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New Millenium Consulting

<div>
 
 Job Title: Jr Capital Markets Analyst (Bloomberg)
 
 
 Job location: New York, New York (hybrid- (3 days onsite)
 
 
 Job Type: Contract W-2
 
 
 1-3 years experience
 
 
 Training will be provided for the right candidate
 
 
 Knowledge of Swaps/Options/derivatives a huge plus
 
 
 
 
 
 A global bank is seeking an Jr Capital Markets Analyst. Jr Capital Markets Analyst Analyst will be training to managing access rights for external clients across 12 electronic trading platforms and internal tools, facilitating transactions with Trading desks in the Forex and Fixed Income markets on a global scale (Europe, Asia, Americas).
 
 
 
 
 
 Key responsibilities include creating and deactivating user accounts for asset managers, adjusting pricing tiers on products, and modifying sales associate links to clients. The position also entails integrating and supporting new platforms, collaborating on the development of internal tools, managing the creation and deletion of books, and ensuring the maintenance of statistical files.
 
 
 Essential Duties and Responsibilities:
 
 
 
 
 
 Manage the access rights of external clients on the electronic trading platforms (12 platforms) and internal tools, so they can conduct transactions with the Trading desks, in the areas of Forex (currency market) &amp; Fixed Income (bond market for Rates/Credit products), and at a global level (Europe, Asia, Americas);
 
 
 Create and deactivate user/client accounts for asset managers;
 
 
 Add and modify tiering (pricing levels offered) on products;
 
 
 Add and modify sales associates linked to clients;
 
 
 Integrate and support new platforms in the tools, as well as collaborate on the development of internal tools;
 
 
 Manage the creation and deletion of books;
 
 
 Ensure the maintenance of statistical files.
 
 
 
 
 
 
 Skills: Requirements:
 
 
 
 
 
 
 Proven experience in managing user access and permissions on electronic trading platforms or similar systems.
 
 
 Strong understanding of client account management, including the creation and deactivation of user accounts.
 
 
 Experience in modifying pricing tiers and managing sales associate linkages to clients.
 
 
 Technical proficiency in integrating new platforms and supporting internal tool development.
 
 
 Ability to manage the creation and deletion of books and maintain statistical files accurately.
 
 
 Excellent attention to detail and strong organizational skills.
 
 
 Effective communication and collaboration skills to work with internal teams and external clients.
 
 
 Proficient in using Microsoft Office Suite (Excel, Word, PowerPoint) and other relevant software tools.
 
 
 Ability to work independently and manage multiple tasks in a fast-paced environment.
 
 
 Nice to have but not required: Familiarity with Forex and Fixed Income markets, including Rates and Credit products.
 
 
 Education:
 
 
 Min - Bachelor's of Science Degree in Computer Science/Information Technology, Economics, or Finance
 
</div>

Jr Capital Markets Analyst

JPMorganChase

<div>JOB DESCRIPTION 
We are looking for a dynamic Junior Analyst to join our Capital Markets Advisory Desk.
Leveraged Finance is a product group responsible for the origination of new issue corporate debt across all sectors of JPMorgan&rsquo;s sub-investment grade client base. The platform syndicates a broad spectrum of transactions, including sponsor-backed leveraged buyouts, corporate acquisition financings, liability management exercises, restructuring/exit financings, and various other debt executions.
As a Capital Markets Desk Analyst within the Leveraged Finance team, you will join a small group of professionals who provide unique connectivity between our investment banking and markets businesses. You will be an integral part of our Leveraged Finance team. Your work product will be relied upon by the most senior members of our business, and gets distributed to corporate clients, financial sponsors and senior leaders of J.P. Morgan. We are seeking highly motivated, professional, and collaborative individuals to join our close-knit team. You will have significant exposure to senior members of the Capital Markets Team, Leveraged Finance Origination, Syndicate, and Credit Sales &amp; Trading.
High performing individuals have historically had the opportunity to join the firm-wide investment banking analyst program in traditional leveraged finance analyst and restructuring analyst roles.
Job Responsibilities:<ul>
<li>Aggregating and analyzing high yield and leveraged loan market data</li>
<li>Creating concise summary materials on market conditions</li>
<li>Providing support on live transactions and day-to-day activity</li></ul>
Required Qualifications, Skills and Capabilities:
<ul><li>Strong communication and interpersonal skills</li>
<li>High attention to detail and work ethic</li>
<li>Ability to thrive in a fast-paced and high-energy environment</li>
<li>Team-oriented attitude</li>
<li>Intellectual curiosity</li>
<li>Excellent analytical and quantitative skills</li>
<li>Current students (Bachelor's or Master's) in their final year of study at a U.S. based college/university, or experienced individuals, with up to three years of professional work experience
<ul><li>Students pursuing a Ph.D., MBA, and/or JD are ineligible for the program</li>
<li>Graduation date between June 2023 and June 2026</li>
</ul></li></ul>Preferred Qualifications, Skills and Capabilities:
<ul><li>Minimum preferred cumulative GPA of 3.2 on a 4.0 scale
</li></ul>ABOUT US 
<div>
<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.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>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.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></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>

