Investment Banking Internship jobs at PlainsCapital Bank

Undergraduate students matriculating between December 2027 and June 2028 are eligible to apply. Role of the Summer Investment Associate The Summer Associate program is a ten-week internship opportunity for rising seniors. Like Dodge & Cox's full-time Research Associates, Summer Associates work directly alongside one of our investment professionals in an apprenticeship role. Organized on an industry basis, teams evaluate investments in companies located around the world. Over the course of the internship, Summer RAs rotate between industry teams to evaluate current and potential investment opportunities. Primary responsibilities include: Collecting and analyzing financial and industry data and metrics. Building and maintaining financial models and databases. Attending meetings with senior management teams and sell-side analysts. Participating in weekly training sessions. Dodge & Cox's well-established reputation often leads companies to seek us out as investors. We routinely host Fortune Global 500 executives at our offices in San Francisco. Qualifications The Summer Investment program targets candidates with exceptional levels of academic achievement from various disciplines. Candidates should have: An excellent academic record and strong standardized test scores. Coursework in accounting and economics, statistics is a plus. Strong quantitative and analytical skills, including experience with Excel, PowerPoint, and Word. Initiative and ability to manage multiple projects simultaneously. Excellent communication skills and desire to work in a team-oriented environment. Demonstrated interest in financial markets and investing. Requirements Dodge & Cox has a 4:1 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Monday - Thursday each week, with the option to work remotely on Friday. The monthly compensation for this position is $10,000. Dodge & Cox provides a relocation package or optional housing for all summer interns. The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company's policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy All Dodge & Cox employees must adhere to the Firm's security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Summer Bank Intern - On-site (Fremont, OH) The Croghan Colonial Bank is seeking motivated students to join our team as Interns for the Summer of 2026. Our Interns aren't here to make coffee runs and copies. As an Intern at The Croghan Colonial Bank you are an essential part of the equation to “helping good people make good decisions.” Our program's goal has been and continues to be to provide a comprehensive education experience to students by implementing job functions and projects that have a visible real-world effect on not only the Bank, but also our community as a whole. Whether you have a specific direction you know you are heading after graduation or simply want to explore prospective career opportunities available in the world of banking, we are excited to provide an opportunity to students to expand upon the concepts learned through their studies in a real-world environment. What We Are Seeking From You: Current Freshman, Sophomores, and Juniors pursuing degrees/majors related to Business, Finance, Accounting, Marketing/Graphic Design, IT/IS/Cyber Security, Human Resources or other related fields The ability to commute to our locations in Fremont, OH on a regular basis A solid understanding of Microsoft products such as Word, PowerPoint, and Excel The flexibility to work in a team setting or independently depending on current assignment A commitment to maintain confidentiality Critical thinking and problem solving skills A willingness to learn and follow all applicable laws and regulations including, but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control What We Will Provide You: A comprehensive learning experience focusing on a specific department in the bank, but also offering exposure to other departments bank-wide The opportunity to network with fellow Interns, experienced financial professionals, and community members A flexible schedule allowing up to 40 hours per week A welcoming and community-focused environment conducive to learning Paid internship! Fun team building and networking events throughout the summer The ability to see your hard work come to fruition in the bank and community Testimonials: “I would recommend interning at Croghan to others because it is a great way to see how the workplace really is. In the end you come away with so much more than just on the job experience.” - Kyle, IT Intern, 2024 “I would recommend a Croghan internship to others because I was able to learn about how banking works and network with many people along the way. There are a lot of internships out there where you don't get to experience the opportunities that we were able to have, and I am very grateful that the bank had events for us.” - Jillian, Compliance Intern, 2023 “I would describe Croghan as a bank that is focused on being active and supporting the community. Whether it be in the office or out participating in community events, everyone has the same goal of ‘helping good people make good decisions'.” - Nick, Finance Intern, 2024 “I would definitely recommend an internship at Croghan. I was not only able to see the finance side of banking, but I was able to learn about banking as a whole. There are so many different aspects that go into banking, and I was able to learn about so many of them. Our managers got us into different departments and let use se those aspects. There are