Citizens Banker
Trader job in Marlton, NJ
Starting Salary: $24.50 / hour and up
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships
- You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community
- Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling
- See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits
- Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
1 year cash handling experience
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency
The salary range for this position is $27.36 - $29.12 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyProprietary Equity Trader Position
Trader job in Philadelphia, PA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyEquity Trader
Trader job in Philadelphia, PA
Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders.
We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available.
Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line.
For additional info regarding our company, please see our FAQ on our website: *************************
Thank you.
Chimera Securities
Easy ApplySports Trader
Trader job in Philadelphia, PA
This is a trading role in which you will be making quick decisions to trade a wide swath of sports and political products using in house models and technology.
In this role you will:
Trading mainly American sports - NFL, NBA, MLB, Tennis, NCAAF, NCAAB, Football (Soccer)
Running and maintaining strategies to trade pregame and in-game to maximize expectancy (and other business objectives)
Analyzing and recapping past decision making to improve future trading decisions
Noting interesting trading and market dynamics to suggest areas of research for the quant team
Brainstorming useful strategies and features to improve future trading
What we're looking for
Minimum of a Bachelor's degree, preferably in a technical discipline such as Math, Stats, Computer Science, Physics, Economics etc.
Interest in some subset of -- NFL, NBA, NCAAF, NCAAM, Soccer, Tennis, or Baseball
Exceptional quantitative, logical reasoning, and analytical skills
Ability to work under pressure in a fast-paced environment
Willingness to be flexible with hours and schedule
Knowledge of data manipulation libraries such as Pandas/NumPy is a plus
Ability to recap and analyze thought processes, trading situations, and market dynamics for future analysis
Strong interpersonal and communication skills
Visa sponsorship for work authorization is not available for this position now or in the future.
About Susquehanna
Susquehanna is a global quantitative trading firm powered by scientific rigor, curiosity, and innovation. Our culture is intellectually driven and highly collaborative, bringing together researchers, engineers, and traders to design and deploy impactful strategies in our systematic trading environment. To meet the unique challenges of global markets, Susquehanna applies machine learning and advanced quantitative research to vast datasets in order to uncover actionable insights and build effective strategies. By uniting deep market expertise with cutting-edge technology, we excel in solving complex problems and pushing boundaries together.
If you're a recruiting agency and want to partner with us, please reach out to ******************. Any resume or referral submitted in the absence of a signed agreement will not be eligible for an agency fee.
#LI-Onsite
Auto-ApplySports Trader
Trader job in Philadelphia, PA
This is a trading role in which you will be making quick decisions to trade a wide swath of sports and political products using in house models and technology. In this role you will: * Trading mainly American sports - NFL, NBA, MLB, Tennis, NCAAF, NCAAB, Football (Soccer)
* Running and maintaining strategies to trade pregame and in-game to maximize expectancy (and other business objectives)
* Analyzing and recapping past decision making to improve future trading decisions
* Noting interesting trading and market dynamics to suggest areas of research for the quant team
* Brainstorming useful strategies and features to improve future trading
What we're looking for
* Minimum of a Bachelor's degree, preferably in a technical discipline such as Math, Stats, Computer Science, Physics, Economics etc.
* Interest in some subset of -- NFL, NBA, NCAAF, NCAAM, Soccer, Tennis, or Baseball
* Exceptional quantitative, logical reasoning, and analytical skills
* Ability to work under pressure in a fast-paced environment
* Willingness to be flexible with hours and schedule
* Knowledge of data manipulation libraries such as Pandas/NumPy is a plus
* Ability to recap and analyze thought processes, trading situations, and market dynamics for future analysis
* Strong interpersonal and communication skills
* Visa sponsorship for work authorization is not available for this position now or in the future.
