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Houlihan Lokey logo
Houlihan LokeyChicago, Illinois

$110,000 - $130,000 / year

Business Unit: Corporate Finance Industry: Consumer Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Consumer Group Houlihan Lokey’s Consumer Group is the No. 1 M&A team in the U.S. (according to data from Refinitiv), guiding companies on their M&A, restructuring and financial advisory matters, and assists in raising debt and equity capital. In 2024, Houlihan Lokey's U.S. Consumer team completed 26 deals. The group has built a reputation as a trusted advisor to companies in the Consumer industry, combining extensive market capabilities with in-depth industry knowledge to help maximize shareholder value for our clients. Job Description As an Analyst, you will work on corporate finance engagements. The group's engagements principally include M&A, capital raising, and strategic advisory assignments. As a dedicated member of our transaction team, you will be responsible for supporting these assignments, with the following responsibilities: Prepare, analyze and explain financial information of a given company and related companies within the respective industry; Perform valuations of companies using traditional valuation methodologies; Prepare confidential offering memorandums, management presentations, buyers lists, marketing pitches, and assist in the marketing and planning of engagements Preferred Qualifications 1-2 years of investment banking experience required A solid understanding of the sell-side M&A process, along with proven experience in successfully closing deals Fundamental understanding of financial valuation methodologies and applications Prior coursework in accounting and finance required Advanced financial modeling and analytical abilities; Strong LBO and DCF modeling skills Strong qualitative and quantitative research skills Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations Excellent verbal and written communication skills in English are essential Advanced knowledge of Excel Independent thinker and resourceful problem solver Strong work ethic, organizational skills, and ability to multitask Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment Ability to work independently in a fast-paced environment Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000 - $130,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 1 week ago

F logo
First National Bank Of PennsylvaniaCharlotte, North Carolina
Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. Position Title: Business Banking Underwriter 1 Business Unit: Credit Reports to: Business Banking Underwriting Team Leader Position Overview: Responsible for preparing financial analyses of current and prospective commercial loan customers, spreading financial statements, analyzing industry and economic conditions, completing cash flow analysis, completing full underwriting presentation and performing credit investigations to make appropriate recommendations as to the creditworthiness of borrowers and protect the Bank from loss. The incumbent provides the highest quality of service to every customer. The incumbent typically works on loans/portfolios of lower complexity as the incumbent’s work requires significant oversight. Primary Responsibilities: Analyzes the creditworthiness of borrowers, identifies key credit issues and prepares full written analysis according to available information and established policies and procedures accurately and timely including completion of the entire underwriting document. Utilizes software to complete financial spreads, risk ratings, covenant tests, cash flow and global cash flow accurately and timely to aid in the analysis of a borrower’s creditworthiness according to established policies and procedures. Research available data including internet sources and subscription-based utilities as available and summarizes information regarding current and projected status of certain industries and borrowers of Bank services along with general economic trends and conditions according to the availability of research data to aid in the quality of lending decisions. Develops a personal program for maintaining an adequate level of knowledge in banking matters, compliance, credit analysis, policies and procedures and personal skills and demonstrates interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Knowledge of a wide range of commercial lending (C&I, IRE, Muni, and NFP), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 2 weeks ago

Origin Bank logo
Origin BankSouthlake, Texas
Plans, directs and organizes the sales and daily operational activities of assigned Banking Center to include lending, new accounts, cashiering and customer needs by following established procedures; maintains communication between Banking Center and Regional Management; accountable for all activities and performance of Banking Center; and exemplifies and encourages Core Values by performing the following duties personally or through subordinate supervisors. Duties and Responsibilities include the following. Manages a single banking center with deposits between $25 and $75 million. Primary focus of role is on day-to-day operational execution and sales strategy within a small sales force. Occasional contribution to broader planning within area of expertise: 40% strategic, 40% tactical, and 20% transactional. Manages all functions and has ultimate responsibility for achievement of sales goals, operational activities and staff of Banking Center. Develops new outside business; oversees and ensures sales of new and existing business inside the Banking Center and promotes new sales generation outside the Banking Center. Ensures quality levels of customer service. Ensures and oversees development and training of staff, providing effective and motivating coaching and training to the team in areas such as career development, sales skills and service experience. Oversees administration of all personnel issues. Ensures the protection of all bank assets through compliance with operational audit procedures. Formulates annual budget in conjunction with Regional Management; operates within established budget. Develops and manages banking center business plan. Responsible for consultative sales systems, product education, promotions, and merchandising. Focuses on sales activities both inside and outside of the bank. Maintains and develops relationships with existing small business customers. Refers to other lines of business within the bank (ex: insurance, investments, commercial). Provides leadership, coaching and mentoring to Banking Center staff. Evaluates staff members’ work performance by preparing monthly reviews, daily celebration of successes and coaching on less than extraordinary performance. Serves as liaison between the Banking Center and Management by preparing and reporting on operations, sales, and productivity. Collaborates with Human Resources in decision making process regarding hiring, promotions, suspensions and/or terminations. Assists in the implementation of new products or programs to help provide better service to customers and stimulate new growth. May perform duties of Loan Officer, Personal Banker, Relationship Banker or other operational positions. Supervisory Responsibilities Manages one to two subordinate supervisors who supervise a total of one to ten employees in the Retail Staff. Is responsible for the overall direction, coordination, and evaluation of these units. Also directly supervises one to ten non-supervisory employees. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university preferred, high school diploma or general education degree (GED) required; three to ten years bank management experience; or equivalent combination of education and experience. Physical Demands While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close/distance vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.

