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Job Description The Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and providing tailored recommendations on banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions. In addition to a comprehensive retail training program designed to develop consultative sales skills, the Regional Banking Supervisor supports branch operations and ensures service excellence. This role provides an opportunity to lead by example, guiding team members in delivering personalized financial solutions while maintaining a high standard of customer satisfaction. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's Downtown Market. These branches include Allentown, Downtown Pittsburgh, Lawrenceville, Mt. Troy, Oakland and Southside. Education and Experience Requirements: High school diploma/GED required. One year demonstrated track record of achieving sales goals is required with either College (Associate's) degree OR a minimum of 2 years demonstrated ability to deliver outstanding customer service in financial services or retail industry. Leadership, supervision, or mentorship experiences required. Ability to travel between multiple assigned branches according to business needs. A valid driver's license and access to a reliable vehicle is required. Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Essential Functions: Build relationships with our customers by engaging in a consultative sales approach. Utilize the relationship building skills taught through Dollar Bank's training program to create customer loyalty. Educate our customers on ways to utilize technology in branch, online or mobile. Utilize sound decision making skills while balancing customer service and financial loss. Assist in training and development of new employees within the bank. Learn how to open and close branches. Adhere to all established branch operational processes and procedures. Multitasking skills to quickly shift from transaction to transaction. Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. Arithmetic skills to count money accurately. Computer literacy to access account information and process transactions. Develop a thorough knowledge of Bank products and guidelines by attending the required classes. Maintain a professional appearance and conduct yourself in a professional manner at all times. Maintain the highest level of professional integrity and ethics All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role Robinhood's Credit Card & Banking Product Engineering team conceptualizes, designs and builds our entire customer-facing product: from mobile application to underlying backend systems. Team members are trusted with full ownership over our innovative features and drive them from design to launch. We seek an iOS Engineer who is passionate about creating unparalleled user-facing products as we scale our 5 star standalone Credit Card & Banking application to the next level. Join us - you will have exceptional peers, autonomy and ownership over product features in a dynamic and sophisticated environment, and an opportunity to deliver immediate impact to millions of potential customers. What you'll do Ship new code to production on Day 1 Join an exclusive A+ team of full stack software developers Absorb your next two years' worth of experience in your first 6 months as you hit the ground running with impactful products and a top team Build formative cross-functional relationships with Designers, Product Managers and Engineering Leadership to shape and deliver our next generation products Work with Swift, RxSwift, UIKit, Custom Design System and Declarative UI Framework, Core Data, Bazel, VIPER-esque Architecture What you bring At least 3 years of professional iOS development experience Proficiency with Swift Deep understanding of UIKit Strong product sense and ability to collaborate with Product Managers and Designers Excellent communication skills and passion for solving tough technical problems What we offer Market competitive and pay equity-focused compensation structure 100% paid health insurance for employees with 90% coverage for dependents Annual lifestyle wallet for personal wellness, learning and development, and more! Lifetime maximum benefit for family forming and fertility benefits Dedicated mental health support for employees and eligible dependents Generous time away including company holidays, paid time off, sick time, parental leave, and more! Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $157,000-$185,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $139,000-$163,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $122,000-$144,000 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you're ready to build the future of finance, we look forward to seeing your application. Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work-welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

