banking and capital market services consultant

Scotiabank

<div>Requisition ID: 240855
Salary Range: 260,000.00 - 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: Director, U.S. Loan Syndications - 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 
This is an exciting opportunity to join a fast-paced, dynamic team as a Director within the U.S. Loan Syndications team. You will be responsible for providing expertise in origination, structuring and distribution of underwritten and arranged syndicated loans for Scotiabank&rsquo;s corporate and project finance clients. 
What You&rsquo;ll Do:<ul><li>
Identify and execute Lead Arranger mandates for current and prospective clients by collaborating with colleagues from Investment Banking and Corporate Banking coverage teams.</li><li>
Lead the team&rsquo;s origination efforts through the preparation of customized pitchbooks, client proposals and general-purpose marketing material.</li><li>
Develop optimal financing structure tailored to specific client needs while considering both internal and broader market appetite and conditions.</li><li>
Lead deal team on Left Lead and underwritten mandates ensuring seamless execution from origination to closing.</li><li>
Oversee the preparation of Confidential Information Memoranda, Lender Presentations and other marketing materials for Lead Arranger transactions.</li><li>
Manage all aspects of live deal syndications from investor outreach to assisting with participant lender due diligence items and credit questions.</li><li>
Contribute to the Bank&rsquo;s credit approval process through the preparation of underwriting memoranda that evaluates structure, pricing and other terms as well as market receptivity for new transactions.</li><li>
Monitor syndicated loan market trends and maintain ongoing contact with bank and institutional investor market participants.</li><li>
Build effective relationships with internal stakeholders, issuers and loan investors.</li><li>
Mentor and train junior team members, fostering their professional growth and development.</li></ul> 
What You&rsquo;ll Bring
<ul><li>Bachelor&rsquo;s degree from an accredited university in finance, accounting, or related field. MBA/CPA/CFA or other industry designation is a plus.</li><li>
8 - 10 years of experience in Investment Banking, Loan Syndications or Capital Markets-related field.</li><li>
Accounting knowledge and experience in credit analysis required.</li><li>
Proven ability to successfully win mandates and serve client relationships.</li><li>
Deal execution skills, including the ability to manage multiple live transactions and initiatives at once.</li><li>
Demonstrated experience negotiating credit documentation.</li><li>
Project finance experience is a plus.</li><li>
Established network across other loan syndication desks and knowledge of active syndicated loan market participants.</li><li>
Considerable initiative, creativity, attention to detail and good judgement are necessary.</li><li>
Self-starter and ability to operate in a high energy environment.</li><li>
Excellent written and oral communication skills.</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.</div>

Director, U.S. Loan Syndications - New York, NY

First Citizens Bank

<div>
 
 Overview
 
 
 
 FCB Capital Markets works alongside FCB&rsquo;s Commercial Finance, Middle Market Banking, and Innovation Bank divisions to provide financing solutions for its clients. FCB Capital Markets is hiring a 2026 Analyst I to support the Commercial Finance and Middle Market Baanking businesses. FCB Commercial Finance serves clients through teams specialized by industry (including Aerospace and Defense, Energy, Healthcare, and TMT, amongst others), product (including Asset-Based Lending, Equipment Finance, and Real Estate). FCB Middle Market Banking operates a national geographic-based coverage model serving middle market and corporate clients.
 
 
 
 About The Analyst Development Program
 
 
 
 As an Analyst you will participate in the Commercial Bank Analyst Development Program which is designed to build a broad and deep technical skillset through formal classes, online coursework, and on the job training.
 
 
 
 About
 
 
 
 The program begins July 8, 2026 on-site at our New York City Office with an 8-week intensive curriculum where participants learn about:
 
 
 <ul>
 <li>
 Underwriting fundamentals
 </li>
 <li>
 Financial Analysis and Excel Modeling
 </li>
 <li>
 First Citizens Bank Core Values
 </li>
 <li>
 Application-specific training on systems
 </li>
 <li>
 Business unit overviews with team leaders
 </li>
 <li>
 Strategic priorities of the Bank
 </li>
 <li>
 Credit Policies and Procedures
 