also so many networking opportunities and making connections are very crucial for many different reasons.” - Dillon, Finance Intern, 2023 “I believe Croghan Internships help build knowledge and skills in all areas that would be beneficial to all types of business majors. I enjoyed being able to compare what I do on a daily basis with my university classwork and get real world knowledge and experience.” - Liana, HR Intern, 2024 “I think that the open-door policy really describes the culture well at Croghan. I always felt that I could reach out to anyone within Croghan or visit their office without facing any scrutiny. It really made me feel more comfortable working with the other departments and that I was really a part of the staff.” - Braden, Trust Intern, 2023 “The internship program has allowed me to meet a lot of people and get experience in many different areas of the banking industry. Croghan treats their interns with respect just as any other employee, which makes it easier to get comfortable with everyone you work with.” -Ally, Retail Intern, 2024 Equal Opportunity and Affirmative Action Employer, M/F/Disabled/Vet

External Description: The T. Rowe Price internship program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, interns also gain exposure to associates and senior leaders across the firm through an executive speaker series, networking and social events, and engagement with our Business Resource Groups. You will be placed into the Quantitative Equity department for the duration of the 10-week program with exposure to a variety of areas: Quantitative Factors Stock Selection Models Portfolio Management and Attribution Alternative Data Analytical and Quantitative Research Projects Responsibilities Support analytical and quantitative projects within TRPIM Quat Use data to support the quant team's investment research agenda concerning risk evaluation or the investment decision making process Data visualization Qualifications Required: Full time student pursing a bachelor's degree with an expected graduation date of December 2026 - May/June 2027 Demonstrated programming skills or aptitude, especially with R, MATLAB, Python and object-oriented programming Major: Computer Science, Engineering, Economics, Mathematics, Statistics, Physical Sciences, or Quantitative Finance study Preferred: Intellectual curiosity or knowledge of investments, portfolios, and quantitative analysis Minimum GPA: 3.5 Overall Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status). FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: 2026 Quantitative Investing Internship Program Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

External Description: Quantitative Fixed Income Investing Internship Program For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success. The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking and application of your skills, you can add value in various ways to our organization and the clients we support. You will have the opportunity to collaborate with the Fixed Income Quantitative Investments & Research team, which supports the expansion of the research group's analytical capabilities and activities. You will engage in analytical and quantitative projects alongside practitioners in the field who are forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives. The program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, Interns also gain exposure to Associates and senior leaders across the firm through an executive speaker series, networking activities, and engagement with our Business Resource Groups. You will be placed into the Fixed Income Quantitative Investments & Research department for the duration of the 10-week program with exposure to a variety of areas: Systematic and tactical alpha models Quantitative trade idea generation Optimization & Portfolio Construction QM Portfolio Management Analytical and Quantitative Research Projects FINRA licenses are not and will not be supported for this role. Required Qualifications Full time student pursing a master's degree in a quantitative field with and expected graduation date of December 2025 - May/June 2026 Demonstrated programming skills or aptitude, especially with R, MATLAB, Python and object-oriented programming. Intellectual curiosity or knowledge of investments, portfolios, and quantitative analysis Minimum GPA: 3.5 Overall Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Opportunities are available in Baltimore, MD. City: State: Community / Marketing Title: 2025 Quantitative FI Investing Internship Program Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Through our robust internship program, you will be immersed into First Financial culture and business operations over an 8-10 week period (end of May through July) through a variety of professional development opportunities. First Financial internships are paid, professional experiences where you will gain exposure to multiple lines of business and be provided with opportunities to interact with our clients. You will learn through a blended approach of on-the-job training and real-world experiences working alongside professionals. You will be expected to provide f1rst class service, participate in project assignments, mentoring and job shadowing while being woven into our communities. We are proud of the internship program and experience we have created at First Financial. Through our annual Intern Engagement Survey, over 95% of our Internship Program participants strongly agreed that they would seek fulltime employment with First Financial and recommend