About Susquehanna
Susquehanna is a global quantitative trading firm powered by scientific rigor, curiosity, and innovation. Our culture is intellectually driven and highly collaborative, bringing together researchers, engineers, and traders to design and deploy impactful strategies in our systematic trading environment. To meet the unique challenges of global markets, Susquehanna applies machine learning and advanced quantitative research to vast datasets in order to uncover actionable insights and build effective strategies. By uniting deep market expertise with cutting-edge technology, we excel in solving complex problems and pushing boundaries together.
If you're a recruiting agency and want to partner with us, please reach out to ******************. Any resume or referral submitted in the absence of a signed agreement will not be eligible for an agency fee.
#LI-Onsite
Auto-ApplyPrivate Client Banker - Horsham, PA
Trader job in Horsham, PA
JobID: 210679611 JobSchedule: Full time JobShift: Day : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyPrivate Client Banker - Langhorne, PA (New Build)
Trader job in Langhorne, PA
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyAssociate, Financial Reporting Valuation
Trader job in Morrisville, PA
Job Description
VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.
About this role:
This position in our financial reporting practice works on a variety of projects to assist more senior personnel with valuation assignments, which include business valuations, purchase price allocations (ASC 805), impairment testing (ASC 350 / 360) and equity compensation (ASC 718/IRC 409A).
What you will do:
Conduct research on clients, competitors, industry and capital markets including market multiples, financial ratios, and discount rates
Build, modify and utilize financial models for business enterprise (DCF, market multiples, etc.) and intangible asset valuation (excess earnings method, relief-from-royalty, etc.)
Synthesize company background materials, industry dynamics, capital markets data, and valuation analysis into client-ready deliverables
Participate in peer reviews of work product
Begin to build relationships with clients as part of an ongoing project
What you will need:
2 to 4 years' work experience at a valuation firm or public accounting firm
Bachelor's or Master's degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus
Progress towards ASA, CFA, or ABV designations is a plus
Extensive knowledge of Excel
Effective communication skills, strong attention to detail, and analytical capabilities are essential
Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
Strong work ethic and ability to work flexible hours around critical due dates
Current authorization to work in the United States without the need for visa sponsorship now or in the future
What we offer you:
Competitive bonus program
Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
Generous time off/flexible work arrangements
Reimbursement for admission fees and study material for professional designations
Growth - VRC is growing, and so can your career
For more information on our various benefit offerings visit our Careers page
Our Commitment to Diversity & Inclusion:
VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************
Finance & Restructuring Associate Attorney Corporate Finance
Trader job in Princeton, NJ
Job DescriptionFinance & Restructuring Associate Attorney - Corporate Finance (3-6 Years)
Direct Counsel is seeking a Finance & Restructuring Associate Attorney to join a nationally recognized law firm with openings in multiple major markets, including Chicago, Dallas, Denver, Des Moines, Florham Park, Fort Wayne, Indianapolis, Los Angeles, Minneapolis, New York City, Philadelphia, Princeton, San Francisco, and Washington, D.C.
About the Role
The position sits within the firm's Finance & Restructuring practice and is ideal for attorneys with three to six years of corporate finance experience. Candidates should have experience working with financial institutions, private credit lenders, or borrowers in finance transactions.
Key Experience Sought
Loan originations and real estate financings
Drafting loan agreements, security documents, intercreditor agreements, and related documents
Advising on covenant compliance
Leading due diligence teams
Coordinating with specialists
Managing transactions with minimal supervision
Candidate Profile
3-6 years of relevant law firm experience
Strong drafting and transactional skills
Excellent writing ability and academic credentials
Ability to balance multiple matters independently
Compensation & Structure
Anticipated salary range: $180,000 - $315,000, depending on location and experience
Hybrid work model: three days in office per week
Comprehensive benefits, including bonuses, insurance, and 401(k)
This opportunity offers exposure to sophisticated finance and restructuring work for financial institutions, private companies, and private credit clients.
Associate, Financial Reporting Valuation
Trader job in Yardley, PA
About VRC:
VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.
