive in a high-performance environment. What You'll Be Doing: Run and scale a Virtuals book with real ownership Use cutting-edge tech and data to execute your edge Work alongside a team of high-caliber traders, while having the freedom to trade your own way Contribute to the growth of a market-leading desk What They're Looking For: A solid track record in Virtuals trading Strong grasp of US power markets and grid dynamics Sharp risk management and decision-making skills A competitive but collaborative mindset Why It's Worth a Conversation: Competitive comp with strong upside (25-30% of book) Work with some of the best in the industry Room to grow, learn, and scale your strategies Balance of autonomy and support-do your thing, backed by a world-class platform 📧 Sounds interesting to you? Please click on the ‘Easy Apply' button. You can also send your resume directly to ************************ or message me directly! ⚡ Storm4 is a specialist GreenTech recruitment firm with clients across Europe, APAC and North America. To discuss open opportunities or career options, please visit our website at ************** and follow the Storm4 LinkedIn page for the latest jobs and information

A recognized financial services company in New York City is seeking a personable and hardworking professional to join their growing team as their new Customer Service Representative. In this role, the Banking Customer Service Representative will be responsible for assisting Domestic Private Banking teams with the handling of all service-related matters for their clients, including operations, account opening and maintenance, cash management, and loan servicing. About the Opportunity: Start Date: ASAP Assignment Length: Ongoing Schedule: Monday to Friday Hours: 9am to 5pm Responsibilities: Take full ownership of customer inquiries to help support the retention and further growth of our firm by supporting the Banker with the daily processing of customer information and requests Effectively manage and utilize case management tools (including dashboards) to prioritize tasks, monitor progress to meet service level agreements Establish robust partnerships and open communication with the business, operations, and internal banking teams to effectively liaise, manage workload, and help provide a white glove experience for our internal and external clients Assist in the review of daily reports, temporary overdrafts, and funds transfer requests, including fee modifications and waivers Collect documents and liaise with clients and internal teams for the account opening process and associated tasks related to KYC Coordinate and manage manual wire and internal transfer requests Assist clients/internal partners via various methods of communication (e.g., online application, phone, chat, in-person, email, etc.) Perform other duties, as needed Qualifications: 1+ years of related work experience in the Financial industry or transferable skills Bachelor's Degree Passion for providing white glove Customer Service Exceptional phone etiquette Excellent interpersonal skills Great communication skills (written and verbal) Strong attention to detail Highly organized Desired Skills: Familiar with KYC

ENTERPRISE SALES EXECUTIVES needed in NYC only, hybrid three days a week in office. Must have experience selling enterprise software solutions into hedge funds and/or banks, ideally both. Base $150k - $175k x2 OTE. This is primarily new logos but also upselling after you close. Must have stable job history. My client is a leading provider of AI powered real-time analytics and historical data management solutions to both the buy and sell sides and is expanding rapidly. Job Responsibilities: · Target Achievement: Achieve and consistently surpass stated revenue goals. · Pipeline Management. Maintain an accurate forecast at all times and to build and grow a strong set of opportunities to ensure there is sufficient pipeline to meet sales targets. · ‘C Suite' Access: Have access to an extensive rolodex to extend the footprint through thought leadership and a proven track record working at the C suite level. · Cold Calling: Outbound sales calls to develop new business opportunities. · Closing new business opportunities presented via the lead generation team. · Prospecting new contacts at leading financial institutions with a focus on hedge funds and tier 2 banks. · Mining existing accounts for up-selling and cross selling of new opportunities. · Where appropriate facilitate the timely renewal of existing customer contracts for optimal value. Requirements: - 5 - 15 years of enterprise technology sales experience with a proven track record hitting/exceeding quota - Demonstrable success selling >$100k deals into the front office of hedge funds and/or banks - Strong technical acumen. This is a technical sale, though you will have the support of the sales engineering team. - Strong prospecting skills - Strong understanding of pre and post trade analytics would be ideal

