Relationship Banker - Oakland East Shore Market - Oakland, CA
Trader Job 8 miles from Orinda
JOB DESCRIPTION
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
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: **************************************************************************
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Part Time Relationship Banker
Trader Job 7 miles from Orinda
What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO) Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time)
Financial Coaching and Benefit Guidance
Floating Cultural Holiday
Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
Retirement Plan
Employee Stock Purchase Plan
The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas.
This position will support Banking Centers within the District. May require working occasional Saturdays.
Position Responsibilities:
Marketing Activities:
Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
Complete assigned daily planning activities.
Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
Act as a digital ambassador to transition customers to digital solutions.
Initiate quality financial wellness conversations to add value to customers relationships.
Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
Assist in community awareness events to increase bank outreach and foster new business relationships.
Effective utilization of converge for customer relationship management.
Operational Risk:
Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.
Ensure compliance and completion of necessary compliance related training.
Impact the operational and risk activities and related results for the RB role within the Banking Center.
Adhere to all Banking Center Risk Assessment and Compliance Standards.
Control and mitigate losses by following policies and procedures.
Customer Experience Management:
Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.
Lead and oversee banking center activities in the absence of Banking Manager.
Consistently assess needs and add value to customers and prospects.
Educate and fulfill customer requests, routine and complex.
Resolve customer complaints.
Maintain and add value to deepen existing relationships.
Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
Must successfully complete Comerica Platform Training Program.
Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
Perform routine Teller transactions as needed.
Maintain customer confidence and protects bank operations by keeping information confidential.
Partnership:
Consistently impact the efforts that improve Banking Center Collaboration.
Identify opportunities to add value to customers by introducing them to partners.
Position Qualifications:
Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience
1 Year of Customer Service experience
1 Year of Consumer Sales experience
1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint
Work Best Category:
Category A - 100% in the office
Hours:
8:30am - 5:30pm Monday - Friday, work hours with be scheduled within these times.
Salary:
For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently:
California - $27.00 - $33.00 Hourly
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
FTE Permanent Business Banker
Trader Job 45 miles from Orinda
Key Responsibilities:
#BusinessBanker #BusinessAccounts
We are seeking a dynamic Senior Universal Banker committed to delivering exceptional customer service, fostering business growth, and maintaining excellence in branch operations. This role is ideal for a proactive professional experienced in banking operations, financial products, and client relationship management. If you excel in fast-paced environments and seek opportunities to lead and positively impact customer experiences, we invite you to apply!
Key Responsibilities:
Customer Service & Sales
Engage with customers to identify financial needs and provide tailored recommendations for banking products and services.
Build and maintain lasting client relationships, ensuring personalized and seamless banking experiences.
Proactively cross-sell financial products, including checking and savings accounts, CDs, IRAs, and Trust & Estate accounts.
Support business clients through specialized Treasury Services such as Remote Deposit Capture (RDC), armored, and courier services.
Operations & Compliance
Accurately open and manage consumer and business accounts, ensuring full compliance with bank policies and applicable state and federal regulations.
Process teller transactions efficiently, maintaining an excellent balancing record.
Review branch documentation, reports, and account openings to ensure adherence to compliance and regulatory standards.
Consistently uphold compliance with the Bank Secrecy Act (BSA) and other regulatory requirements.
Leadership & Team Development
Mentor and train junior staff to enhance customer service skills and operational efficiency.
Assist the Branch Manager in developing team goals and implementing promotional strategies.
Provide guidance and expertise on complex transactions, resolving customer and staff concerns effectively.
Qualifications & Experience:
Minimum of 3 years experience in retail banking, including new accounts and teller services.
Advanced experience opening and managing both consumer and business accounts.
Exceptional customer service and sales abilities, with strong skills in recommending financial products.
Familiarity with banking regulations including BSA, AML, and Information Security.
Proficient in MS Office Suite (Word, Excel, Outlook) and various banking software applications.
Notary Public certification preferred.
Why Join Us?
Career Growth: Expand your leadership skills and progress your career within retail banking.