Posted 2 weeks ago

MidFirst Bank logo
MidFirst BankScottsdale, Arizona
This position will support the Private Banking business unit by assisting with responsibilities related to lending, deposits and office operations compliance, and various projects to support objectives. The individual will work closely with members of management, department personnel, and various compliance and operational groups to accomplish the goals. The responsibilities of this position include but are not limited to Compliance 1 st Line of Defense representative Assist with regulatory directive reviews and implementation Compliance projects related to policies and procedures Work with the various compliance, legal, and operations groups Support business unit efforts to comply with new and existing requirements related to deposits, and lending to ensure there are appropriate controls, communications, and documentation Assistance with various compliance requests such as control verifications, testing and audit questions, policies, and information gathering Create, review, and update policies, procedures, and job aids to mitigate potential gaps and compliance risks Communication of policy and procedure related changes and updates Work on various projects to assist the business unit with growth and process improvement Attend various compliance and project related meetings Conduct compliance and project related trainings Resource to offices who manage teller related work and office operations Conduct mock audits on offices with cash handling Conduct quality control on various processes Other duties as assigned Position Requirements: Minimum 5 years of banking or consumer lending experience Compliance experience with working knowledge of banking, mortgage, lending laws, and regulations Thorough understanding of PC based systems in the Windows environment Extensive knowledge of Adobe Acrobat, Microsoft Word, Excel, Outlook, and OneNote software Self-directed; able to work with limited to no supervision Self-motivated, results-oriented, and adaptable individual that responds well to change Ability to work well with people of varying technical abilities and varying communication styles Excellent verbal and written communications skills Strong analytical and problem-solving skills, very detail oriented Excellent time management skills Excellent organizational skills with the ability to manage multiple on-going projects Ability to adjust priorities to changing circumstances, and maintain quality in a high volume fast paced environment Maintaining confidentiality and exercising discretion in performing daily duties are required in a professional manner in a deadline-driven environment Position requires the ability to sit for long periods Bachelor’s degree preferred Flexibility in availability Travel required