About this role:
This position in our financial reporting practice works on a variety of projects to assist more senior personnel with valuation assignments, which include business valuations, purchase price allocations (ASC 805), impairment testing (ASC 350 / 360) and equity compensation (ASC 718/IRC 409A).
What you will do:
Conduct research on clients, competitors, industry and capital markets including market multiples, financial ratios, and discount rates
Build, modify and utilize financial models for business enterprise (DCF, market multiples, etc.) and intangible asset valuation (excess earnings method, relief-from-royalty, etc.)
Synthesize company background materials, industry dynamics, capital markets data, and valuation analysis into client-ready deliverables
Participate in peer reviews of work product
Begin to build relationships with clients as part of an ongoing project
What you will need:
2 to 4 years' work experience at a valuation firm or public accounting firm
Bachelor's or Master's degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus
Progress towards ASA, CFA, or ABV designations is a plus
Extensive knowledge of Excel
Effective communication skills, strong attention to detail, and analytical capabilities are essential
Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
Strong work ethic and ability to work flexible hours around critical due dates
Current authorization to work in the United States without the need for visa sponsorship now or in the future
What we offer you:
Competitive bonus program
Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
Generous time off/flexible work arrangements
Reimbursement for admission fees and study material for professional designations
Growth - VRC is growing, and so can your career
For more information on our various benefit offerings visit our Careers page
Our Commitment to Diversity & Inclusion:
VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************
Auto-ApplyFinance Associate
Trader job in Piscataway, NJ
Job DescriptionBenefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Job Summary: Finance Associate Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a Finance Associate who brings together strong financial expertise with advanced technological skills. The ideal candidate will be a strategic thinker who can combine traditional accounting functions with automation, analytics, and process optimization to support a rapidly growing consulting organization.
This role will oversee the financial operations of the company while driving efficiency through Microsoft tools, automation solutions, and data analysis, ensuring the finance function remains both accurate and innovative.
Responsibilities
Financial Management & Reporting
Oversee all accounting operations, including accounts payable/receivable, general ledger, reconciliations, and accruals.
Prepare monthly, quarterly, and annual financial statements (in compliance with GAAP Preferred).
Conduct variance, cost, and profitability analyses on client projects and consulting engagements.
Lead audit preparation and coordination with external auditors and internal stakeholders.
Ensure compliance with regulatory, tax, and healthcare consulting financial standards.
Process Automation & System Efficiency
Design and maintain advanced Excel models using VBA, Power Query, and pivot tables to streamline financial reporting.
Implement and manage Power Automate workflows for automating tasks such as approvals, reconciliations, and reporting.
Administer SharePoint for finance-related document control and workflow management.
Identify and execute process improvement initiatives that enhance accuracy, speed, and scalability in financial operations.
Data Analytics & Business Insights
Analyze financial and operational data to support decision-making and business strategy.
Develop and maintain KPI dashboards for management visibility on consulting project performance and resource utilization.
Collaborate with business units to evaluate client profitability, pricing models, and financial trends.
Support budgeting and forecasting processes with data-driven methodologies.
Strategic Finance Support
Partner with leadership to assess financial viability of new consulting projects or service lines.
Provide insights into cost structures, pricing, and client ROI across pharmacy consulting portfolios.
Support cash flow management and scenario planning for business growth and investment.
Uphold strong internal controls and ensure financial data integrity across systems.
Qualifications
Bachelors or Masters degree in Accounting, Finance, or related discipline.
13 years of relevant experience in accounting, finance, or consulting ideally within pharmaceutical, healthcare, or professional services.
Strong understanding of GAAP compliance, and audit practices preferred.
Advanced proficiency in:
Microsoft Excel (VBA, Power Query, PivotTables)
Microsoft Power Automate
Microsoft SharePoint and full Office Suite
Experience with ERP systems (SAP, NetSuite or QuickBooks)
Excellent analytical, organizational, and problem-solving abilities.
Skills
Professional certification (CPA, ACCA, CMA) preferred.
