VP, Project Finance - Structured Finance Credit Analyst
Corporate finance analyst job at Rabobank N.A.
One of a kind exciting opportunity to join a growing team focused on project finance for renewable energy and energy transition assets. Looking for a seasoned and highly motivated credit analyst to become a "center of competence" on internal credit policies and to assess the creditworthiness of existing and new transactions. The role provides exposure to complex and highly structured project and hybrid financings and is ideal for someone who wants to be intellectually challenged and is passionate about working in the rapidly evolving energy transition sector.
Our Shared Future:
"The team has a track record of successful deal making and works smartly and efficiently. In addition, the team boasts a great culture, with smart and driven individuals in a collaborative setting, with great emphasis on knowledge building and sharing." - MD
You and Your Job
The Project Finance Credit Analyst is responsible for all aspects of the credit product including: (i) being a knowledge expert on various internal credit policies and training the team on such policies; (ii) conducting annual reviews and monitoring transactions; and (iii) structuring, conducting due diligence and financial analysis of key counterparties (offtakers, suppliers, guarantors) and preparing credit applications for new transactions. Majority of customers are in the renewable energy and energy transition sector (wind, solar, energy storage, energy efficiency and energy transition).
This role will be important in ensuring that the business is aligned and compliant with internal credit policies and regulatory requirements. This involves a thorough understanding of the credit landscape, including risk assessment, creditworthiness evaluation, and compliance with applicable internal policies. By maintaining a proactive approach to credit policy management, the role will contribute to mitigating risks, enhancing decision-making processes, and fostering a culture of knowledge sharing with respect to risk management, supporting sustainable growth and long-term success.
Job Responsibilities
Work close cooperation with the Project Finance team in New York on (i) credit risk management and (ii) deal structuring, due diligence and risk analysis for both new transactions and portfolio monitoring in the renewable energy and energy transition sectors.
Responsible for being a "center of competence" on various business-relevant Rabobank credit risk policies and knowledge sharing across the team on these
Responsible for the Rabobank Risk Rating, LEA/LGD and RAROC models.
Writing and general preparation of credit applications. Includes providing base case and downside case, internal deal rating and pricing, counterparty analysis, contract analysis, and financial and structural analyses.
Develop financial projections for projects and corporates
Monitor portfolio deals, which will entail reviewing quarterly and annual financial statements and other reporting deliverables, preparing the annual reviews and evaluating amendments and waivers.
Manage workflows to ensure alignment with organizational objectives
Oversee and ensure good housekeeping for a growing portfolio in terms of annual review management, reporting deliverables, KPIs and internal collateral valuations
Enforce policies, procedures, and compliance standards
Maintain cross-functional coordination with internal stakeholders
Identify operational inefficiencies and drive process improvements for workflow and productivity
Conduct periodic testing of transactions to ensure internal key controls are being met
Contribute to the preparation of reports on key metrics, and other ad-hoc issues and market developments
Inform manager and escalate issues appropriately
Your Promise to Us:
To be considered for the Credit Analyst role, you must have:
Bachelor's degree
10+ years of experience in credit and risk analysis for project finance transactions.
Experience in renewable energy and clean energy technologies is strongly preferred.
Experience in a managerial or supervisory role, in a multi-team environment
Strong interpersonal skills and able to manage conflict
Able to manage competing priorities
Strong financial statement analysis skills and ability to evaluate business viability and credit risk
Familiarity with credit rating methodologies
Strong written and verbal communication skills, with the ability to present complex financial information clearly and concisely
Attention to detail, critical thinking, and the ability to work under pressure in a fast-paced environment
Ability to travel regionally up to 15%
Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position.
Our Commitment to you - cultivating your way beyond pay:
Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff.
We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need.
Our employee benefits are focused on four main components:
Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs.
Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions.
Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.)
Workforce Well-Being supports a hybrid working model that offers the flexibility to split your time between home and the office-typically 2-3 days remote and the remaining days onsite-promoting both productivity and personal well-being.
Our Organization:
Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets.
In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ******************
Salary Expectations:
Target Hiring Range: $140,000.00 - $200,000.00
This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility.
Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above.
At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team?
This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified.
#LI-Hybrid
Summer Analyst, Wholesale Portfolio Management
Corporate finance analyst job at Rabobank N.A.
Turn data into decisions and gain real-world experience in wholesale lending as Rabobank's Wholesale Lending Portfolio Management Summer Analyst. The Wholesale Lending Portfolio Management Internship is designed to provide students with hands-on experience in portfolio analytics and credit process management within Rabobank's Wholesale Lending division. This program offers practical exposure to data analysis, reporting, and process improvement initiatives, aligned with Rabobank's commitment to developing top talent. Interns will be paired with mentors and receive professional development opportunities to ensure a meaningful experience.
You and Your Job
As a Portfolio Management Summer Analyst, you will support the team by maintaining and analyzing portfolio data, preparing monitoring decks, and assisting with reporting for First Line and Second Line stakeholders. You will also contribute to projects focused on process enhancements and system implementations, gaining insight into credit workflows and governance. This role emphasizes analytical skills, collaboration, and exposure to strategic initiatives that drive portfolio performance and risk management.
Job Responsibilities
Assist with Portfolio Data Management: Support the maintenance of accurate portfolio data and help prepare monitoring decks for management review.
Perform Data Analysis: Conduct credit-related data analysis to identify trends, risks, and opportunities within the wholesale lending portfolio.
Generate Reports and Dashboards: Help create and update portfolio-level reports and dashboards for First Line and Second Line stakeholders.
Monitor Portfolio Performance: Track key metrics and assist in preparing summaries for risk and performance monitoring.
Collaborate with Cross-Functional Teams: Engage in a consultative manner with internal stakeholders to ensure smooth process execution.
Support Credit Project Initiatives: Contribute to ongoing projects related to process improvements, system enhancements, and portfolio governance.
Your Promise to Us:
To be considered for the Summer Analyst, Wholesale Portfolio Management internship, you must have:
Rising juniors seeking an undergraduate degree (preferably entering senior year) in finance or related studies and/or familiarity with finance.
Strong academic performance reflected by a competitive GPA in undergraduate coursework.
Excellent quantitative and analytical skills.
Advanced proficiency in Microsoft PowerBi, Excel, and PowerPoint.
Exceptional attention to detail and accuracy in data handling and reporting.
Strong problem-solving skills.
Excellent written and verbal communication skills.
Ability to work effectively in a team environment and engage with multiple stakeholders.
Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position.
Our Commitment to you - cultivating your way beyond pay:
Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff.
Internship Overview:
Rabobank's internship program is designed to provide a mutually beneficial relationship and growth opportunity for Rabobank and collegiate students. This experiential learning opportunity provides practical application and skills development in a professional environment and is aligned with Rabobank's commitment to recruit top talent in the communities we serve. While employed as a summer intern, students will have the opportunity to prove their ability to learn and demonstrate key skills that will make them successful at Rabobank. To aid in this endeavor, students will be matched with a mentor and provided the necessary professional development opportunities to achieve their goals. The internship will be a full time, 10-week, paid program.
Our Organization:
Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets.
In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ******************
Salary Expectations:
Target Hiring Range: $49.50/hour
This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility.
Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above.
At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team?
This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified.
#LI-Hybrid
Project Finance Investment Banking - Analyst/Associate
New York, NY jobs
**Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
+ Conduct detailed analysis and due diligence for new opportunities in North America and LatAm in the power, natural resources and infrastructure sectors
+ Reviewing market studies, engineering reports, financial models, financial statements, customer financial information, project contracts, and legal analyses
+ Review information about project assets, development plans, and commercial arrangements
+ Model complex financial projections in Microsoft Excel, including cash flows, debt financing, and tax structures
+ Analyze credit documentation, term sheets, and work with Bank products (Loans, Interest Rates Swaps, Foreign Exchange and Bonds) to meet client needs and objectives
+ Analyze, understand, and negotiate covenants in financing documentation, including those pertaining to maintenance of financial ratios, financial reporting of financial and operating results
+ Prepare detailed documentation summarizing opportunity analysis, including expected financial results and risk analysis for senior management and control functions
+ Support Project Finance deals and transactions from origination and diligence through to closing and liaising with the Portfolio Group by applying in-depth knowledge of the project finance market, credit analysis and administration
+ Advise clients on matters pertaining to commercial and financial structure, and operating requirements in order to achieve suitability for non-recourse debt financing
+ Preparing marketing materials using Microsoft Powerpoint and Word relevant to opportunities in the power, natural resources and infrastructure sectors
+ Analyzing new transactions and preparing credit applications to be delivered to the internal credit team that include analysis of financial conditions and projections for review and approval
+ Oversee and manage internal processes required for compliance and execution, including KYC, profitability analysis, committee approvals, legal due diligence, and closing checklists
**Requirements:**
+ A Bachelor's Degree in Accounting, Economics, Business Administration, Commerce, Finance, Engineering, or another relevant field
+ A minimum of 3 years of related Accounting or Financial Services work experience; preferably with specific experience in project finance
+ Experience with project finance transactions in the power, natural resources, energy or transportation infrastructure sectors
+ Strong quantitative skills focused on financial analysis, credit risk and experience developing project finance models with Excel
+ Success working collaboratively in a team-based environment, strong communication skills and individual accountability
The typical base pay range for this role is between $110k-190k (analyst & associate range) depending on job-related knowledge, skills, experience and location. This role will be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary (*************************************************************************************************
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Global Investment Banking Summer Associate Program - 2026
New York, NY jobs
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.
Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer associates help orchestrate capital raising and strategic advisory transactions. Our Summer Associate program is designed to offer you a broad and exciting experience of work as a full time Investment Banking associate.
During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout.
As a summer associate, your key tasks and responsibilities may include but are not limited to:
* Developing and maintaining complex financial models
* Performing various financial analyses, including valuations and merger consequences
* Conducting comprehensive and in-depth company and industry research
* Preparation of presentation and other materials for clients
* Participation in due diligence sessions, communications and interaction with deal team members
* Management of several projects at once and work effectively as an individual and as part of a team
Qualifications
* Candidates are required to be pursuing an MBA degree from an accredited university with a graduation time frame between November 2026 and August 2027
* Must have a track record of superior performance in extracurricular and professional activities
* Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus
* Strategic and creative thinking; distinguished written and oral communications skills
* Assertiveness, initiative, leadership, strong work ethic, team focus
* Ability to learn quickly and take on new responsibilities
* Dedication to building a career in the investment banking industry
* Minimum of 2 years of work experience post undergraduate degree
Bank of America does not complete third party forms from colleges, universities, or other parties.
Analyst/ Associate: Equity Research, Gaming & Lodging
New York, NY jobs
New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************
**Job Description:**
The Gaming & Lodging team covers over 30 publicly listed companies including Sports Betting Operators, Hotels, Casinos, and REITs and has been ranked Top 3 in the annual Institutional Investor (II) poll for the 15 years, including number 1 the last 4 years.
This position is to support all team needs including financial analysis, modeling and writing company and industry updates and reports, with a particular focus on high frequency data analysis and trends. The ideal candidate should have some experience with financial/3-statement modeling, corporate finance, accounting and in particular MS Excel. Backgrounds with engineering, and STEM, particularly experience with large data sets, AI prompting, python, R, statistics and alternative data and looking to break into a front-line financial role will also be considered. The ideal candidate is competitive, intellectually curious, and posseses good communication skills. Finance-oriented candidates should have at least 9-12+ months of experience in investment banking, equity/debt research, corporate finance, accounting or consulting.
**Responsibilities**
+ Perform financial modeling & valuation work
+ Update, analyze and compile complicated datasets in databases using Excel
+ Derive key insights from data trends and analysis
+ Monitor, compile, and summarize/model key industry news and developments incl. via social media
+ Seek out new, unusual sources of information to augment our research capabilities/insights
+ Write and update company and industry data reports and trends
+ Closely follow and understand stock market, industry and company specific activity, and relay to the analyst when he/she is traveling
+ Develop industry knowledge and business judgment over time
**Qualifications**
+ Bachelor's Degree or equivalent years of experience
+ For finance candidates, minimum 9-12+ months experience in accounting, corporate finance, research, banking or consulting for finance oriented candidates
+ For engineering/math STEM candidates, strong communication skills and some working knowledge of financial modeling, statements and analysis
+ Strong modeling and financial analysis skills (income statement, balance sheet, and cash flow statement in Excel)
+ Strong attention to detail, and understanding of MS Office for formatting charts, tables and exhibits
+ Knowledge of statistics and/or data analytics/data science techniques; skills with both AI promoting, and python programming a plus
+ General interest in the stock market and/or financial markets
+ Must work well in a fast-paced, intense and collaborative team environment
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Analyst/ Associate: Equity Research, Gaming & Lodging
New York, NY jobs
The Gaming & Lodging team covers over 30 publicly listed companies including Sports Betting Operators, Hotels, Casinos, and REITs and has been ranked Top 3 in the annual Institutional Investor (II) poll for the 15 years, including number 1 the last 4 years.