Posted 4 days ago

Airwallex logo
AirwallexSan Francisco, California
About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 200,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Proudly founded in Melbourne, we have a team of over 2,000 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$8 billion and backed by world-leading investors including T. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is leading the charge in building the global payments and financial platform of the future. If you’re ready to do the most ambitious work of your career, join us. Attributes We Value We hire successful builders with founder-like energy who want real impact, accelerated learning, and true ownership. You bring strong role-related expertise and sharp thinking, and you’re motivated by our mission and operating principles . You move fast with good judgment, dig deep with curiosity, and make decisions from first principles, balancing speed and rigor. You're humble and collaborative; turn zero‑to‑one ideas into real products, and you “get stuff done” end-to-end. You use AI to work smarter and solve problems faster. Here, you’ll tackle complex, high‑visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next. Attributes We Value We hire successful builders with founder-like energy who want real impact, accelerated learning, and true ownership. You bring strong role-related expertise and sharp thinking, and you’re motivated by our mission and operating principles . You move fast with good judgment, dig deep with curiosity, and make decisions from first principles, balancing speed and rigor. You're humble and collaborative; turn zero‑to‑one ideas into real products, and you “get stuff done” end-to-end. You use AI to work smarter and solve problems faster. Here, you’ll tackle complex, high‑visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next. About the team The Core Banking Platform team is crucial in powering Airwallex's global operations by facilitating client wallet transactions and ensuring the financial accuracy of client ledgers. Primarily based in Singapore, our lean team delivers a robust, high-performance distributed multi-currency wallet platform that supports the continuous growth of Airwallex products like global transfers, payments and acquiring, card issuing, and lending. As a dynamic group of engineers, we not only build impactful platforms and products but also develop tools and processes to enhance our efficiency and effectiveness. Who You’ll Do ● Develop and Innovate: Whether you're a backend wizard familiar with Java or a frontend maestro skilled in ReactJS, you'll be at the forefront of developing cutting-edge financial solutions. Your work will directly impact the growth and success of businesses worldwide. ● Collaborate and Create: Work alongside a team of talented engineers, product managers, and designers to bring our Embedded Finance products from concept to launch. Your input will be crucial in shaping the future of finance. ● Understand and Empathize: Dive deep into the needs and challenges of our customers. Your good product sense will enable you to design and implement solutions that truly resonate with our users. ● Measure and Optimize: Leverage data to drive decisions. Your keen data sense will help you measure the success of our products and identify opportunities for optimization and growth. Who You Are ● Experienced and Technically Proficient: You possess a wealth of experience in software development, underpinned by a robust expertise in Java (for backend roles) or ReactJS (for frontend roles). Your approach goes beyond mere coding; you are a craftsman of comprehensive solutions. As a technical bar raiser, you set high standards and lead by example, elevating the capabilities of those around you. ● Empathetic and Insightful: Your deep empathy for customer needs drives your development process, allowing you to create intuitive and impactful products. This understanding is not just about meeting requirements, but about enriching user experiences. ● Data-Driven and Analytical: You view data as a narrative element of development, a critical tool that informs your decision-making process. Your ability to interpret data enhances product performance and elevates user satisfaction, making you a pivotal member of our team. ● Collaborative and Knowledge-Sharing: True collaboration is second nature to you. You thrive in team settings and are committed to sharing knowledge and ideas, which you see as vital to fostering innovation. Your role as a coach involves mentoring peers and promoting a learning culture within the team. ● Adaptable and Continuously Learning: In the fast-paced world of fintech, you stand out for your agility and eagerness to adopt new skills and technologies. Challenges are opportunities for growth, and you are always prepared to expand your horizons. ● Proactive and Ownership-Driven: You are self-motivated and take initiative, demonstrating a strong sense of ownership in your projects. Your proactive approach ensures that you are always ahead of the curve, ready to take on responsibilities and lead projects to successful outcomes. ● Efficient and Prioritization-Savvy: You excel at prioritizing tasks, which enables you to manage your workload effectively while maintaining high standards of quality. This skill ensures that critical project components receive the attention they need without sacrificing overall progress. Why Join Us ● Be Part of Something Big: Join a team that's redefining the future of finance. Your work will have a direct impact on our mission to revolutionize financial services. ● Grow With Us: At Airwallex, we're committed to your professional development. You'll have opportunities to learn, grow, and shape your career path in a fast-paced, innovative environment. ● Collaborate With the Best: Work with a team of talented and passionate individuals who are driven by the desire to create something extraordinary. Applicant Safety Policy: Fraud and Third-Party Recruiters To protect you from recruitment scams, please be aware that Airwallex will not ask for bank details, sensitive ID numbers (i.e. passport), or any form of payment during the application or interview process. All official communication will come from an @ airwallex.com email address. Please apply only through careers.airwallex.com or our official LinkedIn page. Airwallex does not accept unsolicited resumes from search firms/recruiters. Airwallex will not pay any fees to search firms/recruiters if a candidate is submitted by a search firm/recruiter unless an agreement has been entered into with respect to specific open position(s). Search firms/recruiters submitting resumes to Airwallex on an unsolicited basis shall be deemed to accept this condition, regardless of any other provision to the contrary. Equal opportunity Airwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We don’t regard color, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status when making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know.

Posted 2 weeks ago

Texas Capital Bank logo
Texas Capital BankAustin, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . The Consumer Program Lead will serve as a strategic partner to multiple teams, including Consumer Product Strategy, Consumer Segmentation, Consumer Governance, and Consumer Programs, as well as internal stakeholders, to support the digital and consumer banking brands of Texas Capital Bank. This role is critical in driving operational process improvements across the Consumer Line of Business (LOB) while ensuring successful adoption of new processes tied to strategic initiatives. The Consumer Program Lead will also provide program management leadership for executing the consumer product roadmap, ensuring alignment with business objectives and operational excellence. Responsibilities Lead and enhance change management programs at the LOB level, ensuring alignment with enterprise standards and accountability for all related policies and procedures. Drive operational process improvements by identifying inefficiencies, recommending solutions, and implementing best practices to optimize workflows and enhance customer experience. Develop, own, and execute change management procedures to document impacts resulting from strategic initiatives. Maintain a holistic understanding of how business processes, technology, organizational structure, and job roles are impacted by changes. Ensure adoption milestones and activities are delivered on time and effectively communicated to all stakeholders. Communicate changes clearly and adapt messaging for diverse audiences, fostering transparency and engagement. Instill a mindset shift toward a customer-centric, risk-aware, and performance-driven culture. Act as program manager to provide additional program management support for Consumer LOB initiatives, ensuring delivery against roadmap priorities. Lead and enhance the project management function for the line of business through implementing best practices, standardizing routines and project documentation, coaching, developing and tracking KPIs. Perform other duties and projects as assigned. Qualifications 7+ years of experience in Program or Project Management within Consumer Banking or Financial Services. 3+ years of experience managing project managers or cross-functional teams, with proven ability to lead through influence and accountability. Proven experience applying Change Management methodologies and practices to large-scale initiatives. Demonstrated success in driving operational process improvements and implementing efficiency strategies across complex business environments. Experience building change management plans and enabling content leveraging an omni-channel delivery model to engage stakeholders throughout the project lifecycle. Strong track record of leading teams through change and ambiguity in an agile product development environment. Expertise in designing and delivering Change Management solutions across all phases of the product lifecycle. Exceptional facilitation, communication, and influencing skills to achieve consensus and drive results. Ability to manage multiple priorities and “wear multiple hats” in a dynamic environment. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