Experience with Power BI or similar data visualization tools.
Knowledge of SQL or database integration for financial reporting.
Familiarity with RPA (Robotic Process Automation) or finance process digitization.
Experience in project accounting and cost management within a consulting or service-based firm.
Why Join Azend Pharma
Work with a progressive, technology-driven consulting firm in the healthcare and pharmacy sector.
Lead initiatives that merge finance, technology, and analytics to drive business efficiency.
Collaborate with experts passionate about improving healthcare operations and consulting outcomes.
Competitive compensation, learning opportunities, and a strong culture of innovation and integrity.
Student Financial Services Representative
Trader job in Langhorne, PA
Student Financial Services Student Financial Services Representative Department Purpose The Student Financial Services (SFS) department supports Cairn University's mission by providing caring, accurate, and responsive financial guidance to current and prospective students. SFS helps students and families navigate the cost of higher education through the integration of financial aid and student account services, promoting both access and stewardship.
Position Summary
The Student Financial Services Representative is a cross-functional, student-facing position responsible for assisting students and families with both financial aid and student account matters. This includes advising on financial aid eligibility and processing, managing account transactions, and providing guidance on payment responsibilities and options. In addition to student-facing tasks, the role will be responsible for a collection of logistical tasks to related to data entry and maintenance, financial aid packaging, billing, and communication. SFS Representatives are expected to be cross-trained in both financial aid and student accounts functions, while taking primary responsibility for certain tasks based on strengths and departmental needs. The role is critical to delivering excellent customer service and ensuring regulatory compliance, data accuracy, and coordinated communication.
Essential Duties and Responsibilities
Customer Service & Communication
* Serve as a primary point of contact for students and families via phone, email, and in-person interactions.
* Provide clear guidance on financial aid processes, tuition billing, payment options, and account balances.
* Contribute to the execution of the Student Financial Services communication plan across all mediums.
* Present financial information at campus events and orientations as needed.
Financial Aid Administration
* Accept tasks delegated and adhere to guidelines and strategies provided by the Financial Aid Manager.
* Process federal, state, and institutional financial aid, including packaging, verification, and corrections.
* Certify student loan applications, conduct loan entrance/exit counseling, and monitor enrollment status.
* Coordinate with the Business Services office on disbursement of aid and loan funds.
* Support awarding and tracking of institutional scholarships and state grants.
* Collaborate with Admissions to encourage FAFSA completion and provide financial aid during recruitment.
Student Accounts Administration
* Maintain accurate student accounts receivable records and post transactions.
* Advise students on billing procedures, payment plans, and financial policies.
* Assist with daily cashiering functions, cash sheet reconciliation, and reporting of account activity.
* Coordinate tuition remission and ensure accurate billing in conjunction with Financial Aid and the Registrar.
* Collaborate with collection agencies and assist with past-due accounts as needed.
Administrative & Cross-Functional Duties
* Participate in departmental planning meetings and training for new or updated procedures.
* Contribute to the development and maintenance of financial services policies and documentation.
* Provide support for internal reporting and regulatory compliance.
* Assist with process improvement initiatives and student service enhancements.
* Serve in a front desk rotation to receive walk-in guests and payments.
Skills and Abilities
* Strong interpersonal and communication skills (verbal and written).
* Commitment to excellent customer service and student care.
* Proficiency in Microsoft Office and familiarity with student information systems (PowerCampus, PowerFAIDS preferred).
* Ability to manage multiple priorities and work collaboratively across functions.
* Analytical and problem-solving abilities.
* Comfort with public speaking and presenting to groups.
Required Education and Experience
* Bachelor's degree or equivalent combination of education and experience
* One to three years of experience in administrative, customer service, customer accounts, financial aid, or other related positions.
Hours of Work
Core office hours are Monday through Friday, 8:00 am to 4:30 pm. The position requires varied schedules including evening and weekend hours. Hours may vary throughout the year based on the academic schedule.
