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R logo
Robert W. Baird & Co. IncorporatedNew York, NY
High-Profile Deals, Major Growth, the Right People Behind You. Grow Far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors and a culture focused on shared success. Driving Results Through Creative Debt Strategies Join Baird's Debt Advisory team - part of our Capital Solutions Group - and gain hands-on experience providing analytical support across the spectrum of financing and capital structure advisory services. Our capabilities include raising asset-based, first and second lien, unitranche, mezzanine, high-yield and other structured debt instruments on behalf of corporate clients. With deep expertise, creativity and an unwavering commitment to client success, we excel in navigating the unique capital needs of our clients. Learn more. Summer 2027 Analyst Internship Program Our competitive intern program is a robust 10-week experience that offers real transaction exposure and a meaningful work experience. Interns are valuable team members who learn from experienced professionals in a collaborative and dynamic environment. Located in either our New York or Chicago office, interns must be flexible to work full-time during the summer. Significant hours are required. What You'll Do Support the Debt Advisory team by providing analytical support across a range of transactions, including acquisition financings, dividend recaps, refinancings and balance sheet restructurings Work with your team to perform credit analysis, build financial models and create marketing materials Contribute to business development efforts through research, analysis and preparation for client meetings and pitches Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal What You'll Gain Contribute to every stage of a transaction, from conducting research to facilitating due diligence Gain insight into how teams collaborate across geographies, sectors and specialties to support client objectives Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity What It Takes Current enrollment in a bachelor's degree program required with a graduation date of winter 2027 or spring 2028 A candidate energized by learning, teamwork and real responsibility Proven academic record and a passion for finance (a finance degree is helpful, but not required) Drive, resilience and a strong work ethic Ability to work independently and thrive in a collaborative setting Strong mathematical, writing and verbal skills; relevant software proficiency Compensation and Benefits: Base Salary: $110,000 (pro-rated for summer program) Interested? Complete the Suited Assessment and Apply Today As part of our application process and to be considered for our Summer 2027 Analyst Internship Program, you must complete the Suited assessment. Sign up and complete here. Your Baird application is not complete until you submit the assessment. For questions and additional information, contact: Baird Global Investment Banking Recruiting ibrecruiting@rwbaird.com Visit our U.S. Internship Program page for FAQs. Learn more about our platform at www.BairdGlobalInvestmentBanking.com. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Learn more about our internship programs and review frequently asked questions. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 6 days ago

Houlihan Lokey logo
Houlihan LokeyAtlanta, GA

$175,000 - $225,000 / year

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

Posted 30+ days ago

Northwest Bancorp, Inc. logo
Northwest Bancorp, Inc.York, PA
Job Description Job Summary The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also 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, compliance with Northwest policies and procedures, and with Federal and State regulations 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+ Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. Excellent verbal, written, and interpersonal communication skills. Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

Backbase logo
BackbaseAtlanta, GA
High level job description: Provide consultation to the bank on Treasury Management Implementations Support product feature mapping conversation and adaptability to business by providing [US Commercial Banking] expertise to Backbase customers and internally Support client on the configuration and process/workflow of the product Assist the bank with their test plans and ensure test coverage. Collaborates with other project team members and organizational entities to identify and monitor issues, impacts and dependencies tied to implement the [US Commercial Banking] product for Backbase customers. Prepares and conducts informal and formal presentations - as needed. Contributes to the implementation change management process Supports with Production readiness and testing Assist client with issues raised during the testing cycle (both during and after Backbase implementation code completion) Support/ perform mapping session with the client to transfer data from the clients legacy system into the Backbase system Day to day as Implementation Consultant: Backbase Customer Consultant As a Customer Consultant, you'll be the primary point of contact for clients, providing ongoing support and expertise. Your key responsibilities will include: Answering client questions: You'll need to promptly and accurately address inquiries, demonstrating a deep understanding of our products or services. This involves both providing information and troubleshooting issues. Offering solutions based on expertise: Beyond just answering questions, you'll proactively identify client needs and propose tailored solutions. This requires leveraging your knowledge to help clients optimize their use of our offerings and achieve their goals. Building strong relationships: You'll serve as a trusted advisor, building rapport and maintaining a positive, long-term relationship with each client. This involves understanding their unique challenges and acting as their advocate within the company. Providing ongoing support: Your role isn't just about one-off interactions. You'll be responsible for continuous engagement, checking in with clients, and ensuring their satisfaction and success over time. Project Workflow and Management The project process below outlines a clear and collaborative workflow within Services, from initial client discussions to the final management of tasks. Initial Requirements & Planning Attend client meetings (as needed) to fully understand customer needs and initial requirements. Collaborate with the project team to review and align on client requirements. Provide industry insights and best practices to inform the project's direction. Contribute to solution brainstorming, offering input on potential solutions, strategies and approaches. Requirements Refinement The Business Analyst (BA) leads refinement sessions, with the Implementation Consultant (IC) providing support and expertise. The BA and IC align on requirements and solutions before these sessions, ensuring a unified front when discussing with the client. Request for Feature (RFF) Creation Assist in creating RFFs, which document client requirements. Project team members can create tickets in Jira to capture and explain specific client needs. Ensure Business value is captured. RFF Management & Development Review RFFs against industry standards and best practices. Collaborate with the R&D team to refine RFFs, ensuring they align with our product roadmap and technical capabilities. Manage the progress of RFFs with R&D, acting as the primary liaison to ensure timely completion. Communicate all requirement updates or changes to the project team to maintain alignment and transparency. Maintenance & Support Create or convert RFFs into maintenance tickets as needed to address ongoing client requirements or issues.