This position is to support all team needs including financial analysis, modeling and writing company and industry updates and reports, with a particular focus on high frequency data analysis and trends. The ideal candidate should have some experience with financial/3-statement modeling, corporate finance, accounting and in particular MS Excel. Backgrounds with engineering, and STEM, particularly experience with large data sets, AI prompting, python, R, statistics and alternative data and looking to break into a front-line financial role will also be considered. The ideal candidate is competitive, intellectually curious, and posseses good communication skills. Finance-oriented candidates should have at least 9-12+ months of experience in investment banking, equity/debt research, corporate finance, accounting or consulting.
Responsibilities
* Perform financial modeling & valuation work
* Update, analyze and compile complicated datasets in databases using Excel
* Derive key insights from data trends and analysis
* Monitor, compile, and summarize/model key industry news and developments incl. via social media
* Seek out new, unusual sources of information to augment our research capabilities/insights
* Write and update company and industry data reports and trends
* Closely follow and understand stock market, industry and company specific activity, and relay to the analyst when he/she is traveling
* Develop industry knowledge and business judgment over time
Qualifications
* Bachelor's Degree or equivalent years of experience
* For finance candidates, minimum 9-12+ months experience in accounting, corporate finance, research, banking or consulting for finance oriented candidates
* For engineering/math STEM candidates, strong communication skills and some working knowledge of financial modeling, statements and analysis
* Strong modeling and financial analysis skills (income statement, balance sheet, and cash flow statement in Excel)
* Strong attention to detail, and understanding of MS Office for formatting charts, tables and exhibits
* Knowledge of statistics and/or data analytics/data science techniques; skills with both AI promoting, and python programming a plus
* General interest in the stock market and/or financial markets
* Must work well in a fast-paced, intense and collaborative team environment
Shift:
1st shift (United States of America)
Hours Per Week:
40
Merrill Experienced Financial Advisor
Garden City, NY jobs
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
Quantitative Financial Analyst
New York, NY jobs
New York, New York;Atlanta, Georgia; Newark, Delaware; Charlotte, North Carolina; Dallas, Texas; Pennington, New Jersey; Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (***************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment.
**Responsibilities:**
+ Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management.
+ Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.
+ Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.
+ Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.
+ Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions.
+ Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes.
**Required Qualifications:**
+ Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science
+ 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models
+ Familiar with regulations and regulatory guidance on model risk management
**Desired Qualifications:**
+ Master's degree or above
+ Prior auditing background preferred
**Skills:**
+ Critical Thinking
+ QuantitativeDevelopment/Validation
+ Risk Analytics
+ Risk Modeling
+ Technical Documentation
+ Collaboration
+ Problem Solving
+ Risk Management
+ Data Modeling and Trend Analysis
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Quantitative Financial Analyst
New York, NY jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment.
Responsibilities:
* Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management.
* Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.
* Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.
* Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.
* Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions.
* Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes.
Required Qualifications:
* Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science
* 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models
* Familiar with regulations and regulatory guidance on model risk management
Desired Qualifications:
* Master's degree or above
* Prior auditing background preferred
Skills:
* Critical Thinking
* Quantitative Development/Validation
* Risk Analytics
* Risk Modeling
* Technical Documentation
* Collaboration
* Problem Solving
* Risk Management
* Data Modeling and Trend Analysis
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Global Markets Non-Financial Regulatory Reporting (GM NFRR) Operational Monitoring
New York, NY jobs
New York, New York;, **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*******************************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for overseeing a unit or section of a segment for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency. Job expectations include knowledge of operations support management and expertise in functional area(s) gained through increasingly more responsible management positions in operations.
The GM NFRR team is responsible for the consistent application of interpretation of Laws, Rules and Regulations (LRRs) and Enterprise Policies, data sourcing, preparation, governance, and oversight of Global Markets regulatory reports - with the overall goal of centralizing, standardizing and remediating (as necessary) regulatory reporting processes within NTCO NFRR Operations.
We are therefore looking for a highly talented individual to become Operational Monitoring Lead - to lead & design strategy for the real time monitoring of key activities.
This job is responsible for driving and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include to transform an accurate data foundation that captures key metrics for report preparation process into a source of actionable information. Regularly review that information within a structured framework to facilitate decisions and actions that will improve overall report preparations through the globe.
The successful individual will:
- Develop comprehensive monitoring strategy requirements across Global report preparing functions and ensure standardization across regions
- Design a robust and effective activity tracking model, that provides real time updates on reporting obligations managed by GM NFRR team globally across multiple regions - AMRS, EMEA, and APAC.