Serving at Cairn University
Located in Langhorne, Bucks County, Pennsylvania, Cairn University exists to educate students to serve Christ in the church, society, and the world as biblically minded, well-educated and professionally competent men and women of character. Students earn bachelor's degrees in various areas including Bible, Education, Music, and Business Administration; and graduate degrees in Business, Divinity, Education, Organizational Leadership, Worship and Music, and Counseling.
Cairn is a conservative evangelical institution within the protestant tradition that employs faculty and staff who profess Jesus Christ as personal Savior; agree to Cairn's Statement of Faith and Community Life Covenant; and serve students in a ministerial capacity through imparting and upholding biblical instruction, prayer, and mentoring. Members of the faculty are required to integrate biblical instruction in their respective professional subject areas. All members of the Cairn community are obligated to affirm, agree with, and align with the University Foundational Statements. During the application process, applicants will have the opportunity to review these statements and must agree to affirm and support the position of the University, if hired. Applicants are also asked to provide a Personal Testimony of salvation as part of the application process.
To apply, please follow the link below. You may upload and submit your resume/CV and cover letter and unofficial transcripts with the application.
Ineligible for sponsorship of H1B visa.
Cairn University does not discriminate on the basis of race, gender, color, national or ethnic origin, age, disability
or other protected characteristics, in administration of its educational, employment and admissions policies.
Relationship Banker, West Windsor, NJ
Trader job in West Windsor, NJ
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives.
* Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
* Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
* Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
* Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
* Foster customer loyalty by addressing concerns and providing timely resolutions.
* Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
* Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
* Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
* Collaborate with team members and partners to achieve branch goals and drive overall performance.
* Responsibilities may extend to supporting nearby branch locations based on business necessity.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required.
* Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
* 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
* 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)
* 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
* 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
* Established relationship-building skills with a focus on customer experience and loyalty.
* Excellent customer service skills and a passion for helping others.
* Proven track record in sales and cross-selling products and services.
* Ability to work collaboratively in a team-oriented environment.
* Excellent communication, consultative and influence skills both verbal and written.
* Ability to display a credible, trustworthy, and professional image at all times.
* Proficient in using digital tools and technology to enhance customer engagement.
* Ability to follow directions, policies, and procedures.
* Ability to identify and escalate concerns of risk to appropriate channels.
* Ability to work in a fast-paced environment and manage multiple priorities.
* Computer proficiency and basic math skills.
* Ability to work branch hours, which can include weekends and evenings.
Certifications:
* No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$38,250.00 USD
Maximum:
$61,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplyBusiness & Finance - Mid-Level Associates (PH)
Trader job in Philadelphia, PA
LEW I S & ASSOCIATES is a leader in providing Legal and Administrative staffing services. We are a sole source staffing firm giving you convenient ways of working with us. We make every effort to ensure the highest degree of professionalism and integrity in the staffing process. We understand the demanding role of recruiting to source the highest level of legal professionals while incorporating proven, innovative, and successful recruiting techniques.
Job Description
Position Description:
The Philadelphia office of an international law firm with some 1,400 attorneys, seeks to hire highly qualified mid-level associates with comparable law firm experience to work across the breadth of our Philadelphia transactional practice.
Practice Description:
The Business and Finance Practice is composed of more than 350 lawyers who focus on transactional and corporate counseling matters, concerning mergers and acquisitions-including joint ventures, spin-offs, and strategic alliances-private equity, private investment funds, finance, restructuring, securities and capital markets, governance, emerging businesses, and outsourcing. We provide counsel to clients across a diverse range of industry sectors.
Qualifications
Job Requirements:
The ideal candidates will have transactional and general corporate law experience, preferably in mergers & acquisitions, securities, and/or life sciences transactions.
Candidates must possess excellent academic credentials as well as strong communication, organization, research, writing, and analytical skills, high motivation, and the desire to work as part of a client service team. We value collegiality and diversity among our lawyers and seek to make the practice both professionally and personally rewarding.
