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Investment & Corporate Banking - ABS Origination – Experienced Analyst/Associate
Mizuho Securities USANew York, New York
An Analyst/Associate position on Mizuho’s ABS Origination team based in New York which is part of the Securitized Products Origination team. The team is responsible for the origination, marketing, and execution of all primary market ABS offerings issued by the Bank’s clients in the US for both public and private transactions. The team works in partnership with the Banking Americas relationship coverage teams aligned across industry sectors as well as Mizuho’s Securitization Products team. Mizuho’s ABS team touches a wide range of consumer and commercial asset classes including automobile and equipment loans, leases, and floorplan, consumer and commercial credit cards, student loans, personal loans, home improvement loans, handset receivables and other asset classes. Our clients include leading captive and independent financial companies, banks, and corporates in both the US and abroad. Our group regularly collaborates with analytics, trading, sales, syndicate, derivatives, corporate banking and investment banking professionals across the organization. An Analyst/Associate on the team will have the opportunity for a deep level of engagement in all deal and pitching activities across our entire client base. Mizuho is consistently a market leader in both traditional and non-traditional ABS asset classes. Role Description: Support all aspects of the ABS new issue origination and execution processes for Mizuho’s client base Provide clients with updates on market pricings, news, and trends and how these affect their access to the markets Work with our trading and syndicate desks on rate views, product management and deal execution Prepare client presentations and other materials Perform collateral analysis using Excel, Intex, CAS, and VBA on different types of asset pools, including but not limited to auto loans/leases, credit cards, student loans, and equipment loans/leases Develop rating agency materials and presentations to support the transaction’s rating Review structuring models and prepare transaction analytics Develop materials for the sales and syndication process Respond to investor inquiries and aggregate investor feedback Perform company, industry and asset research Develop advanced Excel, PowerPoint and ABS modelling skills Participate in client meetings Requirements: Bachelor's degree required, Master's degree added plus At least 2-3 years of relevant work experience Experience in executing term ABS transactions In-depth understanding of the ABS market, multiple asset classes and types of structures Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions Ability to manage multiple projects simultaneously Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment Advanced proficiency with Microsoft Office and Bloomberg Series 79 & 63 (can be obtained upon hire) The expected base salary ranges from $120K - $200K. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Posted 30+ days ago

Associate, Investment Banking - Healthcare-logo
Associate, Investment Banking - Healthcare
Stout Risius RossChicago, Illinois
At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Associates in Stout’s Investment Banking Healthcare group play a key role in driving the execution of middle-market mergers and acquisitions (M&A), capital raising, and special situation transactions. As integral contributors to the firm’s M&A and Capital Markets advisory activities, Associates gain hands-on experience across all aspects of the transaction process by working closely with senior bankers and actively engaging in deal execution. This role offers Associates the opportunity to enhance their technical expertise, develop client relationships, and gain valuable exposure to transaction dynamics while collaborating with experienced professionals across the firm. Responsibilities: Provide credit expertise by underwriting, structuring, and negotiating live transactions. Lead credit analysis and conduct comprehensive due diligence. Prepare and deliver high-quality presentation materials for internal and external stakeholders. Collaborate with practice leaders and sector leaders within investment banking to secure and execute capital raising transactions. Attend client meetings and actively contribute to discussions. Partner with key stakeholders, including business owners, shareholders, financial institutions, and market competitors. Identify potential strategic and financial buyers for sell-side transactions. Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction. Requirements: At least 2 years of experience in leveraged finance, commercial or corporate credit, or other capital-raising roles. Proven experience managing the end-to-end credit lifecycle. Prior leveraged finance or high-yield experience is preferred but not required. Bachelor’s degree in Finance, Economics, Math, or a related field. Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office tools. Basic to intermediate knowledge of SAS, SQL, Python, R, or Tableau. Strong communication skills with the ability to excel in a fast-paced environment. Knowledge, Skills & Attributes: At Stout, we cultivate a collaborative and inclusive culture that values professionals who are driven, entrepreneurial, and team-oriented. Successful Associates possess the following attributes: Positive and team-oriented mindset. Accountability and reliability. Entrepreneurial spirit and commitment to excellence. Strong relationship-building and interpersonal skills. Exceptional communication and responsiveness. Intellectual curiosity and attention to detail. Advanced analytical and quantitative capabilities. Comprehensive understanding of the sell-side execution process. Mentorship and Career Development: Stout is committed to fostering the professional growth of its team members. As an apprenticeship-driven organization, Associates benefit from institutional support and the opportunity to work closely with senior leaders, gaining valuable mentorship and career development to help advance their roles in investment banking. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. https://www.stout.com/en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, inclusion, and personal growth? Stout might just be the right place for you.