About Sharp’s Investment Banking Practice Sharp Financials’ Investment Banking practice serves growing middle-market and lower middle-market companies, guiding them through M&A transactions as a seller or buyer, developing liquidity strategies, and sourcing and structuring debt or equity financing. We deliver holistic, high-touch solutions that support business owners through every stage of growth and transition. Sharp Financial creates value for our clients through our pioneering integrated financial management platform, combining business strategy, accounting, tax, wealth management, investment banking, and family office services. Role Overview As an Investment Banking Analyst, you’ll play a key role in all aspects of transaction execution, from financial modeling and valuation to due diligence and client presentation support. This position calls for strong analytical capabilities, exceptional attention to detail, and the ability to work collaboratively across functional areas to deliver extraordinary outcomes for entrepreneurial-minded clients. Key Responsibilities Build and maintain detailed financial models to evaluate capital structure scenarios, financing terms, liquidity options, and valuation metrics. Support the sourcing, evaluation, and structuring of debt, equity, or hybrid financing solutions for client growth or liquidity strategies. Contribute to M&A transaction execution, including industry and buyer research, pitch material and CIM preparation, deal modeling, and due diligence coordination. Help craft compelling sell-side or buy-side narratives that communicate client value propositions to investors, lenders, or strategic buyers. Collaborate closely with internal Sharp teams (Accounting & Tax, Business Strategy, Wealth Management, Family Office, etc.) to ensure integrated and seamless client service. Prepare and deliver client presentations, internal memos, and transaction summaries to support deal execution and leadership visibility. Requirements Bachelor’s degree in Finance, Accounting, Economics, or related field. 1+ years of experience in investment banking, corporate finance, private equity, or consulting. Strong understanding of valuation techniques (DCF, precedent transactions, comparables) and advanced Excel / financial modeling skills. Excellent communication and presentation abilities; capable of distilling complex information clearly and persuasively. Strong organizational skills with the ability to manage multiple workstreams under tight timelines. Demonstrated integrity, collaboration, and client-centric mindset aligned with Sharp’s core values Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Short Term & Long Term Disability Training & Development Work From Home Free Food & Snacks Wellness Resources Summer Fridays

What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our US Banking sales team and continue to improve outcomes for our clients in a transformational way. As an Account Executive for the Quantexa Cloud AML solution you will be responsible for contributing to and executing the sales go-to-market strategy within the SaaS solution segment, primarily targeting the U.S. mid-sized and community bank population. In this sales “hunter” role you will help define the go-to-market strategy and execute against plan. You will be responsible for assigned territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the most dynamic banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. What you’ll be doing. Successfully contributing to a dynamic, flexible and high energy sales team focused on the U.S. mid-size and community bank market, focused on the new SaaS solution. Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders. In collaboration with leaders from sales, marketing and the business units, create a specific strategy for your named accounts. Identify how Quantexa’s solutions map to the client’s needs. Learn and understand the compelling value proposition and narrative, and successfully apply to prospects, lead the sales process from lead to sales closing and beyond. Work with customer success and support teams to ensure client satisfaction. Expand current client spend across business units and Quantexa use cases. Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa. Position located in the United States and requires ability to legally live and work in the U.S. without sponsorship. Understand Quantexa’s corporate and product specific marketing resources and messages and apply this knowledge in your selling activities. Attend industry events as necessary to support the growth of the business. Location: This role can be remote based in either PA, CT, NJ or NC or with an NYC or MA base office. If office based we run a hybrid environment of being in the office and working from home Requirements What you’ll bring. An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude. Previous experience of selling enterprise level software or SaaS into the banking industry. Ideally this will be within the mid-size banking/regional banking sector. Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes. An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase is essential. Experience in SaaS and/or enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI preferred. Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment. The ability to represent the best of Quantexa to clients and prospects from end users to CEOs. Exceptional organizational and pipeline management skills. Some level of Financial Crime knowledge (Fraud, Cyber, AML, Scams, etc) Desirable skills: Additional experience of working with non-banking financial services (money services businesses, broker dealers, fintech, credit unions, sponsor banks (of Fintech) etc. Specific BSA/AML Experience Specific East coast and/or midwest regional expertise in banking Enterprise AND SaaS experience Bank regulatory experience (basic understanding of the bank exam process and regulatory process/environment Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $155k - $188k per annum plus commission plan of 100% of basic salary (uncapped) . This is subject to experience and location. · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays 🌴 · Well-being benefits, such as the Calm App and