Pennsylvania bar membership is preferred. In addition to a competitive salary, qualified candidates are eligible for a signing bonus.
Additional Information
Associate - Private Equity Debt Structured Finance (Mid -Sr)
Trader job in Philadelphia, PA
Private Equity Debt Finance Associate | Mid-Senior
Our AmLaw 100 client is expanding its Debt Finance bench across LA, Palo Alto, San Francisco, Philadelphia, DC, New York, and Boston. The platform is known for private equity borrower work, middle -market and sponsor -side financing, and meaningful cross -office collaboration.
Role Summary
Work on asset -based credit facilities, acquisition financings, structured financings, securitizations, and warehouse lines. Draft and negotiate collateral packages, disclosure schedules, amendments, and core loan documents. Run workstreams and drive timelines with deal teams.
Candidate Profile
• 5-8+ years of experience at a comparable law firm in debt finance or leveraged finance
• Background representing borrowers and/or lenders in ABL, sponsor -backed, or acquisition financing transactions; exposure to securitizations or warehouse facilities helps
• Strong drafting, project management, and communication skills
• Bar admission in one of the listed jurisdictions or eligibility to obtain promptly
Why This Role
• Deal flow: one of the most active debt finance teams, with transactions from $10M to $10B and consistent top -five borrower -side volume.
• Credibility: Chambers -recognized Banking & Finance practice with sponsor and middle -market strength.
• Private equity platform: nationally recognized across PE, leveraged buyouts, and related finance. Best Lawyers named the firm “Law Firm of the Year” for Leveraged Buyouts & Private Equity Law (2024).
• Development: structured leadership and manager -skills programs for mid -levels and fifth -years, plus hands -on training tied to real matters.
Confidential Inquiry
If you have 5-8+ years in debt or leveraged finance and want a larger PE -driven platform with real responsibility and high -end mentorship, send a confidential note with your resume or deal sheet. All inquiries stay with our search team.
Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
Finance Associate
Trader job in Philadelphia, PA
Job Description
Am Law top 100 firm which is popular for its high-profile financial services is seeking associates to join their Asset Finance & Securitization team.
The ideal candidate must have prior work experience with structured finance, including transactions involving some of the following assets is preferred: solar loans, mineral rights, royalties, marketplace loans, credit card receivables, auto loans and leases, mortgages, single-family rental properties, timeshares and trade receivables. Large law firm experience strongly preferred
Asset Finance & Securitization Associate
Trader job in Philadelphia, PA
About the Opportunity
We are seeking associates with 2-5 years of experience to join the Asset Finance & Securitization team. Our dynamic team represents issuers, borrowers, hedge funds, credit funds, banks and underwriters, and other market participants in structuring novel structured and asset finance and sale transactions. If you have an interest in helping clients create complex products involving a wide variety of asset classes, derivatives and other new structures, our team is a great fit for you.
Key Requirements/Responsibilities
Prior work with structured finance, including transactions involving some of the following assets is preferred: solar loans, mineral rights, royalties, marketplace loans, credit card receivables, auto loans and leases, mortgages, single-family rental properties, timeshares and trade receivables.
Open positions can be based out of any of our U.S. locations; we will provide a relocation allowance.
Large law firm experience strongly preferred.
Items Needed to Apply: Resume, Cover Letter, Law School Transcript.
Confidentiality
For confidentiality reasons, the client's name is not disclosed at this stage. Qualified candidates will receive full details upon initial screening.
Entry-Level Financial Representative
Trader job in Southampton, NJ
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Leverage company-provided marketing tools and industry resources.
Attend hybrid meetings, including in-person team collaboration, as required.
Develop client relationships and provide tailored financial strategies.
Participate in structured coaching and mentorship programs.
Qualifications:
Competitive mindset with a history of leadership or achievement.
No prior financial experience is required, and comprehensive training is included.
