Senior Finance Analyst jobs at Western Alliance Bank

- 3274 jobs

Principal Analyst I - Senior Product Owner
Western Alliance Bancorporation 4.9
Senior finance analyst job at Western Alliance Bank
Job Title: Principal Analyst I - Senior Product Owner What you'll do: As a Principal Analyst I, you'll lead activities to review current processes and metrics that support operational effectiveness, identify constraints or opportunities that inhibit or accelerate the business and technology strategy. You'll develop options or approach to improve business outcomes, and drive implementation of solutions to achieve desired results. You'll also be accountable for the development and review of artifacts to ensure they accurately describe current state processes, practices, and/or metrics, determining root cause for constraints in the process. Additionally, you'll take part in the identification of alternative processes and practice options with associated impact on KRIs/KPIs or Operational Metrics. You'll also track and communicate enhancements to the current process and practices as to whether the desired results are being realized using data, metrics, and other quantitative measures. Additionally, as the Principal Analyst I, you'll engage with enterprise subject matter experts and stakeholders to tackle complex issues or opportunities that require significant coordination and alignment across different business units. You'll be accountable for understanding the problem statement or opportunity, capturing current state insights while also providing options and recommendations to the identified stakeholders. In this role you'll also identify, socialize, and gather necessary approvals for the upkeep of KRIs, KPIs, and Operational Metrics As the Senior Data Product Owner, you are the one to lead the continuous delivery teams responsible for the data solutions required by our Regulatory Reporting program. You will facilitate the use of agile best practices and continuous improvement in delivering internal data flows and analytics data products associated with Large Financial Institution (LFI) reporting and standard Regulatory Reporting requirements. You are accountable for the daily operations, agile ceremonies, and Epic/Feature/Story work breakdown for multiple scrum teams. As the Senior Data Product Owner, the continuous delivery teams you lead consists of data engineers, data analysts, data modelers, and QA engineers. You will ensure the backlog and committed work are properly defined, groomed, and organized. You will lead daily stand-ups, run retrospectives, facilitate sprint demos, and work closely with the Data Platform Product Manager to ensure data products delivered meet stakeholder expectations. This role requires strong communication and collaboration skills to develop relationships across the organization and articulate the progress, challenges, and improvement opportunities that clearly articulate when business value will be delivered. The Senior Data Product Owner will interface with business leadership as part of program updates and statuses. * Lead on programs and expected to lead activities to ensure that both the business outcomes of the project are achieved as well as the outcomes are aligned to our business strategy. This position will also define the work breakdown structure for all involved teams, by setting and meeting deadlines for that work, leading discussions to gather requirements and review artifacts, while working to resolve issues that impede progress. * Develop list of critical documentation and artifacts to meet project objectives, complete high-quality deliverables, and effectively communicate learnings, findings, impacts, and next steps with subject matter experts or project stakeholders. * Use deep understanding of Microsoft Office tools, Diagramming Software (e.g. Lucid, Visio, etc.), and/or other appropriate technical tools in review of Banking processes, functions, or organizational models within a specific domain or functional area utilizing critical thinking skills and strong communication skills to develop clear and concise narratives or communications. * Leverage Risk Management experience from a large financial institution subject to heightened standards, specifically in risk, compliance, or corporate governance. * You will act as a servant leader for your team(s) in coordinating the delivery and scrum activities impacting all facets of data product delivery. * Accountable for managing the Azure DevOps board for all data related Regulatory Reporting Epics and Features and prioritizing all backlog for Delivery Team execution. * Publish information and verbalize clear communication to management and to the team regarding process, obstacles, changes, and key milestones for quarterly team commitments. * Coordinate evaluation of scope change, estimates, priority, and trade-offs with Business and Technical Stakeholders. * Establish Sprint schedule, ceremonies (daily stand-ups, sprint planning, backlog grooming, sprint reviews & retrospectives), evaluate and introduce sprint execution velocity and lead/coordinate corresponding activities. * Actively plan for, participate in and contribute to PI Planning events. * Ensure adherence to standard (Agile) process, use of tools, established project delivery standards. * Champion continuous improvement activities to reduce waste and increase productivity; coaches' teams to conduct continuous improvement events, including business and technical stakeholders. * Work with required teams for environmental readiness needed for the project completion. * Collaborate with Dev, QA, UAT, business teams, and production support team to achieve established data product delivery goals. What you'll need: * 8+ years of related experience of running projects and teams using