Posted 30+ days ago

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2026 Capital Markets, Corporate Banking Summer Analyst
0000050072 RbcNew York, New York
Job Summary Job Description ABOUT RBC CAPITAL MARKETS RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the globe to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. According to Bloomberg and Dealogic, we are consistently ranked among the largest global investment banks. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. Each year, we invite high-performing, rising college seniors to join our Corporate Banking platform for a 10-week U.S. Summer Analyst Program. What is the opportunity? We are actively seeking Summer Analysts to support larger Corporate Banking & Global Credit verticals at RBC. The successful candidate has strong interest in Capital Markets, solid academic track record, is looking to explore a career opportunity with Corporate Banking and has a graduation date in Spring 2026 or December 2025. RBC is North America’s 5th largest bank and a premier, full-service investment bank with a strong US presence and significant momentum across four continents. What will you do? Support 10+ Corporate Banking industry verticals throughout the entire credit origination, execution and portfolio management cycle Participate in the due diligence process for new lending transactions by analyzing company filings, financial statements, diligence reports, equity / credit research, etc., as well as attending management presentations and diligence calls Assist with the preparation of internal credit presentations and related credit submission documentation. This will involve producing detailed written credit analyses and working with integrated financial models to assess the creditworthiness of new and existing clients Analyze companies’ business models, financial projections, deal structures, industry dynamics and investment merits through direct collaboration with peers from Investment Banking, Leveraged Finance, Risk Management and various other internal partners Support senior team members in various ad-hoc and recurring initiatives such as portfolio management, administration and reporting, pipeline management and annual budgeting, as well as other special projects as needed. Liaise with back and middle office functions to set up transactions on various internal systems. What do you need to succeed? Must-have Enrolled in a Bachelor’s Degree program with a focus in Business, Economics, Finance, Mathematics or related field Graduating in Spring 2027 or December 2026 Excellent analytical and communication skills Ability to manage dynamic priorities and tight deadlines in a challenging, fast-paced environment Genuine interest in capital markets, finance and banking Intellectual curiosity, enthusiasm and willingness to learn Working knowledge of MS Office applications Nice-to-have Minimum of 1 relevant internship experience, preferably within financial services industry Basic understanding of loan and capital markets products What’s in it for you? We thrive on the challenge to be our best, to think progressively and to keep moving forward. We work together to deliver trusted advice which helps our clients thrive and our communities prosper. We care about each other and strive to reach our potential, make a difference to our communities and achieve success that is mutual. Develop a deep credit, structuring and execution skillset across four industry verticals, spanning a wide range of transaction types, and covering the entire ratings gamut from investment grade blue chips to small/mid-market leveraged situations Play an integral part in a growing and dynamic team with strong deal flow, a collegial and collaborative work environment and a flat structure with an open door policy Direct involvement in and exposure to marquee M&A, LBO, acquisition and related transactions Opportunity to build relationships with various industry and product partners and learn about RBC’s full product suite Position provides a clear career path with significant runway in a team-oriented environment. You will have the opportunity to take on increasing responsibility, work directly with MDs and earn recognition for your successes The good-faith expected salary range for the above position is $95,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. 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 Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills 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: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-02-11 Application Deadline: 2025-08-16 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 .

Posted 30+ days ago

Commercial Banking Relationship Manager III-logo
Commercial Banking Relationship Manager III
Northwest BankBellevue, Pennsylvania
Job Description The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Education: Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred Work History: 6 - 8 years account relationship management experience preferred 6 - 8 years e xperience consistently delivering strong sales performance preferred #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

Senior Director, Card & Banking Market Strategy-logo
Senior Director, Card & Banking Market Strategy
TransUnionChicago, Illinois
TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion we have a welcoming and energetic environment that encourages collaboration and innovation - we're constantly exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius. Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology. The Senior Director of Market Strategy, Card and Banking is a key role on the TransUnion Financial Services Team, with responsibility for strategy that will propel the business and oversight of our execution. This is that rare position offering the opportunity to express both analytical and creative talents while deepening understanding of all facets of banking operations, from the largest card issuers to the smallest community credit union. What You'll Bring: Experience in retail financial services or credit card lending Domain expertise in a functional area related to TransUnion capability: credit risk management, marketing, fraud, collections, or contact center operations Hands-on experience crafting business strategy, synthesizing market intelligence, and performing financial analysis University education and professional experience supporting the demands of the position Willingness to travel periodically, supporting customer meetings, industry events, and internal meetings Impact You'll Make: The Senior Director’s responsibilities include identification and definition of growth strategies born out of an understanding of evolving industry dynamics, the competitive landscape, and TU capability. Driving these various strategies is the business line’s three-year plan, the creation of and the management of progress against which this role plays an outsized part. This role is also responsible for the ongoing management of key initiatives ariding from or related to strategic objectives. Complementing the three-year plan and strategic initiatives, this role helps to further secure our position as an industry thought leader by partnering on the identification and creation of analytically-derived original market insights. Also in the analytical realm, this position plays a key role in the annual, monthly, and weekly financial forecasting practices, applying an understanding of the customer business cycle, TU products, and financial analysis. To this end, candidates should be at ease working with large data sets and desktop analytical tools. Frequently speaking on behalf of the team in forums including senior internal and customer leaders, the senior director will be comfortable engaging a variety of audiences and demonstrate refined decision-making. Finely tuned interpersonal skills and a high degree of self-awareness will prove essential in navigating initiatives across a complex organization, and in garnering support for and enlistment in initiatives. The senior director must possess a track record of drive, collaboration, and accomplishment in similar or adjacent functions. Comfort leading multiple and at times competing initiatives, communicating effectively across stakeholders and management, and creating compelling and high-quality written content is essential for success. #LI-KJ1 Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week. Benefits: TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion’s Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Pay Scale Information : The U.S. base salary range for this position is $166,800.00 - $250,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual’s education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion’s annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion's Internal Job Title: Sr Director, Strategic Planning