- Design effective routines to ensure report production responsibilities are understood, tracked and documented, whilst holding key stakeholders accountable
- Roadmap against strategy to ensure processes to acquire information for providing comprehensive and accurate monitoring, are dynamic and flexible to ensure new and changing obligations are captured.
- Design informative MI and key control reporting
- Responsible for executing global periodic (e.g. daily, monthly) reporting routines ensuring the Global team is adherent to multiple Enterprise policies e.g., Regulatory Reporting and Enterprise Data Management Standards
- Effective running of forums with large Global stakeholder groups, for the identification, tracking, and remediation of data issues and control enhancements that impact the respective reports
- Establish credible, collaborative, and influential relationships with key regional stakeholders across Operations, Technology, FLU and Compliance
- Drive execution improvements to ensure consistent operational live monitoring practices are in place and adhered to including high quality deliverables and role clarity with partners.
- Communicate with a broad audience of business partners in a variety of formats and in a way that ensures all audience members understand and can adhere to the strategy.
**Responsibilities:**
+ Develops and implements procedures to enhance productivity and efficiency and manage business change
+ Serves as an escalation point to resolve broad and complex operational issues
+ Responsible for expense management, reporting and forecasting for operations areas managed as well as compensation decisioning, talent planning, and performance management at a senior level
+ Manages a large team or multiple smaller teams across one or more sites, regions or product lines in an operations support function
+ Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships
**Required Skills:**
- 10+ years of Banking experience; Professional qualifications preferred.
- Global Markets Operations/Technology Project Management experience preferred.
- Ability to manage multiple stakeholders and prioritization efforts
- Expert ability to provide clear oral and written communication to a variety of business and technical audiences.
- Expert ability to improve the capabilities of production monitoring processes and
corporately through skill development, process enhancement
- Be able to identify changes that have an impact across multiple process and stakeholders
- Identify efficiency gains in regulatory reporting processing
- Hands on approach and process excellence mind set
- Ability to influence and drive progress across key business partners
- Ability to prioritize work and adapt to changing needs in a dynamic work environment
- Self-starter, takes initiative
- Driver of change
**Desired Skills:**
- Bachelor's degree in related field
- Data Science skills
- SQL, Tableau, Micro Strategy experience will be a plus
- Experience with regulatory programs
- Experience with global stakeholder management
**Skills:**
+ Business Operations Management
+ Drives Engagement
+ Process Management
+ Process Performance Measurement
+ Result Orientation
+ Customer and Client Focus
+ Planning
+ Reporting
+ Risk Management
+ Talent Development
+ Adaptability
+ Data Management
+ Fraud Management
+ Interpret Relevant Laws, Rules, and Regulations
+ Workforce Analytics
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Global Markets Non-Financial Regulatory Reporting (GM NFRR) Operational Monitoring
New York, NY jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for overseeing a unit or section of a segment for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency. Job expectations include knowledge of operations support management and expertise in functional area(s) gained through increasingly more responsible management positions in operations.
The GM NFRR team is responsible for the consistent application of interpretation of Laws, Rules and Regulations (LRRs) and Enterprise Policies, data sourcing, preparation, governance, and oversight of Global Markets regulatory reports - with the overall goal of centralizing, standardizing and remediating (as necessary) regulatory reporting processes within NTCO NFRR Operations.
We are therefore looking for a highly talented individual to become Operational Monitoring Lead - to lead & design strategy for the real time monitoring of key activities.
This job is responsible for driving and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include to transform an accurate data foundation that captures key metrics for report preparation process into a source of actionable information. Regularly review that information within a structured framework to facilitate decisions and actions that will improve overall report preparations through the globe.
The successful individual will:
* Develop comprehensive monitoring strategy requirements across Global report preparing functions and ensure standardization across regions
* Design a robust and effective activity tracking model, that provides real time updates on reporting obligations managed by GM NFRR team globally across multiple regions - AMRS, EMEA, and APAC.
* Design effective routines to ensure report production responsibilities are understood, tracked and documented, whilst holding key stakeholders accountable
* Roadmap against strategy to ensure processes to acquire information for providing comprehensive and accurate monitoring, are dynamic and flexible to ensure new and changing obligations are captured.
* Design informative MI and key control reporting
* Responsible for executing global periodic (e.g. daily, monthly) reporting routines ensuring the Global team is adherent to multiple Enterprise policies e.g., Regulatory Reporting and Enterprise Data Management Standards
* Effective running of forums with large Global stakeholder groups, for the identification, tracking, and remediation of data issues and control enhancements that impact the respective reports
* Establish credible, collaborative, and influential relationships with key regional stakeholders across Operations, Technology, FLU and Compliance
* Drive execution improvements to ensure consistent operational live monitoring practices are in place and adhered to including high quality deliverables and role clarity with partners.