Posted 30+ days ago

Commerce Bank logo
Commerce BankLenexa, KS

$70,500 - $139,000 / year

About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $70,500.00 - $139,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job This position involves both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of up to $150MM. Essential Functions Participate in outreach activities with assigned customers and target prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ensure a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensure adequate loan documentation, and analyze industry/credit risk Facilitate the resolution of customer problems and engage product experts as needed Participate in community and business functions/groups to ensure a positive image for the Bank and establish referral contacts within the marketplace Ensure compliance with all Bank policies, procedures, regulations, and laws Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of full range of commercial products, credit policies, procedures and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Basic strategic, analytical, problem-solving skills and credit analysis skills Basic persuasive and negotiation skills with strong sales skills Some independent decision-making skills, but requires regular management oversight Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 1+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Business Banking Relationship Manager I, II, and III job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $139,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8700 Monrovia, Lenexa, Kansas 66215 Time Type: Full time

Posted 30+ days ago

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Piper Sandler CompaniesBoston, MA

$135,000 - $225,000 / year

Job Description: At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Investment Banking Associate on our Healthcare IT team in Minneapolis, MN or Boston, MA. Learn more about the team here. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: Minimum 3+ years of investment banking experience Experience with M&A transactions Excellent written and verbal communication skills, including ability to develop internal and external relationships Strong knowledge of accounting and financial modeling Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. LI-AH1

Posted 3 weeks ago

Security Federal Bank logo
Security Federal BankLexington, SC
Description This position is responsible for providing a consistent customer experience, opening, modifying and closing all types of deposit accounts and safety deposit box services; Assist customers with account reconciliation, research requests, check orders, wire transfers, and debit card while seeking opportunities to develop customer relationships and identify referral opportunities. Responsibilities also include actively promoting and growing all consumer credit products including real estate transactions; Assist customers in application process, gathering all required information for loan underwriting and communicating with customer throughout the credit process. This position will be universal, with full platform, vault custodian, cash-line and consumer lending responsibilities. Requirements High School diploma or equivalent Proficient computer skills and active engagement in the new technology Excellent interpersonal communication and presentation skills (both written and oral) Strong analytical and problem solving skills Ability to derive innovative solutions Demonstrate a "team" attitude toward the bank and coworkers Successful completion of in-house training and orientation Handle sensitive information of the bank and customers in confidence Display a high degree of character and ethics Represent the bank in a professional manner within the community Professional dress and demeanor required This position may require occasional travel to various locations for job related business Register for NMLS# Three years prior banking, sales, and/or customer service experience Three years prior consumer lending experience Ability to assist customers with digital banking offerings Strong customer focus Ability to handle multiple priorities simultaneously Bi-lingual experience a plus. Competitive salary and benefits package available. EEO. This is a 7-day banking branch so extended evening hours and rotating weekend work is required.