Our client, a long-standing Wall Street law firm, who counts among their clients a “who's who” of big banks and financial institutions, is seeking a Banking and Finance Associate with 2-to-5 years of experience, in a large Banking and Finance practice. This is a foundational career opportunity for a driven, resourceful Associate to work closely with clients of the firm and internal stakeholders very closely as this position has high growth potential. The Associate must have superior written and verbal communication skills to collaborate effectively. The ideal candidate will have demonstrated experience drafting and reviewing loan documents, including credit agreements and collateral documents, in a highly structured middle market, asset-based lending, acquisition, and real estate finance transactions. In addition, representation of banks as an administrative agent is considered preferred. Although Bankruptcy experience is not required, it would be considered a plus. 2-to-5 years of lending experience, primarily representing banks and other financial institutions, required. Licensed to practice in New York, New Jersey bar admission a plus. Compensation includes salary ($160K-$200K+) plus bonus and robust benefits package. Strong organizational skills with attention to detail are required, as is professional demeanor with excellent judgment and willingness to take initiative. J. Sheppard Associates represents talented Partners, Associates, and top tier Law Firms.

Financial Sales Representative Compensation: Commission-Only | $100,000 - $200,000+ annually Location: Full-Time, In-Person| Financial District, NYC Blueline Capital Group is seeking highly motivated, driven individuals to join our expanding sales team. This is a fast-paced, performance-based opportunity for professionals looking to earn six figures or more within their first year. Please note: This is a commission-only, in-office position. About Blueline Capital Group Blueline Capital Group is a dynamic financial services firm providing working capital solutions to businesses across all industries-from growing startups to publicly traded companies. We specialize in: Merchant Cash Advances Small Business Loans Lines of Credit Term Loans Equipment Financing Auto Financing What We Offer Uncapped earning potential A modern office in the Financial District Performance-based bonuses A collaborative, high-energy team environment Opportunities for career advancement and professional development Responsibilities Prospect and engage with business owners to offer tailored financial solutions Follow up with interested leads and communicate the value of partnering with Blueline Capital Close deals and manage relationships using our CRM platform Meet and exceed weekly, monthly, and quarterly sales targets Maintain a strong pipeline and proactive approach to business development Qualifications Entrepreneurial mindset with a strong desire to succeed financially Quick learner and strategic thinker Excellent communication and time management skills Highly organized, self-motivated, and detail-oriented Ability to thrive in a fast-paced, competitive environment Schedule Full-time Monday to Friday In-person, 8-hour shifts If you're ambitious, sales-oriented, and ready to be part of a growing team, we encourage you to apply. We look forward to connecting with candidates who are serious about building a long-term career in financial services.

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.

Top National law firm seeks a senior-level associate for its structured finance team. Ideal candidates should have experience representing financial institutions as issuers, underwriters, borrowers, lenders, sellers, and/or purchasers in a variety of asset-backed securitization and structured lending transactions, but general capital markets, private credit and/or leveraged finance experience coupled with an interest in securitization also encouraged to apply. The high value and market leading practice focuses on Repo finance, trade receivable finance, digital infrastructure, warehouse lending, and structured private credit facilities. Previous law firm experience is required. Apply now or email Kevin@MerkerGroup.com to discuss the opportunity in detail!