* Communicate with a broad audience of business partners in a variety of formats and in a way that ensures all audience members understand and can adhere to the strategy.
Responsibilities:
* Develops and implements procedures to enhance productivity and efficiency and manage business change
* Serves as an escalation point to resolve broad and complex operational issues
* Responsible for expense management, reporting and forecasting for operations areas managed as well as compensation decisioning, talent planning, and performance management at a senior level
* Manages a large team or multiple smaller teams across one or more sites, regions or product lines in an operations support function
* Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships
Required Skills:
* 10+ years of Banking experience; Professional qualifications preferred.
* Global Markets Operations/Technology Project Management experience preferred.
* Ability to manage multiple stakeholders and prioritization efforts
* Expert ability to provide clear oral and written communication to a variety of business and technical audiences.
* Expert ability to improve the capabilities of production monitoring processes and
corporately through skill development, process enhancement
* Be able to identify changes that have an impact across multiple process and stakeholders
* Identify efficiency gains in regulatory reporting processing
* Hands on approach and process excellence mind set
* Ability to influence and drive progress across key business partners
* Ability to prioritize work and adapt to changing needs in a dynamic work environment
* Self-starter, takes initiative
* Driver of change
Desired Skills:
* Bachelor's degree in related field
* Data Science skills
* SQL, Tableau, Micro Strategy experience will be a plus
* Experience with regulatory programs
* Experience with global stakeholder management
Skills:
* Business Operations Management
* Drives Engagement
* Process Management
* Process Performance Measurement
* Result Orientation
* Customer and Client Focus
* Planning
* Reporting
* Risk Management
* Talent Development
* Adaptability
* Data Management
* Fraud Management
* Interpret Relevant Laws, Rules, and Regulations
* Workforce Analytics
Shift:
1st shift (United States of America)
Hours Per Week:
40
Financial Reporting Senior Analyst
New York, NY jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
_This role has multiple levels, open to candidates with 5 years minimum experience. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted._
We are seeking a detail-oriented and experienced Financial Reporting Senior Analyst to join a team responsible for preparing and reviewing financial statement filings and other financial information. This role is critical in ensuring compliance with regulatory and accounting standards and maintaining accurate reporting. The ideal candidate will have a strong background in investment accounting and GAAP reporting.
**ESSENTIAL FUNCTIONS:**
+ Prepare and review financial statements (e.g., statement of assets and liabilities, schedule of investments, statement of operations, statement of changes in net assets, statement of cash flows, accompanying financial footnotes and tailored shareholder reports) and the accompanying support packages for client shareholders and the SEC in order to comply with GAAP and regulatory reporting requirements.
+ Ensure compliance with SEC, GAAP, and regulatory reporting requirements.
+ Coordinate with external auditors and manage audit processes.
+ Maintain internal controls over financial reporting.
+ Monitor changes in accounting standards and assess their impact on reporting processes.
+ Prepare ad hoc financial reports and analysis for senior management and stakeholders.
+ Provide training and technical guidance to new staff regarding changes in regulations and procedures.
**Basic Qualifications**
+ Bachelor's degree in accounting or finance, or equivalent work experience
+ Five to seven years of related work experience
**Preferred Skills/Experience**
+ Minimum of college level degree in accounting or finance and CPA certified or candidate preferred.
+ 5+ years' experience in Mutual Fund Administration, investment company financial reporting or related field, i.e., public accounting.
+ Strong knowledge of U.S. GAAP, Regulation S-X and investment company financial reporting best practices.
+ Good organizational skills ability to manage multiple priorities and meet tight deadlines.
+ Good oral and written communication skills.
+ Thorough knowledge of Microsoft Office and financial reporting systems (e.g., Unity Financials, Bloomberg, Eagle STAR).