Posted 30+ days ago

Mizuho | Greenhill - Investment Banking Associate, Financial Restructuring-logo
Mizuho | Greenhill - Investment Banking Associate, Financial Restructuring
Greenhill & Co.New York, New York
Join Mizuho | Greenhill as an Investment Banking Associate in our Financial Restructuring group. T he expected base salary for this role will range from $175K-$225K. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #GHL Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Posted 2 weeks ago

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Investment Banking Experienced Analyst
B. Riley SecuritiesArlington, New York
Position: Experienced Analyst, Investment Banking Company Description B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary small-cap equity research. The base salary for this position is $100,000 to $120,000 Position Overview Analysts assume a critical role in the entire transaction process, including the initial pitch, due diligence, preparing a written prospectus or memorandum, meeting with potential investors/buyers, negotiating key terms, closing the deal and maintaining the client relationship. Analysts work on a variety of transactions, including equity offerings, M&A advisory assignments, IPOs, private equity placements, and strategic options studies. Our small deal teams and our focus on middle-market, high-growth companies afford Associates the unique opportunity to work directly with senior-level client executives and top-level bankers. Position Responsibilities Work closely with senior bankers and client management teams on engagements related to mergers and acquisition advisory services, capital formation and other strategic advisory work Support the development of qualitative and quantitative analyses and presentation materials Construct and maintain financial models for M&A and financing scenarios Develop client presentations and transaction-related documents Research and assimilate market data related to public and private companies Maintain a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients General Qualifications Must have 1-2 years of full-time investment banking experience U.S work authorization required; BRS does not sponsor applicants for work visas Exceptional writing and verbal communication skills, able to prepare high impact materials Participates effectively in both internal and external meetings Maturity and poise to work directly with client executives Demonstrated capability to lead and manage projects Excellent organizational, execution and time management skills; attention to detail Strategic thinker with strong analytical skills Proven quantitative and technical skills Proficient with Excel and PowerPoint A team player attitude Can excel in a fast-paced, entrepreneurial, high-performance work environment Ability to demonstrate B Riley values and behaviors (e.g. honesty, integrity, work ethic) Series 79 and 63 licenses Inclusion and Equal Opportunity Employment: B Riley Securities is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.

Posted 2 weeks ago

Vice President, Investment Banking - Specialty Insurance Distribution-logo
Vice President, Investment Banking - Specialty Insurance Distribution
MarshBerryWoodmere, Ohio
MarshBerry is currently seeking a Vice President for our Financial Advisory Team based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office . The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such. This role will be focused on clients and prospects in the Specialty Insurance Distribution market. This includes Program Managers, Wholesale Brokerage, InsurTech, Managing General Agents (MGAs), Managing General Underwriters (MGUs), and Risk Retention Groups. Responsibilities: Serve as client-facing lead on merger and acquisition projects and financial consulting projects, developing strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution. Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction. Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability. Fully develop and utilize the company’s capabilities and position the company as a strategic partner. Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques. Coordinate approach with other business unit leaders, field and respond to new business inquiries, develop marketing strategies, and assist with external and internal branding execution. Manage existing relationships with clients, vendors and other business unit leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions. Research, write, and structure client ready work. Conduct quality review of project components, developing timelines and ensuring that they are met. Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients. Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports. Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system. Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs. Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. Other special projects, tasks or duties as assigned. Selection Criteria Education & Experience: Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree and/or Juris Doctor is a plus. Additional Professional Designations or Certifications desired, such as, CPA, CVA, CPCU and/or AM&AA. 6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services. Proven experience in leading work teams to achieve and exceed division goals and objectives. Demonstrated industry business acumen; ability to grasp new business concepts and issues. Proficient with technology; Microsoft Word, Excel and Power Point. This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire. Other: Analytical, proactive problem solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully. Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Ability to travel up to 40% of the time; includes overnight and limited weekend travel. Ability to work flexible and/or extended hours as needed. Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following: Crain’s Best Employers in Ohio The Nation’s Best and Brightest in Wellness North Coast 99 Top Work Places – The Plain Dealer Weatherhead 100 West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com . We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