 
 </li>
 </ul>
 Following the 8 weeks, Analysts join their local teams and stay connected with colleagues through training and professional development sessions. We provide a superior foundation and launchpad for continued success for our Analysts as they begin their careers.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 FCB&rsquo;s Capital Markets team is responsible for structuring, pricing, and distributing all lead financings originated by FCB&rsquo;s various lending business units
 </li>
 <li>
 Analysts in the Capital Markets group are responsible for supporting the Capital Markets team in all elements of deal execution:
 </li>
 <li>
 Work alongside industry teams to pitch new business
 </li>
 <li>
 Construct comparable company trading, M&amp;A, and debt analyses to assist in the pricing and structuring of transactions
 </li>
 <li>
 Prepare transaction materials (lender presentations, confidential information memoranda, and models) to support the syndication of FCB-led financings
 </li>
 <li>
 Actively participate in the investor outreach and diligence
 </li>
 <li>
 Capital Markets Analysts are also responsible for various market related tasks:
 </li>
 <li>
 Prepare and distribute FCB&rsquo;s Leveraged Loan Market Update
 </li>
 <li>
 Maintain debt comparables for FCB&rsquo;s various business units
 </li>
 <li>
 Prepare market update presentations for pitches, conferences, and internal meetings
 </li>
 <li>
 Role provides opportunity for long-term career growth within FCB Capital Markets and the broader First Citizens Bank organization
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Basic Qualifications:
 
 
 
 <ul>
 <li>
 Bachelor's Degree and 0 years of experience in Coursework or internship in credit analysis, financial statement spreading, Underwriting or Risk Management OR High School Diploma or GED and 4 years of experience in Coursework or internship in credit analysis, financial statement spreading, Underwriting or Risk Management
 
 
 </li>
 </ul>
 
 Preferred Qualifications
 
 
 
 <ul>
 <li>
 Bachelor's Degree preferred with degree in Business Administration, Finance or its equivalent
 </li>
 <li>
 One year experience or recent college graduate
 </li>
 <li>
 GPA of 3.5 or higher
 </li>
 <li>
 Internship or extracurricular experience in financial services (with preference for credit, investment banking, or private equity)
 </li>
 <li>
 Strong quantitative skills including financial statement analysis
 </li>
 <li>
 Strong writing and communication skills
 </li>
 <li>
 Ability to multi-task and meet tight deadlines
 </li>
 <li>
 Strong interest in financial products and markets
 
 
 </li>
 </ul>
 If hired in NY, the base pay for this position is generally between $42.37 - $48.08/hr. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
 
 
 Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
</div>

Syndications Capital Markets Analyst I (Analyst Development Program)

<div>
 
 Requisition ID:
 
 219710
 
 
 
 Salary Range:
 
 144,500.00 - 190,995.00
 
 
 
 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
 
 
 
 Contributes to the overall success of the U.S. Legal Department by providing day-to-day legal support on a broad range of matters across multiple businesses and operations of the Bank, with a primary focus on commercial contracts, outsourcing and information technology services.
 
 
 
 What You&rsquo;ll Do
 
 
 
 <ul>
 <li>
 Drafts, reviews, and negotiates a wide range of commercial and procurement contracts, including master services agreements, license agreements, business process outsourcing agreements, market data agreements and SaaS agreements.
 </li>
 <li>
 Advises on bespoke issues as part of contractual negotiations, including IP protections, cybersecurity, data privacy, artificial intelligence and regulatory compliance in the context of financial services.
 </li>
 <li>
 Supports various business lines and corporate functions with the review and negotiation of non-disclosure agreements.
 </li>
 <li>
 Assists with the risk review and diligence of third-party suppliers, including providing advice on regulatory developments and analysis of contractual provisions in commercial contracts.
 </li>
 <li>
 Supports the U.S. businesses with the drafting and structuring of intragroup agreements between the Bank and its affiliates.
 </li>
 <li>
 Works closely with cross-functional teams (e.g., Global Procurement Services, Third Party Risk Management, and Compliance) and senior management, providing legal guidance on matters critical to the Bank&rsquo;s operations and strategic initiatives.
 </li>
 <li>
 Performs legal research as necessary and assists with the continuous improvements of the Bank&rsquo;s legal template and sample clause libraries, including negotiation guidelines, commercial playbooks and templates to be leveraged by internal teams.
 </li>
 <li>
 Maintains an awareness of and monitors the regulatory environment for emerging legislation and policy statements, along with relevant trends and industry best practices applicable to the Bank&rsquo;s operations.
 </li>
 <li>
 Contributes to efficient and effective relationships with outside counsel and manages legal costs and invoices.
 </li>
 <li>
 Understands how the Bank&rsquo;s risk appetite and risk culture should be considered in day-to-day activities and decisions.
 </li>
 <li>
 Demonstrates a proactive approach to developing competency in unfamiliar practice areas.
 </li>
 <li>
 Pursues effective adherence to Scotiabank&rsquo;s Values and its Code of Conduct, while ensuring the adequacy, adherence to, and effectiveness of business controls to meet obligations with respect to operational, compliance, sanctions and anti-money laundering (AML), and conduct risk.
 
 
 </li>
 </ul>
 
 What You&rsquo;ll Bring
 
 
 
 <ul>
 <li>
 J.D. and licensed attorney in good standing admitted or otherwise authorized to practice law in the in the state/jurisdiction in which the position is based.
 </li>
 <li>
 Minimum of 3 years of legal experience in a similar position.
 </li>
 <li>
 Deep understanding of vendor agreements, licensing agreements, process services agreements, SaaS agreements, engagement letters, non-disclosure agreements, market data agreements and other similar documents.
 </li>
 <li>
 Working knowledge of software licensing, intellectual property, data privacy, artificial intelligence and cybersecurity considerations in third party agreements within the financial services industry.
 
 
 </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.
 
 
 #Dallas
 
 
 Location(s): United States : Texas : Dallas
 
 
 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.
</div>

Associate Director, Legal Counsel, GBM Legal

National Bank of Ras Al-Khaimah PJSC

Description About the role This role is focused on managing and growing a portfolio of SME clients by providing tailored trade finance and working capital solutions. This role involves building strong client relationships, understanding their financial needs, and offering structured trade finance products (such as letters of credit, bank guarantees, supply chain financing, working capital loans, commercial loan) to optimize their liquidity and operational efficiency. The role drives profitability through client centric relationship management, cross selling initiatives, credit risk oversight, and exceptional service delivery. This role reports to Associate Vice President - SME Coverage. What You'll Be Doing <ul> <li>Develop and maintain strong relationships with SME clients, understanding their trade cycles and working capital requirements.</li> <li>Analyze clients' cash flow cycles and recommend working capital optimization strategies</li> <li>Manage and expand a portfolio of SME clients to achieve annual business targets.</li> <li>Conduct in depth analysis of clients' business models and financial requirements to provide tailored banking solutions</li> <li>Identify opportunities to cross sell SME banking solutions including POS Lending, Asset Backed Lending, Supply Chain Finance, and Cash Management</li> <li>Drive revenue generation while upholding strong credit quality standards.</li> <li>Prepare comprehensive credit proposals with detailed financial and risk analyses</li> <li>Monitor portfolio performance, identify early warning signs, and implement appropriate risk mitigation strategies</li> <li>Ensure timely renewal and restructuring of credit facilities in line with internal and regulatory policies</li> <li>Partner with internal teams (Credit, Operations, Compliance) to deliver seamless service execution</li> <li>Address and resolve client queries promptly to maintain high satisfaction and retention levels</li> <li>Maintain up to date knowledge of market trends, regulations, and industry dynamics</li> <li>Utilize insights to provide advisory services and identify opportunities for business growth.</li> </ul> What We're Looking For <ul> <li>Bachelor's degree in Finance, Economics, Business Administration, or a related field (MBA or CFA preferred)</li> <li>7-10 years of experience in SME Banking, including business development and relationship management</li> <li>Proven track record of closing SME deals and managing complex credit relationships in the UAE or GCC region</li> </ul> Skills <ul> <li>Strong understanding of SME banking in UAE and lending products</li> <li>Strong understanding of credit analysis, financial statements, and lending structures</li> <li>Ability to interpret financial documents (P&L, balance sheets).</li> <li>Excellent communication and interpersonal skills.</li> <li>Knowledge of UAE regulatory environment and corporate governance standards</li> <li>Familiarity with digital banking platforms and financial technology solutions</li> <li>Excellent communication, negotiation, and presentation skills</li> <li>Strategic thinking with strong commercial acumen</li> <li>High ethical standards and integrity</li> <li>Sales driven with strong negotiation and closing skills</li> </ul>

Relationship Manager - SME Coverage

Sumitomo Group

<div>SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. 
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization&rsquo;s extensive global network. The Group&rsquo;s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. 
The anticipated salary range for this role is between $110,000.00 and $125,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.<div><div><div><h2 class="jobSectionHeader">
Role Description</h2></div><div>
LCM &ndash; Analyst Job Description 
Overview 
Sumitomo Mitsui Banking Corporation is hiring an Analyst in the Loan Capital Markets Department. This role will be involved in all aspects of Loan Capital Markets including underwriting, comparables analysis, marketing and execution of Lead Arranger transactions in the Americas. 
Responsibilities of the role include assembling powerpoint/pitches and underwriting memos, completion of due diligence, comps, financial modeling, preparation of marketing and syndication material, legal documentation review and internal credit approval work. 
This role requires strong verbal and written language skills in English. Spanish language skills are a plus but not required. 
The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.</div></div><div><div><h2 class="jobSectionHeader"> 
Role Objectives: Delivery</h2></div><div><div>
Responsibilities 
<ul><li>Responsible for supporting the senior Marketing Officers in Loan Capital Markets with research, analytics, inputs for pitches and underwriting memos, due diligence and the credit approval process.</li></ul></div><ul><li>Work directly with the senior deal leads and be involved in all aspects of Loan Capital Markets transactions from pitching through execution; manage the input (capital structure, comparables, indicative term sheets, syndication tracker, etc.)</li><li>Maintain and provide regular input to Comparables Database (database of comparable transactions and market trends) and League Tables; ensure database is current and accurate and all new deals are reflected in comps and League Tables reporting; report on assigned deals to team on a weekly basis.</li><li>Prepare marketing materials such as pitches, Confidential Information Memorandums and Lender Presentations and draft underwriting memos and present to the department's management.</li><li>Review market updates to ensure quality of information, such as, trends (pricing, tenors, structure), deals and opportunities in the investment grade and non-investment grade markets (corporate and project finance).</li><li>Keep close collaboration with the credit and client coverage teams during the structuring and primary syndication process.</li><li>Manage the process for investor meetings (bank meetings, roadshows) to ensure flawless execution.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Qualifications and Skills</h2></div><div><div>
Qualifications 
<ul><li>Ideally 1-2 years prior experience at a major financial institution (preference from a loan capital markets role but not required). Strong analytical and presentation skills and experience supporting syndicated transactions.</li><li>Strong understanding of the syndicated loan business, including an understanding of credit agreements, deal structures, loan funding mechanics, etc.</li><li>Strong financial statement, cash flow and credit analysis, corporate finance and financial accounting skills. Able to learn SMBC bank systems quickly and experience with industry standard banking systems.</li><li>Excellent organizational, analytical, and problem-solving skills while balancing workload and prioritizing effectively to complete work accurately and in a timely manner against strict deadlines.</li><li>Good interpersonal skills and ability to manage internal and external customer relationships and work comfortably with senior members of the team.</li><li>Highly collaborative and flexible in a team and client environment; shares information with team pro-actively and coordinates and communicates effectively with various internal departments across the bank group.</li><li>Excellent writing skills to clearly articulate information in pitch materials and underwriting</li><li>Self-driven and motivated; takes personal ownership of specific assignments</li><li>MS Office Suite - Word, Excel, PowerPoint required; familiar with Debt Domain, Intralinks, Syndtrack, LCD, Loan Connector, Bloomberg, Capital IQ.</li></ul></div></div></div><div><div><h2 class="jobSectionHeader">
Additional Requirements</h2></div></div></div><div></div>
SMBC&rsquo;s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. 
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.</div>

LCM Origination Analyst

JPMorganChase

<div>JOB DESCRIPTION 
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in our team to partner with the Business to provide a comprehensive view.
Analysts in Payments Advisory are involved in bespoke engagements covering thematic research, analyzing client data, etc. to partner with the larger Payments team globally in their client conversations
As an Analyst in Payments Advisory, you will be involved in bespoke engagements covering thematic research and analyzing client data to partner with the larger Payments team globally in their client conversations. You will have a diverse exposure to various aspects of global business through meaningful and challenging work assignments while helping clients optimize cash flow and working capital. We have the world's largest payments network &ndash; Treasury Services, Merchant Services, Trade and Commercial Card. Our global team partners with over 135,000 corporate, financial services, middle market, small business, government, and municipal clients across more than 162 countries, providing critical services that support cash management and payment services needs while offering innovative solutions.
Job responsibilities<ul><li>
Perform in-depth industry, market &amp; competitor research on a wide range of public &amp; private entities</li><li>
Conduct Extensive financial analysis and working capital benchmarking of clients along with ability to analyze data to identify efficiency opportunities</li><li>
Collaborating with global stakeholders in preparation of pitch materials including cash management and liquidity solutions</li><li>
Contributing in capturing evolving themes across thought leadership articles &amp; ideation</li><li>
Understanding industry ecosystem, how payments fit into it</li><li>
Developing deep market, company, and product knowledge to structure the solutions for clients</li><li>
Collaborating in a team environment, contributing to the overall goals of the firm</li></ul>
Required qualifications, capabilities, and skills<ul><li>
Strong interest in making a career in finance</li><li>
Strong quantitative and analytical skills and attention to detail</li><li>
Ability to work independently and in a team environment, meeting tight deadlines</li><li>
Excellent oral and written communication skills</li><li>
Strong problem solving and project management skills</li><li>
Highly motivated individuals with a passion for developing innovative solutions that support clients around the world</li><li>
MBA or Equivalent Masters/CAs are hired for Analyst role</li></ul>
Preferred qualifications, capabilities, and skills<ul><li>
Prior experience in the payments landscape or treasury advisory / consultancy experience</li><li>
Good understanding of accounting, tax and regulatory considerations relevant in various treasury areas</li><li>
Understanding &amp; experience working with various data computation &amp; presentation software like Tableau</li><li>
Strong excel skills along with understanding of VBA /python and ability to automate recurring work-streams</li></ul>
ABOUT US<div> 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 
 
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</div> 
 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Payments Advisory - Analyst

Morgan Stanley

<div>
 
 Company Profile
 
 
 
 Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
 
 
 As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
 
 
 
 Department Profile
 
 
 
 Morgan Stanley is a worldwide leader in investment banking and is one of the top firms in mergers and acquisitions, underwriting of equity and equity-related transactions, corporate debt issuance, and high-yield debt financing. With professionals in 30 countries, we are consistently recognized for our performance in both traditional and innovative financing techniques, helping a wide range of clients around the world to make and execute decisions about their business strategy and financial structure.
 
 
 We are looking for an Investment Banking / Global Capital Markets professional to join our Global Centers in Mumbai. The successful candidate will play a key role in providing deal execution support, preparing marketing materials including pitchbooks, conducting research and analytics, and providing internal process support to coverage and product teams across Equity Capital Markets, Debt Capital Markets and Mergers and Acquisitions globally.
 
 
 You will receive variety of trainings covering financial analysis, business presentations, and practical skills. At the end of training, you will be able to understand financial concepts and have a strong understanding of the Morgan Stanley culture. In this role, you will gain exposure to financial markets and macro trends, build knowledge of banking and capital markets sectors and products, and work with bankers in core locations. High performers will be eligible for internal mobility opportunities globally.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Work closely with team members across the Investment Banking Division globally to provide a differentiated level of support to our everyday client coverage and capital market related tasks including internal management
 </li>
 <li>
 Prepare marketing materials including pitchbooks, information memoranda, road show presentations, analyst presentations and company profiles among others
 </li>
 <li>
 Perform financial analysis, including financial metric benchmarking, capital structure analysis, firepower analysis and its interpretation
 </li>
 <li>
 Perform company valuation including developing financial models and relative valuation
 </li>
 <li>
 Gather and synthesize financial and operating information about companies, industries and governments to analyze performance and drive strategic client dialogue
 </li>
 <li>
 Develop industry / macro market landscape including key themes / trends, economic indicators, competitive landscape among other items
 </li>
 <li>
 Maintain and update databases leveraged by senior management and deal teams
 </li>
 <li>
 Generate presentations and memoranda for a wider senior audience within the Firm
 </li>
 <li>
 Other administrative tasks to support overall deal flow and business
 
 
 </li>
 </ul>
 
 Skills And Qualifications
 
 
 
 <ul>
 <li>
 MBA / CA / Bachelor&rsquo;s Degree or equivalent
 </li>
 <li>
 1 &ndash; 3 years of work experience in related field
 </li>
 <li>
 Keen interest in corporate finance / capital markets
 </li>
 <li>
 Written competency and spoken language fluency in English
 </li>
 <li>
 Good communication and interpersonal skills to collaborate effectively with global teams
 </li>
 <li>
 Strong analytical and numerical skills and are at ease with financial data
 </li>
 <li>
 Agility and ability to multi-task and thrive in a fast-paced environment
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 Team player with a strong work ethic and motivation to learn
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 Ability to manage expectations and handle high-pressure situations
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 <li>
 Must have an intermediate skill level in Microsoft Excel and PowerPoint
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 Programming and coding experience / knowledge of AI tools is encouraged
 
 
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 </ul>
 
 What You Can Expect From Morgan Stanley
 
 
 
 We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
 
 
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 
 
 Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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Investment Banking Division - Analyst / Senior Analyst

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