Posted 30+ days ago

Moelis logo
MoelisLos Angeles, CA

$110,000 - $125,000 / year

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Analyst to join our financial advisory practice in Los Angeles. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. Primary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations Gathers and processes market share data and shareholder and investor profile Required Skills & Experience: Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary: $110,000-$125,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 4 weeks ago

Capco logo
CapcoCharlotte, NC
About the team: Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever-changing industry. Working in Banking and Payments at Capco extends well beyond a traditional consulting role - we focus on developing talent within a supportive environment while simultaneously challenging tomorrow's leaders to partner with our clients and shape the future of financial services. At Capco, we deliver innovative solutions that shape market-leading strategies through implementing advanced technology with modern methods. Our experience across the ecosystem of banking segments, products, customer experiences, and supporting infrastructure has strengthened our reputation for innovation within the industry. We partner with commercial banks with capabilities including but not limited to lending, deposits, treasury / cash management, online banking, and payments. The team offers our clients the support and guidance they need to compete in an industry that has and continues to experience rapid modernization and change. Whether our clients are seeking to enhance operational performance, accelerate change, or transform the customer experience, our goal is to help them emerge as industry leaders and meet or exceed their business goals. About the Job: As a Senior Consultant on the Banking and Payments team, you will work in a fast-paced team setting, alongside industry experts, to craft optimal strategies used to solve complex client problems. Your insights will influence actions taken by managers and executives, both proactively and in real-time problem-solving situations, within broad scale programs. What You'll Get to Do: Lead and support client discussions that center around sales, servicing and transacting processes across banking products and segments Develop frameworks, approaches, solutions and recommendations that effectively and efficiently address the most impactful opportunities and challenges related to business process or technology systems, including their implementation, administration or optimization Assist project teams in measuring current business or operational performance and forecasting improvements based on Capco's recommendations Facilitate the collaboration and coordination between business and technology to deliver on client end-to-end objectives Work as part of team leveraging agile and modern software delivery techniques Produce insights, analyses, and recommendations to improve client business or operational performance, drive understanding of client issues and provide strategic guidance related to various financial products Build new solutions, toolkits, documents, and consulting approaches that can be applied across Capco's Banking and Payments practice What You'll Bring with You: 5+ years of professional experience working in banking environment as a business analyst, project / program manager, internal consultant or similar role supporting initiatives in retail bank, commercial bank, lending / leasing, mortgage, card, digital bank or a similar function. Experience working for a management or technology consulting firm is strongly preferred Broad financial services knowledge including, but not limited to: consumer banking, business banking, lending (mortgage and non-mortgage), digital channels, payments (cards and non-cards), transactions processing, and operational management Strong analytical skill with respect to business management and problem solving Ability to effectively lead team members to ensure the completion of project deliverables with requisite quality and in a timely manner People and project management skills and experience Ability to communicate in both written and verbal forms with confidence and clarity Ability to work well in cross-functional teams and understand large programs Advanced MS Excel and MS PowerPoint skills Agile experience is a plus Bachelor's degree or higher highly preferred Why Capco? A career at Capco is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex change. As consultants, we work on the front-end business design all the way through to technology implementation. We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering. Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset, and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business. We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW. We offer highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees. Ready to take the Next Step? If this sounds like you, we would love to hear from you. This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory. We have been informed of several recruitment scams targeting the public. We strongly advise you to verify identities before engaging in recruitment related communication. All official Capco communication will be conducted via a Capco recruiter. #LI-JD1

Posted 30+ days ago

US Bank logo
US BankMinneapolis, MN

$105,400 - $124,000 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description SUMMARY The Customer Remediation Data Analyst in Consumer & Business Banking (CBB) Risk will participate in projects that require quality control, research, data compilation and analysis to ensure compliance with the bank's Customer Remediation Policy. The Analyst should have experience and a thorough understanding of the front-end systems (e.g. Hogan, CA-View, Fusion, Common Transactions, Safe Box Inquiry, Net-O, MSP, CACS, Doc Velocity) for the various business line processes. RESPONSIBILITIES Customer Remediation Support: The CBB Risk Data Team supports issue and business line management with research, data analysis, documentation and execution Credible Challenge: The CBB Risk Data Team accepts ownership of the data used within all CBB customer remediation events. This includes confirmation to front line systems for any data created internally or obtained from an external source and verification of any component required during validation. Maintain awareness of bank, regulatory, and industry changes and trends Responsibilities may also include contributing to CBB Risk Data Team projects or project implementation Perform other duties as assigned BASIC QUALIFICATIONS Seven to ten years of applicable experience Bachelor's degree or equivalent work experience PREFERRED SKILLS/EXPERIENCE Five years of experience with bank systems Five years in a reporting, analytics, or technology environment Strong problem-solving, process facilitation, project management, and analytical skills Excellent interpersonal, written, and verbal communication skills Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact CBB Advanced understanding of CBB products, services, systems, and associated risks/controls, as well as supporting operational functions SQL/SAS coding experience Python experience Advanced Excel computer skills and database knowledge Experience with SharePoint or TEAMS Comfortable working in a team environment with layers of required review/approval Ability to work in a fast-paced environment with large workloads The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