Posted 3 weeks ago

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Banking Officer Floater- Full-Time - Louisville, KY
L&N Federal Credit UnionLouisville, Kentucky
Summary Reporting to the VP of Branch Operations, the Banking Officer Floater works to develop deeper relationships with new and existing members of the credit union. Promoting the sales environment with members and staff in regards to member development throughout the branch. The Banking Officer Floater fills in at branches that need extra help and assist in daily branch operations. Essential Functions & Responsibilities 1. Provide routine information concerning services to new and existing members. Open new member service accounts, handle any questions or problems in regards to member service issues while looking for cross‑sell opportunities to better service the members. Direct member to appropriate Officer for lending needs when situations warrant lending processing and or approval. 2. Conduct follow up with new members, including working monthly reports for future cross sell opportunities. 3. Stay informed on all credit union promotions of new products or services. 4. Adhere to Bank Secrecy Act and security procedures of the credit union. 5. Provide product knowledge to members and be prepared to compare with the competition. 6. Keep abreast of federal regulations and stay in compliance with all laws. 7. Cooperate and work together as a team with coworkers, maintain a neat work area, and perform other duties as required by management. 8. To practice confidentiality where appropriate in all employee, member and credit union affairs. 9. To assist other branches when they are short staffed. 10. May be required to help out on the teller line and run transactions as needed. Qualifications and Certifications • A high school education or GED required. • Associates Degree or higher preferred. • 1 year to 3 years of similar or related experience required. L&N Federal Credit Union is an Equal Opportunity Employer.

Posted 2 weeks ago

Vice President, Corporate Banking-logo
Vice President, Corporate Banking
Royal Bank of CanadaNew York, New York
Job Summary Job Description Vice President, Corporate Banking, Royal Bank of Canada (US), New York, NY: Structure acquisition loans, bridge loans and corporate revolvers for identified clients and targets. Preparation of credit submissions and other documentation related to the transaction approval process (including assistance related to loans syndications, pipeline management, single name strategies and Exceptions Committee papers) through closing and ongoing monitoring. Structure, deliver (pitch through to deal close) and monitor syndicated and bilateral loan transactions. Provide proactive corporate banking coverage for portfolio clients including identification of cross sell opportunities such as trading, Debt Capital markets (DCM) and Equity Capital Markets (ECM). Proactive portfolio management including timely updates on client, industry and market performance, particularly in connection with any signs of potential deterioration or developments requiring amendments/waivers to existing loan documentation. Review and comply with firm policies applicable to your business activities. 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 line manager and the relevant risk and control functions promptly. #LI-DNI Full time employment, Monday – Friday, 40 hours per week. Pay: $225,000.00 per year. MINIMUM REQUIREMENTS: Must have a Bachelor’s degree or foreign equivalent in Finance, Business, Economics or a related field and 4 years of related work experience. Must have 4 years of experience in building financial forecasts that include a company's income statement, balance sheet, and cash flow statement. Must have 3 years of experience in each of the following: * Draft and present commentary on financial forecasts to decision-makers * Financial and business risks associated with extending loans to corporate borrowers, including high-risk borrowers; * Serving as a relationship manager and point of contact for clients, with a comprehensive understanding of capital markets products and services (including equity capital markets, debt capital markets, foreign exchange, interest rate risk management, deposits, and structured finance); and * Collaborating with partners and leaders to offer products and services to clients. Must have 1 year of experience in each of the following: * Knowledge of technology companies and industry trends to effectively evaluate a company's performance and competitive standing, enabling informed lending decisions; and * Testing financial forecast assumptions by applying knowledge of trends in the technology industry and understanding broader economic conditions. Domestic travel required up to 5%. The base salary for this job is $225,000.00 per year. This salary 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 To Apply: Please click “Apply Now” Button Job Skills 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: 2025-07-02 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 .