Exciting Environment: Join a high-energy, collaborative, and innovative team.
Community Impact: Participate in a minimum of 10 hours of annual CRA volunteer service, contributing positively to your local community.
Comprehensive Benefits: Competitive compensation package with exceptional benefits.
Financial Representative
Trader Job 47 miles from Orinda
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Representative
Trader Job 10 miles from Orinda
LSJ Finance Agency is all about empowering young entrepreneurs & professionals in the financial space, for those seeking to take control of their lives in a way that also transforms and gives back to the community. Financial literacy is crucial for long term success & security, so why not experience a field where one can work and become mentored by licensed professionals?
Role Description
This is an entry-level part-time hybrid/remote role for a Financial Representative at LSJ Finance Agency. The Financial Representative will be responsible for marketing and promoting financial services products, insurance sales, retirement planning, and investments. Leadership skills and abilities are highly favored for this position, which includes the recruitment, training, and development of new agents to service more families with their financial planning needs.
This role is located in Concord, CA, with full work from home flexibility for those who are not-local or out of state.
Qualifications
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and in a team
Experience in Finance, Business, Marketing, Social Media Management or related field (preferred, but not required)
Has a coachable attitude & is eager to learn
Proprietary Equity Traders Wanted
Trader Job 16 miles from Orinda
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 ***************************
Junior Trader / Trade Support
Trader Job 7 miles from Orinda
Elevate Your Career Work where your ideas have impact
COMPANY
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit⯠About Us - Allspring Global Investments.
At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.
POSITION
This entry level role will have a focus on trade support, including trade entry, report generation, compliance and risk management, within the Core Fixed Income universe. The trading assistant will work directly with senior traders and portfolio managers in the investment grade credit, securitized products, and interest rate markets in order to enhance the trading desk's efficiency, manage operational risk and ensure investment compliance. The role will require developing an understanding of how the trading desk and portfolio/risk management operate as well as how macroeconomic themes impact interest rates. The role with be within the Core Fixed Income team, which manages approximately $34BB in assets in an actively traded relative value strategy.
We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.
Location(s): Walnut Creek, CA
RESPONSIBILITIES
Support the trading desk on a daily basis - generate daily reports, assist in managing and hedging cash flows, enter trades into risk and portfolio management systems, ensure appropriate trade allocation, ensure adherence to all investment guidelines
Develop relationships with operations, settlements and our counterparties to ensure the smooth resolution of issues
Develop an understanding of fixed income trading fundamentals and tools, particularly as they relate to the Core Fixed Income Team's philosophy and process
Develop a strong understanding of the macroeconomic fundamentals and their impact on fixed income markets
Communicate market data to the trading team on a real time basis
CANDIDATE
The Ideal candidate for this role will be a driven, detail-oriented person who can work well within a team structure. They should have a strong interest in the markets and want to continue to learn more about them.
REQUIRED QUALIFICATIONS
Highly detail oriented
Microsoft Excel experience designing and running macros
Ability to work effectively, as well as independently, in a fast-paced team environment
Excellent verbal, written, and interpersonal communication skills
Strong organizational, multi tasking, and prioritizing skills
Strong quantitative and qualitative analysis skills
Applicants are required to hold a bachelor's degree by the time the training program begins
PREFERRED QUALIFICATIONS
Experience working with research tools such as Bloomberg
Fixed income markets experience and/or a demonstrated interest in markets
Proven analytical, problem solving, and quantitative abilities that can be demonstrated through coursework in finance, accounting, statistics, and math, as well as in work-related and project management experience
Base Pay Range: â¯$90,000 - $110,000
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.⯠In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)â¯
#LI-KC1
#LI-Hybrid
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Junior Trader
Trader Job 8 miles from Orinda
At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and run trades. Your role will include training on the Tanius platform of tools for trading and risk management, deep tick by tick research guis, historical tick databases available for python research, and clusters for large scale simulation and optimization.
This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading.