the Program to their peers. Why First Financial? * We invest in our people by providing you with the tools and support to be your best, and by creating an inclusive, equitable workplace that encourages engagement and development, resulting in more best days at work. * We are dedicated to diversity. We know a workforce that represents differing opinions, experiences, backgrounds, and ideas makes us stronger. * We value and seek out associates who represent the diversity of the communities we serve, which enables us to understand and support individuals and businesses in these communities. * We've adopted a workplace culture centered around investing in you. Developing our associates and promoting from within is one of our favorite things to do because we know your success is our success. Essential Functions/Responsibilities * Support functional area and line of business projects and initiatives, specifically: * Facilitate data review/cleanup within the First Force platform * Assist in various projects related to the Treasury Management group * Assist in data review and validation / accuracy * Gain exposure to all groups within the Commercial line of business * Complete other short term projects as needed * Participate in First Financial's internship team and community development events * Provide continuous improvement feedback to the Director, Internship Program * Meet acceptable performance levels and maintain positive working relationships with co-workers, managers, and clients * Observe the Code of Conduct and "Standards of Conduct and Discipline", as outlined in the Associate Handbook, while at work, during business travel, at Company-sponsored events or in venues where you are representing First Financial * The Code of Conduct and Associate Handbook are made available upon hire and are required to be acknowledged by all associates Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job * Currently enrolled in a college or university and pursuing a Bachelor's degree * A fast learner and problem solver who pays close attention to detail * Excellent verbal and written communication, organizational and prioritization skills * Basic analytical, critical thinking and project management skills * Strong computer skills including experience with Microsoft Office products and video conferencing tools Preferred Knowledge and Skills * Campus involvement and/or leadership experience * Prior work experience Level of Complexity and Scope * Ability to serve a wide variety of bank and/or client needs according to First Financial policy and procedures * Ability to work within a fast paced, cross functional team environment Degree of Independence and Decision-Making * Will work independently as well as with teams under supervision * In some cases, your direct manager may be remote * Pending the scope of the work assigned, level of supervision needed may change day to day Required Supervisory Responsibilities * None Physical Requirements * Occasionally lifts and carries up to 20 lbs. * Frequently lifts and carries up to 10 lbs. * Frequently sits, stands, walks and drives Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training * First Financial required compliance training must be completed timely Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.

External Description: Perform fundamental analysis of the Financials sector to identify the key trends and the best-positioned companies. Conducts interviews of company personnel on all levels, their competitors, customers, etc., as well as industry experts and Wall Street analysts; and communicates recommendations within the firm. Responsibilities Conducts primary research on companies and industry by researching, reading financial statements & market data, interviewing management team meetings and visiting companies to gain a deep understanding companies within the sector. This due diligence will help support an Analyst's recommendations for buying/selling specific stocks. Makes recommendations to Portfolio Managers to buy/sell specific stocks that the Analyst feels will positively impact the performance of the portfolio. This requires good judgment on the part of the Analyst. Positions ideas and convinces Portfolio Managers to act on a recommendation to buy/sell a stock. This requires the Analyst to articulate to the Portfolio Manager the risk/reward payoff of the recommendation. Effectively follows up with the Portfolio Manager once they have executed on a recommendation made by the Analyst. This requires the Analyst to provide constant feedback on all meaningful changes in the “story” of the stock to the Portfolio Manager to ensure they have adequate information to make future decisions on the stock. Qualifications Required: At least 3-5 years of experience investing in Financials Preferred: Passion for investing Strong interest in stocks Level of maturity and judgment which gives confidence in stressful situations Competitive nature Academic excellence Strong writing skills Strong quantitative skills FINRA Requirements FINRA licenses are not required and will not be supported for this role. City: State: Community / Marketing Title: Investment Analyst: Banks Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