Posted 3 days ago

Investment Banking Vice President I - Capital Structure Advisory (NYC)-logo
Investment Banking Vice President I - Capital Structure Advisory (NYC)
Raymond JamesNew York, New York
Job Description Responsibilities: Take responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by managing an investment department or unit. Take responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy. Develop and implement a relationship management plan for strategic, complex, global existing accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Manage strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty toward the organization. Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions. Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures. Lead the development of policies, procedures, and related guidelines for a significant area of responsibility, ensuring compliance with external requirements and integration with the broader corporate policy framework. Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Represent the organization in external relations with investors, clients, industry, partners, the public, and others. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences. Act as subject matter expert in an area of technology, policy, regulation, or operational management for the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media. Skills: Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements. Acts with expertise as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Applies expertise to serve as the organizational authority on conducting research and analyzing data in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making. Applies expertise to act as an authority to acknowledge and ask questions to understand the circumstances surrounding client indifference. Acts as the organizational authority and established expert on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Applies expertise to act as the organizational authority on managing client accounts in a way that provides benefits both for the organization and its clients. Acts as the organization's authority and established expert to develop solutions based on an understanding of the business environment and objectives. Applies expertise to act as an authority to quickly and effectively establish trust within the buying centers in the client’s organization. Applies expertise to act as an authority to orient the seller's organization around delivering to the key needs of their customers. Applies expertise to act as an authority to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Applies expertise to act as an authority to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Applies expertise to act as an authority to accurately identify and understand the key buying influences pertaining to an opportunity. Applies expertise to act as an authority to continuously provide effective solutions and value to the client's organization. Operates as a recognized expert to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically known as a subject matter authority. Operates as a recognized expert to identify potential stakeholders, analyze their expectations, and develop strategies for managing stakeholders and their expectations. Typically known as a subject matter authority. Operates as a recognized expert to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically known as a subject matter authority. Applies expertise to act as an authority to quickly identify and accurately articulate why a client does or does not want a change based on their business objectives and challenges. Applies expertise to act as an authority to align the client's sales process with their organization's sales process, including the key influencers/sales team members when appropriate. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience Manager Experience - More than 15 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $130,000.00-$250000.00 Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-GA1

Posted 2 days ago

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Investment Banking Managing Director – Healthcare Services
Mizuho Securities USANew York, New York
Join Mizuho as an Investment Banking Managing Director – Healthcare Services. The expected base salary for this role will be $400,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Posted 30+ days ago

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Banking Service Technician - Dothan, AL
Convergint CareerDothan, Alabama
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Bank Equipment Specialist to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking equipment including alarm systems, CCTV, pneumatic drive-ups, ATMs, vaults, safe deposit boxes, etc. Must have good verbal, written, and interpersonal communication skills. As a Banking Specialist, 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. ****Must Reside within 1 hr of ****Dothan, AL**** 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 Specialist. 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 Specialist 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 banking specialist 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.

Posted 3 weeks ago

Investment Banking Analyst | Technology (Software)-logo
Investment Banking Analyst | Technology (Software)
Houlihan LokeySan Francisco, New York
Business Unit: Corporate Finance Industry: Technology 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. Technology Group Our Technology Group is a global team and recognized leader in providing high-quality, relationship-based advice to clients whose businesses offer Software and Digital Media solutions. We have an extensive track record of working with domestic and international clients and delivering creative, effective, and successful outcomes based on our deep understanding of our clients, their business models, and the markets in which they operate. The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success, and creativity and new ideas are encouraged. Senior Analysts are given substantial responsibility and encouraged to help us grow our business. They work on transactions that provide exposure to various investment banking services, including a predominant M&A focus and private placements across equity and debt. Responsibilities As a Senior Analyst, you will: Prepare, analyze, and help explain historical and projected financial information Create financial models Coordinate and perform business due diligence Prepare confidential information memoranda, management presentations, and marketing pitches Build relationships and maintain direct contact with clients and prospective clients, professional advisors, and other stakeholders Supervise and mentor junior staff Requirements / Qualifications The following qualifications/skills are required: You will have a strong academic track record 2 years of investment banking experience and technology / software transaction 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 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: $110,000.00-$130,000.00 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-114736

Posted 4 weeks ago

Senior Manager – Work Environment Initiatives – Personal Banking-logo
Senior Manager – Work Environment Initiatives – Personal Banking
MidFirst BankOklahoma City, Oklahoma
PRINCIPAL DUTIES AND RESPONSIBILITIES • Leads Voice of the Employee initiative, working to uncover and assess employee concerns or problems impacting total employer-employee relationship • Works with Personal Banking Administration and MidFirst Human Resources management to understand trends and opportunities identified in employee engagement surveys, new hire and exit surveys and other relevant employee data • Engages in-person and remotely with employees, gathering feedback, conducting interviews and focus group discussions as needed to gain additional information and clarification of opportunities identified • Routinely engages with regional managers and banking center employees, leading training and development initiatives • Supports Personal Banking and Human Resources recruiting, hiring and employee retention initiatives • Administers personnel reporting and analysis initiatives, including compensation analysis • Administers semi-annual performance appraisals and ad-hoc promotion requests • Facilitates, manages and continually assesses effectiveness of new and existing personnel initiatives (i.e., Customer Service Appreciation Week, 12 Days, new employee onboarding, and rewards and recognition initiatives) • Partners with senior management to design and implement initiatives to address identified opportunities. • Collaborates with MidFirst Human Resources and Learning & Performance in their efforts to deliver training and professional development opportunities. • Communicates with MidFirst Human Resources management about the status of work environment initiatives and participates collaboratively in MidFirst Human Resources employee engagement initiatives as requested The position is on-site at our corporate campus in Oklahoma City, with no opportunity for remote/hybrid schedules. JOB SPECIFICATIONS • 5-7 years of Retail Banking leadership experience, with a track record of improving existing processes or conditions • Bachelor’s Degree required; business or Human Resources preferred • Exceptional project management, analytical and problem-solving skills • Positive and forward-thinking attitude, and ability to inspire others to excellence • Self-motivated, biased for action and adaptable to ambiguity and complexity • Impeccable written and verbal communication and active listening skills • Strong interpersonal and public speaking skills • Passion for maximizing employee engagement by facilitating an attractive and effective work environment • High proficiency with Microsoft Office Suite and related software. Disclaimer Statement The above statements are intended to describe the general nature and level of work being performed by personnel assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. Incumbent may perform other duties as assigned