Investment Banking - Leveraged Finance, Capital Markets - Analyst

<div>JOB DESCRIPTION 
We are looking for a dynamic Junior Analyst to join our Capital Markets Advisory Desk.
Job Description
Investment Grade Finance is a product group responsible for debt origination across all sectors of J.P. Morgan&rsquo;s investment grade client base. The team syndicates a broad spectrum of transactions, including acquisition financings, liability management exercises, and various other capital-raising executions
As a Capital Markets Analyst within the Investment Grade Finance team, you will join a small group of professionals who provide unique connectivity between our investment banking and markets businesses. You will be an integral part of our Investment Grade Finance team. Your work product will be distributed to corporate clients and senior leaders of J.P. Morgan, and you will have significant exposure to senior members of the Investment Grade Finance, Leveraged Finance, Syndicate, and Sales &amp; Trading teams.
High performing individuals have historically had the opportunity to join the firm-wide investment banking analyst program in traditional Investment Grade Finance analyst roles
Job Responsibilities:<ul>
<li>Aggregating and analyzing macroeconomic and capital market data</li>
<li>Creating summary materials and thematic pieces on market conditions</li>
<li>Providing support on live transactions
</li></ul>Required Qualifications, Skills and Capabilities:
<ul><li>Strong communication and interpersonal skills</li>
<li>High attention to detail and work ethic</li>
<li>Ability to thrive in a fast-paced and high-energy environment</li>
<li>Team-oriented attitude</li>
<li>Intellectual curiosity</li>
<li>Excellent analytical and quantitative skills</li>
<li>Current students (Bachelor's or Master's) in their final year of study at a U.S. based college/university, or experienced individuals, with up to three years of professional work experience
<ul><li>Students pursuing a Ph.D., MBA, and/or JD are ineligible for the program</li>
<li>Graduation date between June 2023 and June 2026</li>
</ul></li></ul>Preferred Qualifications, Skills and Capabilities:
<ul><li>Minimum preferred cumulative GPA of 3.2 on a 4.0 scale
</li></ul>ABOUT US 
<div>
<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.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>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.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></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>

Investment Banking - Investment Grade Finance, Capital Markets - Analyst

Phyton Talent Advisors

<div>
 
 
 The role involves managing access rights for external clients across 12 electronic trading platforms and internal tools, facilitating transactions with Trading desks in the Forex and Fixed Income markets on a global scale (Europe, Asia, Americas). Key responsibilities include creating and deactivating user accounts for asset managers, adjusting pricing tiers on products, and modifying sales associate links to clients. The position also entails integrating and supporting new platforms, collaborating on the development of internal tools, managing the creation and deletion of books, and ensuring the maintenance of statistical files.
 
 
 
 
 
 
 
 Essential Duties and Responsibilities:
 
 
 <ul>
 <li>
 Manage the access rights of external clients on the electronic trading platforms (12 platforms) and internal tools, so they can conduct transactions with the Trading desks, in the areas of Forex (currency market) &amp; Fixed Income (bond market for Rates/Credit products), and at a global level (Europe, Asia, Americas);
 </li>
 <li>
 Create and deactivate user/client accounts for asset managers;
 </li>
 <li>
 Add and modify tiering (pricing levels offered) on products;
 </li>
 <li>
 Add and modify sales associates linked to clients;
 </li>
 <li>
 Integrate and support new platforms in the tools, as well as collaborate on the development of internal tools;
 </li>
 <li>
 Manage the creation and deletion of books;
 </li>
 <li>
 Ensure the maintenance of statistical files.
 </li>
 </ul>
 
 
 
 
 
 Requirements:
 
 
 <ul>
 <li>
 Proven experience in managing user access and permissions on electronic trading platforms or similar systems.
 </li>
 <li>
 Strong understanding of client account management, including the creation and deactivation of user accounts.
 </li>
 <li>
 Experience in modifying pricing tiers and managing sales associate linkages to clients.
 </li>
 <li>
 Technical proficiency in integrating new platforms and supporting internal tool development.
 </li>
 <li>
 Ability to manage the creation and deletion of books and maintain statistical files accurately.
 </li>
 <li>
 Excellent attention to detail and strong organizational skills.
 </li>
 <li>
 Effective communication and collaboration skills to work with internal teams and external clients.
 </li>
 <li>
 Proficient in using Microsoft Office Suite (Excel, Word, PowerPoint) and other relevant software tools.
 </li>
 <li>
 Ability to work independently and manage multiple tasks in a fast-paced environment.
 </li>
 <li>
 Nice to have but not required: Familiarity with Forex and Fixed Income markets, including Rates and Credit products.
 </li>
 </ul>
 
 
</div>

Trading Capital Markets Analyst

KeyBank

<div>Location:
1301 Avenue of the Americas, New York New York<div><div>
2026 KBCM Equity Research &ndash;New York</div><div> 
KeyBanc Capital Markets</div><div>
KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. Our deep industry expertise, broad capabilities and unique ideas are seamlessly delivered to companies across the Consumer &amp; Retail, Diversified Industries, Healthcare, Industrial, Oil &amp; Gas, Real Estate, Utilities, Power &amp; Renewables, and Technology verticals. With over 800 professionals across a national platform, KeyBanc Capital Markets has more than $30 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 700 publicly traded companies.</div><div> 
The summer analyst program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate &ldquo;hands-on&rdquo; experience.</div><div> 
About the Summer Analyst Program</div><div>
KBCM provides its Summer Analysts unprecedented professional development opportunities through a mix of on-the-job training and structured, hands-on experience. The program is designed to provide broad experience across all stages of transaction executions, from pitch phase through closing. Because our Summer Analyst Program is a direct pipeline for our full-time Analyst positions, it offers exceptional potential for you to return to KBCM upon graduation to start your capital markets career.</div><div> 
Required Qualifications:</div><div><ul><li>
Rising juniors enrolled in a four-year, undergraduate degree program with coursework in finance, economics or accounting graduating by May of 2027</li></ul></div><div><ul><li>
Minimum 3.5 GPA</li></ul></div><div><ul><li>
Strong quantitative and critical thinking abilities</li></ul></div><div><ul><li>
Demonstrated leadership and teamwork from past work experience and/or extracurricular activities</li></ul></div><div><ul><li>
Highly motivated with a strong work ethic</li></ul></div><div><ul><li>
Outstanding interpersonal, communication and presentation skills</li></ul></div></div><div>
Equity Research</div><div>
The Equity Research group is responsible for producing analysis, recommendations, and reports on investment opportunities that institutional investors may be interested in. Our Senior Analysts specialize in specific industries, providing recommendations on public companies as well as expert knowledge on their sector. Our equity research coverage includes Basic Materials, Consumer, Energy, Healthcare, Industrial, Real Estate, and Technology.</div><div><ul><li> 
KeyBank&rsquo;s Campus Program Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.</li></ul></div> 
COMPENSATION AND BENEFITS<div>
Equal Pay:</div><div>
This position is eligible to earn a weekly salary in the range of $1,340 to $1,440 per week depending on location and coverage group. Summer Analysts in this position are eligible for overtime compensation which is paid in accordance with the Fluctuating Workweek Method. Compensation also includes a $2,000 Summer Analyst Sign-on Bonus.</div>
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 04/14/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. 

#LI-Hybrid</div>

2026 Equity Research Summer Analyst New York, NY

SoFi

<div>
 
 Employee Applicant Privacy Notice
 
 
 
 
 Who we are:
 
 
 
 Shape a brighter financial future with us.
 
 
 Together with our members, we&rsquo;re changing the way people think about and interact with personal finance.
 
 
 We&rsquo;re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we&rsquo;re at the forefront. We&rsquo;re proud to come to work every day knowing that what we do has a direct impact on people&rsquo;s lives, with our core values guiding us every step of the way.
 
 Join us to invest in yourself, your career, and the financial world.
 
 
 
 SoFi is seeking an Associate to join our Capital Markets team. In this role, you will be deeply involved in a broad range of business and capital markets functions, launching SoFi products, developing capital markets execution, and investor education. You will have the opportunity to collaborate closely with senior managers across the firm, gaining full visibility into SoFi&rsquo;s diverse business activities. Additionally, you will work alongside the Capital Markets team and engage with key external partners, such as institutional investors, rating agencies, and lenders, to drive strategic initiatives and ensure seamless execution of transactions.
 
 
 What you&rsquo;ll do:
 
 
 
 <ul>
 <li>
 Proactively work with lines of business, credit, operations, and finance teams to develop new SoFi Products. Analyze portfolio/collateral characteristics, economic analysis, and any other information to support capital markets execution.
 </li>
 <li>
 Lead diligence process to prepare investor education materials, marketing materials incorporating qualitative and quantitative analysis for various audiences and drive investor engagement. Research industry best practices and peer group analysis to drive product innovation and structuring collaborating with finance credit and accounting teams.
 </li>
 <li>
 Support content preparation, communication, and due diligence processes for external stakeholders such as investors, lenders, rating agencies, data systems providers, law firms, trustees, custodians, and accounting firms.
 </li>
 <li>
 Provide support to investor development and deal execution teams to ensure seamless progression from sourcing to capital markets execution.
 </li>
 <li>
 Collaborate with internal teams including credit, legal, engineering, product, treasury, accounting, servicing, and finance to provide strategic support and align on goals.
 
 
 
 </li>
 </ul>
 
 What you&rsquo;ll need:
 
 
 
 
 <ul>
 <li>
 2+ years of relevant experience desired
 </li>
 <li>
 BS/BA in business, finance, accounting, economics or similar technical field
 </li>
 <li>
 Excellent analytical skills attention to detail organization and project management skills
 </li>
 <li>
 Ability to thrive in fast-paced, ambiguous environments with a bias toward action
 </li>
 <li>
 Strong ownership and proactive problem-solving mindset
 </li>
 <li>
 Effective story telling and expertise in presentation skills (Microsoft Google Suites) leveraging AI tools
 </li>
 <li>
 Ability to manage multiple priorities and clear communication and cross-functional collaboration
 </li>
 <li>
 Intellectual curiosity and strong interest in fintech, products, and capital markets
 </li>
 <li>
 Strong verbal and written communication as well as technical and organizational skills
 </li>
 <li>
 Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
 </li>
 <li>
 Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.
 
 
 
 </li>
 </ul>
 
 Compensation And Benefits
 
 
 
 The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate&rsquo;s experience, skills, and location.
 
 
 To view all of our comprehensive and competitive benefits, visit our
 
 Benefits at SoFi
 
 page!
 
 
 SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
 
 
 The Company hires the best qualified candidate for the job, without regard to protected characteristics.
 
 
 Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
 
 
 New York applicants: Notice of Employee Rights
 
 
 SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
 
 
 Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
 
 
 
 Internal Employees
 
 
 
 If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
</div>

Capital Markets Associate

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

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