Your role We're looking for an Investment Banker to: * Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients * Work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables * Independently prepare, interpret, and discuss analytical data * Present to internal and external clients effectively and with confidence * Collaborate with colleagues across the globe to provide clients with seamless transaction execution * Generate new ideas and creative approaches that push the business forward * Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards) Detailed salary information: * New York: the salary range for this role is $275000 to $275000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact? Your expertise * Experience in originating and executing public and private M&A transactions as well as relevant M&A structuring * Ability to work effectively with both corporate and private equity clients * Strong analytical skills and proficiency in all relevant financial analyses * Demonstrated track record of taking initiative and managing teams * Undergraduate degree and MBA or JD * LI-UBS * UBS-MOGUL About us UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Your role We're looking for an Investment Banker to: * Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients * Work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables * Independently prepare, interpret, and discuss analytical data * Present to internal and external clients effectively and with confidence * Collaborate with colleagues across the globe to provide clients with seamless transaction execution * Generate new ideas and creative approaches that push the business forward * Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards) Detailed salary information: * San Francisco, Menlo Park: the salary range for this role is $275000 to $275000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact? Your expertise * Experience in originating and executing public and private M&A transactions as well as relevant M&A structuring * Ability to work effectively with both corporate and private equity clients * Strong analytical skills and proficiency in all relevant financial analyses * Demonstrated track record of taking initiative and managing teams * Undergraduate degree and MBA or JD * LI-UBS * UBS-MOGUL About us UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

If you are interested in more than one KeyBank Internship opportunity, please consider applying for your top 3 internship roles within 12 months to ensure you are not duplicating efforts and obtaining the best candidate experience. The Commercial Bank internship will provide an experience to understand the Commercial Banking landscape and how the various line of business functions collaborate to provide clients/prospects with the insights and solutions they need to operate their business more effectively. Program Duration: MAY 27, 2026 - AUGUST 7, 2026 What does our Internship Program offer? Key's Enterprise Internship is a 10.5-week program that provides meaningful work that matters, offers feedback and coaching, and creates engaging events and conversations that will spark excitement and interest in bringing one's full-time career to Key. Interns are involved in a host of line of business specific projects that directly impact and benefit Key's business and strategic pillars. The program includes networking with Key teammates across all levels of the organization, a series of Learning Labs where internal and external speakers provide insight on Key's competitive landscape, financial wellness, and professional development best practices, and an assigned mentor who shares knowledge, experience, and advice. Commercial Banking Commercial at Key offers a comprehensive suite of financial solutions tailored to support the growth, liquidity, and risk management needs of middle market and institutional clients. What differentiates us from competitors is our ability to seamlessly deliver comprehensive industry expertise, unique insight and capital markets solutions. This includes services such as lending, commercial payments (treasury), and advisory support. As a core component of Key's strategic priorities, the Commercial Bank plays a vital role in driving client success and contributing to the company's overall performance. About the Internship As an intern, you will gain valuable experience by contributing to a variety of projects and collaborating closely with seasoned professionals within our Payments and Internal Operations functions. Opportunities where you may be assigned include Business Development (Sales), Product, Commercial Bank Risk, or Commercial Bank Operations. You will receive exposure to various segments within the Commercial Bank, as well. Job Responsibilities Learns and understands how KeyBank and the Commercial Bank operate, including our mission, products, and the clients we serve Works alongside industry professionals, conducting analysis of financial reporting and identifying business opportunities Receives the training, mentorship, and engagement with senior leaders needed to learn the industry Collaborates with sales and product teams to deliver value to our clients through a variety of day-to-day and project work Conducts research and analysis as part of a capstone project that will be presented to executive leadership at the culmination of the internship Builds relationships to learn about the various departments within KeyBank and the role that each play in overall organization Qualifications Must have completed at least two years toward a four-year, undergraduate degree program with coursework in Finance, Economics, Accounting, Data Sciences, Business Analytics, Information Systems, Mathematics with an anticipated graduation in or before May of 2027 Outstanding academic achievement (minimum undergraduate 3.3 GPA) Demonstrated leadership and teamwork from past work experience and/or extracurricular activities Strong analytical, problem solving, and critical thinking skills Highly motivated with a strong work ethic Outstanding interpersonal, communication and presentation skills Proficiency in Excel and PowerPoint Professional conduct Compensation and Benefits This position is eligible to earn an hourly rate of $23 per hour. Compensation also includes a $2,000 Summer Internship Sign-on Bonus. KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.00 - $22.60 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Please note: While a base pay range is referenced above, this position is compensated at a fixed rate of $23 hourly and is eligible to receive a $2,000 sign-on bonus. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/09/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description BGL is hiring an Investment Banking Senior Analyst to work at our office in downtown Cleveland. Analysts at BGL are entrusted with a high level of responsibility as important contributors to the transaction team. Our analysts work closely with Associates and Senior Bankers in the preparation of presentation materials and analysis and frequently interact with clients. The job is fast-paced and the learning curve is steep, as Analysts work closely with clients and internal teams across multiple transactions. Analyst Responsibilities: Conducting industry research. Interacting with senior bankers and executives from client companies in preparation and presentation of transaction materials. Ensuring the accuracy and adherence to the firm's quality standards of all presentation materials and analyses. Supporting the firms' marketing and recruitment activities. Qualifications Analyst Qualifications: Candidates for this position should be dynamic, highly motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required One years' experience in an Investment Banking Analyst position Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information All your information will be kept confidential according to EEO guidelines.

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description BGL is hiring an Investment Banking Senior Analyst to work at our office in downtown Cleveland. Analysts at BGL are entrusted with a high level of responsibility as important contributors to the transaction team. Our analysts work closely with Associates and Senior Bankers in the preparation of presentation materials and analysis and frequently interact with clients. The job is fast-paced and the learning curve is steep, as Analysts work closely with clients and internal teams across multiple transactions. Analyst Responsibilities: Conducting industry research. Interacting with senior bankers and executives from client companies in preparation and presentation of transaction materials. Ensuring the accuracy and adherence to the firm's quality standards of all presentation materials and analyses. Supporting the firms' marketing and recruitment activities. Qualifications Analyst Qualifications: Candidates for this position should be dynamic, highly motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required One years' experience in an Investment Banking Analyst position Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information All your information will be kept confidential according to EEO guidelines.

External Description: The Equity Investment Liaison position supports global investment operations for Equity strategies by working closely with investment teams and other stakeholders to ensure operational readiness for investors, clients, and TRP products. Leverages strategy and operational expertise to represent our Investment Teams while working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life cycle from prospecting, onboarding, and ongoing client and product support. Responsibilities Serve as a key representative of the Investment teams throughout all stages of the client account lifecycle-including new account onboarding, account updates, marketing support, and client due diligence- to help drive successful outcomes. Support ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and performance reports, providing operational support for model portfolios, coordinating responses to corporate action events, resolving pre-trade compliance matters, maintaining strategy-level data, benchmarks, and performance composites, processing discretionary trade orders, and independently resolving investment-related operational issues. Exercise sound judgment and some autonomy to ensure operational readiness and support for investment management activities spanning various products, separate accounts, and investment types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of foreign market trading accounts, and establishing standing instructions with internal and external stakeholders. Contribute to the development and review of materials for client meetings, marketing efforts, client reporting, and internal investment committee meetings. Collaborate with investment staff and senior team members to maintain content that communicates investment insights and strategies. Demonstrate a commitment to continuous improvement by developing use cases, creating testing plans, and participating in unit testing activities as directed, with the goal of ensuring successful and efficient outcomes for Global Investment Operations initiatives. Collaborate with portfolio managers across multiple investment strategies and sectors to understand, enhance, and align operational processes and client engagement workflows, fostering a culture of learning and teamwork. Maintain accurate and comprehensive procedural documentation for assigned strategies, participate in cross-training opportunities, and provide operational coverage for a defined subset of investment strategies. Under the guidance of senior team members and management, help onboard new employees and support their development by sharing knowledge of policies and procedures. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience Preferred: 4+ years of total relevant work experience Critical thinking skills and abilities to solve complex problems and evaluate optimal solutions Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams Ability to influence and interact effectively with stakeholders and partners Completion of or progress towards an MBA, MSF, CFA, or CPA program FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: Analyst, Investment Liaison Equity Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

External Description: The Equity Investment Liaison position supports global investment operations for Equity strategies by working closely with investment teams and other stakeholders to ensure operational readiness for investors, clients, and TRP products. Leverages strategy and operational expertise to represent our Investment Teams while working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life cycle from prospecting, onboarding, and ongoing client and product support. Responsibilities Serve as a key representative of the Investment teams throughout all stages of the client account lifecycle-including new account onboarding, account updates, marketing support, and client due diligence- to help drive successful outcomes. Support ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and performance reports, providing operational support for model portfolios, coordinating responses to corporate action events, resolving pre-trade compliance matters, maintaining strategy-level data, benchmarks, and performance composites, processing discretionary trade orders, and independently resolving investment-related operational issues. Exercise sound judgment and some autonomy to ensure operational readiness and support for investment management activities spanning various products, separate accounts, and investment types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of foreign market trading accounts, and establishing standing instructions with internal and external stakeholders. Contribute to the development and review of materials for client meetings, marketing efforts, client reporting, and internal investment committee meetings. Collaborate with investment staff and senior team members to maintain content that communicates investment insights and strategies. Demonstrate a commitment to continuous improvement by developing use cases, creating testing plans, and participating in unit testing activities as directed, with the goal of ensuring successful and efficient outcomes for Global Investment Operations initiatives. Collaborate with portfolio managers across multiple investment strategies and sectors to understand, enhance, and align operational processes and client engagement workflows, fostering a culture of learning and teamwork. Maintain accurate and comprehensive procedural documentation for assigned strategies, participate in cross-training opportunities, and provide operational coverage for a defined subset of investment strategies. Under the guidance of senior team members and management, help onboard new employees and support their development by sharing knowledge of policies and procedures. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience Preferred: 4+ years of total relevant work experience Critical thinking skills and abilities to solve complex problems and evaluate optimal solutions Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams Ability to influence and interact effectively with stakeholders and partners Completion of or progress towards an MBA, MSF, CFA, or CPA program FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: Analyst, Equity Investment Liaisons Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients. Investment Banking Associate Responsibilities: BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts. Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials. Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants. Job Responsibilities: Supporting senior bankers in transaction execution and client management Performing financial analysis Identifying potential investors, buyers, acquisition targets or merger partners Conducting industry research Participating in new business development Cultivating analyst development Qualifications Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required, MBA preferred Two or more years of previous experience in Investment Banking Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients. Investment Banking Associate Responsibilities: BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts. Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials. Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants. Job Responsibilities: Supporting senior bankers in transaction execution and client management Performing financial analysis Identifying potential investors, buyers, acquisition targets or merger partners Conducting industry research Participating in new business development Cultivating analyst development Qualifications Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required, MBA preferred Two or more years of previous experience in Investment Banking Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.