the scrum, agile, or scaled agile methodology. * Bachelor's degree in related field required. * Expert in using Azure DevOps or JIRA for planning and execution. * Experience in executing product vision and goals as well as communicating product workflow to keep colleagues informed. * Experience promoting the agile mindset including challenging and removing organizational and cultural impediments, constantly guiding teams in discovery and learning. * Experience with facilitating the discussions of complex, high value IT delivery projects that require the coordination of development work or technology work on multiple platforms to achieve desired outcomes. * Able to work/collaborate across the organization, internally and externally, to ensure alignments, dependencies, and support. * Experience in interaction at Board/Executive management level of businesses. * Experience working in an onshore-offshore model. * Agile/SAFe Certifications is preferred. * Experience working in RTE and/or Product Owner roles is preferred. * Experience running data management programs and products is preferred. * Previous leadership experience preferred. * Advanced knowledge of general Financial Services or Banking is preferred. * Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. * Advanced to expert in process and data analysis within one or two domains or functional areas with deep critical thinking skills. * Experience working as a SME across one or two domains or functional areas. * Advanced speaking and writing communication skills. * Occasional travel required. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance Bancorporation
$101k-127k yearly est. Auto-Apply 41d ago
Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)
Capital One 4.7
McLean, VA jobs
* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
$103k-127k yearly est. 3d ago
VP, Financial Consultant - Boca Raton, FL
Charles Schwab 4.8
Boca Raton, FL jobs
Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
$76k-137k yearly est. 1d ago
Director, Retirement Income - Life Company - Leading Team in Member-Focused Financial Security Initiatives (PLANO)
Usaa 4.7
Plano, TX jobs
Why USAA? Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelors degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelors degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or masters degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on . Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. xevrcyc All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$114.1k-218k yearly 1d ago
Financial Consultant Partner - Pinecrest, OH
Charles Schwab 4.8
Chagrin Falls, OH jobs
Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
$47k-66k yearly est. 1d ago
Financial Risk Analyst (PLANO)
Usaa 4.7
Plano, TX jobs
Why USAA? If the following job requirements and experience match your skills, please ensure you apply promptly. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are seeking a qualified Life Actuary to join our diverse team. The ideal candidate will possess strong risk management skills, with a particular focus on Interest Rate Risk Management and broader financial risk experience. This role requires an individual who has acquired their ASA designation or FSA designation and has a few years of meaningful experience. Key responsibilities will include experience in Asset-Liability Management (ALM), encompassing liquidity management, asset allocation, cashflow matching, and duration targeting. You will also be responsible for conducting asset adequacy testing to ensure the sufficiency of assets to meet future obligations. Experience in product pricing, especially for annuity products. Furthermore, an understanding of Risk-Based Capital (RBC) frameworks and methodologies is required. Proficiency with actuarial software platforms, with a strong preference for AXIS, is highly advantageous. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Performs complex work assignments using actuarial modeling software driven models for pricing, valuation, and/or risk management. Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations. Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership. May make recommendations for model adjustments and improvements, when appropriate. Shares knowledge with team members and serves as a resource to team on raised issues and navigates obstacles to deliver work product. Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas. Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for partners. Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership. Maintains accurate price level, price structure, data availability and other requirements to achieve profitability and competitive goals. Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends. Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products. Advises management on issues and serves as a primary resource for their individual team members on raised issues. Ensures risks associated with business activities are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelors degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries; OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. Experience performing complex work assignments using actuarial modeling software driven models for pricing, valuation, and/or risk management. Experience presenting complex actuarial analysis and recommendations to technical and non-technical audiences. What sets you apart: Asset-Liability Management (ALM): Experience in ALM, including expertise in liquidity management, asset allocation, cashflow matching, and duration targeting. Asset Adequacy Testing: Experience conducting asset adequacy testing to ensure the sufficiency of assets to meet future obligations. Product Pricing: Experience in pricing financial products, with a particular emphasis on annuity products. Risk-Based Capital (RBC): Experience with risk-based capital frameworks and methodologies. Actuarial Software Proficiency: Familiarity with actuarial software platforms. Experience with AXIS is considered a significant advantage. Actuarial Designations: Attainment of Society of Actuaries Associateship (ASA) or Fellowship (FSA). Compensation range: The salary range for this position is: $127,310 - $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on . Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. xevrcyc All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$66k-78k yearly est. 1d ago