Job Title: Associate - Aviation Finance Salary Range: $300,000 - $360,000 Our client, a leading law firm, is seeking a talented and highly motivated associate to join their Finance practice with a focus on aviation-related transactions. The firm's aviation finance team works with a diverse group of clients, including major banks, private equity firms, leasing companies, airlines, investors, traders, and manufacturers. The role will involve managing a wide range of complex aviation transactions, such as financing (lending and capital markets), leasing, trading, restructuring, asset enforcement, and the creation of joint ventures and leasing platforms. Key Responsibilities: Lead and manage large-scale financing transactions, including both secured and unsecured deals, as well as capital markets transactions, with a focus on those exceeding $100 million in value. Draft, review, and negotiate key legal documents, including credit agreements, indentures, leases, and purchase agreements. Provide expert legal advice on interpreting and navigating complex transactional documents. Work on various aviation finance and leasing matters, addressing corporate, tax, and insolvency issues specific to aviation transactions. Manage multiple matters simultaneously, collaborating effectively with both internal teams and external clients to ensure seamless execution. Qualifications: Deep understanding of secured and unsecured financing, including a strong grasp of the Uniform Commercial Code (UCC) Article 9 and the Cape Town Convention. Ideal candidate should be a member of the Class of 2020-2022. Proven experience in managing and closing large-scale financing transactions, particularly those valued over $100 million. Demonstrated expertise in drafting, negotiating, and advising on credit agreements, leases, indentures, and other related legal documents. Solid knowledge of the aviation finance and leasing industry, along with an understanding of related corporate, tax, and insolvency issues. Experience in a fast-paced, large law firm environment, successfully handling complex matters and working with a diverse range of clients. Strong academic background with exceptional drafting, negotiation, and organizational skills. Ability to work independently and collaboratively in a dynamic, high-pressure environment. Must be admitted to practice law in New York. This is an exciting opportunity for an associate looking to advance their career in aviation finance, working on high-profile transactions with top-tier clients. Ref: 87603

Why You Should Consider This Opportunity: You're well connected with Commercial & Industrial clients (manufacturing, warehousing, logistics, wholesale/distribution), Professionals services in the Queens, NY market You prospect companies 3-25 million in revenue size, with your average loan size anywhere from 500k-5 million (sweet spot 1+ million) You want to work on a strong team where you get autonomy to build relationships and have end to end ownership (own your business) You want flexibility on how your day is structured Job Overview The Business Banker will develop and manage client accounts for the Business Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at a minimum risk. Responsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities (geographic focus Queens) designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs. Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met. Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's). Develops strong professional relationships with other Bank department associates, as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships. Actively collaborates with other lines of business to ensure the clients specific needs are met. Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls. Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line. Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners. Participates in civic and community activities to promote the Bank's diverse products and services, maintains professional network relationships and strengthen community ties. Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit. Monitor outstanding loans and take necessary collection actions on past dues. Educates the borrower on business line process, structure, and set expectations. Analyzes, determines eligibility, originates, and structures loan requests. Submits complete documentation packages to the credit. Assists in the credit analysis and underwriting process as needed. Recommends approval of customer applications for commercial loans. Requirements Required Skills: Excellent interpersonal skills and written and verbal communication skills. Ability to calculate figures and amounts such as discounts, interest and percentages. Ability to work independently, manage multiple projects and meet deadlines. Ability to prioritize and organize assignments while working on multiple projects simultaneously. Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force. Has COIs and deep connectivity in Brooklyn Required Experience: High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience. Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience is preferred.

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.

Practice area:- Finance - General,Finance - Structured Finance A respected law firm based in New York is seeking a mid-level associate to join its Structured Finance practice. This role is ideal for legal professionals with substantial experience in structured finance transactions, including securitization and lending. The position provides an opportunity to work on complex finance deals involving diverse asset types and structures, within a high-performing team. Location New York, NY Duties Advise clients on structured finance, securitization, and related financial transactions Draft, review, and negotiate transaction documents Collaborate with internal legal teams and external clients Manage complex deal timelines and coordinate with counterparties Provide legal analysis and ensure compliance with applicable laws and regulations Support a variety of asset-backed and structured product transactions Requirements Minimum of 4 years of relevant experience in structured finance at a law firm Substantive deal experience in lending, securitization, or related financial structures Familiarity with various asset classes and deal structures (preferred but not required) Admission to the New York State Bar Education Juris Doctor (J.D.) from an accredited law school Certifications Active New York State Bar membership Skills Strong analytical and legal research skills Excellent drafting and negotiation capabilities Ability to manage multiple complex transactions simultaneously Effective communication and interpersonal skills Attention to detail and high level of professional judgment Benefits Competitive associate salary (salary disclosures available upon request) Equal opportunity employer; candidates from all backgrounds are encouraged to apply This international law firm has a reputation for providing early client-contact and substantive work for its associates. The small-firm feel of this global firm is fostered by the numerous firm events and great training provided by partners and senior associates. The firm continues to grow by attracting impressive lateral partners from top firms around the country. BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search. BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