Job Title: Investment Banking & Capital Markets (IBCM) - Transaction Coordination Group - Business Execution Team Corporate Title: Analyst-Associate (ALL ROLES TO BE CONSIDERED) As part of the transaction coordination group, you will support our Investment Banking & Capital Markets (IBCM) business by providing support to our client portfolio across the various sub-businesses. In this role, you'll be responsible for ensuring IBCM clients maintain active and compliant status through the lifecycle of the relationship as well as coordinating the KYC onboarding process for new clients. This includes working closely with the Business, external clients, the client onboarding team, anti-financial crime (AFC) team, non-financial risk team, and operations team. This is a great opportunity to build relationships, expand your skillset and learn many of the different business areas within IBCM. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift, and volunteer programs What You'll Do Monitor the overall IBCM client perimeter, ensuring clients remain in compliance for future transactions Ensure that IBCM complies with DB's non-financial risk metrics including break resolution, client onboarding, client offboarding Monitor and oversee the timely completion of Regular Review and Event Drive Review pipeline for borrowers and guarantors Build close relationships with business, AFC, non-financial risk, KYC ops partners to ensure timely and accurate completion of duties Liaise with clients and/or client counsel in order to obtain necessary documentation and keep abreast of deal timelines Manage the KYC Pipeline for upcoming transactions, as well as monitor and oversee the timely completion of borrower and guarantor KYC prior to deal closing Skills You'll Need Microsoft Office (Excel, PowerPoint), Tableau Strong attention to detail Strong organizational and time management skills, as well as the ability to multi-task Strong communication skills and comfort communicating with senior stakeholders Bachelor's degree is required Skills That Will Help You Excel Excellent communication skills, both written and spoken Self-motivated Self-starter Knowledge of KYC, Anti-Money Laundering Policies, ideally in a similar role Experience in the Investment/Corporate Banking industry and/or Lending environment is a plus Expectations It is the Bank's expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $65K to $130K. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: *************************** The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice, please email ****************. #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

2027 SUMMER ANALYST, RIVERSIDE MICRO-CAP FUND STRATEGY About The Riverside Company The Riverside Company is a global investment firm focused on being one of the leading private equity and flexible capital options for business owners and portfolio company employees at the smaller end of the middle market by seeking to fuel transformative growth and create lasting value. Since its founding in 1988, Riverside has made more than 1,000 investments. The firm's international private equity and flexible capital portfolios include more than 140 companies. For more information, visit ************************* The Riverside Company is committed to providing equal opportunity for all qualified applicants and embraces the diversity of its people and encourages all underrepresented groups to apply. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States. About Riverside Micro-Cap Fund Strategy The Riverside Micro-Cap fund strategy (“RMCF”) focuses on investing in high-growth companies across the United States and Canada with less than $10 million of earnings. RMCF is investing out of its sixth vintage and has more than 30 portfolio companies. Position Overview The Summer Analyst role offers hands-on experience in private equity and direct exposure to Riverside's deal process. Reporting to a Partner and supported by an Associate or Senior Associate mentor, Summer Analysts work closely with teams of investment professionals on live transactions, portfolio company initiatives, and exit processes. This position provides an unparalleled opportunity to build core investment skills and gain insight into private equity, preparing you for future success either within Riverside or across the broader investment industry. Only undergraduate students from the Class of 2028 will be considered for this role. What You'll Do Collaborate directly with investment professionals on active deal teams. Participate in weekly investment committee discussions. Conduct company and industry research to support sourcing and diligence. Perform financial analysis and build operating and valuation models. Draft key portions of investment memoranda. Join calls with management teams of prospective acquisitions. Support execution of due diligence workstreams. Assist portfolio companies with strategic projects and analyses. Contribute to exit or recapitalization processes for existing investments. Desired Skills & Qualifications Undergraduate student (Class of 2028) Excellent analytical, quantitative and problem-solving abilities Initiative, intellectual curiosity, and ability to manage projects Proficiency in Microsoft Word and Excel (PowerPoint a plus). Excellent verbal and written communication skills Demonstrated leadership through academics, extracurricular activities, or prior internships Fluency in English History of strong academic performance Details Job Type: Summer 2027 Internship Location: Cleveland, OH; Los Angeles, CA; or New York, NY Compensation: $20/hour Required Education: Current undergraduate student (Class of 2028) Other: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties, responsibilities, and activities may change at any time with or without notice.

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Banker within PNC's Investments organization, you will be based in the Cleveland Metropolitan Area.Job Description Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs. Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. CompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Life & Health Insurance licenses required.Pay TransparencyBase Salary: $55,000.00 - $98,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 08/07/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Banker within PNC's Investments organization, you will be based in the Greater Cincinnati Market.Job Description Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs. Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. CompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Life & Health Insurance licenses required.Pay TransparencyBase Salary: $55,000.00 - $98,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 08/07/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.