T logo
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for centralized operations reporting for Retail and Small Business Banking (RSSB) Operations, as well as the development and oversight of Community Branch Banking (CBB) workforce strategy and planning, including management of the branch FTE Plan. Consults on RSBB workforce initiatives and process improvements. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Lead reporting and analytics efforts for RSBB Operations and for Community Branch Banking Workforce, including leadership of a team of experienced reporting analysts and consultants who support the delivery of the responsibilities of the role. Design reports, dashboards and tools that improve efficiency and provide workforce insights. Act as a strategic change agent in the effort to establish a culture of data-driven decision-making. Prepare key operations and branch banking workforce reporting required for various RSBB risk committees, working groups, regulatory meetings, or other purposes as assigned. Coordinate ad hoc reporting and analytics initiatives at the direction of RSBB Operations executive leadership. Responsible for strategic workforce plans including branch-level FTE plan, shared resource solutions, workforce efficiencies, and other workforce initiatives. Effectively translate complex strategies into tactical action plans for execution. Responsible for measuring progress against strategic workforce plans and other workforce KPIs. Propose KPIs, set targets and benchmarks, establish recurring reports and provide insight into trends. Identify solutions for performance issues. Consult on execution of RSBB workforce initiatives with data insights and process improvements. Implement opportunities to centralize and/or automate processes to gain efficiencies. Represent RSSB Operations on cross-function project teams. Influence strategic direction of projects and initiatives with workforce impacts. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Business, Computer Science, Economics, Mathematics/Statistics/Advanced Analytics, Marketing, Operations or a related discipline, or equivalent education and related training 12 years of related experience Experience working with reporting and analytics tools Demonstrated experience managing teams and projects in a complex analytical environment Excellent problem-solving skills with a demonstrated record of success in an internal or external consulting environment Excellent written and verbal communication skills; ability to communicate technical information to nontechnical audiences Demonstrated experience and proficiency with Excel and Microsoft Office suite Preferred Qualifications: Master's degree in Business, Statistics, or related discipline Demonstrated experience managing analytical projects in Financial Services or other industries with complex (multi-product, multi-channel, geographically diverse) client relationships At least ten years' experience working with customer/prospect data in consulting, financial services, or other similar environments General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 2 weeks ago

P logo
Piper Sandler CompaniesNew York, NY

$135,000 - $225,000 / year

Job Description: At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Investment Banking Associate on our Healthcare Services team in New York, NY, Chicago, IL, San Francisco, CA, Charlotte, NC. Learn more about the team here. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: Minimum 3+ years of investment banking experience Experience with M&A transactions Excellent written and verbal communication skills, including ability to develop internal and external relationships Strong knowledge of accounting and financial modeling Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. LI-AH1

