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administrative assistant to investment professionals Jobs in New York

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associate director treasury management officer global transaction banking

Scotiabank

<div>Requisition ID: 248323

Salary Range: 120,900.00 - 231,400.00

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience. 


Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 
Associate Director, Treasury Management Officer, Global Transaction Banking - New York, NY 
Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do business with us. 
As businesses build their digital capabilities and transform their operating models, their payment needs are evolving too. Boasting a unique global footprint, GTB&rsquo;s comprehensive suite of innovative banking solutions help our business clients generate operational efficiencies, streamline and simplify payments, improve working capital performance, and mitigate financial risk. 
At Scotiabank, we embrace your strengths, ideas, and ambitions. GTB is a fast-growing team with a focus on the Americas, particularly Canada, the U.S., Mexico, and we are seeking top tier talent to complement our organization. 
Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. 


Purpose: 
As an Associate Director, Treasury Management Officer (TMO) you will partner closely with Corporate &amp; Investment Bankers (CIBs) while managing a specific portfolio with annual revenues greater than $2 billion. You&rsquo;ll serve as a trusted advisor and single point of contract across all markets, offering dedicated Global Transaction Banking (GTB) coverage for all products. TMOs will be organized by industry sector and coordinate the overall GTB relationship with in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your expertise in global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital solutions, and digital transformation, you&rsquo;ll strengthen existing connections, prospect new ones and introduce clients to strategic partners as you deliver Scotiabank&rsquo;s global value proposition and local transaction banking platform. 


Accountabilities:&middot;
<ul>
<li>Growing relationship revenue by successfully prospecting and sourcing new transaction banking business while retaining and expanding existing client relationships.</li>
<li>Manage relationships with CFOs, Treasurers, VPs of Finance, and Controllers, to provide integrated transaction banking solutions within a consultative and client driven framework.</li>
<li>Deliver thought leadership to the market, prospects, and clients, in collaboration with solution/product partners on all transaction banking related topics at client roundtables, industry conferences, webinars, and client events.</li>
<li>Coordinate with solutions specialists to deliver a seamless end to end client experience and lead business process reviews aligned to key client sales opportunities.</li>
<li>Partner with internal product stakeholders to represent client perspectives in the development and evolution of products and solutions .</li>
<li>Collaborate with key partners including Group Treasury, Global Risk Management, Capital Markets, Corporate &amp; Investment Banking, Global Operations, Fulfillment and Servicing.</li>
<li>Coaching and developing junior talent.</li></ul> 


Education &amp; Experience:
<ul>
<li>The position will be client facing with ongoing deliverables with tight deadlines</li>
<li>3-5 years of transaction banking experience incl. global cash management, liquidity management, trade &amp; working capital solutions, and / or corporate banking or global banking experience.</li>
<li>Knowledge and understanding of transaction banking products, credit and risk processes and pricing philosophy.</li>
<li>Excellent communication skills with a track record in building relationships with clients and prospects.</li>
<li>Proven negotiation and active listening skills. Critical and strategic thinking.</li>
<li>Concern and regard for managing operational and enterprise risk.</li>
<li>Demonstrated experience of meeting or exceeding sales goals as a proven top individual contributor.</li>
<li>Bachelor&rsquo;s degree, MBA or equivalent</li>
<li>Certified Treasury Professional (CTP) designation an asset</li>
<li>International banking experience</li>
<li>Strong creative solution and motivation for process improvement</li>
<li>Proven track record of prioritizing competing priorities and leading small groups while delegating tasks</li>
<li>Spanish / French Language competency is an advantage</li></ul> 


Working Conditions:
<ul>
<li>Work in a standard office-based environment; non-standard hours are a common occurrence.</li>
<li>Domestic and International travel required</li></ul> 


Interested? 
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 
What's in it for you? 
Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. 

#GTB
Location(s): United States : New York : New York City

Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. 
 