Wellbeing 1/2 days off 🧘‍♀️ · Continuous Training and Development, including access to Udemy Business · Work from Anywhere Scheme: Spend up to 2 months working outside of your country of employment over a rolling 12-month period · Employee Referral Program · Team Social Budget & Company-wide Socials Our mission. We have one mission. To help businesses grow. To make data easier. And to make the world a better place. We’re not a start-up. Not anymore. But we’ve not been around that long either. What we are is a collection of bright, passionate minds harnessing complexities and helping our clients and their communities. One culture, made of many. Heading in one direction – the future. It’s all about you. It’s important to us that you feel welcome, valued and respected. After all, it’s your individuality and passion for what you do that will make you Q. We see that – which is why we’re proud to be an Equal Opportunity Employer. We’ve created and will continue to improve our inclusive and diverse work environment. Regardless of your race, beliefs, color, national origin, gender, sexual orientation, age, marital status, neurodiversity or ableness – whoever you are – if you are a passionate, curious and caring human being who wants to push the boundaries of what’s possible, then we want to hear from you. start. don’t stop – Apply

We are looking for a Project Manager for a United States based role. You will be working on one of the large-scale Banking projects for our client. Requirements Previous banking operational experience with client account Project delivery experience in BFSI Lean Six Sigma / Green Belt trained and tested Graduate qualification in any field Minimum 8 years Banking Operations Minimum 5years’ experience in account operations Project Management experience minimum of 3 years Strong problem solving, analytical, and project execution skills Strong executive presence, demonstrated through excellent verbal and written Benefits About Us We specialize in Digital, ERP, and larger IT Services. We offer flexible, efficient and collaborative solutions to any organization that requires IT, experts. Our agile, agnostic, and flexible solutions will help you source the IT Expertise you need. If you are looking for new opportunities, send your profile at careers.usa@zoneitsolutions.com. Also follow our LinkedIn page for new job opportunities and more. Zone IT Solutions is an equal opportunity employer and our recruitment process focuses on essential skills and abilities. We encourage applications from a diverse array of backgrounds, including individuals of various ethnicities, cultures, and linguistic backgrounds, as well as those with disabilities.

You will play a key leadership role across multi-disciplinary teams, guiding them through complex consulting engagements and be responsible for creating and positioning strategic change agendas within largest accounts across the C-suite, spanning the intersection between complex Business and IT customer solutions, transformations that impact across the entire customer Eco-system. As a Client Engagement Partner, you will have a pivotal role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a strong presence, industry expertise, and the ability to cultivate relationships with CXO-level clients. Your leadership will be critical in fostering talent development and innovation within the organization. This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. Requirements You’re good at what you do and possess the required experience to prove it. However, equally as important – you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused – someone who prioritizes customer success in their work. And finally, you’re open and borderless – naturally inclusive in how you work with others. Required Skills and Experience Deep Banking industry experience Deep Data and AI Knowledge Extensive experience in client engagement and relationship management at the CXO level Demonstrable ability to build and commercialize relationships with senior executives Proven track record of leading and executing complex projects with multi-disciplinary teams in a consulting, corporate or public sector environment Effective financial acumen with experience in driving revenue growth and managing margins Experience of managing or supporting high-value business development activities with senior stakeholders Deep understanding of industry trends and technology Sound personal brand and presence in the industry Demonstrated ability to innovate and drive change Benefits The compensation range for the position in the U.S. is $151,560 to $272,760 based on a full-time schedule. Your actual compensation may vary depending on your geography, job-related skills and experience.  For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement.          There is a different applicable compensation range for the following work locations:   California:               $166,680 to $327,240                                                                                 Colorado:                $151,560 to $272,760                                                                                 New York City:     $181,800 to $327,240                                                                                 Washington:          $166,680 to $300,120                                                                                 Washington DC: $166,680 to $300,120                                                                                 This position will be eligible for discretionary annual bonus program.