Posted 1 week ago

Analyst, Investment Banking - Healthcare-logo
Analyst, Investment Banking - Healthcare
Stout Risius RossChicago, Illinois
At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Analysts in Stout’s Investment Banking group are key contributors to the day-to-day execution of middle-market mergers and acquisitions (M&A), capital raises, and special situation mandates. As integral members of deal teams, Analysts play a critical role in ensuring the successful execution of live transactions and prospective assignments. Stout is dedicated to providing Analysts with meaningful transaction experience across various product areas and industry sectors, with a focus on career development within a collaborative and dynamic environment. This role offers Analysts the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm. Responsibilities: Develop detailed financial models, including three-statement operating models. Coordinate and perform business due diligence on clients and prospective opportunities. Identify potential strategic and financial buyers for sell-side transactions, as well as potential lenders for capital raise mandates. Conduct comprehensive valuation exercises for companies and business units. Build and maintain relationships with clients, prospective clients, buyers, lenders, and other stakeholders. Requirements: A minimum of 1 year of relevant experience in investment banking, private equity, or financial analysis. Exceptional academic credentials from a top-tier university. Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications. Ability to think critically and demonstrate excellent written and verbal communication skills. Strong transaction process orientation and attention to detail. Highly proficient financial analysis and modeling skills. Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment. Collaborative team player capable of working effectively within intimate deal teams. Knowledge, Skills & Attributes: At Stout, we foster a collaborative and inclusive culture that values professionals who are driven, entrepreneurial, and team-oriented. Successful Analysts possess the following attributes: Positive and team-oriented mindset. Accountability and reliability. Entrepreneurial spirit and commitment to excellence. Strong relationship-building and interpersonal skills. Exceptional communication and responsiveness. Intellectual curiosity and attention to detail. Advanced analytical and quantitative capabilities. Comprehensive understanding of the sell-side execution process. Mentorship and Career Development: Stout is committed to supporting the professional growth of its team members. As an apprenticeship-driven organization, Analysts benefit from institutional resources and mentorship opportunities by working closely with senior leaders, enabling career development and progression within investment banking. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. https://www.stout.com/en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, inclusion, and personal growth? Stout might just be the right place for you.

Posted 30+ days ago

Investment Banking Analyst II – Private Credit Group (New York)-logo
Investment Banking Analyst II – Private Credit Group (New York)
Raymond JamesNew York, New York
Job Description Summary The Investment Banking Analyst II will play a key role in supporting the origination, structuring, and execution of private credit transactions for key investment banking sponsor relationships. This mid-level analyst position is ideal for candidates with prior investment banking or credit underwriting experience who are looking to deepen their expertise in private credit markets. The role involves financial modeling, credit analysis, deal execution, and investor engagement across a range of private debt instruments. Job Description Key Responsibilities: Origination & Analysis Conduct detailed credit analysis and due diligence on prospective issuers. Prepare pitch books and marketing materials for client presentations. Draft preliminary term sheets. Monitor market trends in private credit and public debt. Maintain investor CRM, databases and support investor outreach efforts. Execution Support Assist in the preparation of credit approval memorandums. Coordinate internal deal approvals and manage documentation workflows. Liaise with legal counsel, investors, and internal teams during transaction execution. Portfolio & Market Monitoring Track performance of closed transactions. Support ongoing dialogue with investors and contribute to relationship management. Qualifications: Education: Bachelor’s degree in Finance, Economics, Accounting, or related field. Experience: 1–3 years of relevant experience in investment banking, credit analysis, or private debt. Technical Skills: Advanced proficiency in Excel, PowerPoint, and financial modeling. Strong understanding of credit metrics, and accounting principles. Familiarity with credit legal documentation for private credit. Competencies: Excellent analytical and problem-solving skills. Strong communication and business writing abilities. Ability to work on a lean team under pressure and manage multiple deadlines. Team-oriented with a proactive and detail-focused mindset. Compensation & Benefits: Competitive base salary and annual discretionary bonus. Comprehensive benefits package including health, dental, vision, 401(k) with match, and wellness programs. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 13 months to 3 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $80,000.00-$110,000.00 Travel Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted 1 week ago