Posted 3 weeks ago

PwC logo
PwCChicago, IL

$99,000 - $266,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

First Commonwealth Bank logo
First Commonwealth BankLancaster, PA
A Business Banking Relationship Manager I cultivates new business from potential and existing small-mid-sized business clients by providing financial advice, managing relationships, and recommending banking products to help clients achieve their financial goals. They serve as the primary point of contact, helping clients navigate a range of financial products and services to meet their business needs. Essential Job Responsibilities ____ Sales and Business Development a. Conducts a minimum of 10 client or prospect calls per week to build new relationships and strengthens existing ones. b. Pursues new small-mid-sized business clients with borrowing needs less than $3mm and who are generally less than $10mm in revenue and provide opportunities to generate deposit, loan and revenue growth for the bank. c. Promotes a full suite of banking products and services, ensuring clients are aware of all available options. d. Works closely with business partners such as the Financial Solutions Centers, Treasury Management, Mortgage, Equipment Finance, FCI and FCA to deepen the relationship and expand the relationship revenue. Financial Solutions Advisory a. Shares insights with clients, positioning the bank as a trusted partner in their business growth. b. Assesses clients' financial needs and objectives to provide tailored banking solutions. Compliance and Risk Management a. Works with Credit Administration to determine initial credit worthiness, understanding their credit strengths and weaknesses and ensuring adherence to bank policies. b. Works with Business Banking Portfolio Management to ensure credit quality standards are met/maintained including financial statement monitoring and past due accounts. Client Support and Relationship Management a. Addresses client inquiries, troubleshoot issues and provides ongoing support to clients. b. Prepares and maintains accurate call records of client service calls made and meetings held with present and prospective clients. Bona Fide Occupational Qualifications_ ____ A bachelor's degree or equivalent experience. A minimum of three (3) years of relevant business development experience in a customer-centric sales environment with a proven track record of exceeding assigned goals. Exceptional communication skills with ability to influence others, as well as strong computer and analytical skills are necessary. A valid driver's license and travel, including some overnight stays, are required.

Posted 30+ days ago

PwC logo
PwCKansas City, MO

$150,000 - $438,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you are expected to lead the way as technologyenabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Responsibilities Set the strategic direction for the Financial Services Tax team Lead business development initiatives to drive growth Oversee multiple projects maintaining quality delivery Maintain executive-level client relationships Provide technical knowledge and industry insights Foster a culture of digitization and automation Equip professionals to succeed in complex transactions Leverage One Firm knowledge to address client needs What You Must Have Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Considerable knowledge of tax issues in banking industry Considerable knowledge of public accounting practices Significant technical skills including FAS 109 and FIN 48 Identifying and addressing client needs Developing and sustaining meaningful client relationships Preparing and presenting complex written and verbal documents Leading teams to generate a vision and establish direction Utilizing automation and digitization in professional services Evaluating and negotiating new and existing contracts Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

T logo
Texas Capital Bancshares, Inc.Austin, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. As a key member of our healthcare corporate banking team, the Relationship Manager (RM) will lead strategic client engagement across a diverse portfolio of healthcare entities. This role is responsible for delivering tailored financial solutions, managing complex credit structures, and deepening relationships with for-profit, non-real estate healthcare organizations. The RM will serve as a subject matter expert across the bank, helping to grow the healthcare vertical and collaborating closely with internal partners including investment banking, credit, and product teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for C-suite executives and decision-makers across a portfolio of healthcare clients, ensuring high levels of engagement and satisfaction. Strategic Growth: Develop and execute a disciplined calling strategy and client acquisition pipeline to expand the bank's presence in the healthcare sector. Tailored Solutions: Leverage deep industry knowledge to deliver customized banking solutions, including credit, treasury, and capital markets products. Cross-Functional Collaboration: Partner with internal teams to structure and execute deals, cross-sell products, and deliver comprehensive financial support. Credit & Risk Oversight: Work closely with credit teams to underwrite and monitor transactions, proactively identifying and managing risk. Deal Execution: Lead client pitches, negotiations, and presentations to secure new business and expand existing relationships. Mentorship & Team Leadership: Mentor junior talent, fostering a collaborative and high-performing culture within the Corporate Banking team. Compliance & Governance: Ensure adherence to regulatory requirements, internal policies, and risk frameworks. Qualifications: Bachelor's degree in Finance, Accounting, Business, Economics, or a related field. 10+ years of experience in Corporate or Commercial Banking, with a strong focus on healthcare clients. Formal credit training or equivalent experience in credit analysis and underwriting. Proven track record of relationship management, business origination, and portfolio growth. Strong understanding of capital markets, bank products, and financial regulations. Excellent communication, organizational, and problem-solving skills. Proficiency in Salesforce and Microsoft Office (Teams, Word, Excel, PowerPoint). FINRA Series 79, 63, and SIE licenses required (or must be obtained within 120 days of employment). The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

F logo
First Merchants CorporationFlora, IN
First Merchants Bank is seeking a Banking Center Manager to join our team! This position will focus on developing and implementing sales plans, coaching and developing their team, providing strong managerial leadership and direction to the banking center staff, and overseeing the operational soundness of the banking center. As part of this role you will: Oversee and inspect all operations and compliance of the banking center. Develop and implement an aggressive sales and marketing strategy to drive deposit, loan and partner referrals with new and existing client relationships. Regularly conduct outside sales calls to nurture and grow established relationships and grow market share for the banking center(s) through frequent participation in business development activities with existing business customers in the market area. Market all types of business and consumer banking functions including deposits, lending, Private Wealth, brokerage, merchant processing, treasury management, etc. Ensure banking center team and partners deliver upon Gold Standard for Service expectations. Promote an understanding of business deposit and lending products and expand relationships with new and existing clients through ongoing outside business calling activities. Open accounts and process loan applications for both consumer and business customers. Resolve customer inquiries, problems and complaints with scope of authority while proactively using service to sales techniques to provide solutions to customers for current financial needs. Create and foster a robust employee experience within the banking center. Implement effective Sales Management routines designed to coach, teach, train and inspect sales activities within the banking center(s). Conduct weekly sales and pipeline meetings, daily huddles, touch bases with direct reports. Complete formal and informal coaching conversations monthly focusing on sales and service behavioral observation and the associated production from those behaviors. Coach bankers to the effective use of the guided conversation and associated sales tactics to expand relationships and increase share of wallet. To be successful in this position, we require the following: High school diploma or equivalent (GED). A minimum of three (3) years of sales, management, banking, or related experience including serving in a lead or supervisory capacity. This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire. Obtain Notary Public designation. The following would be a plus: Demonstrated ability to sell and cross-sell bank products and services. Consumer lending experience. Demonstrated ability to manage sales team to achieve threshold activity levels and performance goals. Bachelor's degree. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

Posted 30+ days ago

Northwest Bancorp, Inc. logo
Northwest Bancorp, Inc.Lebanon, PA
Job Description Job Summary The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also 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, compliance with Northwest policies and procedures, and with Federal and State regulations 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+ Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. Excellent verbal, written, and interpersonal communication skills. Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

Moelis logo
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. Overview Moelis Private Capital Advisory ("PCA") is a global business that provides strategic advisory and distribution to private fund sponsors including primary fundraising, tailored capital raise solutions, and secondary market advisory. Combined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PFA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. The Secondary Advisory team at Moelis & Company is global team focused on advising financial sponsors and institutional investors on a wide range of strategic liquidity solutions across the private capital universe. The team works closely with industry and product groups across Moelis to provide relevant market insight, structuring advice, and best-in-class execution to clients. As a member of the team, successful candidates will be responsible for providing advisory, structuring, and execution services to clients with investments across the private capital universe. Position Description: The Associate position at Moelis offers exposure to all aspects of the GP-led secondary market including single- and multi-asset continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. The Analyst will work closely with professionals throughout the firm to deliver high quality advice to clients. Responsibilities include: Perform company- and fund-level due diligence, prepare marketing materials (CIMs, Teasers, etc.) and other transaction-related documentation Financial analysis and modeling including LBOs, continuation fund models, waterfalls Assist in managing buy-side investor outreach and due diligence (e.g., sponsor team meetings, management team meetings, on-site diligence visits) Contribution in preparing responses to due diligence requests from potential secondary investors Communicate and collaborate regularly with Moelis' industry and financial sponsor coverage team members Maintain databases of secondary market transactions, buy-side investors (profiles, strategies, investment preferences), broader market data to assist with marketing materials Communicate regularly with buy-side investors (secondary investors, family offices, SWFs, insurance firms, FoFs, asset managers, etc.) Conduct secondary market research including identifying trends in the alternatives investment industries Conducting ad hoc industry research Qualifications: Candidates for the Associate position should exhibit a strong history of academic achievement as well as possess the following attributes: Minimum of 3-5 years post-college financial services experience Understanding of the private equity industry and secondaries industry Highly motivated individual with a strong desire to learn Keen attention to detail Strong analytical and technical skills (including extensive experience with Microsoft Excel, PowerPoint and Word) Ability to think creatively in order to solve problems Excellent communication skills Organized, with good judgment and time management skills Ability to work independently and as part of a broader team Compensation Expectations: USD $200,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

