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banking finance business partner avp

Barclays

<div><div>Date live: 04/01/2026
 Business Area: Finance
 Area of Expertise: Finance
 Contract: Permanent
 Reference Code: JR-0000089690
 Salary / Rate $100,000.00 - $150,000.00</div></div>
 <div>Join Barclays as a Banking Finance Business Partner AVP at Barclays, where you&rsquo;ll have the chance to shape financial strategies that drive business unit performance and influence key commercial decisions. You&rsquo;ll translate complex financial data into actionable insights, enabling leaders to understand the impact of strategic initiatives and investment opportunities. In this role, you&rsquo;ll collaborate closely with cross‑functional stakeholders to provide guidance, enhance financial processes, and strengthen operational efficiency. You&rsquo;ll also champion financial risk management practices, empowering teams with the tools and training they need to operate responsibly. Ultimately, you&rsquo;ll play a pivotal role in presenting clear, data‑driven narratives that illuminate trends, support decision‑making, and help steer the business toward sustainable growth.
To be successful as a Banking Finance Business Partner AVP, you should have:
<ul><li>Understanding investment banking products, financial markets, and revenue drivers, enabling effective partnership with front‑office and support teams
</li><li>Risk and control mindset with the ability to apply advanced financial analysis, interpret complex data, and exercise sound judgment to challenge assumptions and ensure accuracy and transparency
</li><li>Ability to collaborate across varied stakeholder groups, tailor communication to diverse audiences, and influence decision‑making in a fast‑paced, highly dynamic environment
</li></ul>Other highly valued skills include:
<ul><li>Ability to quickly grasp complex financial concepts, think independently, and adapt with agility and responsiveness in a fast‑moving environment.
</li><li>Experience supporting business transformation initiatives, with solid knowledge of internal management reporting processes and an understanding of legal entity reporting requirements
</li><li>Business acumen to connect financial activities with broader organizational objectives, supporting strategic decision‑making and long‑term value creation.
</li></ul>You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.
This role is based in New York, NY.
Minimum Salary: $100,00
Maximum Salary: $150,00
The minimum and maximum salary/rate above information includes only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.
Purpose of the role
To provide financial expertise and support to specific business units or departments within the organisation, and act as a liaison between the finance function and various business units, helping to bridge the gap between financial data and business decisions.
Accountabilities
<ul><li>Development and implementation of business unit financial strategies, plans and budgets, using insights to evaluate the financial implications of strategic initiatives and recommend appropriate actions.</li>
<li>Development of financial models to forecast future performance, assess investment opportunities, and evaluate financial risks for business units, and to analyse the impact of business decisions on financial performance and provision of recommendations. .</li>
<li>Cross functional collaboration to provide financial insights and guidance to business unit stakeholders.</li>
<li>Identification of opportunities and implementation of financial process improvements that streamline financial operations.</li>
<li>Support to business units in identification, assessment, and mitigation of financial risks, including provision of training and guidance to business units on financial risk management and compliance practices.</li>
<li>Analysis and presentation of financial data to provide insights into business performance, identify trends, and support decision-making.</li>
</ul>Assistant Vice President Expectations
<ul><li>To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.</li>
<li>Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes</li>
<li>If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others.</li>
<li>OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.</li>
<li>Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.</li>
<li>Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.</li>
<li>Take ownership for managing risk and strengthening controls in relation to the work done.</li>
<li>Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.</li>
<li>Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.</li>
<li>Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.</li>
<li>Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.</li>
<li>Influence or convince stakeholders to achieve outcomes.</li>
</ul>All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</div>

Banking Finance Business Partner AVP

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 $168,000.00 and $227,000.00. 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>
We are seeking a highly skilled and strategic Product Owner to lead the roadmap and delivery of trade capture and valuation platforms for our Fixed Income, Currencies, and Commodities (FICC) business. This role is critical in managing trade booking, valuation processes, and risk models to ensure accuracy, compliance, and operational efficiency across global markets.</div></div><div><div><h2 class="jobSectionHeader">
Role Objectives</h2></div><div><ul><li>
Define and own the roadmap for trade capture and valuation platforms, aligning with trading, risk, and regulatory objectives.</li><li>
Prioritize features that improve booking accuracy, valuation timeliness, and integration with downstream systems.</li><li>
Champion modernization initiatives, including automation of trade workflows and scalable architecture adoption.</li><li>
Act as the primary liaison between trading desks, risk management, finance, and technology teams to capture requirements and deliver impactful solutions.</li><li>
Build strong relationships with FICC business leaders and enterprise partners to ensure alignment and adoption.</li><li>
Facilitate workshops and sprint planning sessions to validate priorities and manage dependencies.</li><li>
Own and refine the product backlog, ensuring clarity and prioritization based on business value and technical feasibility.</li><li>
Collaborate with engineering, QA, and DevOps teams to deliver high-quality solutions on time.</li><li>
Apply Agile and SAFe principles to improve delivery efficiency and transparency across global teams.</li><li>
Ensure adherence to regulatory standards (ECB, MiFID II, Dodd-Frank) and internal risk frameworks.</li><li>
Partner with compliance and risk teams to embed controls into product design and delivery.</li><li>
Stay ahead of industry trends in trade capture, valuation methodologies, and risk analytics.</li><li>
Drive initiatives to enhance performance, reduce operational risk, and improve trader experience.</li><li>
Promote data-driven decision-making and continuous feedback loops.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Qualifications and Skills</h2></div><div><ul><li>
8+ years of experience in product management or ownership within investment banking or trading technology.</li><li>
Deep understanding of FICC products (Rates, Credit, FX, Commodities) and trade capture/valuation workflows.</li><li>
Deep expertise with trade booking systems, valuation engines, market data integration, and risk platforms.</li><li>
Strong knowledge of Agile methodologies (SAFe experience preferred).</li><li>
Excellent communication, negotiation, and stakeholder management skills.</li><li>
Ability to balance strategic vision with hands-on execution in a fast-paced environment.</li><li>
Bachelor&rsquo;s degree in Finance, Technology, or related field; advanced degree preferred.</li></ul></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>

Product Owner - Trade Capture & Valuation Technology

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

Scotiabank

<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

Wall Street Prep

<div>
 
 
 
 About Wall Street Prep
 
 
 
 Founded in 2004 by investment bankers, Wall Street Prep (WSP) is a leading provider of professional skills training in financial and valuation modeling. Our mission is to bridge the gap between academia and the real world by equipping finance professionals and students with practical, hands-on skills.
 
 
 We partner with top-tier investment banks, private equity and investment management firms, Fortune 500 companies, and elite undergraduate and MBA programs. Our training is delivered through engaging in-person classroom sessions and via our industry-leading online learning platform, all designed by experienced finance professionals.
 
 
 As artificial intelligence rapidly transforms financial services, WSP is expanding its AI curriculum to help finance professionals integrate modern AI tools directly into their workflows.
 
 
 
 Position Overview
 
 
 
 Wall Street Prep is seeking
 
 AI Course Builders
 
 with strong practical experience using modern AI tools and automation workflows to help develop
 
 short, practical AI courses for finance professionals.
 
 
 
 In this role, you will focus on
 
 designing hands-on AI learning content
 
 rather than delivering live instruction.
 
 
 You will work with WSP's learning team to develop
 
 high-impact modules that teach finance professionals how to apply AI tools to real business tasks
 
 , such as research, financial analysis, workflow automation, and productivity.
 
 
 This includes building course content centered around leading AI assistants and enterprise AI platforms such as
 
 ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, Rogo, and Shortcut
 
 , along with Python-based workflows and API integrations.
 
 
 Your work will directly shape how professionals in investment banking, private equity, asset management, consulting, and corporate finance adopt AI in their day-to-day work.
 
 
 
 Key Responsibilities
 
 
 
 
 AI Course Development
 
 
 
 Design and build practical learning modules covering topics such as:
 
 
 <ul>
 <li>
 Foundations of generative AI and large language models
 </li>
 <li>
 Prompt engineering for business workflows
 </li>
 <li>
 AI-assisted research and knowledge synthesis
 </li>
 <li>
 AI-assisted financial analysis and modeling
 </li>
 <li>
 Workflow automation using AI tools
 </li>
 <li>
 AI productivity tools for analysts and professionals
 
 
 </li>
 </ul>
 
 Hands-On Exercise Design
 
 
 
 Develop
 
 real-world exercises and labs
 
 that teach professionals how to use AI tools in practice, including:
 
 
 <ul>
 <li>
 Using ChatGPT, Claude, Gemini, and Perplexity for research, analysis, and writing
 </li>
 <li>
 Leveraging Microsoft Copilot, Rogo, and Shortcut to automate workflows and productivity tasks
 </li>
 <li>
 Building prompt workflows for financial analysis and research
 </li>
 <li>
 Creating simple Python-based automation scripts
 </li>
 <li>
 Demonstrating AI-assisted coding and data analysis
 
 
 </li>
 </ul>
 
 Practical Use Case Development
 
 
 
 Create applied case studies that demonstrate AI in real-world business and finance contexts, such as:
 
 
 <ul>
 <li>
 Investment research and summarization
 </li>
 <li>
 Financial data analysis and visualization
 </li>
 <li>
 Competitive analysis
 </li>
 <li>
 Document review and synthesis
 </li>
 <li>
 Workflow automation and productivity tools
 
 
 </li>
 </ul>
 
 Collaboration with the Learning Team
 
 
 
 Work with WSP's instructors and learning designers to:
 
 
 <ul>
 <li>
 Translate technical AI concepts into practical business workflows
 </li>
 <li>
 Develop structured course modules and exercises
 </li>
 <li>
 Update content as AI tools rapidly evolve
 </li>
 <li>
 Ensure courses are practical, relevant, and accessible to finance professionals
 
 
 </li>
 </ul>
 
 What We Are Looking For
 
 
 
 
 Experience
 
 
 
 3+ years of experience working with AI tools, machine learning, data science, or AI-enabled workflows.
 
 
 Strong practical experience using modern AI assistants and enterprise AI tools such as:
 
 
 <ul>
 <li>
 
 ChatGPT
 
 
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 Claude
 
 
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 Gemini
 
 
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 Microsoft Copilot
 
 
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 Perplexity
 
 
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 Rogo
 
 
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 Shortcut
 
 
 
 </li>
 </ul>
 Experience applying AI tools to real-world workflows such as research, analysis, automation, coding, or productivity.
 
 
 Experience building technical content such as:
 
 
 <ul>
 <li>
 technical tutorials
 </li>
 <li>
 course materials
 </li>
 <li>
 developer documentation
 </li>
 <li>
 technical blog posts
 </li>
 <li>
 learning modules or workshops
 
 
 </li>
 </ul>
 Experience in finance, consulting, or corporate environments is a plus but not required.
 
 
 
 Technical Skills
 
 
 
 Practical expertise using generative AI tools including:
 
 
 <ul>
 <li>
 ChatGPT
 </li>
 <li>
 Claude
 </li>
 <li>
 Gemini
 </li>
 <li>
 Perplexity
 
 
 </li>
 </ul>
 Experience with AI productivity tools and workflow assistants such as:
 
 
 <ul>
 <li>
 Microsoft Copilot
 </li>
 <li>
 Rogo
 </li>
 <li>
 Shortcut
 
 
 </li>
 </ul>
 Python programming experience strongly preferred, including libraries such as:
 
 
 <ul>
 <li>
 Pandas
 </li>
 <li>
 NumPy
 </li>
 <li>
 Matplotlib
 </li>
 <li>
 scikit-learn
 
 
 </li>
 </ul>
 Experience working with AI APIs and frameworks such as:
 
 
 <ul>
 <li>
 OpenAI API
 </li>
 <li>
 Hugging Face
 </li>
 <li>
 LangChain
 </li>
 <li>
 similar AI tooling
 
 
 </li>
 </ul>
 
 Working Arrangement
 
 
 
 This role is
 
 project-based or part-time
 
 , focused on building course materials for upcoming AI training programs.
 
 
 The position is
 
 remote-friendly
 
 .
 
 
 Content developers will collaborate closely with WSP's learning team and instructors.
 
 
 
 Compensation
 
 
 
 Highly competitive project-based compensation depending on experience and scope of work.
 
 
 
 Why Join Wall Street Prep
 
 
 
 Help shape how AI is taught to professionals across global finance.
 
 
 Build practical AI learning content used by professionals at leading financial institutions.
 
 
 Collaborate with a highly experienced team of finance and training experts.
 
 
 Contribute to one of the fastest-growing areas of professional education.
</div>

AI Course Builder – Business & Finance Applications

<div>Requisition ID: 245174

Salary Range: 300,000.00 - 300,000.00

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. 
Director, Structured Note Sales / GBM &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/Purpose:

We are seeking a driven and knowledgeable professional to join our U.S. Structured Notes team. The Director, Structured Note Sales will be responsible for originating, structuring and distributing structured notes solutions to U.S.-based clients, with a strong emphasis on expanding platform penetration among broker-dealers and RIAs. This role is accountable for driving new platform approvals, increasing issuance volumes, and building sustainable, recurring distribution relationships. The ideal candidate will have a deep understanding of structured products, strong client relationships, and a proven ability to navigate complex discussions. This is a dynamic opportunity to work with a growing team and play a key role in expanding our structured notes business. 


What You&rsquo;ll Do
<ul><li>Drive structured note sales and issuance across U.S. broker-dealers and RIAs, with defined targets for onboarding new platforms and expanding distribution reach</li>
<li>Identify, prioritize and penetrate high-value broker-dealer and RIA platforms where Scotiabank currently has limited or no structured note presence.</li>
<li>Lead platform onboarding processes, including due diligence, product approvals, documentation, and go-live execution, with measurable milestones and timelines</li>
<li>Achieve platform penetration goals such as number of new platform approvals, shelf placements, and active issuing programs</li>
<li>Grow issuance volume and trade frequency across newly onboarded broker-dealers and RIAs, tracking metrics such as monthly issuance, deal count and repeat activity</li>
<li>Partner with structuring and trading teams to develop scalable note programs aligned with platform-specific demand</li>
<li>Deliver structured note education, training sessions, and market updates to platform gatekeepers and advisor-facing teams measured by engagement and adoption.</li>
<li>Monitor competitive positioning, platform coverage gaps, and market share across U.S. wealth distribution channels</li>
<li>Ensure all activities comply with internal risk policies and U.S. regulatory requirements.</li></ul> 


What You&rsquo;ll Bring
<ul><li>FINRA Series SIE, 7 and 63</li>
<li>Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Economics, Mathematics, or related field</li>
<li>10+ years of experience in structured products sales, with a focus on U.S. intermediary distribution</li>
<li>Demonstrated success onboarding new broker-dealer and/or RIA platforms and scaling structured note issuance</li>
<li>Established relationships with broker-dealer and RIA decision-makers (product, platform, and investment committees)</li>
<li>Strong understanding of structured notes, derivatives, and underlying asset classes</li>
<li>Ability to articulate performance against quantitative sales and penetration metrics</li>
<li>Demonstrated expertise in structured notes, derivatives, and underlying asset classes</li>
<li>Leverage clear and confident communication to convey complex ideas, build understanding, and foster collaboration across diverse teams and stakeholders.</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>

Director, Structured Note Sales / GBM - New York, NY

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

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