No trading experience is necessary, but a track record of persistence and accomplishing hard things is what are are looking for. We will provide training and mentorship to get you ready for your role.
Trading is a high pressure environment, in which we take risk management and compliance with regulations at the core of what we do.
This is an on premise position in Alamo, CA. Remote options for this role will not be considered.
Qualifications
Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field.
Experience or interest in programming (Excel, Python etc)
Strong interest in financial markets and trading.
Strong communication and interpersonal skills.
High level of attention to detail and accuracy.
Ability to work well in a team and under pressure.
Self-motivated with a strong desire to learn and succeed.
Benefits
Competitive salary with performance-based bonuses.
Comprehensive health insurance.
Paid time off and holidays.
Collaborative and innovative work environment.
Trader
Trader Job 16 miles from Orinda
The Trader is an individual who possesses knowledge in trading strategies. This level of trader has an understanding of wrap accounts, wrap trading desks and trading. The trader will support, maintain and execute all daily operations of the trading desk. This individual has the same skills of their counterparts; however, the trader needs to groom their proficiency with time, repetition, and experience. This is a hybrid position located in San Francisco, CA or Boston, MA offices.
What you will do:
* Daily implementation of investment action decisions from all product lines. This includes across-the-board trading for separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) programs. The implementation process may involve execution of trades or coordination of trading activity with sub-advisors.
* General trading of equity, fixed income and mutual fund asset class securities, including foreign ordinaries and ADRs. Trade execution may be done through sponsor firm trade desks, external broker/dealers or alternative liquidity sources.
* Trading for mutual funds handled or sub-advised by Natixis.
* Account specific trading for accounts in separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) structures, including best execution, directed brokerage and DVP accounts. This includes trading new accounts, processing style changes, rebalancing contributions and withdrawals and liquidating terminated accounts.
* Maintain, audit, and reconcile models on a regular basis.
* Run, generate and maintain all trade related reporting functions.
* Communication with sponsor trading desks and internal/external trade support.
* Recommend and support implementation and documentation of process changes in the trading area to increase process efficiency and minimize general risk & trading errors.
* Provide portfolio managers with up to date relevant market, product characteristic and related general process oriented information.
* Perform quality control checks on managed accounts, general audit, sampling, and Evidence of Review verifications.
* Maintain trading records including those detailing trade activity trading rotations, process exceptions, resolution of errors, etc.
* Participate in the facilitation, correction and detailing operational errors.
* Collaboratively support departmental and enterprise-wide project/work efforts.
* Contribute to general risk management, process improvement, knowledge development and cross-training efforts.
* Support procedural refinement and related documentation, and general policy development.
* Help reinforce team with focus around policy and procedural adherence.
What you will bring:
* Bachelors degree required, graduate degree and/or CFA or other professional designation.
* Broad expertise in equities and securities trading and related operational practices (2-7 years of demonstrated progressive experience at minimum).
* Experience using trade order and portfolio management & administration systems including Vestmark, InvestCloud APL, Charles River, etc.
* Experience with standard market data platforms (Bloomberg, FactSet, etc.).
* Attention to detail, strong communications, presentation and organizational skills.
* Understanding of applicable regulatory issues and general regulatory landscape.
* Ability to evaluate multi-faceted challenges and perform complex situational analysis to effectively discuss and/or propose optimal solutions.
* High level of accuracy is required at all times. Risk awareness and strict attention to procedural adherence a must.
* Collaborative, professional and positive.
* Ability to meet objectives, handle stress and time sensitive situations.
* Ability to effectively multi-task.
* Familiarity with sponsor trading desks and trade rotation.
* Familiarity with portfolio modeling strategies.
* Previous experience with wrap / separately managed account (SMA/MDP/UMA) trading and related portfolio management and administration activities.
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
For additional insight on working at Natixis, visit: ************************************************
#NatixisIMCulture
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
* Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact
details with Natixis Investment Managers directly.
In accordance with the California salary transparency law, the expected annual salary for this San Francisco, CA, United States-based position is $55,000 - $120,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, annual pay if hired will be determined on an individualized basis.
Trader
Trader Job 16 miles from Orinda
Description The Trader is an individual who possesses knowledge in trading strategies. This level of trader has an understanding of wrap accounts, wrap trading desks and trading. The trader will support, maintain and execute all daily operations of the trading desk. This individual has the same skills of their counterparts; however, the trader needs to groom their proficiency with time, repetition, and experience. This is a hybrid position located in San Francisco, CA or Boston, MA offices. What you will do:
Daily implementation of investment action decisions from all product lines. This includes across-the-board trading for separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) programs. The implementation process may involve execution of trades or coordination of trading activity with sub-advisors.
General trading of equity, fixed income and mutual fund asset class securities, including foreign ordinaries and ADRs. Trade execution may be done through sponsor firm trade desks, external broker/dealers or alternative liquidity sources.
Trading for mutual funds handled or sub-advised by Natixis.
Account specific trading for accounts in separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) structures, including best execution, directed brokerage and DVP accounts. This includes trading new accounts, processing style changes, rebalancing contributions and withdrawals and liquidating terminated accounts.
Maintain, audit, and reconcile models on a regular basis.
Run, generate and maintain all trade related reporting functions.
Communication with sponsor trading desks and internal/external trade support.
Recommend and support implementation and documentation of process changes in the trading area to increase process efficiency and minimize general risk & trading errors.
Provide portfolio managers with up to date relevant market, product characteristic and related general process oriented information.
Perform quality control checks on managed accounts, general audit, sampling, and Evidence of Review verifications.
Maintain trading records including those detailing trade activity trading rotations, process exceptions, resolution of errors, etc.
Participate in the facilitation, correction and detailing operational errors.
Collaboratively support departmental and enterprise-wide project/work efforts.
Contribute to general risk management, process improvement, knowledge development and cross-training efforts.
Support procedural refinement and related documentation, and general policy development.
Help reinforce team with focus around policy and procedural adherence.
What you will bring:
Bachelors degree required, graduate degree and/or CFA or other professional designation.
Broad expertise in equities and securities trading and related operational practices (2-7 years of demonstrated progressive experience at minimum).
Experience using trade order and portfolio management & administration systems including Vestmark, InvestCloud APL, Charles River, etc.
Experience with standard market data platforms (Bloomberg, FactSet, etc.).
Attention to detail, strong communications, presentation and organizational skills.
Understanding of applicable regulatory issues and general regulatory landscape.
Ability to evaluate multi-faceted challenges and perform complex situational analysis to effectively discuss and/or propose optimal solutions.
High level of accuracy is required at all times. Risk awareness and strict attention to procedural adherence a must.
Collaborative, professional and positive.
Ability to meet objectives, handle stress and time sensitive situations.
Ability to effectively multi-task.
Familiarity with sponsor trading desks and trade rotation.
Familiarity with portfolio modeling strategies.
Previous experience with wrap / separately managed account (SMA/MDP/UMA) trading and related portfolio management and administration activities.
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*. For additional insight on working at Natixis, visit: ************************************************
#NatixisIMCulture
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact
details with Natixis Investment Managers directly.
In accordance with the California salary transparency law, the expected annual salary for this San Francisco, CA, United States-based position is $55,000 - $120,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, annual pay if hired will be determined on an individualized basis.
Interested in a Future Role?
Trader Job 5 miles from Orinda
bio
Founded by a UC Berkeley Ph.D. graduate and a SynBio veteran, Pow.bio is revolutionizing the $500B biomanufacturing market by building a self-driving fermenter platform that enables cost-effective scale-up solutions across a wide array of strains, organisms, and products.
We are excited about your interest in being part of our mission to revolutionize the field of synthetic biology. In today's world, we recognize the crucial role dreamers play in shaping a brighter future. For us, this means using the power of biology to address the challenges of a growing world. As the planet continues to warm, it's our mission to help bring sustainable products to market. We feel very strongly that in fulfilling Pow's mission to Change Scale-Up Forever, we'll create something special.