Transunion logo
Transunionwolf lake, IL

$78,100 - $123,000 / year

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 are consistently 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. What You'll Bring: Minimum of 5 years selling, consulting and/or business development within the financial services industry Major account experience in a matrix environment with expertise in navigating large complex organizations, identifying buyers, influencers, and closing business within Financial Services Proven client engagement skills, including prospecting, relationship-building, deal-making and negotiating and closing business Exceptional communication skills and interpersonal skills. Articulate, persuasive, and engaging communication style. Ability to be extremely persistent in a pleasant and professional fashion Bachelor's Degree or higher from an accredited college or university, business related preferred Willingness to travel as needed Impact You'll Make: Responsibility for managing the overall relationship with assigned accounts; identifying key decision makers, influencers, buyers and sponsors Strong prospecting skills to identify net new prospective clients Leading and coordinating resources for client-facing business reviews and internal account planning sessions Facilitating both client facing and internal sales meetings; ensuring appropriate resource participation Collaborating with Industry Executives and matrix partners to drive adoption of new product opportunities Serving as your customer's advocate; deeply understanding their business model and position within the market, and converting this knowledge into successful engagements with TransUnion Owning the account planning process, and determining the most strategic initiatives and priorities for your customers Reviewing usage gaps and expansion opportunities alongside our Client Value Executives in support of customer retention and expansion initiatives 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 remote position which may require occasional in-person attendance at work-related events at the discretion of management. 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. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ERCoE@transunion.com. Pay Scale Information : The U.S. base salary range for this position is $78,100.00 - $123,000.00 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% - 50% of base salary and may vary based on position. *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. 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: CE II, Account Dev - Direct Sales Company: TransUnion LLC

Posted 2 weeks ago

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Internship - Investment Banking Analyst, Debt Advisory, New York And Chicago (Summer 2027)

Robert W. Baird & Co. IncorporatedNew York, NY

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Job Description

High-Profile Deals, Major Growth, the Right People Behind You. Grow Far at Baird.

Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors and a culture focused on shared success.

Driving Results Through Creative Debt Strategies

Join Baird's Debt Advisory team - part of our Capital Solutions Group - and gain hands-on experience providing analytical support across the spectrum of financing and capital structure advisory services. Our capabilities include raising asset-based, first and second lien, unitranche, mezzanine, high-yield and other structured debt instruments on behalf of corporate clients. With deep expertise, creativity and an unwavering commitment to client success, we excel in navigating the unique capital needs of our clients. Learn more.

Summer 2027 Analyst Internship Program

Our competitive intern program is a robust 10-week experience that offers real transaction exposure and a meaningful work experience. Interns are valuable team members who learn from experienced professionals in a collaborative and dynamic environment.

Located in either our New York or Chicago office, interns must be flexible to work full-time during the summer. Significant hours are required.

What You'll Do

  • Support the Debt Advisory team by providing analytical support across a range of transactions, including acquisition financings, dividend recaps, refinancings and balance sheet restructurings
  • Work with your team to perform credit analysis, build financial models and create marketing materials
  • Contribute to business development efforts through research, analysis and preparation for client meetings and pitches
  • Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal

What You'll Gain

  • Contribute to every stage of a transaction, from conducting research to facilitating due diligence
  • Gain insight into how teams collaborate across geographies, sectors and specialties to support client objectives
  • Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world
  • Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity

What It Takes

  • Current enrollment in a bachelor's degree program required with a graduation date of winter 2027 or spring 2028
  • A candidate energized by learning, teamwork and real responsibility
  • Proven academic record and a passion for finance (a finance degree is helpful, but not required)
  • Drive, resilience and a strong work ethic
  • Ability to work independently and thrive in a collaborative setting
  • Strong mathematical, writing and verbal skills; relevant software proficiency

Compensation and Benefits:

  • Base Salary: $110,000 (pro-rated for summer program)

Interested? Complete the Suited Assessment and Apply Today

As part of our application process and to be considered for our Summer 2027 Analyst Internship Program, you must complete the Suited assessment. Sign up and complete here. Your Baird application is not complete until you submit the assessment.

For questions and additional information, contact:

Baird Global Investment Banking Recruiting

ibrecruiting@rwbaird.com

Visit our U.S. Internship Program page for FAQs. Learn more about our platform at www.BairdGlobalInvestmentBanking.com.

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Learn more about our internship programs and review frequently asked questions.

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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