Commercial Banking Administrative Specialist 1-logo
Commercial Banking Administrative Specialist 1
Centier BankLafayette, Indiana
Minimum Hourly Rate: $19.00 Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well. A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars? What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE. This department typically works Monday-Friday from 8am-5pm. Supervisory Duties: None Summary: The Commercial Banking Administrative Specialist (BBAS) will work closely and proactively with their Lender(s) and Portfolio Manager (if applicable) on prospects and current credits. The CBAS will be the front line ambassador for Centier Bank to business banking clients and will assist them with loan inquiries and transactional needs. The CBAS will handle a loan request from inception, at time of application, through booking and loan document distribution. The CBAS should be a specialist in the laws of consumer and commercial lending and Bank policy and procedures. The CBAS should be contacting clients regarding basic renewal terms and assisting the lender by calling on his/her 45-days or less delinquencies, as well as have a thorough comprehension of the title work, appraisals and surveys. The CBAS should also be attending seminars to pass along important information at the Commercial Bank Administrative Staff meetings, as well as attending loan closings at title companies whenever possible. Essential Duties: Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, professional manner. Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business. Comprehension and being able to interpret and present bank products and services is required. Master current credit software system for loan submissions. Gather and follow up on loan presentations submitted to a Credit Analyst whether processed inside or outside of the current credit system. Provide assistance and guidance for all complex loan requests including attorney prepared, SWAP, C & I, Leases and all types of SBA loans. Review loan requests/approvals for lending authority; bank policy and procedures and laws governing same. Assist Lender/Portfolio Manager/CDP in collecting and reviewing data, including but not limited to, title work, judgement and lien searches, appraisals, surveys, flood certifications insurance, entity documents and correspondence. Placing necessary documentation into the Image Storing System for future use by an Analyst, CDP and the Loan Servicing back department staff. Submitting/routing appropriate credit requests, files and documentation to CDP for loan preparation. Review completed documents prior to closing for accuracy and completeness. Coordinate with outside legal counsel on those loans that are prepared by them and review for accuracy and completeness, being able to correspond with attorney’s on corrections needed. Coordinate closing schedules and deliver closing packages to Lender or Title Company. Review documents after closing for appropriate signatures, scan required signed documents into the Imaging Storing System, notify the Loan Operations Booking Team of document placement and distribute loan documents to the appropriate areas for processing. Prepare the necessary tickets for collection and disbursement of loan proceeds and fees collected/paid. Handle non-complex loan closings for lender in his/her absence and when appropriate, attend closing(s) at a title company. Prepare and process the appropriate tickets for client requested transactions. Assist Lender on calling clients regarding loan delinquencies, this is completed on a weekly basis. Work closely with lender on loans due to mature and gather any information needed for any loan renewing. Request financial information from clients on an on-going basis. Take the initiative to ensure each assigned current credit request loan file is up-to-date and fully documented for each specific loans status in the loan process. Assist in any special duties delegated or assigned as necessary due to location or committee memberships held by Loan Officers and/or supervisors. Identify and act on opportunities to refer clients to specialists in other departments for bank product, services and electronic delivery channels. Maintain a position of trust and responsibility by keeping all customer business confidential. Be willing to attend seminars, AIB classes or other educational opportunities to keep aware of current changes in the laws pertaining to commercial lending. Engage in personal development activities such as online learning and internal/external training to assist in career growth. Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area, adhering to the Clean Desk Policy. Follow the Essentials of Excellence and exhibit the Corporate Values in both external and internal transactions. Other Duties: The position duties outlined above are not meant to be construed as all encompassing. Other duties and qualifications may be required and/or assigned as necessary. Knowledge, Skills and Abilities required for this position: This position necessitates the associate to be detail oriented Well organized with the ability to multi-task Excellent communication and customer service skills. Individuals should be proactive and not reactive in getting tasks completed. Knowledge of loan scoring software and loan documentation as well as Microsoft Suite are required. Minimum Qualifications: High School Diploma 1-2 years of banking experience with commercial lending preferred Internal Pay Level 6 What do I do now? Apply with us! Refer this opening to others! Disability Accommodation Statement Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at hrcareers@centier.com . Equal Opportunity Employer: Disability/Veteran Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Member FDIC