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.</div>

Associate Director, Treasury Management Officer, Global Transaction Banking

<div>Requisition ID: 255051

Salary Range: 120,900.00 - 231,400.00

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience. 


Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 
Global Banking and Markets 


Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. 


Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious &amp; metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. 


Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! 


Purpose 


The Associate Director is responsible for the innovation and project implementation of the U.S. and Global Banking Market (&ldquo;GBM&rdquo;) Treasury team. The incumbent is a direct report to the Director of U.S. Treasury &ndash; Strategic Initiatives and Governance and is responsible for leading the planning and execution of initiatives within U.S. Treasury as well as support Enterprise Treasury goals. This position works closely with Treasury senior management, GBM business leaders and a diverse set of stakeholders to deliver on our strategic goals while improving team efficiency. 

The incumbent is expected to have a deep knowledge of Treasury processes including an understanding of banking products, funds transfer pricing, funding requirements, liquidity reporting, and interest rate risk. 


What You'll Do 

<ul>
<li>Lead, plan and ensure end-to-end delivery of complex projects owned by Group Treasury, and represent Group Treasury in projects that have an impact on the group leveraging a mix of technical and business-related knowledge. Accountable to ensure that new initiatives are properly incorporated into Treasury functionality. 

</li>
<li>Partner with the GBM and U.S. Treasurers to shape and monitor strategic business implementations, ensuring alignment with enterprise objectives. 

</li>
<li>Independently oversee project governance and provide regular status updates to senior leadership, exercising judgement based on complexity of the situation and providing informed recommendations for management decision making. 

</li>
<li>Develop strong relationships with key stakeholders to become a trusted advisor and strategic partner to GBM in the identification and execution of transformational and /or continuous improvement initiatives. 

</li>
<li>Operate as the cross-functional business lead for Treasury to drive full suite Treasury solutions leveraging the individuals&rsquo; business, technical and Bank knowledge. 

</li>
<li>Coordinate various working groups and committees which Treasury owns and chairs and produce the presentations, minutes detailing the actions and outcomes of each session. 

</li>
<li>Ensure that U.S. Treasury frameworks, policies, and procedures meet the expected standards of governance and are consistent with the Enterprise. 

</li>
<li>Understand how the Bank&rsquo;s risk appetite and risk culture should be considered in day-to-day activities and decisions. 

</li>
<li>Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. 

</li>
<li>Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank&rsquo;s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. 
</li>
</ul>What You&rsquo;ll Bring 

<ul>
<li>8+ years&rsquo; experience in financial services with exposure to both strategy and project execution.</li>
<li>Undergraduate degree in finance or similar discipline preferred. Non-business degree combined with either the CFA or FRM would be acceptable.</li>
<li>Knowledge of Capital Markets, including major asset classes and their associated trade life cycles.</li>
<li>Strong leadership, strategic thinking and influencing skills required.</li>
<li>Able to work autonomously and solve complex problems in an agile manner.</li>
<li>Exceptional organizational, planning, and execution skills, with the ability to manage multiple priorities in parallel.</li>
<li>Experience in project management or business analysis, with a track record of delivering results</li>
<li>Strong analytical skills and excellent ability with MS Office including Word, Excel and PowerPoint.</li></ul> 


Interested? 
If your experience is closely related but doesn&rsquo;t align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank!

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 

What's in it for you? 


Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. 
 
#GBM
Location(s): United States : New York : New York City

Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. 
 
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.</div>

Associate Director, U.S. Treasury Policy, Governance and Strategic Initiatives

<div>Requisition ID: 254230

Salary Range: 200,000.00 - 260,000.00

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience. 


Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 
Title: Associate Director/Director, Multinational Coverage, Corporate Banking 


Global Banking and Markets

Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking platform with a competitive presence across the Americas, operating globally over 100 years. Scotiabank&rsquo;s strong US presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group including transaction banking and trade finance solutions.

Be part of an innovative Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition to every future! 

Overview

The Multinational Client Coverage model (MNC) is key to Scotiabank&rsquo;s refreshed strategy, which entails the delivery of a differentiated and consistent client experience across our footprint, placing the client at the center of our service model, regardless of where they choose to do business. This supports Scotiabank&rsquo;s vision to be our clients&rsquo; most trusted financial partner by delivering tailored solutions and deepening client relationships across the North America region and earn client primacy.

This is an exciting opportunity to join a growing, fast-paced and dynamic team. In partnership with the Parent Account Manager (PAM; global relationship manager) and local product partners, the Subsidiary Account Manager will manage the relationship of the U.S. subsidiaries at the country/local level and support the PAM in developing and executing on the global account plans &amp; service delivery in compliance with governing regulations, internal policies, and procedures. 

What You'll Do
<ul>
<li>As single-point of contact in the U.S., primary responsibility of developing and managing fulsome local client relationships at the U.S. subsidiary level of our Multinational clients and closely collaborating with in-country product partners, as well as coordinating with other internal partners across our footprint.</li>
<li><div>Work collaboratively with senior leadership, country teams, and key internal stakeholders across Scotiabank&rsquo;s business lines, in‑country and globally, to deliver the enhanced Multinationals value proposition to our clients.</div>
</li><li>Support Parent Account Managers (PAM) in developing holistic global account plans and executing multi-product and service delivery to grow the global relationship.</li>
<li>Manage junior Subsidiary Account Managers and Analyst/Associate pool located in the U.S.</li>
<li>Champion a client-centric culture and leverage Scotiabank&rsquo;s global and in-country footprint, systems, and product knowledge to deliver tailored global and local solutions and grow revenue and primacy.</li>
<li>Maintain good knowledge of Scotiabank's local and global platform, product capabilities, operational processes, risk appetite and risk culture to facilitate cross-product/cross-regional relationship management.</li>
<li>Stay keenly aware of the changing macro environment and regulatory landscape, and their impact on the industry and potential future opportunities.</li>
<li>This will play a key role in shaping and enhancing operating processes, clearly articulating the mandate across the U.S. Corporate Bank and global stakeholders, and contributing meaningfully to the broader strategy and long‑term vision of the platform.</li>
<li>Create an environment in which the team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank&rsquo;s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk.</li>
<li>Build a high-performance environment and implement a people strategy that attracts, retains, develops, and motivates the team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and managing succession planning for the team and development of junior team members.</li></ul> 


What You&rsquo;ll Bring
<ul>
<li>Experienced relationship manager, ideally with global experience.</li>
<li>Knowledge of all lending and non-lending products. 
<ul><li>In-depth understanding of credit evaluation, structuring and process to facilitate prompt execution of investment grade and leveraged lending transactions.</li><li>Knowledge of other non-lending products including: transaction banking, foreign exchange, risk solutions, project finance, debt and equity capital markets, private placement, securitization.</li></ul>
Strong understanding of financial market, and written and verbal communication skills. Ability to work in Spanish or French is desirable, but not required.</li>
<li>Strong marketing, negotiation, organizational skills. Positive, entrepreneurial and collaborative approach is a must</li>
<li>Experience managing and developing junior resources, demonstrating excellence in working effectively as an induvial and collaboratively as part of a team.</li>
<li>Strong interest in liaising with colleagues across different jurisdictions and product groups, with a demonstrated ability to work effectively with stakeholders across diverse geographies and operating environments.</li>
<li>Bachelors or Masters Degree in Business, Finance, Math, Engineering, Economics, Science or Technology.</li>
<li>Candidates may be considered at the Senior Associate Director or Director level depending on experience and scope of prior responsibilities.</li></ul> 


Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 


What's in it for you?

Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. 
Location(s): United States : New York : New York City

Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. 
 
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.</div>

Associate Director/Director, Multinational Coverage, Corporate Banking

Amazon.com

<div><h2 class="jobSectionHeader">DESCRIPTION</h2><div>
Amazon Treasury is seeking a Financial Analyst to join our Treasury Infrastructure team. This role offers a unique opportunity to support how one of the world's most innovative companies partners with global financial institutions across three strategic pillars: Bank Relationships &amp; Strategy, Treasury M&amp;A Integrations, and Bank Compliance. 
 
As part of our dynamic team, you'll support relationships with 70+ banking partners worldwide. Your analytical skills will inform strategic decisions that impact billions in global financial flows, while your project coordination abilities will support complex banking transformations across multiple regions. 
 
What Makes This Role Extraordinary: 
<ul><li>Analyze complex financial data to support strategic insights for executive decision-making</li><li>Support Amazon's global banking network through data-driven relationship management</li><li>Assist with end-to-end bank migration initiatives around the world</li><li>Develop analytical frameworks for banking partner evaluation and compliance tracking</li><li>Contribute to continuous improvement in banking services and solutions</li><li>Support M&amp;A integrations by coordinating deal funding logistics and tracking integration milestones</li><li>Maintain compliance excellence through third-party security reviews and regulatory documentation</li></ul> 
We're looking for someone who combines analytical thinking with meticulous execution&mdash;a professional who can navigate both the data analysis and coordination aspects of corporate banking with confidence. 
 
If you're ready to drive transformation through strategic thinking, analytical rigor, and flawless execution across banking relationships, M&amp;A integrations, and compliance excellence, we're excited to meet you.
 
 
Together, let's build the treasury infrastructure that powers Amazon's next chapter of growth. 
 
Key job responsibilities 
In this role, every analysis you build, relationship you support, compliance standard you maintain, and project you coordinate directly impacts how Amazon operates across the globe. 
 
Analytics &amp; Strategy 
<ul><li>Develop analytical frameworks to evaluate global banking partner performance</li><li>Evaluate global bank compliance questionnaires for updates and applicability
</li><li>Build and maintain banking engagement metrics and tracking systems</li><li>Analyze complex financial data to support executive decision-making</li></ul>
Relationship Management 
<ul><li>Support partnerships with 70+ financial institutions worldwide</li><li>Coordinate stakeholder communications during critical transitions</li><li>Track and optimize key relationship metrics and documentation</li></ul>
Project Coordination 
<ul><li>Support global banking migrations and M&amp;A integration initiatives</li><li>Coordinate multiple work streams across bank migrations, integrations, and compliance</li><li>Ensure timely execution and clear communication across projects</li></ul>
Compliance Excellence 
<ul><li>Process bank security reviews and track exception approvals</li><li>Coordinate with compliance team(s) on anti-financial crime reviews</li><li>Maintain standard operating procedures and regulatory documentation standards</li></ul> 
A day in the life 
Your day begins reviewing overnight updates from banking partners across Asia and Europe, scanning systems for critical developments and compliance tracker submissions. You build evaluation models for bank selection initiatives, transform banking data into executive visualizations, and process exception approvals while coordinating with global Treasury teams on M&amp;A integration milestones. Afternoons involve stakeholder meetings on migration timelines, coordinating compliance reviews with the RCS team, and fine-tuning project trackers across workstreams. You wrap up supporting Request For Proposals (RFPs) development, updating compliance dashboards, documenting interactions, refreshing standard operating procedures (SOPs), and preparing briefing notes&mdash;every day bringing challenges that directly impact Amazon's global operations. 
 
About the team 
At the heart of Amazon's treasury operations sits a team of 8 professionals supplemented by specialized consultants for specific projects. Together, they support how Amazon interfaces with global financial markets across three pillars: Treasury M&amp;A, Bank Relationships &amp; Strategy, and Bank Compliance. This dynamic team coordinates deal closings and integrations, manages 70+ banking partnerships, supports selection programs, and ensures rigorous compliance standards. Working with Treasury leadership, Corporate Development, M&amp;A Legal, and Regional Treasury Centers, they engage with financial institutions and acquired companies&mdash;serving as the diplomatic corps and operational backbone balancing relationship cultivation, M&amp;A execution, and compliance.</div><h2 class="jobSectionHeader">
BASIC QUALIFICATIONS</h2><ul><li>3+ years of tax, finance or a related analytical field experience</li><li>Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)</li><li>Experience participating in continuous improvement projects in your team to scale and improve controllership with measurable results</li><li>Experience in Excel and PowerPoint</li></ul><h2 class="jobSectionHeader">
PREFERRED QUALIFICATIONS</h2><ul><li>Project Management Professional (PMP) or equivalent certification</li><li>Knowledge of data visualization tools such as Quick Sight, Tableau, Power BI or other BI packages</li><li>Experience in client or vendor facing roles with a focus in relationship management and negotiation skills</li><li>Experience managing cross-functional projects and initiatives</li><li>Experience communicating effectively with senior leadership</li><li>Experience with explainable machine learning and artificial intelligence methodologies and tools</li><li>MBA, or CTP</li><li>Exposure to treasury management systems or banking platforms</li><li>Knowledge of global banking services and treasury products, including global payment systems and bank integrations</li><li>Knowledge of banking industry trends and regulatory environment</li></ul> 
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. 
 
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner. 
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits. 
USA, NY, New York - 73,600.00 - 128,800.00 USD annually 
USA, WA, Seattle - 82,700.00 - 117,100.00 USD annually</div>

Financial Analyst, Treasury - Bank Infrastructure , Treasury, Bank Infrastructure

BTIG

<div>
 
 
 Job Purpose:
 
 
 
 BTIG is seeking an Investment Banking Associate to join the Financial Institutions Group (FIG) in our New York office. Our investment banking practice at BTIG encompasses a wide variety of services, including public and private offerings, convertible debt offerings and M&amp;A advisory assignments. This position would require the ability to work on multiple projects simultaneously, with primary responsibilities for the day-to-day management of ongoing assignments, the development of materials for board level discussions, and new business generation.
 
 
 BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of &ldquo;bulge bracket&rdquo; investment banks.
 
 
 
 Duties &amp; Responsibilities:
 
 
 <ul>
 <li>
 Provide transaction support to senior bankers on a broad range of transactions including IPOs, secondary offerings, private placements, debt financings, and mergers &amp; acquisitions
 </li>
 <li>
 Manage several concurrent projects and work effectively as part of a team or individually
 </li>
 <li>
 Prepare client presentations
 </li>
 <li>
 Financial analysis and modeling
 </li>
 <li>
 Assist in preparation of company marketing and transactions materials
 </li>
 <li>
 Interact with clients during presentations and deal executions
 </li>
 </ul>
 
 
 Requirements &amp; Qualifications:
 
 
 <ul>
 <li>
 Must have 2+ years of FIG Investment Banking experience
 </li>
 <li>
 An undergraduate degree in finance or economics
 </li>
 <li>
 Excellent verbal and written communication skills
 </li>
 <li>
 Ability to effectively manage multiple simultaneous project deadlines
 </li>
 <li>
 Proficiency in Excel and PowerPoint
 </li>
 <li>
 Familiarity with Capital IQ, Pitchbook, and Bloomberg
 </li>
 <li>
 Ability to work well in teams
 </li>
 <li>
 Excellent analytical, modeling, and interpersonal skills
 </li>
 <li>
 Solid work ethic and superior attention to detail
 </li>
 </ul>
 
 
 Important Notes:
 
 
 <ul>
 <li>
 Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
 </li>
 <li>
 No phone calls please, the applicant will be contacted within two weeks if successful
 </li>
 </ul>
 
 
 About BTIG:
 
 
 
 
 BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm&rsquo;s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
 
 
 &nbsp;
 
 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.
 
 
 
 Compensation:&nbsp;
 
 
 <ul>
 <li>
 BTIG offers a competitive compensation and&nbsp;benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
 </li>
 <li>
 The current estimated base salary range for this role is $120,000.00 - $140,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.&nbsp;
 </li>
 </ul>
 
 Disclaimer:&nbsp;https://www.btig.com/disclaimer.aspx.
 
 
 &nbsp;
 
</div>

Investment Banking, Senior Analyst, Financial Institutions Group

<div>Requisition ID: 249601

Salary Range: 155,000.00 - 185,000.00

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience. 


Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 
Title: Associate, Fund Finance 

Global Banking and Markets

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious &amp; metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! 

Purpose:

Scotia is seeking an Associate for its US Fund Finance desk. The group will be focusing on various fund finance opportunities. This banker will help build this business and be responsible for cultivating direct relationships for the bank enabling us to further source and develop opportunities. 


What You&rsquo;ll Do:
<ul>
<li>Structure and execute new fund finance transactions for private capital funds with a broad range of product offerings, including but not limited to subscription finance facilities, hybrid/NAV facilities, back-leverage facilities, BDC revolvers, and other esoteric structures.</li>
<li>Structure, analyze, and perform due diligence to facilitate prompt execution of fund finance transactions that vary in complexity.</li>
<li>Develop recommendations for the appropriate course of action based on analysis, internal credit policies/procedures and the Bank&rsquo;s risk appetite.</li>
<li>Review loan documentation and update internal system with pertinent transaction details and conduct regular monitoring of credits via annual reviews</li>
<li>Provide day-to-day account management support and ensure client files, agreements and security documents, as well as funding are complete and up to date.</li>
<li>Regularly working with risk management teams, internal/external counsel, loan operation teams to ensure successful transaction execution.</li>
<li>Lead client onboarding process.</li>
<li>Expand on sector/industry and Bank product knowledge to identify trends and cross-selling opportunities within the sector. Actively contributes to a high performance and inclusive work environment</li></ul> 


What You'll Bring:
<ul>
<li>Bachelor's degree</li>
</ul><ul><li>Minimum 2+ years of fund finance experience.</li>
<li>Client focused mindset with strong interpersonal skills. Well qualified candidates should have a successful track record of working on fund finance transactions.</li>
</ul><ul><li>Strong communication and relationship management skills are a must along with effective written communication abilities.</li>
</ul><ul><li>Ability to manage priorities and work under pressure to meet deadlines in a well-organized and detail-oriented manner with a pragmatic approach to problem solving through strong quantitative skills.</li>
<li>Creative, and strategic thinker with a client-focused mindset who can identify and analyze potential opportunities in an everchanging market environment.</li>
<li>Team player with the ability to manage priorities and work under pressure to meet deadlines while collaborating within a team and across organizational boundaries.</li>
<li>Ability to work independently</li>
</ul><ul><li>Adherence to all controls processes and procedures</li>
</ul><ul><li>Strong Word, Excel, PowerPoint</li>
<li>FINRA SIE, Series 79 and 63</li></ul> 


Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 


What's in it for you?

Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : New York : New York City || United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States : Georgia : Atlanta || United States : Illinois : Chicago || United States : Louisiana : New Orleans || United States : Massachusetts : Boston || United States : Texas : Austin || United States : Texas : Dallas || United States : Texas : Houston

Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. 
 
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.</div>

Associate, Fund Finance

<div>Requisition ID: 237646
Salary Range: 175,000.00 - 225,000.00
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience. 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 


Title: Associate, Technology Investment Banking &ndash; New York, NY 

Global Banking and Markets

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious &amp; metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! 


Overview: 
The Associate will work with senior bankers across a variety of different transaction types and advisory assignments: mergers &amp; acquisitions (both buyside and sell-side), public equity offerings, debt capital markets issuances, and capital advisory projects. As one of the fastest growing and most dynamic groups within Scotiabank, the Associate can expect to have numerous opportunities to demonstrate growth, intellect, and initiative. With an increasing roster of highly experienced senior bankers, the Global Technology Investment Banking Group continues to innovate and drive additional topline revenue and net income for Scotiabank. If you are interested in a fast-paced, challenging, and exciting environment, the Technology Banking team welcomes the opportunity to connect with you. 
 
Position Highlights: 
Associates in the Global Technology Investment Banking Group enjoy a stimulating and challenging work environment in which they execute a broad range of transactions. A high degree of responsibility is afforded to those demonstrating initiative and the desire to take on such responsibility. 
 
At the early stages of their career, Associates focus on client presentations, financial modeling, industry and company research, and supervising and mentoring Analysts. As the individual&rsquo;s career progresses, Associates take on increased responsibilities on live transactions and participate in business development under the guidance of senior group members. Scotiabank brings new Associates in contact with both clients and Scotiabank GBM product partners at the earliest possible stage, allowing them to gain experience in managing and cultivating relationships. 
 
A significant amount of effort, diligence, and initiative is required to properly execute assignments. The complexity of clients&rsquo; financial requirements combined with the highly competitive nature of the investment banking industry necessitates a full commitment to the task at hand. Standards are very high as most work is presented to senior executives at client firms. 
 
Given the Global Technology Investment Banking Group&rsquo;s streamlined operating hierarchy and a small project team approach, Associates have ample opportunity for career growth and development. On any given project, Associates will interact with other departments of the firm such as Corporate Banking, Equity Capital Markets, Debt Capital Markets, Global Fixed Income, and Global Equity Derivatives. 

What You&rsquo;ll Do
<ul><li>Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes:</li>
<li><ul><li>Coordinating with the various product groups and industry coverage teams within GBM</li>
<li>Developing and maintaining effective industry relationships with various external parties and clients</li>
</ul></li><li>Day-to-day responsibilities include the following:</li>
<li><ul><li>Evaluating and analyzing the financial needs of clients, including the development of financial models, and supporting the team in determining advisory and financing solutions for these clients</li>
<li>Collecting, consolidating, and interpreting company, industry, and market data</li>
<li>Performing comprehensive financial statement analysis and creating and maintaining financial models</li>
<li>Financial and written analysis of companies and industries</li>
<li>Identifying and developing business opportunities for and with clients</li>
<li>Preparing client presentations, including compiling data and assembling presentation materials</li>
<li>Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time</li>
<li>Applying product and capital markets knowledge to help clients achieve their financial and strategic objectives</li>
</ul></li><li>Develop junior bankers on the team and across GBM through active engagement focusing on skill development (i.e., technical, coverage, and other professional and leadership skills) and providing valuable real-time constructive feedback to support their career development</li>
<li>Actively partner with group leaders and broader team to build, reinforce, and maintain positive team dynamics, engagement, and morale</li>
<li>Actively contribute to a high performance, inclusive work environment</li></ul> 
 
What You&rsquo;ll Bring
<ul>
<li>2-4 years&rsquo; work experience in Investment Banking</li>
<li>TMT or Software experience is preferred but not required</li>
<li>Completed Bachelor&rsquo;s or M.B.A. Degree</li>
<li>Strong quantitative skills focused on financial analysis, accounting, and financial theory</li>
<li>Strong written and verbal communication skills</li>
<li>Excellent command of Microsoft Suite, with an emphasis on Excel, PowerPoint, and Word</li>
<li>A high level of attention to detail</li>
<li>A high level of energy and a keen desire to learn</li>
<li>Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities</li></ul> 


Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 


What's in it for you?

Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. 
Location(s): United States : New York : New York City || United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States : Georgia : Atlanta || United States : Illinois : Chicago || United States : Louisiana : New Orleans || United States : Massachusetts : Boston || United States : Texas : Austin || United States : Texas : Dallas || United States : Texas : Houston
Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.</div>

Associate, Technology Investment Banking

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