DC Advisory logo
DC AdvisorySan Francisco, California

$175,000 - $225,000 / year

DC Advisory is an international investment bank committed to making a difference. As part of an established global business, we offer access to over 750 professionals in 24 locations throughout Asia, Europe, and the US. Across 11 industry focused teams, we offer tailored, independent advice on M&A, debt raisings and restructurings, private capital markets, secondary advisory and access to unrivalled Asia investment knowledge. The Role As an Associate you will be responsible for supporting day-to-day M&A, capital raising, and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth. Position Requirements Qualities we seek include: An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite At least 3-5 years post undergraduate professional work experience Series 79, Series 63 (preferred and must be taken within 30 days of start date) Preferred Experience Experience with M&A transactions in the technology sector Compensation & Benefits: Salary Range: $175,000 - $225,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, Life Insurance Pet Insurance Health Savings Account Retirement Plans (401K) Pre-Tax Commuter Benefits

Posted 30+ days ago

Career Center logo
Career CenterOlympia, Washington

$90,000 - $140,000 / year

The Commercial Banking Officer is responsible for the development, and sales and risk management, of commercial banking relationships. Products include both non-credit and credit services, sold to relationships characterized by frequent, ongoing contact with clients in which banking services are provided in the context of being the primary bank, with long-term familiarity with client goals and needs. Valuable observations of client businesses are sometimes provided to clients on topics that are incidental to the provision of banking services. By these activities, the Commercial Banking Officer contributes to the corporation’s goals for loans, deposits, and non-interest income and therefore has keen awareness of personal portfolio goals as relate to that contribution. Reviews lists, records, newspapers, networking opportunities, and other sources for business development leads. Develops new prospects and customers for the financial institution by maintaining an organized business development effort including but not limited to calling on new and existing clients, utilizing a contact management program, and planning and documenting calls as appropriate. Conducts other business development activities such as but not limited to joint calling with branch staff and product specialists, attending community and networking events, organizing events, publishing tombstones, and issuing newsletters. Interviews applicants for commercial banking services, both credit and non-credit services. Discusses client needs, problems or complaints with client relationship stakeholders. Evaluates potential customer loan requests and makes loan recommendations to management as appropriate. Analyzes and screens credit requests for all types of loans, utilizing all relevant information to determine client and prospect credit repayment capabilities. Reviews new laws, regulations, and policies that influence commercial lending within the financial institution and incorporates these as appropriate. Presents credit requests to management as appropriate or required by policy, by writing approval, problem credit, and other forms of loan memoranda. Presents non-credit and credit products to prospects and clients and refers client and prospects to other product specialists as appropriate including cash management, private banking, investment, branch, and other personnel. Negotiates credit terms, such as costs, loan repayment methods and collateral, including customer pricing for products sold as consistent with policies and procedures, and to be competitive with the market. Packages loans for prospects and clients, and recommends loan terms and conditions, and packages non-credit services, or directs supporting staff in such activities as appropriate. Ensures document accuracy relative to approved credit facilities. Corresponds with legal counsel or other agents, as appropriate, and as necessary. Monitors client performance versus that expected, documenting material variance and information, and making risk rating changes as appropriate. Includes but is not limited to the timely follow-up of financial reporting, covenant checks, and borrowing base review. Takes action regarding expiring notes in advance of maturity; collects past due payments quickly; and engages on other activities to maintain the credit quality of loan portfolio. Engages junior Commercial Banking Officers, Credit Analysts, Documentation Specialists, and Commercial Administrative Assistants as appropriate in the writing of loan memoranda, analyzing of data, completion of documentation, and risk management activities as routine among those activities essential to the development and risk management of commercial accounts. Manages large or complex commercial relationships, as needed, and counsels customers and prospects on banking and non-banking strategies. In some instances, maintains and enhances information base on local and national economics or industries, as well as other concerns, that would impact the financial institution’s lending activities. Portfolio focus may be industry specific (such as agriculture, real estate, natural resource, or others). Other duties, in addition to those above, may be assigned by management. Education/Knowledge/Skills & Abilities Bachelor's degree or equivalent in Finance, General Business or Accounting – desirable 2 - 3 years related job experience; Prior credit experience within a banking environment is desirable; Understanding of collateral requirements with general exposure to documentation Knowledge of credit investigations Use of bank standard word processing software and spreadsheet software with strong understanding of multiple math formulas. General communication (oral and written); clear voice communication; business telephone etiquette; distribute and exchange information with others; interaction with managers, employees, regulatory agencies, industry peers, customers, communicate/work with confidential information; compose draft written materials, correspondence/memoranda, reports, publications. Sound reasoning and judgement skills Exceptional interpersonal and rapport building skills Highly Organized Attention to Detail Knowledge Retention Physical and Mental Requirements: General office environment May be necessary to work extended hours Periodic travel required Ability to perform repetitive finger, hand, and arm movements Ability to lift up to 20lbs. Ability to sit or stand for extended periods of time Ability to reach, squat, bend, and manually manipulate standard office equipment Our Mission is simple, to be the best Bank for our employees, customers, investors and community. At Bank of the Pacific, we are committed to delivering memorable service beyond the customer’s expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success. Our Core Values – We Care. We consistently demonstrate this through: Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success For your Benefit We Offer: Salary range for this position is $90,000 to $140,000 per year. The specific salary offered will depend on several factors including but not limited to applicant’s knowledge, skills and experience relevant to the position. Eligible to participate in annual incentive plan. We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA. Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation. Wellness Dollars up to $500 per year. Weekend Wellness Hours, 4 per quarter. Paid Birthday and Anniversary Holiday 11 paid Holidays per Year Sick Leave Time – Earn up to 8 days each Year Vacation – 22 days each year ( first year adjusted based on hire ) Vacation Purchase Plan Tuition Reimbursement Employee Banking Privileges and Special Loan Features. All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct. Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Salary Range Disclaimer: The base salary range represents the minimum and the maximum of Bank of the Pacific’s salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee’s relevant knowledge, qualifications, experience, and job performance for the position.