Posted 6 days ago

S
Call Center Agent (Tax/finance/banking/insurance/telecommunications)
S R InternationalPhoenix, Arizona
MUST HAVES: Candidates MUST be located within 1 hour of Phoenix or Tucson . Candidates must be able to attend 1st day orientation in person . Must have the ability to work a flexible schedule as dictated by business needs within operating hours 7:45am to 5:15pm, Monday through Friday. Training is an intensive 3 weeks from 8:30am to 5pm. Spanish-speaking SOAZ – Posting ID # 5103 -AZDOR - Call Center Agent (100% Remote) Description Responsible for professionally and courteously serving customers by handling all inbound telephone calls pertaining to Individual and Business-related tax compliance, delinquency and general information requests. Responsibilities: Answering incoming phone calls in a fast-paced environment Resolving Tier 1 level issues Reviewing taxpayer accounts Verifying, gathering and simultaneously updating key information Educating taxpayers of online resources and current tax policies Submitting requests for payment arrangements Documenting actions taken into multiple systems Participating in all team engagement activities Meeting performance expectations Skills Required: Strong ability to multitask Basic use of Microsoft Word, Excel and Google Workspace Basic math skills are required - addition, subtraction, multiplication and division. Communicate well both in writing and verbally Great interpersonal skills Retain knowledge easily Creative in problem solving Goal oriented Organized Experience Required: Previous two positions should each be at least one consecutive year in a fast-paced call center. National call centers in industries such as finance/banking, insurance, telecommunications (not technical support) Experience Preferred: Experience with participating in process improvement activities Education Required: High school diploma or equivalent Education Preferred: Associate's degree or higher Compensation: $20.00 per hour About SR International INC. SR International has been a leading name among the IT consulting companies with offices in US and India. For past 16 years, our industry experience and domain knowledge have enabled us to provide innovative solutions to our customers. Who We Are We Are Leading IT Based Solution Providers Today, the world of business information represents the realization of our collective efforts toward improving the future. Held only by the limits of our imagination, the business world is accelerating at an ever-increasing pace. Imagine a better way of doing business, of implementing the perfect software, of refining practice or business integration. All it takes are benchmark standards in service, support, and technical know-how, which have been our bread and butter. Our Vision. Established in 2002, SR International Inc is one of the fastest growing and reputed provider of Information Technology Services and Solutions in the USA. Since our inception, we have been a trusted IT partner for our clients. We take pride in our highly skilled IT Resources and unique engagement model. We have been consistently delivering on our promises as a high-performance team. Our expertise in Cloud Computing, Mobility, Web Technologies, ERP and CRM are second to none. Our industry-leading flagship product iMathSmart is re-defining math learning experience for school students. Career At SR International At SR International, we treat our consultants like family. Our business and our reputation have been built and maintained by quality resources working onboard, so it’s important for us to maintain the quality resource pool.

Posted 2 weeks ago

Commercial Banking Relationship Manager-logo
Commercial Banking Relationship Manager
Northwest BankIndependence, Ohio
Job Description The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Education: Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred Work History: 6 - 8 years account relationship management experience preferred 6 - 8 years e xperience consistently delivering strong sales performance preferred #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 2 days ago

M
Investment & Corporate Banking - ABS Origination – Experienced Analyst/Associate
Mizuho Securities USANew York, New York

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Job Description

An Analyst/Associate position on Mizuho’s ABS Origination team based in New York which is part of the Securitized Products Origination team.  The team is responsible for the origination, marketing, and execution of all primary market ABS offerings issued by the Bank’s clients in the US for both public and private transactions.  The team works in partnership with the Banking Americas relationship coverage teams aligned across industry sectors as well as Mizuho’s Securitization Products team. Mizuho’s ABS team touches a wide range of consumer and commercial asset classes including automobile and equipment loans, leases, and floorplan, consumer and commercial credit cards, student loans, personal loans, home improvement loans, handset receivables and other asset classes.

Our clients include leading captive and independent financial companies, banks, and corporates in both the US and abroad. Our group regularly collaborates with analytics, trading, sales, syndicate, derivatives, corporate banking and investment banking professionals across the organization.  An Analyst/Associate on the team will have the opportunity for a deep level of engagement in all deal and pitching activities across our entire client base.

Mizuho is consistently a market leader in both traditional and non-traditional ABS asset classes.

Role Description:

  • Support all aspects of the ABS new issue origination and execution processes for Mizuho’s client base
  • Provide clients with updates on market pricings, news, and trends and how these affect their access to the markets
  • Work with our trading and syndicate desks on rate views, product management and deal execution
  • Prepare client presentations and other materials
  • Perform collateral analysis using Excel, Intex, CAS, and VBA on different types of asset pools, including but not limited to auto loans/leases, credit cards, student loans, and equipment loans/leases
  • Develop rating agency materials and presentations to support the transaction’s rating
  • Review structuring models and prepare transaction analytics
  • Develop materials for the sales and syndication process
  • Respond to investor inquiries and aggregate investor feedback
  • Perform company, industry and asset research
  • Develop advanced Excel, PowerPoint and ABS modelling skills
  • Participate in client meetings

Requirements:

  • Bachelor's degree required, Master's degree added plus
  • At least 2-3 years of relevant work experience
  • Experience in executing term ABS transactions
  • In-depth understanding of the ABS market, multiple asset classes and types of structures
  • Knowledge of corporate finance, securities, financial markets and risk & pricing analysis
  • Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions
  • Ability to manage multiple projects simultaneously
  • Ability to work under pressure and adhere to tight deadlines
  • Strong written and oral communication skills and ability to convey ideas
  • Creativity and intellectual curiosity
  • Ability to work independently and must be able to work effectively in a team environment
  • Advanced proficiency with Microsoft Office and Bloomberg
  • Series 79 & 63 (can be obtained upon hire)

The expected base salary ranges from $120K - $200K. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

#LI-onsite

Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

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