Financial Consultant Partner - Century City, CA
Charles Schwab 4.8
Pasadena, TX jobs
Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
$43k-62k yearly est. 1d ago
VP, Financial Consultant - Plantation, FL
Charles Schwab 4.8
Plantation, FL jobs
Regular The following information provides an overview of the skills, qualities, and qualifications needed for this role. Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab ( ) At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: * A valid and active FINRA Series 7 license required * Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: * Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. * Strong candidates will also learn to l everage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. * Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning * Ability to adapt and implement change as the market and business conditions evolve * Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation * Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. xevrcyc We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future: * 401(k) with company match and Employee stock purchase plan * Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions * Paid parental leave and family building benefits * Tuition reimbursement * Health, dental, and vision insurance
$76k-137k yearly est. 1d ago
Financial Consultant Partner
Charles Schwab 4.8
Roanoke, TX jobs
Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
$42k-60k yearly est. 1d ago
Investment Banking - Corporate Finance Advisory - Analyst
Jpmorganchase 4.8
New York, NY jobs
Join the Investment Banking Division, on the Corporate Finance Advisory team as a 2026 Analyst (June 2026 start date), where you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. Job Responsibilities Working with J.P. Morgan product and sector teams Building and using complex financial models, completing analytical exercises, working with large data sets Supporting senior bankers in developing structured solutions for complex transactions Developing a subject matter expertise in corporate finance and structuring areas including capital structure, capital allocation, separations/spin-offs Drafting management presentations, Board materials, and other materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics Creating thematic client content on key issues and market developments Required qualifications, capabilities, and skills Prior work experience in an investment banking front office, or related, role Strong accounting, finance, quantitative, corporate finance and business writing skills Understanding of the transaction cycle and the steps in the process and is execution oriented Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information Self-directed, highly motivated, and able to work independently across multiple projects simultaneously Problem solver with the desire to create new solutions and products
$77k-113k yearly est. Auto-Apply 60d+ ago
Corporate History Exhibits Analyst
Jpmorganchase 4.8
New York, NY jobs
Are you passionate about history and storytelling? Join the team responsible for safeguarding and sharing the history and heritage of the 1,200+ predecessor institutions that make up today's JPMorganChase (JPMC). As a Corporate History Exhibits Analyst on the Archives team you will report to the director of the Corporate History Program and will support all members of the team. Your primary focus will cover the curation of JPMorganChase history exhibits in JPMC offices and centers, but the role will encompass all duties of the Corporate History Program including collections management, reference services, client and employee engagement, vendor management and administrative activities. Job Responsibilities Partner with all members of the Corporate History team on the design and development of permanent and temporary JPMC history exhibits, concept development and research, including identification of exhibit-appropriate documents, artifacts and imagery in Corporate History Collection and outside repositories. Management of copyright permissions and agreements, proposals, invoices, contracts and documentation associated with project. Curatorial design including the preparation of detailed measurements/plans and exhibit layouts, calculation of object sizing, positioning, frame style and sizing, and overall exhibit flow within space. Vendor management: coordination of conservation, framing and mountmaking needs; transport and installation schedules; invoice submission; etc. Cross-departmental partnership with the firm's Real Estate team and others to ensure exhibition needs, including budget, are met and communicated properly. Communication with partners and stakeholders throughout duration of project, ensuring all parties are up to date. On-site or virtual installation supervision, share object information and installation plans with Collections Manager for record entry in TMS; provide data entry support, as necessary. Provide assistance to the Collections Manager with accessioning, inventorying, and rehousing of Collection documents and artifacts in central storage facility; help to maintain intellectual control