Posted 30+ days ago

Houlihan Lokey logo
Houlihan LokeyAtlanta, Georgia

$175,000 - $225,000 / year

Business Unit: Corporate Finance Industry: Healthcare Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Job Description Associates are primarily responsible for creating and overseeing marketing materials, financial models, and due diligence, as well as performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of lean deal teams comprising a Managing Director, Vice President, Associate, and Analyst. As an Associate, you will be expected to: Coordinate and perform business due diligence and execute M&A transactions Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed Prepare, analyze, and explain historical and projected financial information Perform valuation and ad hoc financial analyses Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members Basic Qualifications Advanced knowledge of accounting and finance An undergraduate degree, including an exemplary academic record, from an accredited institution Strong analytical/technical and qualitative abilities 3-4+ years of investment banking experience Preferred Qualifications Excellent verbal and written communication skills Strong public speaking and presentation skills Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously Extensive operational, financial modeling, and valuation experience Hands-on M&A experience Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000 - $225,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 1 week ago

PricewaterhouseCoopers logo
PricewaterhouseCoopersTampa, New York

$155,000 - $410,000 / year

Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Director Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance.As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services team you are expected to help companies define and evaluate corporate and business unit strategies and portfolios, reflecting market, competitive and other external drivers. As a Director you are expected to set the strategic direction and lead business development efforts. You are expected to make impactful decisions and oversee multiple projects, maintaining executive-level client relations. Translating the vision, you are expected to set the tone and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the future leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are foundational to our success. You create a healthy working environment while enhancing client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Responsibilities - Help companies define and evaluate corporate and business unit strategies and portfolios - Set strategic direction and lead business development efforts - Oversee multiple projects and make critical decisions - Maintain executive-level client relationships - Mentor and develop future leaders - Foster an environment where technology and people excel What You Must Have - Bachelor's Degree - 7 years of experience What Sets You Apart - Master of Business Administration preferred - 9 years of strategy consulting or industry consulting experience preferred - Proven record of success in Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management) - Proficiency in Corporate Strategy, Business Strategy, Deals Strategy, Digital Strategy, Not for Profit Strategy - Leading teams to generate a vision and create trust - Building productive and collaborative relationships - Managing teams to successful project conclusions - Leveraging market research and analyzes for insights Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-workPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 4 days ago

Morgan Stanley logo
Morgan StanleyMenlo Park, California
Managing Director WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be $400,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 day ago

Texas Capital Bank logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Texas Capital Securities, part of Texas Capital Bank (NASDAQ: TCBI), is a dynamic, full-service investment bank. With a focus on delivering exceptional outcomes, Texas Capital Securities offers comprehensive advisory services for both buy-side and sell-side M&A transactions as well as full suite of private credit and equity solutions. The main areas of focus for Texas Capital Securities include: Mergers & Acquisitions, Capital Markets, Syndicated Finance, and Institutional Services. Summer Investment Bank Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancing, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Texas Capital Securities is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Basic Qualifications Currently pursuing a Bachelor’s and/or Master’s Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Strong work ethic and leadership skills Excellent verbal and written communication skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical abilities and financial and computer skills A demonstrated ability to work cooperatively with all levels of staff In your application you will be asked to designate an interest between the two areas of focus below. M&A and Advisory The M&A and Advisory team works closely with clients to understand their unique business characteristics and tailor their approach to meet specific needs. Texas Capital Securities combines in-depth industry knowledge, transaction expertise, and market insights to guide clients through complex transaction processes, ensuring a focus on client success and strategic growth​. Capital Markets Our Capital Markets Group provides capital-raising services for a wide variety of clients, from large, publicly held, corporations to privately held companies either sponsor-backed or founded and run by entrepreneurs. In partnership with our M&A and Advisory, Energy Team and Financial Sponsors Team, we combine superior sector knowledge and relationships with significant expertise in structuring and syndicating financings. We approach each transaction with the goal of creating a solution that enables our clients to achieve their strategic objectives with the best terms available in the market. Texas Capital Securities Capital Markets Team has acted as a placement agent, an underwriter, or a strategic advisor for a wide variety of financings, including private issuances of leveraged loans, mezzanine debt, and minority equity as well as public offerings of common stock, equity-linked securities, and high-yield bonds. In a capital markets environment that is rapidly changing and increasingly complex, it is critical to have a trusted investment bank with the experience and proven ability to deliver a tailored financing solution—not just capital. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 2 weeks ago