Digital Banking Manager – To $120K – Dallas, TX – Job # 3559FR Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our Dallas, TX-based bank client is seeking to fill a Digital Banking Manager role. The successful candidate will identify opportunities for strategic shifts and business process transformations, translating the Bank and business strategies into near- and long-term digital initiatives and roadmaps aligned with the Bank’s strategies to drive growth by converting traditional businesses/transactions to digital ones. This position offers a generous base salary of up to $120K and an excellent benefits package. (This is not a remote position). Digital Banking Manager responsibilities include: Developing, growing, and leading the digital banking team, including content strategy, platform strategy, product development, digital analytics, digital marketing, operations, and sales and customer relationship management. Setting and implementing a digital strategy, driving digital innovation, expanding the Bank’s digital ecosystem, and establishing and executing key performance indicators and metrics to measure return on investment for digital initiatives. Owning and centrally monitoring the digital portfolio to ensure digital bank growth and financial profitability goals are achieved and key digital initiatives across the Bank are implemented within budget, and in alignment with overall organizational direction and key strategic initiatives. Championing and driving results through engagement with teams across the Bank to generate innovative digital solutions for products, services, processes, customer experiences, marketing channels, and business models. Developing fact-based metrics to measure, monitor, and report on the ROI of digital projects to ensure they create value by improving client engagement and loyalty, driving new revenues, or achieving new efficiencies. Strongly support and adhere to information security policies and practices to ensure the safety of critical information, regulatory compliance, and appropriate levels of internal controls associated with increasing the Bank’s digital products, services, and processes to protect customer data, internal business systems, and market-facing customer solutions. Maintaining a well-balanced approach between digital growth and innovation and increases in risk to the Bank associated with fraud. Staying abreast of emerging digital trends related to technology that employ innovative solutions that improve the delivery and expansion of banking and overall financial services to meet/exceed the expectations of our customers. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Advanced degree in Business, Technology, or Management. Five or more years of digital banking management experience. Five or more years of strategic leadership experience and people management experience (preferably in operations, sales, customer relationships, and digital marketing). Proven record of leading successful digital transformation projects and digital team(s) for financial institutions. Maintain up-to-date knowledge of and adhere to all state and federal regulations that pertain to this position including but not limited to Bank Secrecy Act, Consumer Privacy, and Fair Lending. The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills. Thorough understanding of the financial services industry particularly on evolving trends and the opportunities for growth afforded by digital technology. Ability to function as a strategic leader who passionately articulates the digital future of the banking system and expands digital capability throughout the financial services system. Demonstrated cross-functional communication and relationship-building skills to generate trust, teamwork, and collaboration. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Job Responsibilities: Support senior bankers in building financial models to value potential clients, and researching and creating marketing pitch materials. Assist in active Merger & Acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement. Marketing outreach efforts including some cold calling and email marketing. Assist with managing deal pipeline. Support various compliance and control initiatives across the organization. Job Requirements: Prior M&A Experience Required Strong attention to detail. Advanced skills in Microsoft Office (especially PowerPoint and Excel). Ability to work in a fast-paced, ever changing, and challenging environment. Self-motivated and proactive. Excellent communications skills (written / verbal). Collaborative team player. Must have a positive can do attitude and strong work ethic. Strong client management and analytical skills. Licenses/Certifications: SIE, Series 79 and Series 63 preferred. Educational/Previous Experience Requirements: Bachelor's Degree in Finance or Accounting preferred, but not required. M&A or Transaction Advisory Services internships and related experience strongly preferred. THIS IS AN IN-OFFICE POSITION IN OUR HEADQUARTERS OFFICE IN TYSONS CORNER, VA! PLEASE DON'T APPLY IF IT'S NOT GEOGRAPHICALLY POSSIBLE FOR IN-OFFICE WORK. Benefits Health, Dental, and Vision Insurance Flexible Spending Account (FSA) 401(k) Retirement Plan Paid Time Off (PTO) and Holidays Flexible Work Environment

Hi, Title – Vice President, Investment Banking – Technology Position – Fulltime Location – SFO, CA Salary- $Open(Best Possible) PRIMARY RESPONSIBILITIES Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Experience in the technology industry is preferred, but not required Bachelor's degree (or foreign equivalent) in Business or related field plus seven years of progressively responsible, post-baccalaureate experience as Business Analyst, Client Relationship or Management Associate Masters Degree in Business or related field strongly preferred Note: If interested please send your updated resume and include your rate requirement along with your contact details with a suitable time when we can reach you. If you know of anyone in your sphere of contacts, who would be a perfect match for this job then, we would appreciate if you can forward this posting to them with a copy to us. We look forward to hearing from you at the earliest!