We are looking for a skilled Copywriter to support the social media initiatives for a large investment bank. This temporary role offers the opportunity to contribute to multiple business units, including Investment Banking, Capital Markets and Investment Management. Based in Midtown Manhattan with a hybrid work schedule (3x per week), you will combine an understanding of financial markets with social copy development, storytelling and digital engagement. In this role, you will collaborate with a diverse team of strategists, creative partners and compliance experts to craft compelling content that resonates with your audience, all while ensuring adherence to brand and regulatory guidelines. If you are a versatile writer who thrives in a fast-paced, high-volume environment, would love to hear from you! Responsibilities: Work alongside cross-functional teams (strategists, designers, stakeholders) to write impactful social media copy, including LinkedIn posts, video scripts and infographics Ensure all copy adheres to the client's brand tone, voice and messaging standards Stay up-to-date with trends in investment banking, capital markets and asset management to generate relevant content ideas Collaborate with strategists to pitch new content concepts, post series and messaging frameworks Present data-driven content ideas to senior leadership, backed by insights and industry knowledge Required Qualifications: Bachelor's degree in Marketing, Communications, Journalism or related field 2+ years of professional copywriting experience, ideally with a focus on social media. Experience in financial services is preferred but not required Familiarity with financial concepts, especially in investment banking, capital markets and asset management is a big plus but not required Ability to simplify complex financial topics into engaging, accessible content for a broad audience Ability to analyze performance metrics (engagement, conversions, sentiment) to optimize content Exceptional interpersonal skills and a proven ability to collaborate with senior stakeholders and cross-functional teams Strong writing ability, with flexibility to adapt tone and style across different audiences and platforms Ability to handle multiple projects simultaneously and meet tight deadlines If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Solomon Page offers a comprehensive benefit program for hourly employees. We pride ourselves on offering medical, dental, 401(k), direct deposit and commuter benefits to our employees, including freelancers - which sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn. Opportunity Awaits.

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 ***************************

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.)