We are seeking scientists, explorers, thinkers, dreamers, collaborators, advisors, teachers and builders to join our growing organization.
Even though we may not have the perfect role listed at this moment, we're always excited to connect with potential future teammates. Share your resume and tell us about what piques your interest. We'd love to hear about your background and how you envision making a meaningful impact with us. Above all, share with us what inspires you to be a part of the Pow.bio family! We're eagerly looking forward to hearing from you!
Compensation and Benefits
Pow.bio offers competitive salaries and benefits including unlimited PTO, company-wide holidays, health, dental and vision insurance, 401(k), and commuter benefits.
This position is for our Berkeley, CA location. There is no relocation assistance offered at this time.
Pow.bio is an equal opportunity employer promoting diversity and inclusion in the workspace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical conditions, veteran status, sexual orientation, gender (including gender identity and gender expression), sex (which includes pregnancy, childbirth, and breastfeeding), genetic information, taking or requesting statutorily protected leave, or any other characteristic protected by law.
Legal authorization to work in the United States is required. We are not able to sponsor individuals for employment visas for this job. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Investment Banker - Pharma/BioTech - Vice President
Trader Job 16 miles from Orinda
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and developing new business opportunities with existing clients under coverage, while exploring new business opportunities with new clients.
Job Responsibilities
Working with the financial solutions and execution teams to advise clients on integrated financial solutions including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises
Following up and coordinating all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants
Providing timely market information
Participating in business and company events to identify new business opportunities and pitch for new clients
Leading and/or participating in execution meetings with support of execution/product partners, as circumstances may require
Required qualifications, capabilities, and skills
6 years prior work experience in an investment banking front office role
Bachelor's degree in Finance, Accounting, Business Administration, or other related field
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Investment Banking Vice President, Technology - San Francisco
Trader Job 16 miles from Orinda
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are seeking an experienced Vice President to join our Technology team in San Francisco.
Primary Responsibilities:
Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing
Required Skills & Experience:
Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills
Ability to effectively adapt to and address changing client and firm needs
Education:
An MBA from a top-tier business school or equivalent investment banking experience
Five or more years of relevant work experience
Expected Salary: $250,000 USD
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Relationship Banker - Mountain View Branch - Mountain View, CA
Trader Job 34 miles from Orinda
JOB DESCRIPTION
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
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: **************************************************************************
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Trader
Trader Job 16 miles from Orinda
Description The Trader is an individual who possesses knowledge in trading strategies. This level of trader has an understanding of wrap accounts, wrap trading desks and trading. The trader will support, maintain and execute all daily operations of the trading desk. This individual has the same skills of their counterparts; however, the trader needs to groom their proficiency with time, repetition, and experience. This is a hybrid position located in San Francisco, CA or Boston, MA offices. What you will do:
Daily implementation of investment action decisions from all product lines. This includes across-the-board trading for separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) programs. The implementation process may involve execution of trades or coordination of trading activity with sub-advisors.
General trading of equity, fixed income and mutual fund asset class securities, including foreign ordinaries and ADRs. Trade execution may be done through sponsor firm trade desks, external broker/dealers or alternative liquidity sources.
Trading for mutual funds handled or sub-advised by Natixis.
Account specific trading for accounts in separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) structures, including best execution, directed brokerage and DVP accounts. This includes trading new accounts, processing style changes, rebalancing contributions and withdrawals and liquidating terminated accounts.
Maintain, audit, and reconcile models on a regular basis.
Run, generate and maintain all trade related reporting functions.
Communication with sponsor trading desks and internal/external trade support.
Recommend and support implementation and documentation of process changes in the trading area to increase process efficiency and minimize general risk & trading errors.
Provide portfolio managers with up to date relevant market, product characteristic and related general process oriented information.
Perform quality control checks on managed accounts, general audit, sampling, and Evidence of Review verifications.
Maintain trading records including those detailing trade activity trading rotations, process exceptions, resolution of errors, etc.
Participate in the facilitation, correction and detailing operational errors.