Crowe logo
CroweLos Angeles, New York

$155,500 - $416,000 / year

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Join Crowe's leading Financial Services team in this newly created growth opportunity as a Tax Managing Director! What you will do as a Tax Managing Director: Develop, build and maintain client relationships by understanding and identifying solutions that address client's needs Facilitate the implementation of consulting and compliance projects including identifying, understanding communicating and managing projects from inception to completion Provide technical expertise to expand the practice and develop the team Mentor, develop and support the growth of a team of professionals Serve as an engagement leader by leading and growing new and existing client engagements Participate in professional and networking organizations that enhance your career growth and the growth of the firm Qualifications: Bachelors degree required; major in Accounting, Finance, Economics or Statistics preferred Ten (10) or more years of prior relevant tax experience, including experience within a consulting/ professional services firm serving FinTech, Banking or Capital Markets clients Financial Services experience is a plus but not required Experience leading engagements and teams CPA certification required We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $155,500.00 - $416,000.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

Posted 30+ days ago

Paymentus logo
PaymentusDallas, Texas
Overview We are seeking a highly organized, detail-oriented, and dynamic Program Manager to manage the critical communication and coordination for all software implementations related to our banking partnerships. This role is the central point of contact, acting as a crucial bridge between our internal technical and business teams and our external banking partners. You will ensure seamless, timely, and successful execution of all software deployments, upgrades, and integrations, from initial planning through post-implementation review. Key Responsibilities External Partnership Management Primary Point of Contact: Serve as the main liaison for all implementation-related activities with assigned banking partners. Requirements Gathering & Documentation: Collaborate with banking partner stakeholders to define, document, and validate business and technical requirements for new software implementations and feature deployments. Communication Flow: Establish and maintain a clear, consistent, and proactive communication rhythm (including status updates, risk alerts, and milestone confirmations) with external stakeholders and executives. Issue Resolution: Manage, track, and escalate implementation issues, risks, and changes on behalf of the banking partner, driving them to internal resolution. Documentation & Sign-off: Coordinate the delivery of necessary external documentation (e.g., technical specifications, user guides) and secure formal approvals or sign-offs at critical project phases. Internal Coordination & Project Oversight Cross-Functional Liaison: Act as the voice of the partner internally, translating external needs and technical specifications for internal teams, including Product Management, Software Development, Quality Assurance (QA), and Operations . Implementation Scheduling: Work with internal project managers and technical leads to develop and manage detailed implementation timelines and resource allocation plans. Status Reporting: Generate and distribute comprehensive internal status reports, highlighting project health, key milestones achieved, and potential roadblocks to management and executive teams. Testing Coordination: Facilitate User Acceptance Testing (UAT) with banking partners and internal QA teams, ensuring all reported issues are addressed prior to go-live. Handover & Support: Coordinate the smooth transition of the implemented software and partnership to our dedicated post-implementation support and relationship management teams. Qualifications Required Experience: Minimum of 8 years of experience in a Project Management, Technical Account Management, Business Analyst, or Implementation Specialist role, preferably within the FinTech or Banking/Financial Services industry. Technical Acumen: Proven ability to understand and discuss technical concepts (e.g., APIs, system integration, software deployment lifecycles) and translate them into non-technical business implications. Communication Skills: Exceptional verbal and written communication, presentation, and negotiation skills, with the ability to effectively communicate with both technical teams and executive-level external partners. Organizational Skills: High proficiency in project management methodologies and tools with a demonstrated ability to manage multiple complex implementations simultaneously. EEO Statement Paymentus is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, ancestry, citizenship status, religion, marital status, disability, military service or veteran status, genetic information, medical condition including medical characteristics, or any other classification protected by applicable federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. Reasonable Accommodation Paymentus recognizes and supports its obligation to endeavor to accommodate job applicants and employees with known physical or mental disabilities who are able to perform the essential functions of the position, with or without reasonable accommodation. Paymentus will endeavor to provide reasonable accommodations to otherwise qualified job applicants and employees with known physical or mental disabilities, unless doing so would impose an undue hardship on the Company or pose a direct threat of substantial harm to the employee or others. An applicant or employee who believes he or she needs a reasonable accommodation of a disability should discuss the need for possible accommodation with the Human Resources Department, or his or her direct supervisor.