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
Project Finance Investment Banking - Analyst/Associate
Day, NY jobs
Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Conduct detailed analysis and due diligence for new opportunities in North America and LatAm in the power, natural resources and infrastructure sectors
Reviewing market studies, engineering reports, financial models, financial statements, customer financial information, project contracts, and legal analyses
Review information about project assets, development plans, and commercial arrangements
Model complex financial projections in Microsoft Excel, including cash flows, debt financing, and tax structures
Analyze credit documentation, term sheets, and work with Bank products (Loans, Interest Rates Swaps, Foreign Exchange and Bonds) to meet client needs and objectives
Analyze, understand, and negotiate covenants in financing documentation, including those pertaining to maintenance of financial ratios, financial reporting of financial and operating results
Prepare detailed documentation summarizing opportunity analysis, including expected financial results and risk analysis for senior management and control functions
Support Project Finance deals and transactions from origination and diligence through to closing and liaising with the Portfolio Group by applying in-depth knowledge of the project finance market, credit analysis and administration
Advise clients on matters pertaining to commercial and financial structure, and operating requirements in order to achieve suitability for non-recourse debt financing
Preparing marketing materials using Microsoft Powerpoint and Word relevant to opportunities in the power, natural resources and infrastructure sectors
Analyzing new transactions and preparing credit applications to be delivered to the internal credit team that include analysis of financial conditions and projections for review and approval
Oversee and manage internal processes required for compliance and execution, including KYC, profitability analysis, committee approvals, legal due diligence, and closing checklists
Requirements:
A Bachelor's Degree in Accounting, Economics, Business Administration, Commerce, Finance, Engineering, or another relevant field
A minimum of 3 years of related Accounting or Financial Services work experience; preferably with specific experience in project finance
Experience with project finance transactions in the power, natural resources, energy or transportation infrastructure sectors
Strong quantitative skills focused on financial analysis, credit risk and experience developing project finance models with Excel
Success working collaboratively in a team-based environment, strong communication skills and individual accountability
The typical base pay range for this role is between $110k-190k (analyst & associate range) depending on job-related knowledge, skills, experience and location. This role will be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
Auto-ApplyMerrill Experienced Financial Advisor
Albany, NY jobs
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
Merrill Experienced Financial Advisor
Pittsford, NY jobs
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Solutions Advisor - Central Long Island Market ( Bi-Lingual Mandarin Required)
New York, NY jobs
Jericho, New York;Syosset, New York; Bayside, New York; Great Neck, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (************************************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Schedule:**
- Monday - Fridays and rotating Saturdays
**Required Qualifications:**
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
**Desired Qualifications:**
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
**Skills:**
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
**Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent**
**Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Solutions Advisor - Central Long Island Market
Manhasset, NY jobs
Great Neck, New York;Deer Park, New York; Manhasset, New York; Glen Cove, New York; Huntington Station, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*******************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth.
This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
Skills:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
**Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Solutions Advisor - Westchester / Bronx Market
White Plains, NY jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals or financial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
* Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
* Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Sets and accomplishes goals, achieving whatever you put your mind to.
* Builds and nurtures strong relationships.
* Collaborates effectively with others to get things done.
* Communicates effectively and confidently and is comfortable engaging all clients.
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
* Likes to learn, adapts to new information and seeks the right solutions for clients.
* Efficiently manages your time and capacity.
* Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Obtained your insurance licenses.
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
Shift:
1st shift (United States of America)
Hours Per Week:
40
VP, Project Finance - Structured Finance Credit Analyst
Corporate finance analyst job at Rabobank N.A.
Job TitleVP, Project Finance - Structured Finance Credit AnalystJob Description
One of a kind exciting opportunity to join a growing team focused on project finance for renewable energy and energy transition assets. Looking for a seasoned and highly motivated credit analyst to become a “center of competence” on internal credit policies and to assess the creditworthiness of existing and new transactions. The role provides exposure to complex and highly structured project and hybrid financings and is ideal for someone who wants to be intellectually challenged and is passionate about working in the rapidly evolving energy transition sector.
Our Shared Future:
"The team has a track record of successful deal making and works smartly and efficiently. In addition, the team boasts a great culture, with smart and driven individuals in a collaborative setting, with great emphasis on knowledge building and sharing." - MD
You and Your Job
The Project Finance Credit Analyst is responsible for all aspects of the credit product including: (i) being a knowledge expert on various internal credit policies and training the team on such policies; (ii) conducting annual reviews and monitoring transactions; and (iii) structuring, conducting due diligence and financial analysis of key counterparties (offtakers, suppliers, guarantors) and preparing credit applications for new transactions. Majority of customers are in the renewable energy and energy transition sector (wind, solar, energy storage, energy efficiency and energy transition).