of Collection items on display worldwide through data entry in content and digital asset management systems; locate Collection items in offsite storage and coordinate onsite consolidation. Provide research assistance to Reference Archivist. This includes both internal and external research requests, preparation of history fact sheets and reference guides, licensing agreements, etc. Contribute to the writing and preparation of internal articles, image-heavy digital displays and social media content. Offer guided tours of Corporate History galleries and host JPMorganChase history trivia sessions for employees. Provide assistance as necessary on internal and external outreach efforts. Help manage administrative operations, including preparing expense reports, scheduling meeting rooms and travel details, ordering office supplies, etc. Required qualifications, capabilities, and skills 2+years of experience working in a museum, archive or related public history environment. Master's Degree in Museum Studies, Public History, Archival Administration, Library Science or related field required. Strong exhibit design skills, ability to discern what looks good visually on walls, in display cases, etc. Proficient in calculating and determining the sizing and spacing of exhibit pieces, including images, frames, and matboards, to fit seamlessly within designated spaces. Strong writing skills; must be able to analyze archival material and convert content into digestible formats including introductory exhibit text, captions, articles, PowerPoint presentations, and factsheets. Strong organizational skills and an acute attention to detail that can be applied to a diverse array of tasks. Strong communication and interpersonal skills; comfortable speaking publicly in small and large groups and ability to interact confidently with people at all levels in the firm. Must work well individually and as part of a team, share information and support colleagues. Proven ability to work well under pressure and adhere to tight deadlines while juggling multiple projects simultaneously. Open to traveling for work. Physical Requirements: must be physically able to perform the duties of this position including handling boxes weighing up to 40 pounds.
$77k-113k yearly est. Auto-Apply 12d ago
Investment Banking - Corporate Finance Advisory - Analyst
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210674449 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $110,000.00-$110,000.00 Join the Investment Banking Division, on the Corporate Finance Advisory team as a 2026 Analyst (June 2026 start date), where you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. Job Responsibilities * Working with J.P. Morgan product and sector teams * Building and using complex financial models, completing analytical exercises, working with large data sets * Supporting senior bankers in developing structured solutions for complex transactions * Developing a subject matter expertise in corporate finance and structuring areas including capital structure, capital allocation, separations/spin-offs * Drafting management presentations, Board materials, and other materials for use in M&A and capital markets transactions or strategic client dialogue * Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics * Creating thematic client content on key issues and market developments Required qualifications, capabilities, and skills * Prior work experience in an investment banking front office, or related, role * Strong accounting, finance, quantitative, corporate finance and business writing skills * Understanding of the transaction cycle and the steps in the process and is execution oriented * Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business * Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information * Self-directed, highly motivated, and able to work independently across multiple projects simultaneously * Problem solver with the desire to create new solutions and products
$110k-110k yearly Auto-Apply 60d+ ago
Corporate History Exhibits Analyst
Jpmorgan Chase 4.8
New York, NY jobs
Are you passionate about history and storytelling? Join the team responsible for safeguarding and sharing the history and heritage of the 1,200+ predecessor institutions that make up today's JPMorganChase (JPMC). As a Corporate History Exhibits Analyst on the Archives team you will report to the director of the Corporate History Program and will support all members of the team. Your primary focus will cover the curation of JPMorganChase history exhibits in JPMC offices and centers, but the role will encompass all duties of the Corporate History Program including collections management, reference services, client and employee engagement, vendor management and administrative activities. **Job Responsibilities** + Partner with all members of the Corporate History team on the design and development of permanent and temporary JPMC history exhibits, concept development and research, including identification of exhibit-appropriate documents, artifacts and imagery in Corporate History Collection and outside repositories. + Management of copyright permissions and agreements, proposals, invoices, contracts and documentation associated with project. + Curatorial design including the preparation of detailed measurements/plans and exhibit layouts, calculation of object sizing, positioning, frame style and sizing, and overall exhibit flow within space. + Vendor management: coordination of conservation, framing and mountmaking needs; transport and installation schedules; invoice submission; etc. + Cross-departmental partnership with the firm's Real Estate team and others to ensure exhibition needs, including budget, are met and communicated properly. + Communication with partners and stakeholders throughout duration of project, ensuring all parties are up to date. + On-site or virtual installation supervision, share object information and installation plans with Collections Manager for record entry in TMS; provide data entry support, as necessary. + Provide assistance to the Collections Manager with accessioning, inventorying, and rehousing of Collection documents and artifacts in central storage facility; help to maintain intellectual control of Collection items on display worldwide through data entry in content and digital asset management systems; locate Collection items in offsite storage and coordinate onsite consolidation. + Provide research assistance to Reference Archivist. This includes both internal and external research requests, preparation of history fact sheets and reference guides, licensing agreements, etc. + Contribute to the writing and preparation of internal articles, image-heavy digital displays and social media content. + Offer guided tours of Corporate History galleries and host JPMorganChase history trivia sessions for employees. + Provide assistance as necessary on internal and external outreach efforts. + Help manage administrative operations, including preparing expense reports, scheduling meeting rooms and travel details, ordering office supplies, etc. **Required qualifications, capabilities, and skills** + 2+years of experience working in a museum, archive or related public history environment. + Master's Degree in Museum Studies, Public History, Archival Administration, Library Science or related field required. + Strong exhibit design skills, ability to discern what looks good visually on walls, in display cases, etc. + Proficient in calculating and determining the sizing and spacing of exhibit pieces, including images, frames, and matboards, to fit seamlessly within designated spaces. + Strong writing skills; must be able to analyze archival material and convert content into digestible formats including introductory exhibit text, captions, articles, PowerPoint presentations, and factsheets. + Strong organizational skills and an acute attention to detail that can be applied to a diverse array of tasks. + Strong communication and interpersonal skills; comfortable speaking publicly in small and large groups and ability to interact confidently with people at all levels in the firm. + Must work well individually and as part of a team, share information and support colleagues. + Proven ability to work well under pressure and adhere to tight deadlines while juggling multiple projects simultaneously. + Open to traveling for work. + Physical Requirements **:** must be physically able to perform the duties of this position including handling boxes weighing up to 40 pounds. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Brooklyn,NY $64,350.00 - $95,000.00
$64.4k-95k yearly 60d+ ago
Corporate History Exhibits Analyst
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210645178 JobSchedule: Full time JobShift: Day Base Pay/Salary: Brooklyn,NY $64,350.00-$95,000.00 Are you passionate about history and storytelling? Join the team responsible for safeguarding and sharing the history and heritage of the 1,200+ predecessor institutions that make up today's JPMorganChase (JPMC). As a Corporate History Exhibits Analyst on the Archives team you will report to the director of the Corporate History Program and will support all members of the team. Your primary focus will cover the curation of JPMorganChase history exhibits in JPMC offices and centers, but the role will encompass all duties of the Corporate History Program including collections management, reference services, client and employee engagement, vendor management and administrative activities. Job Responsibilities * Partner with all members of the Corporate History team on the design and development of permanent and temporary JPMC history exhibits, concept development and research, including identification of exhibit-appropriate documents, artifacts and imagery in Corporate History Collection and outside repositories. * Management of copyright permissions and agreements, proposals, invoices, contracts and documentation associated with project. * Curatorial design including the preparation of detailed measurements/plans and exhibit layouts, calculation of object sizing, positioning, frame style and sizing, and overall exhibit flow within space. * Vendor management: coordination of conservation, framing and mountmaking needs; transport and installation schedules; invoice submission; etc. * Cross-departmental partnership with the firm's Real Estate team and others to ensure exhibition needs, including budget, are met and communicated properly. * Communication with partners and stakeholders throughout duration of project, ensuring all parties are up to date. * On-site or virtual installation supervision, share object information and installation plans with Collections Manager for record entry in TMS; provide data entry support, as necessary. * Provide assistance to the Collections Manager with accessioning, inventorying, and rehousing of Collection documents and artifacts in central storage facility; help to maintain intellectual control of Collection items on display worldwide through data entry in content and digital asset management systems; locate Collection items in offsite storage and coordinate onsite consolidation. * Provide research assistance to Reference Archivist. This includes both internal and external research requests, preparation of history fact sheets and reference guides, licensing agreements, etc. * Contribute to the writing and preparation of internal articles, image-heavy digital displays and social media content. * Offer guided tours of Corporate History galleries and host JPMorganChase history trivia sessions for employees. * Provide