Collaboratively support departmental and enterprise-wide project/work efforts.
Contribute to general risk management, process improvement, knowledge development and cross-training efforts.
Support procedural refinement and related documentation, and general policy development.
Help reinforce team with focus around policy and procedural adherence.
What you will bring:
Bachelors degree required, graduate degree and/or CFA or other professional designation.
Broad expertise in equities and securities trading and related operational practices (2-7 years of demonstrated progressive experience at minimum).
Experience using trade order and portfolio management & administration systems including Vestmark, InvestCloud APL, Charles River, etc.
Experience with standard market data platforms (Bloomberg, FactSet, etc.).
Attention to detail, strong communications, presentation and organizational skills.
Understanding of applicable regulatory issues and general regulatory landscape.
Ability to evaluate multi-faceted challenges and perform complex situational analysis to effectively discuss and/or propose optimal solutions.
High level of accuracy is required at all times. Risk awareness and strict attention to procedural adherence a must.
Collaborative, professional and positive.
Ability to meet objectives, handle stress and time sensitive situations.
Ability to effectively multi-task.
Familiarity with sponsor trading desks and trade rotation.
Familiarity with portfolio modeling strategies.
Previous experience with wrap / separately managed account (SMA/MDP/UMA) trading and related portfolio management and administration activities.
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*. For additional insight on working at Natixis, visit: ************************************************
#NatixisIMCulture
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact
details with Natixis Investment Managers directly.
In accordance with the California salary transparency law, the expected annual salary for this San Francisco, CA, United States-based position is $55,000 - $120,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, annual pay if hired will be determined on an individualized basis.
Junior Trader
Trader Job 16 miles from Orinda
The Junior Trader has general knowledge of equity trading strategies. This individual has a basic understanding of the managed accounts business, including wrap programs, wrap trading and general sponsor information. The primary responsibilities include trading new accounts, contributions and withdrawals, liquidations, restriction monitoring and tax selling. This person is also responsible for account-level maintenance such as modeling, trade allocation and general portfolio administration. General portfolio administration includes creating exception reports, monitoring account drift, holding deviation and tracking restriction alerts. In addition, this person works closely with the Reconciliation, Settlements and Client Service teams to resolve account-related issues. This is a hybrid positions and could be located in our San Francisco, CA or Boston, MA offices.
What you will do:
* Process client withdrawals and deposits for all strategies.
* Trade new accounts, style changes and other various account-level activity against appropriate models.
* Process terminations.
* Process tax harvesting requests.
* Model change trading as needed.
* Communicate with sponsor trading desks and provide internal trade support.
* Communicate trading restrictions as needed.
* Recommend and support implementation and documentation of process changes in the trading area to increase process efficiency and minimize general risk & trading errors.
* Maintain trading records including those documenting general trade activity trading rotations, model changes, process exceptions, trade discrepancy resolution, etc.
* Work with trading/order desks to facilitate transactional and related status activity.
* Identify ways to streamline and improve trading and audit processes.
* Maintain, audit, and reconcile models on a regular basis.
* Run, generate, and maintain all trade related reporting functions.
* Proactively work to collaboratively support departmental and enterprise-wide project/work efforts.
* Contribute to general risk management, improvement in execution, knowledge development and cross-training efforts.
* Proactively contribute to the support of procedural refinement and related documentation, and general policy development.
* Support and help reinforce team-based culture with focus around policy and procedural adherence.
What you will bring:
* BA/BS degree required
* General market knowledge and related operational practices (1-3 years of demonstrated progressive experience at minimum).
* Attention to detail/high level of accuracy is critical in this position and is a MUST
* Risk awareness and strict attention to procedural adherence a MUST.