This role will be important in ensuring that the business is aligned and compliant with internal credit policies and regulatory requirements. This involves a thorough understanding of the credit landscape, including risk assessment, creditworthiness evaluation, and compliance with applicable internal policies. By maintaining a proactive approach to credit policy management, the role will contribute to mitigating risks, enhancing decision-making processes, and fostering a culture of knowledge sharing with respect to risk management, supporting sustainable growth and long-term success.
Job Responsibilities
Work close cooperation with the Project Finance team in New York on (i) credit risk management and (ii) deal structuring, due diligence and risk analysis for both new transactions and portfolio monitoring in the renewable energy and energy transition sectors.
Responsible for being a “center of competence” on various business-relevant Rabobank credit risk policies and knowledge sharing across the team on these
Responsible for the Rabobank Risk Rating, LEA/LGD and RAROC models.
Writing and general preparation of credit applications. Includes providing base case and downside case, internal deal rating and pricing, counterparty analysis, contract analysis, and financial and structural analyses.
Develop financial projections for projects and corporates
Monitor portfolio deals, which will entail reviewing quarterly and annual financial statements and other reporting deliverables, preparing the annual reviews and evaluating amendments and waivers.
Manage workflows to ensure alignment with organizational objectives
Oversee and ensure good housekeeping for a growing portfolio in terms of annual review management, reporting deliverables, KPIs and internal collateral valuations
Enforce policies, procedures, and compliance standards
Maintain cross-functional coordination with internal stakeholders
Identify operational inefficiencies and drive process improvements for workflow and productivity
Conduct periodic testing of transactions to ensure internal key controls are being met
Contribute to the preparation of reports on key metrics, and other ad-hoc issues and market developments
Inform manager and escalate issues appropriately
Your Promise to Us:
To be considered for the Credit Analyst role, you must have:
Bachelor's degree
10+ years of experience in credit and risk analysis for project finance transactions.
Experience in renewable energy and clean energy technologies is strongly preferred.
Experience in a managerial or supervisory role, in a multi-team environment
Strong interpersonal skills and able to manage conflict
Able to manage competing priorities
Strong financial statement analysis skills and ability to evaluate business viability and credit risk
Familiarity with credit rating methodologies
Strong written and verbal communication skills, with the ability to present complex financial information clearly and concisely
Attention to detail, critical thinking, and the ability to work under pressure in a fast-paced environment
Ability to travel regionally up to 15%
Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position.
Our Commitment to you - cultivating your way beyond pay:
Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff.
We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need.
Our employee benefits are focused on four main components:
Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs.
Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions.
Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.)
Workforce Well-Being supports a hybrid working model that offers the flexibility to split your time between home and the office-typically 2-3 days remote and the remaining days onsite-promoting both productivity and personal well-being.
Our Organization:
Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets.
In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ******************
Salary Expectations:
Target Hiring Range: $140,000.00 - $200,000.00
This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility.
Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above.
At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team?
This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified.
#LI-Hybrid
Auto-ApplyCorporate Banking Analyst for Japanese Corporate Banking Division for the Americas (Bilingual in English and Japanese)
Day, NY jobs
Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Job Summary:
We are looking for candidate(s) who will be responsible for:
1) Maintaining and servicing existing portfolio as Marketing Officer (“MO”).
2) Supporting corporate banking business operations and initiating administrative tasks, such as the execution of new deals and the preparation of expense applications for customers (primarily financial institutions).
Major Responsibilities:
Collaborate with various internal parties and face customers to conduct daily corporate banking operations, including the boarding of loan and deposit products, in line with various bank policies and procedures under the general guidelines provided by the Relationship Manager (RM). (Internal parties include the Product Office in the U.S., Headquarters in Tokyo, Japan, and MUFG's other offices/branches all over the world.)
Support RMs on administrative tasks and internal or client inquiries, such as regulatory reporting, documentation preparation and circulation, and business trip or client meeting arrangements.
Create or maintain procedures / manuals related to the team.
Assist with duties or inquiries related to compliance matters. Ensure adherence to all bank policies and procedures related to regulatory compliance as required.
Perform and coordinate other duties and projects as assigned by Department Head, Team Manager or RMs.
Qualifications
Bachelor's degree in Business / Finance / Economics or equivalent required. Master's degree is a plus.
1 year of professional experience; banking experience in U.S. and international market is preferred.
Strong interpersonal and organizational skills.
Excellent oral and written communications skills including excellent business writing, editing, and proofreading skills.
Knowledge of domestic and foreign financial markets and products, including non-banking financial institutions, is preferred.
Bilingual in Japanese and English is required.
The typical base pay range for this role is between $74K - $81K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
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