assistance as necessary on internal and external outreach efforts. * Help manage administrative operations, including preparing expense reports, scheduling meeting rooms and travel details, ordering office supplies, etc. Required qualifications, capabilities, and skills * 2+years of experience working in a museum, archive or related public history environment. * Master's Degree in Museum Studies, Public History, Archival Administration, Library Science or related field required. * Strong exhibit design skills, ability to discern what looks good visually on walls, in display cases, etc. * Proficient in calculating and determining the sizing and spacing of exhibit pieces, including images, frames, and matboards, to fit seamlessly within designated spaces. * Strong writing skills; must be able to analyze archival material and convert content into digestible formats including introductory exhibit text, captions, articles, PowerPoint presentations, and factsheets. * Strong organizational skills and an acute attention to detail that can be applied to a diverse array of tasks. * Strong communication and interpersonal skills; comfortable speaking publicly in small and large groups and ability to interact confidently with people at all levels in the firm. * Must work well individually and as part of a team, share information and support colleagues. * Proven ability to work well under pressure and adhere to tight deadlines while juggling multiple projects simultaneously. * Open to traveling for work. * Physical Requirements: must be physically able to perform the duties of this position including handling boxes weighing up to 40 pounds.
$64.4k-95k yearly Auto-Apply 12d ago
Analyst, Corporate Banking, U.S. Financial Institutions Group, Origination
Scotiabank Global Site 4.9
New York, NY jobs
Salary Range: 105,000.00 - 110,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Title: Analyst, Corporate Banking, U.S. Financial Institutions Group, Origination Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Overview: • Support relationship managers with all facets of the management and growth of the Financial Institutions (“FIG”) portfolio • Work closely with the team to provide customized financial solutions to clients and manage client relationships. • Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team's business strategies and objectives. What You'll Do: Accountabilities: • Champion a client centric culture leveraging broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint • Structure, analyze, and perform due diligence to facilitate prompt execution of transactions that vary in complexity, including the preparation of Deal memos • Track client and portfolio activity utilizing salesforce and other internal systems • Prepare and compile various reports to assist with managing the FIG business, including: annual budgeting, monitoring risk limits, and relationship/portfolio return metrics vs. plan • Contribute to the annual industry reviews, industry papers on themes in the market, white papers to support new business initiatives, and ad-hoc updates on an ongoing basis • Ensure that all Bank guidelines and KYC requirements are met for the FIG portfolio Client Focus: • Assist with client relationship management by efficiently addressing client requirements and contributing to cross sell activities (i.e. running Client Profitability Models, pitch books, coordinate product partner engagement) • Assist with client planning and development, including meeting preparation, follow-up, and tracking • Maintain a professional approach with all client interactions, demonstrating strong business acumen • Establish and maintain an effective network of internal stakeholders to support client management Product Expertise: • Working knowledge of lending facilities and other financial products/services, including: Capital Markets, Foreign Exchange, Derivatives, and Global Transaction Banking • Solid understanding of the US financial institutions industry, with a focus on the insurance sector • Experience with reviewing and negotiating credit and legal documentation Teamwork: • Flexible to demands of work and viewed as a valuable team resource - extended hours are required on a regular basis • Promotes cooperation, teamwork, and professional internal and external relationships • Engage effectively with the Financial Institutions execution team • Demonstrates a strong personal commitment to individual development Results Focused: • Ability to maintain a detail-oriented approach, multi-task and prioritize workload is essential • Strong time management skills to achieve established timelines and goals • Openness and ability to learn new concepts/processes and expand knowledge base • Manage reporting in a timely manner with less direct oversight from supervisors • Exhibits self-motivation and driven to achieve greater results Leadership and Development: • Demonstrate leadership qualities, and strategic thinking skills • Contribute to a team environment that (i) is focused on the Bank's strategic priorities, (ii) is entrepreneurial in nature, and (iii) has independent/diverse views • Foster and personify a culture of inclusion and diversity • Follow internal compliance practices and act ethically at all times What You'll Bring: • 2+ years of experience in an Investment Banking/Corporate Banking/Commercial Lending or related environment. • Knowledge of Capital Markets products • Self-motivated, results focused, team player with strong learning ability • Strong written and verbal communication skills • Superior organization skills and multi-tasking abilities • Excellent computer skills (Excel, Word, Power Point, Access) Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : New York : New York City Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