Posted 2 weeks ago

DC Advisory logo
DC AdvisoryNew York, New York
The Analyst Program is a 2-3-year program offering unique learning opportunities. Our program is designed to provide you with a diverse set of transferable skills to use throughout your career. Qualified candidates must be able to begin full time work in our New York office in July 2026 and have experience working on deals within the infrastructure sector. Investment Banking Analysts gain exposure to the firm’s businesses and expanded knowledge of the investment banking industry, as they develop key analytical, communication, marketing and sales skills. Analysts are responsible for preparing financial models and running various analyses to examine the effects of contemplated client alternatives. In addition, analysts assist preparing marketing documents, including pitch materials, board presentations, and management presentations, which explain industry trends, discuss client options, and recommend strategies to meet client goals. Analysts are also responsible for financial and industry due diligence, writing portions of confidential memoranda, and performing other analytical work to support senior bankers in their relationship management responsibilities. DC Advisory Analysts work closely with managing directors and other senior level bankers and are expected to play a critical role on transaction teams. Analysts interact with senior executives of client companies through selective participation in client meetings. Compensation & Benefits: Base Salary: $110,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, Life Insurance Pet Insurance Health Savings Account Retirement Plans (401K) Pre-Tax Commuter Benefits Working Arrangement Please note this position will operate in a hybrid capacity with four days on-site in our New York, NY office (Monday - Thursday) with the option to work from home on Fridays

Posted 1 day ago

Mechanics Bank logo
Mechanics BankCambria, California

$22 - $30 / hour

Mechanics Bank is currently searching for a full time Banking Services Lead to join our team at our Cambria Branch. Under general supervision, independently and accurately performs the full range of teller, new account, and maintenance transactions according to established procedures. Delivers excellent customer service. Works closely with the sales team to achieve performance goals and meet the financial needs of our customers through ethical referrals. Supports the Retail Banking Services Officer and executes on the operational tasks and reporting for the branch. Acts as a subject matter expert on operational policies and procedures in the absence of the Retail Branch Services Manager or Retail Banking Services Officer. Maintains knowledge of compliance and regulatory items. Uses sound judgement and balances service and risk when assisting with transactional approvals. Provides dual control support while adhering to bank policies and procedure. What you will do: Performs routine teller transactions and works directly with customers. Accepts, verifies, and processes basic to more complex customer transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop. Adheres to all cash handling policies and procedures balancing cash at the end of each shift. Responsible for maintaining and balancing a cash supply for transactions performed. Assists the Retail Operations Manager in the branch to ensure operational soundness. Assists with monitoring overall branch cash levels. The completion and review of Daily, Weekly, Monthly, Quarterly, Semi-Annual, and Annual operational tasks. May lead and direct the activities of Customer Service Representatives and Universal Bankers in the office. May assist with setting and implementing operations priorities and processes for the office. Leads branch in providing extraordinary service to customers. Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Works to resolve concerns presented by customers. Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current financial scams used against banking customers. Prevents customers from becoming victims of fraud and escalates concerns to management for resolution. Represents the Bank and its products and services with pride and enthusiasm. Responsive to customer needs. Identifies and presents new or additional products and services. Maintains superior levels of customer service. Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers. Gathers data and processes various regulatory and operational reports to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs reviews the work of others for compliance. Who you are: High School Diploma or GED required or equivalent combination of education and experience required. Notary license preferred. Minimum of 3 years of banking operations experience required. Excellent interpersonal skills and customer service. Ability to work independently and collaborate effectively as a team member. Ability to make decisions and review and approve other employee decisions. Excellent time management skills, organizational ability, and attention to detail. Extensive knowledge of Bank deposit products and services. Extensive knowledge of alternative Bank services and products and vendor provided products. Knowledge of applicable Federal and State banking regulations. Knowledge of Retail office operations, including complex transactions, Bank policy and procedures. ADA Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. The noise level in the work environment is usually moderate. #LI-DNI Pay Range: $22.00 - $30.00 hourly Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here . To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.

Posted 2 days ago

Texas Capital Bank logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Responsibilities: Develop, own, and execute change management procedures to document impacts resulting from strategic initiatives Own Change Management activities at the LOB level, including accountability for all Change Management policies and procedures Have a holistic and in-depth understanding of how business process(es), technology, organizational structure, and job roles may be impacted by changes Ensure adoption milestones and activities are being delivered in a timely manner Communicate changes effectively, adapting to the audience as necessary Instill a mindset change to a customer-centric, highly accountable, risk management culture Wear multiple hats and act as program manager to provide additional program management support to the Consumer Line of Business Performs other duties and projects as assigned Qualifications: 5+ years of experience in Program or Project Management, with preference to candidates with Consumer banking experience Experience applying Change Management methodologies and practices Experience building change management plans and enabling content leveraging an omni-channel delivery model to enroll partners and provide support through project lifecycle Experience successfully leading teams through change and ambiguity Experience designing and delivering Change Management solutions throughout all phases of the product lifecycle in an agile product development environment Facilitation skills Ability to influence and reach joint decisions The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 2 weeks ago