Self-motivated, coachable, and driven to succeed.
Must be authorized to work in the US.
Excellent communication and relationship-building abilities.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
Financial Services Representative - State Farm Agent Team Member
Trader job in Newtown, PA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
Financial Services Representative Life Insurance & Investment Focus
Scott Morris State Farm Agency
Are you a highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and guide clients toward long-term financial security.
This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred).
Role Description
As a Financial Services Representative, you will leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approachcombined with a competitive drivewill help grow our agency while making a meaningful difference in each clients financial future.
Key Responsibilities
Consult with Clients
Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options.
Drive Sales Growth
Proactively market financial products, identify new opportunities, and close business with confidence.
Portfolio Guidance
Support clients with asset allocation, long-term planning, and portfolio management strategies.
Ensure Compliance
Adhere to all financial services regulations, documentation standards, and ethical guidelines.
Qualifications
A sales-dominant mindset with a proven track record in financial product or insurance sales
3+ years of experience in financial services, investment planning, or life insurance
Strong analytical, consultative, and communication skills
Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred
Ability to build trust, maintain long-term relationships, and consistently drive revenue growth
Why Join Scott Morris State Farm?
Competitive compensation with base salary + commission + performance bonuses
Licensing support for candidates seeking additional financial credentials
A professional, growth-oriented team culture with mentorship and development opportunities
If youre an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.
Valuation Associate - Complex Financial Instrument
Trader job in East Brunswick, NJ
Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.
Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.
Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!
Withum's Forensic and Valuation Services practice pride themselves in understanding their clients' business strategy and needs; assisting companies in meeting business requirements related to valuation, risk management, transfer pricing, economic analysis, and model validation. Withum professionals help clients make forward thinking decisions about strategy, operations and compliance and create long-lasting value.
We are currently seeking an experienced Valuation Associate to join Withum's Complex Financial Instrument valuations group. The Valuation Associate can be based out of any of our U.S. office locations (New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Woburn, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Saddle Brook, NJ; Providence, RI; Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Seattle, WA, Columbia, MD; Tysons Corner, VA). This is not a remote position. The in-office expectation is 3 days per week on-site at one of our office locations.
This role will be primarily focused on supporting Complex Financial Instrument valuations. Associates may have the opportunity to work on a variety of assignments including performing equity valuations or complex security valuations (stock options, warrants, convertible debt, other complex securities / derivatives, etc.) for financial reporting, tax compliance, transaction advisory, and other purposes.
Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
How You'll Spend Your Time:
Preparing valuation analyses for tax, financial reporting, and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel
Completing data entry of tax returns and financial statements into Excel models
Assisting in writing and preparing of reports, letters, and other client deliverables
Assisting in review of third party appraisals for audit support purposes
Performing macroeconomic and industry research
Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicate the key drivers to others
Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested
Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis
The kinds of people we want to talk to have many of the following:
Bachelor's Degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
Demonstrated experience in business valuation, ideally including exposure to complex financial instruments and capital structures
Understanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
Understanding of financial statements and business tax returns required
Progress towards external designations such as CFA, FRM, CVA, CEIV, CPA/ABV a plus
Strong interest in quantitative and economic analysis
Advanced knowledge of Excel preferred
Ability to program in VBA and/or other statistical package a plus
Capacity to work independently on projects
Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
The compensation for this position will vary by location. If you reside in any of the below states, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience, and qualifications. For additional information on our benefits, visit our website at
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California ranges are from $65,000 - $80,000
NYC ranges are from $65,000 - $80,000
Illinois ranges are from $65,000 - $80,000
Maryland ranges are from $65,000 - $80,000
Massachusetts ranges are from $65,000 - $80,000
New Jersey ranges are from $65,000 - $80,000
Rhode Island ranges are from $65,000 - $80,000
Washington ranges are from $65,000 - $80,000
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the States of Colorado, Oregon & New York.
#LI-MD1;
#LI-Hybrid
WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
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