$79k-111k yearly est. 60d+ ago
Corporate Finance IB Senior Analyst
UHY 4.7
Saint Louis, MO jobs
JOB SUMMARYThe Senior Analyst of our Corporate Finance Team (Investment Banking) team, will play a crucial role in providing financial advisory and analysis services to our clients across various industries. This position requires a strong foundation in corporate finance, financial modeling, and analytical skills. You will work closely with our team of professionals to deliver valuable financial insights and support our clients in making informed decisions. Candidates must reside in St. Louis or surrounding areas. Conduct advanced financial analysis, including complex financial modeling, valuation, and due diligence for a wide range of investment opportunities Lead and manage transaction processes, including mergers and acquisitions, capital raising, and financial restructuring, from start to finish. Coordinate with cross-functional teams to ensure successful deal execution Build and maintain strong client relationships by serving as a primary point of contact, providing strategic advice, and addressing client inquiries throughout the engagement Stay updated on industry trends, market conditions, and competitor data, and use this information to provide clients with valuable insights and strategic recommendations Mentor and provide guidance to junior analysts, delegating tasks, and fostering their professional development Ensure compliance with all relevant financial regulations and reporting requirements throughout the transaction process Prepare and review complex financial reports, information memorandums, presentations, pitch books, and transaction documents, ensuring accuracy and clarity Identify potential risks and opportunities during due diligence and develop strategies to mitigate risks and optimize deal structures Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in finance, economics, or a related field 2 - 4 years of experience in investment banking, corporate finance, credit, or a related role Exceptional communication, presentation, financial modeling and analytical skills Preferred education and experience Any FINRA licenses including, SIE, Series 7, 79, 63 Capital markets modeling prep courses, trainings, certifications, etc. Other industry specific designations, for example, CFA or CAIA, or progress towards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$60k-76k yearly est. Auto-Apply 60d+ ago
Corporate Finance IB Analyst
UHY 4.7
Saint Louis, MO jobs
JOB SUMMARYThe Analyst of our Corporate Finance (Investment Banking) team, will play a pivotal role in supporting our investment banking team in executing various financial transactions and delivering exceptional financial advisory services to our clients. Candidates must reside in St. Louis or surrounding areas. Conduct in-depth financial analysis of potential investment opportunities, including financial modeling, valuation, and due diligence Research and analyze industry trends, market conditions, and competitor data to provide insights and recommendations to clients Assist in the preparation of client presentations, pitch books, and financial reports to effectively communicate complex financial information Collaborate with senior team members in executing mergers and acquisitions, capital raising, and other financial transactions, including drafting transaction documents and managing project timelines Conduct due diligence activities, including reviewing financial statements, contracts, and legal documents, to identify potential risks and opportunities Ensure compliance with relevant financial regulations and reporting requirements Develop and maintain complex financial models to assess various financial scenarios and support decision-making processes Build and maintain strong client relationships by providing exceptional service and insights throughout the transaction process Work closely with cross-functional teams, including legal, accounting, and tax professionals, to ensure the successful execution of financial transactions Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in finance, economics, or a related field 1 - 3 years in of experience in investment banking, corporate finance, credit, or a related role Exceptional communication, presentation, financial modeling, and analytical skills Preferred education and experience Series 7, 79, 63 Capital markets modeling prep courses, trainings, certifications, etc. Other industry specific designations, for example, CFA or CAIA or progress towards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$60k-76k yearly est. Auto-Apply 60d+ ago
Corporate Finance Crypto Analyst, Capital Markets
Faraday Future 3.9
Gardena, CA jobs
The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact. The Corporate Finance & Crypto Analyst of Capital Markets is responsible for supporting and managing full cycle execution across our crypto (C10) strategy, capital work including equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines crypto and capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams. Responsibilities: Capital Markets Execution: * Support operational execution of crypto, equity and debt financings, and structured capital raises. * Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements. * Manage closing deliverables and post-deal investor transactions; serve as one of the primary interface with investors to ensure smooth and timely execution. * Track and maintain detailed financing schedules and documentation. * Maintain relationships and ongoing engagement with investment banks. Investor Relations: * Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases. * Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics. * Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments. * Monitor and