William Blair logo
William BlairChicago, Illinois
Our Leveraged Finance Group is a team of dedicated debt advisory bankers focused on delivering an optimal financing outcome for each client’s specific situation. We provide conflict-free advisory and arrangement services for middle-market companies across a wide range of industries and transaction types, along with trusted, objective advice on how best to structure debt issues, and are skilled at negotiating key terms of debt agreements, often working in conjunction with our private equity placement professionals to provide single-source solutions for our clients' capital requirements. Whether the objective is to finance an acquisition, refinance an existing facility, support growth with additional capital, or provide liquidity to existing shareholders, our team leverages a broad lender network to deliver the best financing solution available in the market. These relationships, along with our group’s extensive experience and proprietary 360° view of the leveraged finance market, allow us to provide our clients with a full menu of product options. We know you have choices on how you spend your summer but encourage you to apply for William Blair’s 2027 Investment Banking Leveraged Finance Group Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and VPs over the course of the 9-week program Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Analyze financial statements and related data to assess historical financial performance, current conditions, and outlook for client companies and prospects Build detailed, fully integrated three-statement financial models to analyze the impact of alternative transactions and capital structures on cash flows, covenant cushions, and investor rates of return Assess information required to perform all pertinent analyses; compile information request lists and track information gathered; assist lenders and investors in their due diligence processes Draft offering memorandums, management presentations, and other communications with clients and investors Participate in client meetings and drafting sessions Support client relationship development by forming a detailed understanding of client needs and challenges, providing professional/responsive service, and anticipating client needs Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets; update client and debt/equity databases Qualifications: Pursuing undergraduate bachelor’s degree with anticipated graduation between December 2027 - June 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered Strong analytical and quantitative skills General understanding of accounting and finance Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to be located in Chicago Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply before January 22nd to be considered for this opportunity.

Posted 30+ days ago

C logo
Convergint CareerProvidence, Rhode Island
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As a Banking Service Technician, you are part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues, and communities. You are a person of integrity with a commitment to growth, accountability, and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20 years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Service Technician is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive-up and electronic security. Installs equipment and services/supports existing customers by responding to service calls. Drive-up Specialists install, repair, rebuild, and service remote drive-up systems, audio, and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive-up, locksmith, and electronic projects. Systems include but are not limited to all manufacturer drive-up equipment (including remote drive-up), deal drawers, and audio and video equipment related to drive-up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio, and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills, and experience. Handles moderately complex installations for remote units such as alert systems. Installs new units with final connections, testing, and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, of moderate scope and complexity, and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties, and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable manufacturer's specifications. Refers only to the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques, and standards as well as suggestions for product improvements. Keeps up-to-date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive-up, locking, and electronic systems specific to the banking industry. Basic knowledge of Digital Video Recorders (DVRs) and Network Video Recorders (NVRs) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situations or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous technician experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation. Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 30+ days ago

Royal Bank of Canada logo
Royal Bank of CanadaNew York, New York

$175,000 - $225,000 / year

Job Description Job Description What will you do? Transaction execution, new business presentations and meetings, and other such duties Working with Analysts in development of financial models, pitch books and related client materials Work with deal teams to present market updates and new ideas to clients, including, but not limited to, capital markets, M&A, and capital raising Proactively identify operational risks/control deficiencies in the business Review and comply with Firm Policies applicable to your business activities Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis What do you need to succeed? Bachelor’s degree and MBA, MA or MS or equivalent with emphasis in finance/accounting Minimum of two years of Investment Banking experience and previous experience in the M&A space is highly desired Solid understanding of capital markets and spreadsheet modeling Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting Highly motivated with demonstrated ability to manage conflicting priorities and requests Ability to take initiative and function independently, balanced with strong teaming skills Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization Must maintain high standards of professional and ethical conduct Series 79 & 63 licensed Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients The good-faith expected salary range for the above position is $175,000--$225,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-12-17 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com . RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Posted 4 days ago

Houlihan Lokey logo

Investment Banking Analyst | Consumer

Houlihan LokeyChicago, Illinois

$110,000 - $130,000 / year

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Job Description

Business Unit:

Corporate Finance

Industry:

Consumer

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Corporate Finance

Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.

Consumer Group

Houlihan Lokey’s Consumer Group is the No. 1 M&A team in the U.S. (according to data from Refinitiv), guiding companies on their M&A, restructuring and financial advisory matters, and assists in raising debt and equity capital. In 2024, Houlihan Lokey's U.S. Consumer team completed 26 deals. The group has built a reputation as a trusted advisor to companies in the Consumer industry, combining extensive market capabilities with in-depth industry knowledge to help maximize shareholder value for our clients.

Job Description

As an Analyst, you will work on corporate finance engagements. The group's engagements principally include M&A, capital raising, and strategic advisory assignments. As a dedicated member of our transaction team, you will be responsible for supporting these assignments, with the following responsibilities:

  • Prepare, analyze and explain financial information of a given company and related companies within the respective industry;

  • Perform valuations of companies using traditional valuation methodologies;

  • Prepare confidential offering memorandums, management presentations, buyers lists, marketing pitches, and assist in the marketing and planning of engagements

PreferredQualifications

  • 1-2 years of investment banking experience required

  • A solid understanding of the sell-side M&A process, along with proven experience in successfully closing deals

  • Fundamental understanding of financial valuation methodologies and applications

  • Prior coursework in accounting and finance required

  • Advanced financial modeling and analytical abilities; Strong LBO and DCF modeling skills

  • Strong qualitative and quantitative research skills

  • Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations

  • Excellent verbal and written communication skills in English are essential

  • Advanced knowledge of Excel

  • Independent thinker and resourceful problem solver

  • Strong work ethic, organizational skills, and ability to multitask

  • Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment

  • Ability to work independently in a fast-paced environment

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$110,000 - $130,000

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2025 Benefits

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

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