Belvedere Trading is a leading proprietary trading firm with offices in Chicago, New York, Boulder, and Singapore. Our traders work hard to provide liquidity to the market through their market-making activities and are the masters of a diverse set of commodities, interest rates, exchange-traded funds (ETF), and equity index options. From the beginning, we began iteratively investing in our proprietary technology and committing to building our systems from the ground up. Our trading models and software systems are continually re-engineered, optimized, and maintained to stay on top of the industry. We operate best within a team environment where we challenge each other to deliver value consistently and share in the success of the company. Riverside Capital Markets (RCM) is a joint venture between our five founding partners and Belvedere Trading. Our teams specialize in Market Making and Quantitative Trading in Equity & ETF Options, ETFs, Futures and Futures Options. We have teams based in New York, Chicago and remote locations that utilize both internal and external software solutions for trading. We look for savvy individuals and teams who are looking to help build great businesses in the trading landscape. We are seeking a Futures Trader specialized in Relative Value (RV) strategies to join our team. In this role, you'll work in a collaborative environment to integrate and manage futures trading strategies into our trading systems. Our ideal candidate will have 2-4 years' experience in the proprietary trading industry. As an experienced Futures RV Trader, you'll be instrumental in augmenting our existing ETF and futures trading infrastructure with our Senior Trading and Development team to add new strategies. This role is part of one of our fastest growing teams based in New York and is an in-office role. Key Responsibilities Develop and maintain relative value trading models for futures markets using quantitative techniques.Design and execute trading strategies on our internal trading systems.Manage risk metrics for a designated futures trading portfolio.Work closely with Senior Traders and Developers to build and manage new strategies.Use Python for Quantitative analysis and strategy research. What you'll needA bachelor's degree in STEM/Finance, Economics, or a related field.A minimum of 2 years of relevant trading experience, preferably in futures.Deep understanding of futures products and futures exchange market structure.A proven history of consistent profitability in trading.Advanced computational and quantitative skills with an emphasis on Python.A competitive drive and team-oriented mindset. $150,000 - $250,000 a year Additionally, certain positions at Belvedere Trading are eligible for discretionary bonuses. Our employees have access to a variety of benefits, which can be found on our website here. Women and underrepresented groups frequently apply to jobs only if they meet 100% of the qualifications. We encourage you to break that mold and apply. No candidate is perfect; all have a lot to offer. We welcome your application. Core Values The secret to our award-winning culture is our Core Values: Team Belvedere, Me In Team, Own It, Iterative Innovation, and Passionate Discourse. We live and breathe these values every day. Our Stance Belvedere is an Equal Opportunity Employer and is committed to providing a non-discriminatory employment environment for its employees. Discrimination against employees and applicants due to race, color, religion, sex, national origin, disability, age, military, and veteran status is prohibited. Belvedere encourages initiatives to increase diversity and provide equal opportunity to all applicants and employees. Belvedere is committed to providing a positive environment in which team members are treated with respect, dignity, and courtesy. Our firm believes in a dynamic culture of inclusion and diversity, where people thrive on individual and organizational characteristics, values, experiences, and backgrounds. Please note that Belvedere Trading does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resumes will become the property of Team Belvedere. No phone calls, please. Any questions regarding the virtual recruiting process, please reach out to *******************************.

JobID: 210582097 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$275,000.00 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

Asset management, prop trading firm with over 30 billion in assets under management is looking to build out its strategy finance team. The job focuses on strategic finance, corporate development, special projects, capital management, modeling, automation, analytics, FP&A, and presentation work. They looking for someone with an interest in financial technology, capital markets, financial analysis, and strategy to join our team. We work closely with other teams to analyze business opportunities, improve processes, and interact with external parties. Qualifications 3-5 years of work experience at a top-tier investment bank, consulting firm, or a similar corporate strategy role within a trading firm or tech-focused financial company

JobID: 210489474 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $300,000.00-$500,000.00 Investment Banker - Financial Institutions (Insurance) - Managing Director

JobID: 210578757 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$100,000.00 2026 AWM Global Private Bank Solutions summer Analyst program Short Description Solutions Analyst Training Program in Private Bank working with advisors to support client. Target applicant: Expected graduation 2027 Posting Description If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have a role for you. Spend your summer with our industry experts learning what it takes to offer first-class service for a leading client franchise. Join a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As a Solutions Analyst in Global Private Bank, you will work with product specialists on an investment solutions team or with a team of client advisors, bankers, global investment specialists, wealth advisors, and lending specialists. Throughout this program, you'll learn about our business and our clients while building your own expertise Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage all your skills. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time (for juniors) or returning summer internship (for sophomores) offer at the end of the summer. During our Investment Solutions Internship, you'll work with specialists to help research, analyze, and develop global investment strategies and opportunities for our clients. Job responsibilities * Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals * Partner with client advisors, bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and grow our clients' portfolios * Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team. * Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network Required qualifications, capabilities, and skills * Pursuing a Bachelor's or Master's degree * Expected graduation date of December 2026 through June 2027 * Attend college/university in the U.S * Highly-driven and enjoy working in teams to develop complex solutions * Exceptional interpersonal, communication, analytical and problem-solving skills * Excellent organizational skills and ability to multitask * Genuine interest in financial markets and macro-level economic trends * Ability to thrive in a fast-paced, collaborative environment * Highly inquisitive, focused and proactive * Good judgment and discretion when working with confidential information To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations: * New York, NY Join us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.