analyze stock performance, trading activity, and market sentiment. * Maintain and regularly update the investor relations (IR) website. Regulatory & Compliance Support: * Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings. * Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions. Cross-Functional Leadership: * Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams. * Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements. * Contribute to long-term capital planning and financial strategy development in partnership with the executive team. Basic Qualifications * Bachelor's degree in Finance, Accounting, Business, or related field. CPA, CFA, or MBA preferred. * 5+ years of experience in crypto, capital markets, investor relations, investment banking, or corporate finance. * Proven experience executing debt and equity financing transactions and managing investor-facing communications. * Strong understanding of SEC filings, public company reporting, and capital structure mechanics. * Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines. * Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR). * A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision * Excellent communication skills and team-working tendencies * A penchant for multi-tasking and self-starting * A genuine fascination for the crypto field and a commitment to global change Annual Salary Range: ($86K - $105K DOE), plus benefits and incentive plans Perks + Benefits * Healthcare + dental + vision benefits (Free for you/discounted for family) * 401(k) options * Casual dress code + relaxed work environment * Culturally diverse, progressive atmosphere Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
$86k-105k yearly Auto-Apply 60d+ ago
Corporate Finance Analyst, Capital Markets
Faraday Future 3.9
Gardena, CA jobs
The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact. Your Role: The Corporate Finance Analyst of Capital Markets is responsible for supporting and managing full cycle execution across equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams. Responsibilities: Capital Markets Execution: * Support operational execution of equity and debt financings, and structured capital raises. * Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements. * Manage closing deliverables and post-deal investor transactions; serve as one of the primary interfaces with investors to ensure smooth and timely execution. * Track and maintain detailed financing schedules and documentation. * Maintain relationships and ongoing engagement with investment banks. Investor Relations: * Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases. * Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics. * Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments. * Monitor and analyze stock performance, trading activity, and market sentiment. * Maintain and regularly update the investor relations (IR) website. Regulatory & Compliance Support: * Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings. * Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions. Cross-Functional Leadership: * Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams. * Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements. * Contribute to long-term capital planning and financial strategy development in partnership with the executive team. Basic Qualifications: * Bachelor's degree in Finance, Accounting, Business, or related field. * 2+ years of experience in capital markets, investor relations, investment banking, or corporate finance. * Proven experience executing debt and equity financing transactions and managing investor-facing communications. * Strong understanding of SEC filings, public company reporting, and capital structure mechanics. * Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines. * Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR). * A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision * Excellent communication skills and team-working tendencies * A penchant for multi-tasking and self-starting Preferred Qualifications: * CPA, CFA, or MBA preferred. Annual Salary Range: ($85K-$95K DOE), plus benefits and incentive plans Perks + Benefits * Healthcare + dental + vision benefits (Free for you/discounted for family) * 401(k) options * Relocation assistance + reimbursement * Casual dress code + relaxed work environment * Culturally diverse, progressive atmosphere Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
$85k-95k yearly Auto-Apply 60d+ ago
2026 Summer Intern - Finance & Accounting Analyst
Pacific Investment Management Co 4.9
Newport Beach, CA jobs
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. 2026 Summer Internship - Finance & Accounting Analyst, US Internship positions are located at PIMCO's Newport Beach, CA Headquarters. You're eligible to apply if you: Pursuing an undergraduate degree Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English You'll excel as a Finance & Accounting Analyst if you: Possess knowledge of accounting, finance, audit, and tax principles Have effective analytical, critical thinking, and problem solving skills Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely. Demonstrate proficiency with Microsoft Excel Possess excellent verbal and written communication skills Have a desire to join a high performance, fast-paced culture Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker See yourself as a Finance & Accounting Analyst The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world. You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office. While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit ******************************************** PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 34.61 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$34.6 hourly Auto-Apply 60d+ ago