Job Summary: We are seeking a highly skilled and experienced Senior Banking and Financial Business Analyst with a deep understanding of the banking industry, financial services, and payment card systems. This position requires a professional who can bridge the gap between business stakeholders and technical teams, ensuring the successful implementation of projects related to banking operations, financial products, and card services. The ideal candidate will have a strong background in card payments, financial regulations, risk management, and customer experience optimization within the banking sector. Key Responsibilities: Business Analysis & Requirements Gathering Card Payment Systems Expertise Assist Project Managers and Scrum Masters for daily Project Execution. Risk & Compliance Management Stakeholder Management & Communication Data Analysis & Reporting Education: Bachelor's degree in Finance, Business Administration, Computer Science, or related field. MBA or related advanced degree is a plus. Experience: At least 8-10 years of experience in banking and financial services, with a focus on payment cards (credit, debit, prepaid). Lead/drive, with appropriate stakeholders, identification of necessary business requirements as well as technical requirements arising from those business requirements. Strong documentation skills – ability to create requirements documents as well as other artifacts – traceability matrix, ERD, process flows, data mapping, etc. Understanding of banking domain and card technology (credit/debit - Commercial and retail banking). Strong analytical skills – ability to unwind complex integrations / process flows by asking appropriate questions and identifying necessary details to garner understanding as well as meet the overall goal within scope of the project. Ability to lead data mapping, and participate in subsequent testing of requirements – keeping track of overall progress and participating in analysis / identification of business impacts for defects and driving resolution with appropriate parties. Technical Skills: Proficiency with business analysis tools (e.g., JIRA, Confluence, MS Visio) and project management software. Familiarity with card payment technologies, systems, and frameworks (e.g., Visa/Mastercard networks, SWIFT, payment gateways). Knowledge of data analytics tools (e.g., Excel, Tableau, SQL) to analyze transaction data and generate insights. Soft Skills: Excellent communication and interpersonal skills, with the ability to manage stakeholder relationships and facilitate discussions across technical and non-technical teams. Strong problem-solving abilities and attention to detail. Ability to work on multiple projects simultaneously and effectively in a fast-paced environment. Strong business acumen with an ability to understand and align technical solutions with strategic business objectives. Desirable Skills: Experience with digital payment platforms, mobile banking apps, and online banking services. Familiarity with agile methodologies and tools (e.g., Scrum, Kanban). Certification in Business Analysis (CBAP, CCBA) or Project Management (PMP, Scrum Master) is a plus. Experience in managing vendor relationships and outsourcing partnerships.

You will work with our small but fast-moving, dynamic team serving and investing in growth-focused business-to-business technology companies. Our entrepreneurial structure will afford you the opportunity to be involved in exciting, demanding projects. You will typically assist in building financial models, developing valuation analyses, creating pitchbooks and other presentations, developing our internal business processes and performing due diligence relating to mergers, acquisitions, capital raises, and proprietary investments by the firm's venture capital funds. First Analysis has been advising and investing in growth-focused B2B technology companies for over 40 years. Our approach is founded on comprehensive research and deep sector insights. We harness this knowledge to empower entrepreneurs, enterprises and their investors, transforming industry expertise and robust relationships into tangible results. We provide investment banking and related services through First Analysis Securities Corp. (FASC), a FINRA-registered broker-dealer and member SIPC, and invest directly in companies through First Analysis Capital Management LLC, an SEC-registered investment adviser. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should be pursuing a bachelor's degree in business (finance) or a related area or a bachelor’s degree with relevant experience. You should be able to work in a fast-paced, team-based environment, have strong research, quantitative, analytical, and written and verbal communication skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint.