banking analyst

Chatham Financial

<div>Job Description:
Overview:
We don&rsquo;t simply hire employees. We invest in them. When you work at Chatham, we empower you &mdash; offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.
Chatham is looking for an Analyst to join its Investment Banking team, which provides strategic finance advisory and transaction execution services across a comprehensive range of debt, securitization, and equity capital to companies across all sectors. The team is comprised of capital markets experts who help clients raise capital, solve complex financing challenges, and achieve the best capital markets outcomes.
The ideal Analyst candidate will be intellectually curious with a willingness to work hard, learn quickly, and is process-oriented with strong attention to detail. A successful candidate will thrive in a collaborative environment, have excellent communication skills, and bring prior investment banking or financial services experience to contribute from day one.
In this role you will:
<ul><li>Support the execution of live transactions and client mandates
</li><li>Prepare presentation materials for clients and prospects
</li><li>Research various industries, companies and market trends
</li><li>Analyze financial statements and corporate SEC filings
</li><li>Manage internal proprietary databases to support internal and client decision making
</li><li>Assist in executing transactions, including due diligence and coordinating with external parties and client teams
</li><li>Other duties and projects as assigned
</li></ul>Your impact:
In contributing to a myriad of projects, the Investment Banking Analyst will enable the greater Capital Advisory team to provide unparalleled capital markets expertise and exceptional client service. The analyst will work under the guidance of the Investment Banking Associates to support all functions of the team, giving this position the opportunity to grow and hone a variety of banking skillsets.
Contributors to your success:
Ideal candidates have at least 1 year in an investment banking, debt capital markets, or a related financial services role and
<ul><li>Strong interpersonal, verbal, and written communication skills
</li><li>Self-starter mentality with superior work ethic and the ability to learn new concepts quickly
</li><li>Ability to effectively manage of multiple workstreams while ensuring a high level of accuracy
</li><li>Superior analytical and technical capabilities
</li><li>Advanced proficiency in Microsoft Excel and PowerPoint
</li><li>Familiarity with major data services (Bloomberg, Pitchbook, Capital IQ, etc.)
</li><li>Previous experience in credit or financial statement analysis
</li><li>The ability to work with large amounts of data and understand causal relationships
</li><li>Willingness to obtain, or have obtained, FINRA registration (Series 79)
</li></ul>For New York based candidates, the compensation range for the position is expected to be between $100,000 and $125,000 annually. Total compensation, including base pay, discretionary individual bonus and company bonus, may be higher than range listed, depending on applicant&rsquo;s skills, qualifications, and experience. Benefits include health insurance, life and disability insurance, 401k, EAP, paid holidays and paid time off.
About Chatham Financial:
Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help you reduce risk and seize opportunity. With decades of capital markets strategy, execution, monitoring, and performance expertise, we serve as an unwavering advocate for your best interests and your innovation partner. Our technology platform unifies data across assets, debt, and derivatives, giving you unmatched agility, transparency, and insight.
It&rsquo;s clear ahead.
Our commitment is to carry that light forward in every partnership, every solution, and every market we serve.
We help guide the way&mdash;giving clients the insight and momentum to move forward with confidence, no matter what lies ahead.</div>

Analyst, Investment Banking

BBVA

<div><h1 class="jobSectionHeader">Excited to grow your career?
</h1>BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.
<h1 class="jobSectionHeader">About the job:
</h1>Company Overview
BBVA is a leading global financial institution with a purpose to bring the age of opportunity to everyone. Headquartered in Spain and with a strong presence in more than 25 countries, BBVA combines deep local expertise with a broad international footprint. Our commitment to innovation, sustainability, and customer-centric banking makes us a trusted partner to individuals, businesses, and institutions around the world.
Within our Corporate &amp; Investment Banking (CIB) division, BBVA serves corporate clients, institutions, and investors with tailored financial solutions across lending, advisory, capital markets, and transaction services. Our strength lies in combining global reach with specialized regional knowledge, leveraging technology and expertise to deliver value.
About the Program
The CIB USA Analyst Program is designed for ambitious, high-achieving students graduating in May or June 2026 who are eager to begin their careers in investment banking and global markets.
As an analyst, you will:
<ul><li>Gain hands-on experience in one of BBVA&rsquo;s CIB business areas, contributing to live transactions, market activity, and client projects from day one.
</li><li>Participate in structured training focused on technical skills, product knowledge, and financial markets, ensuring a strong foundation to build your career.
</li><li>Benefit from mentorship and career support , including guidance from senior leaders and networking with peers across BBVA&rsquo;s global platform.
</li><li>Work in a collaborative and inclusive culture that values integrity, innovation, and client focus.
</li></ul>This is a full-time program beginning in Summer 2026 , with placement into one of our core business areas. The program is designed to provide the technical expertise, professional development, and global perspective necessary to become a successful future leader in Corporate &amp; Investment Banking.
Candidates selected will be considered for placement in one of the following areas:
Corporate and Investment Banking Industry Coverage Team
This team acts as the primary relationship managers for BBVA&rsquo;s corporate and institutional clients. They develop long-term client partnerships, identify client needs, and coordinate across product areas to deliver comprehensive financial solutions. Analysts in this group learn how to understand client strategy, structure financing, and provide advisory support across industries.
<ul><li>Consumer and Retail
</li><li>Industrials
</li><li>Energy
</li><li>Technology, Media, and Telecommunications
</li><li>Construction and Infrastructure
</li><li>Financial Sponsors
</li><li>Financial Institutions Group
</li></ul>Global Markets Sales and Trading
This team provides clients with access to capital markets products, including foreign exchange, fixed income, and equity-linked solutions. Analysts will gain insight into how market dynamics drive client needs, learn how to execute trades, and support clients with tailored risk management strategies. This area is fast-paced, market-driven, and client-focused.
Investment Banking
Investment Banking at BBVA covers a wide range of financing and advisory solutions. Analysts in this group will gain exposure to:
<ul><li>Corporate Lending
</li><li>Fund Finance
</li><li>Project Finance
</li><li>Real Estate Finance
</li><li>Debt Advisory
</li><li>Capital Solutions
</li><li>ESG and Low Carbon Advisory
</li><li>Securitization
</li><li>Portfolio Monitoring
</li></ul>This area offers a comprehensive platform for candidates to learn both execution and advisory skills across multiple products and sectors.
Global Transaction Banking
The Global Transaction Banking team provides innovative solutions in cash management, trade finance, and working capital optimization. Analysts in this area will learn how to deliver services that help clients manage liquidity, payments, and global trade flows efficiently. This is a client-centric area focused on technology-driven transaction solutions.
Risk
Risk is central to BBVA&rsquo;s culture and success. The Risk team ensures the bank maintains a strong control environment and sustainable risk profile. Analysts will develop skills in credit analysis, portfolio monitoring, market and operational risk management, and gain exposure to regulatory frameworks. This area is well-suited for candidates with strong analytical and critical thinking skills.
Candidate Profile
We are looking for May and June 2026 graduates who demonstrate:
<ul><li>Strong academic achievement (all majors considered, finance/economics preferred)
</li><li>Analytical and problem-solving skills
</li><li>Strong communication and teamwork abilities
</li><li>Interest in financial markets, banking, and global business
</li><li>Commitment to BBVA&rsquo;s values of integrity, customer focus, and innovation
</li></ul>Application Process
The program begins in Summer 2026 . Applications will be reviewed on a rolling basis, and selected candidates will be invited to participate in interviews and assessment activities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $90,000 to $100,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
<ul><li>Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
</li></ul><h1 class="jobSectionHeader">Legal requirements
</h1>It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
Pay Transparency Policy Statement
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. 60-1.35 (c)).
Individuals with Disabilities
BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: disabilityaccessjobs.us@bbva.com or by calling toll-free (in the U.S.) 1-844-664-9275. Please indicate the specific type of assistance needed*.
<ul><li>The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related or technical issues, will not receive a response.
</li></ul>EEO Statement
BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch have a firm and unwavering policy to provide equal employment opportunity without regard to age, citizenship, color, disability, ethnic origin, gender, gender identity and expression, marital status, nationality, national origin, race, religion, sexual orientation, genetic predisposition, protected veteran status, or any other status or classification protected by federal, state or local law. This policy includes all job groups, classifications and organizational units. With regard to employment, this policy extends to applicants and covers our recruiting, hiring, promotion, transfer, demotion, discipline, termination, benefits, compensation and training practices as well as social and recreational activities.
View the &quot; EEO is the Law &quot; &amp; &quot; View the EEO is the Law Supplement Poster &quot; poster. BBVA USA, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.</div>

2026 CIB Analyst Program

<div><h1 class="jobSectionHeader">Excited to grow your career?
</h1>BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.
<h1 class="jobSectionHeader">About the job:
</h1>Company Overview
BBVA is a leading global financial institution with a purpose to bring the age of opportunity to everyone. Headquartered in Spain and with a strong presence in more than 25 countries, BBVA combines deep local expertise with a broad international footprint. Our commitment to innovation, sustainability, and customer-centric banking makes us a trusted partner to individuals, businesses, and institutions around the world.
Within our Corporate &amp; Investment Banking (CIB) division, BBVA serves corporate clients, institutions, and investors with tailored financial solutions across lending, advisory, capital markets, and transaction services. Our strength lies in combining global reach with specialized regional knowledge, leveraging technology and expertise to deliver value.
About the Program
The CIB USA Analyst Program is designed for ambitious, high-achieving students graduating in May or June 2026 who are eager to begin their careers in investment banking and global markets.
As an analyst, you will:
<ul><li>Gain hands-on experience in one of BBVA&rsquo;s CIB business areas, contributing to live transactions, market activity, and client projects from day one.
</li><li>Participate in structured training focused on technical skills, product knowledge, and financial markets, ensuring a strong foundation to build your career.
</li><li>Benefit from mentorship and career support , including guidance from senior leaders and networking with peers across BBVA&rsquo;s global platform.
</li><li>Work in a collaborative and inclusive culture that values integrity, innovation, and client focus.
</li></ul>This is a full-time program beginning in Summer 2026 , with placement into one of our core business areas. The program is designed to provide the technical expertise, professional development, and global perspective necessary to become a successful future leader in Corporate &amp; Investment Banking.
Candidates selected will be considered for placement in one of the following areas:
Corporate and Investment Banking Industry Coverage Team
This team acts as the primary relationship managers for BBVA&rsquo;s corporate and institutional clients. They develop long-term client partnerships, identify client needs, and coordinate across product areas to deliver comprehensive financial solutions. Analysts in this group learn how to understand client strategy, structure financing, and provide advisory support across industries.
<ul><li>Consumer and Retail
</li><li>Industrials
</li><li>Energy
</li><li>Technology, Media, and Telecommunications
</li><li>Construction and Infrastructure
</li><li>Financial Sponsors
</li><li>Financial Institutions Group
</li></ul>Global Markets Sales and Trading
This team provides clients with access to capital markets products, including foreign exchange, fixed income, and equity-linked solutions. Analysts will gain insight into how market dynamics drive client needs, learn how to execute trades, and support clients with tailored risk management strategies. This area is fast-paced, market-driven, and client-focused.
Investment Banking
Investment Banking at BBVA covers a wide range of financing and advisory solutions. Analysts in this group will gain exposure to:
<ul><li>Corporate Lending
</li><li>Fund Finance
</li><li>Project Finance
</li><li>Real Estate Finance
</li><li>Debt Advisory
</li><li>Capital Solutions
</li><li>ESG and Low Carbon Advisory
</li><li>Securitization
</li><li>Portfolio Monitoring
</li></ul>This area offers a comprehensive platform for candidates to learn both execution and advisory skills across multiple products and sectors.
Global Transaction Banking
The Global Transaction Banking team provides innovative solutions in cash management, trade finance, and working capital optimization. Analysts in this area will learn how to deliver services that help clients manage liquidity, payments, and global trade flows efficiently. This is a client-centric area focused on technology-driven transaction solutions.
Risk
Risk is central to BBVA&rsquo;s culture and success. The Risk team ensures the bank maintains a strong control environment and sustainable risk profile. Analysts will develop skills in credit analysis, portfolio monitoring, market and operational risk management, and gain exposure to regulatory frameworks. This area is well-suited for candidates with strong analytical and critical thinking skills.
Candidate Profile
We are looking for May and June 2026 graduates who demonstrate:
<ul><li>Strong academic achievement (all majors considered, finance/economics preferred)
</li><li>Analytical and problem-solving skills
</li><li>Strong communication and teamwork abilities
</li><li>Interest in financial markets, banking, and global business
</li><li>Commitment to BBVA&rsquo;s values of integrity, customer focus, and innovation
</li></ul>Application Process
The program begins in Summer 2026 . Applications will be reviewed on a rolling basis, and selected candidates will be invited to participate in interviews and assessment activities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $90,000 to $100,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
<ul><li>Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
</li></ul><h1 class="jobSectionHeader">Legal requirements
</h1>It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
Pay Transparency Policy Statement
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. 60-1.35 (c)).
Individuals with Disabilities
BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: disabilityaccessjobs.us@bbva.com or by calling toll-free (in the U.S.) 1-844-664-9275. Please indicate the specific type of assistance needed*.
<ul><li>The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related or technical issues, will not receive a response.
</li></ul>EEO Statement
BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch have a firm and unwavering policy to provide equal employment opportunity without regard to age, citizenship, color, disability, ethnic origin, gender, gender identity and expression, marital status, nationality, national origin, race, religion, sexual orientation, genetic predisposition, protected veteran status, or any other status or classification protected by federal, state or local law. This policy includes all job groups, classifications and organizational units. With regard to employment, this policy extends to applicants and covers our recruiting, hiring, promotion, transfer, demotion, discipline, termination, benefits, compensation and training practices as well as social and recreational activities.
View the &quot; EEO is the Law &quot; &amp; &quot; View the EEO is the Law Supplement Poster &quot; poster. BBVA USA, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.</div>

2026 CIB USA Analyst Program

Scotiabank

<div>
 
 Requisition ID:
 
 255969
 
 
 
 Salary Range:
 
 120,000.00 - 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: Analyst/Associate Investment Banking, Industrials - 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 Industrials Investment Banking group at Scotiabank advises leading corporates and financial sponsors across a broad range of subsectors, including Automotive, Business &amp; Industrial Services, Capital Goods, and Building Products. The team focuses on building long‑term relationships with senior executives and private equity professionals, delivering a full suite of investment banking solutions across mergers &amp; acquisitions and equity and debt capital markets.
 
 
 This role is intended for a Senior Analyst or Junior Associate who will play a critical role in transaction execution and client delivery, while gaining meaningful exposure to senior bankers and clients.
 
 
 
 What You&rsquo;ll Do
 
 
 
 <ul>
 <li>
 Support the pitching and execution of M&amp;A, equity, and debt capital markets transactions, with increasing ownership over day‑to‑day workstreams
 </li>
 <li>
 Prepare and review detailed financial analyses and models, including DCFs, LBOs, merger models, and operating projections
 </li>
 <li>
 Develop high‑quality client materials such as pitch books, management presentations, and marketing documents
 </li>
 <li>
 Coordinate closely with internal product partners (e.g., Leveraged Finance, ECM, M&amp;A) to deliver integrated, multi‑product solutions
 </li>
 <li>
 Assist Associate Directors and Managing Directors on live mandates and client coverage initiatives
 </li>
 <li>
 Manage execution timelines and workstreams with limited oversight, ensuring accuracy, efficiency, and attention to detail
 </li>
 <li>
 Actively contribute to client coverage efforts, including industry research and relationship development
 </li>
 <li>
 Partner effectively with team members to support a collaborative, high‑performance team culture
 
 
 </li>
 </ul>
 
 What You&rsquo;ll Bring
 
 
 
 <ul>
 <li>
 2&ndash;5+ years of relevant Investment Banking experience, ideally covering Industrials, or a related sector
 </li>
 <li>
 Bachelor&rsquo;s degree required; strong academic background in Finance, Accounting, Economics, Engineering, or a quantitative discipline preferred
 </li>
 <li>
 Demonstrated strength in financial analysis and modeling, including DCF, LBO, and merger analysis
 </li>
 <li>
 Strong accounting knowledge and understanding of valuation principles
 </li>
 <li>
 Experience using market data and research platforms such as FactSet, Bloomberg, and MergerMarket
 </li>
 <li>
 Exceptional attention to detail and ability to deliver high‑quality work under tight deadlines
 </li>
 <li>
 Strong written and verbal communication skills
 </li>
 <li>
 Proven ability to manage multiple workstreams simultaneously in a fast‑paced environment
 </li>
 <li>
 Team‑oriented mindset with a high degree of professionalism, integrity, and accountability
 </li>
 <li>
 Intellectual curiosity, strong work ethic, and a desire to continue developing as a banker
 </li>
 <li>
 Ability to obtain and maintain required FINRA registrations and licenses
 
 
 </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: "for every future", 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. If you require technical assistance, please click here. 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>

Analyst/Associate Investment Banking, Industrials - New York, NY

Wells Fargo

<div>The Corporate &amp; Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com. 
 
 
 
About this role: 
 
Wells Fargo is seeking an Analyst to support the Portfolio Strategy &amp; Credit Administration and Capital Optimization &amp; Returns teams within the Corporate &amp; Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with high-quality insights and materials. 
 
This unique opportunity provides exposure from both a risk management/strategy as well as business capital and returns perspective. The Analyst will collaborate with partners across Coverage, Underwriting, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management, strategic growth strategy, and improved returns. 
 
This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in capital, credit, and portfolio strategy. 
 
In this role, you will support: 
 
Capital Optimization
<ul><li>Assist in evaluating return on capital for new and existing transactions</li><li>
Utilize profitability and pricing tools to assess capital efficiency</li><li>
Support efforts that improve capital deployment, enhance return frameworks, and strengthen data quality</li></ul> 

Portfolio Strategy &amp; Credit Administration
<ul><li>Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes</li><li>
Assist in regulatory reporting processes, limit framework tracking, and enterprise-wide portfolio routines</li><li>
Support review and control processes for the CIB-Banking portfolio</li></ul> 

Analytics, Reporting &amp; Presentation
<ul><li>Assist with the creation and maintenance of standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality</li><li>
Analyze client-level, industry-level, and portfolio-level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management</li><li>
Support production of polished, executive-ready PowerPoint presentations for senior management, capital and risk committees, and cross-functional forums</li><li>
Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes</li></ul> 

Cross-Functional Collaboration<ul><li>
Partner with Underwriting, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews</li><li>
Participate in cross-functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure</li></ul>
Required Qualifications:
<ul><li>6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul>
Desired Qualifications:
<ul><li>Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts</li><li>
Familiarity with portfolio management practices, RWA methodologies, or profitability frameworks</li><li>
Experience working with large datasets or reporting/BI tools</li><li>
Interest in developing expertise in capital optimization, portfolio strategy, and credit risk</li><li>
Advanced Excel skills (modeling, financial calculations, data analysis)</li><li>
Advanced PowerPoint skills with the ability to produce executive-ready presentations</li><li>
Strong analytical and problem-solving skills</li><li>
Familiarity with AI prompting techniques</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Ability to effectively interact with senior leaders and cross-functional partners</li><li>
Ability to work independently, manage multiple priorities, and collaborate across teams</li><li>
Strong organization and prioritization skills with ability to meet deliverables in a fast-paced, deadline driven environment</li></ul>
Job Expectations:<ul><li>
Willingness to work on-site in accordance with current office requirements</li><li>
Visa sponsorship is not available</li><li>
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required</li><li>
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li></ul>
Posting Locations: 
 
Charlotte, NC: 550 S Tryon 
New York, NY: 30 Hudson Yards 
 
Base Salary NC and NY: 
 
Base pay range: $100,000-110,000 
 
Pay Range 
 
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. 
$90,000.00 - $150,000.00 
Benefits
 
 
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul>
Posting End Date: 
16 Apr 2026 
<ul><li>Job posting may come down early due to volume of applicants.
</li></ul> 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Analyst, Corporate Banking - Capital & Portfolio Management

Bank of America

<div>Job Description:
The Telecommunications Services, Communications Infrastructure and Communications Software team currently covers 23-listed companies across subsectors and adjacencies including large cap telecommunications, AI and wireless infrastructure and emerging communications software companies. In addition to coverage of publicly traded companies, the team regularly vets a number of private companies for potential IPOs.
The candidate for the position should be intellectually curious and have a deep desire to learn. The candidate should also have some experience with financial modeling and quantitative analysis, as well as strong verbal communication and writing skills. The ideal candidate possesses experience in telecommunications/technology research. Further, the candidate should possess experience with company modeling and have a passion for following the stock market.
The candidate will work alongside their Senior Analyst and Junior Analyst peers in all aspects, from idea generation to company meetings, including but not limited to the following:<ul><li>
Perform complex financial modeling &amp; valuation work</li><li>
Write regular industry and company reports and company launch initiations from scratch</li><li>
Develop databases integral to our research product</li><li>
Demonstrate strong industry knowledge and business judgment</li><li>
Work with Senior Analyst to develop key industry themes</li><li>
Build relationships and facilitate information flow with contacts at covered companies</li><li>
Participate and contribute to client meetings and events</li><li>
Attend meetings and interact with key opinion leaders</li><li>
Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling</li><li>
Seek out new, value-added, and/or unusual sources of information</li><li>
Leverage our robust network of industry contacts</li><li>
Interact regularly with clients</li></ul>
Responsibilities:<ul><li>
Conducts analysis of financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments</li><li>
Attends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data</li><li>
Leads and/or supports the preparation of associated financial models and written reports, which can be complex and quantitative in nature</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s Degree or equivalent years of experience (business, economics or accounting degree preferred)</li><li>
2+ years of experience in investment banking and/or research (equity or credit, sell-side or buy-side)</li><li>
Strong writing and spreadsheet skills. Must be an expert at MS Word and MS Excel</li><li>
Along with Finance and Accounting financial modeling skills, should have strong understanding of economics, macroeconomic factors, regulatory and emerging technology trends.</li><li>
Must have strong attention to detail, ability to multi-task, and a strong work ethic</li></ul>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Analyst/Associate: Equity Research â€“ Telecommunication, Comm Infrastructure and Comm Software

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

Explore 222+ Banking analyst in New York this April. Find roles across top companies and apply now to boost your career.