* Phenomenal teammate
* Ability to handle deadlines, stress and time critical situations
* Technically proficient
* Self-starter with an eagerness to learn
* Ability to effectively multi-task
* Understanding of applicable regulatory issues and general regulatory landscape
* Familiarity with sponsor trading desks & trade execution services preferred
* Familiarity with portfolio modeling strategies preferred
* Vestmark and/or APL experience highly desirable
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*
Additional insight on working at Natixis, please visit: ************************************************
#NatixisIMCulture
In accordance with the California salary transparency law, the expected annual salary for this San Francisco, CA, United States-based position is $55,000 - $95,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
* Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits
Investment Banker - Healthcare (MedTech) - Vice President
Trader Job 16 miles from Orinda
As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
Acting as the primary day-to-day client point of contact and lead banker on deals
Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
Refining marketing/execution materials for maximum client impact
Overseeing the creation of financial projection models
Identifying and managing all risks in a given deal
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
Prior VP level experience in Healthcare Investment Banking
Experience in training junior bankers
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Investment Banking Vice President, Technology - San Francisco
Trader Job 16 miles from Orinda
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are seeking an experienced Vice President to join our Technology team in San Francisco.
Primary Responsibilities:
Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing
Required Skills & Experience:
Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills
Ability to effectively adapt to and address changing client and firm needs
Education:
An MBA from a top-tier business school or equivalent investment banking experience
Five or more years of relevant work experience
Expected Salary: $250,000 USD
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Junior Trader
Trader Job 16 miles from Orinda
Description The Junior Trader has general knowledge of equity trading strategies. This individual has a basic understanding of the managed accounts business, including wrap programs, wrap trading and general sponsor information. The primary responsibilities include trading new accounts, contributions and withdrawals, liquidations, restriction monitoring and tax selling. This person is also responsible for account-level maintenance such as modeling, trade allocation and general portfolio administration. General portfolio administration includes creating exception reports, monitoring account drift, holding deviation and tracking restriction alerts. In addition, this person works closely with the Reconciliation, Settlements and Client Service teams to resolve account-related issues. This is a hybrid positions and could be located in our San Francisco, CA or Boston, MA offices.
What you will do:
Process client withdrawals and deposits for all strategies.
Trade new accounts, style changes and other various account-level activity against appropriate models.
Process terminations.
Process tax harvesting requests.
Model change trading as needed.
Communicate with sponsor trading desks and provide internal trade support.
Communicate trading restrictions as needed.
Recommend and support implementation and documentation of process changes in the trading area to increase process efficiency and minimize general risk & trading errors.
Maintain trading records including those documenting general trade activity trading rotations, model changes, process exceptions, trade discrepancy resolution, etc.
Work with trading/order desks to facilitate transactional and related status activity.
Identify ways to streamline and improve trading and audit processes.
Maintain, audit, and reconcile models on a regular basis.
Run, generate, and maintain all trade related reporting functions.
Proactively work to collaboratively support departmental and enterprise-wide project/work efforts.
Contribute to general risk management, improvement in execution, knowledge development and cross-training efforts.
Proactively contribute to the support of procedural refinement and related documentation, and general policy development.
Support and help reinforce team-based culture with focus around policy and procedural adherence.
What you will bring:
BA/BS degree required
General market knowledge and related operational practices (1-3 years of demonstrated progressive experience at minimum).
Attention to detail/high level of accuracy is critical in this position and is a MUST
Risk awareness and strict attention to procedural adherence a MUST.
Phenomenal teammate
Ability to handle deadlines, stress and time critical situations
Technically proficient
Self-starter with an eagerness to learn
Ability to effectively multi-task
Understanding of applicable regulatory issues and general regulatory landscape
Familiarity with sponsor trading desks & trade execution services preferred
Familiarity with portfolio modeling strategies preferred
Vestmark and/or APL experience highly desirable
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*
Additional insight on working at Natixis, please visit: ************************************************
#NatixisIMCulture
In accordance with the California salary transparency law, the expected annual salary for this San Francisco, CA, United States-based position is $55,000 - $95,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits
Investment Banker - Healthcare (MedTech) - Vice President
Trader Job 16 miles from Orinda
JobID: 210615547 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $200,000.00-$275,000.00 As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior VP level experience in Healthcare Investment Banking
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment