investment banking analyst

Nomura

<div></div><div><div><div><div><div>Job Code: 11527
</div></div></div></div><div><div><div><div>Country: US
</div></div></div></div><div><div><div><div>City: New York
</div></div></div></div><div><div><div><div>Skill Category: Global Wholesale Strategy
</div></div></div></div><div><div><div><div>Description:
<div><b>Job Title: Analyst, Executive Office, Global Markets and Investment Banking</b></div><br>
<div></div><div>Corporate Title: Analyst</div>
<div>Department: Wholesale</div>
<div>Location: New York</div><br>
<div></div><div>The pay range for this position at commencement of employment is expected to be between $100,000-$135,000</div><br>
<div></div><div><b>Company Overview</b></div><br>
<div></div><div>Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East &amp; West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.</div><br>
<div></div><div>Aon&rsquo;s Benefit Index&reg;, Nomura&rsquo;s benefits rank #1 amongst our competitors</div>
<div><b>Job Description</b></div><br>
<div></div><div>This role operates within the office of the Head of Wholesale to support key initiatives and ensure the smooth running of Nomura's Wholesale Division (encompassing Global Markets and Investment Banking) across businesses and regions in a dynamic market environment.</div><br>
<div></div><div>The Analyst will be an integral member of the Executive Office, serving as a critical coordination point between the Head of Wholesale and various stakeholders. They will partner closely with the Strategy team on firm-wide presentations and deliverables, work with business COOs across the division, and collaborate with corporate functions including Strategy, HR, Finance, Technology, Risk, Legal &amp; Compliance, and Corporate Communications.</div><br>
<div></div><div>The role holder will directly support the Head of Wholesale across a broad range of responsibilities, including coordinating strategic communications, managing executive meetings and committees, supporting client engagement initiatives, and helping facilitate division-wide priorities. This position offers unique exposure to senior leadership and requires exceptional organizational skills, strong attention to detail, and the ability to maintain discretion while managing multiple competing priorities in a fast-paced environment.</div><br>
<div></div><div><b>Role and Responsibilities:</b></div><br>
<div></div><ul><li><b>Executive meetings:</b> Orchestrate executive committees and management offsites including developing meeting agendas, coordinating with senior stakeholders, taking notes and tracking follow-up actions, and working with Events team to plan offsites</li><br>
</ul><div></div><ul><li><b>Employee engagement</b><b>:</b> Drive positive workplace culture by partnering with businesses, HR, and employee groups to organize various events (e.g. networking receptions, lunch and learns, fireside chats), drive employee recognition initiatives, and support talent priorities while serving as a key liaison between senior management and employees</li><br>
</ul><div></div><ul><li><b>Client engagement</b><b>:</b> Partner with Senior Relationship Management team to ensure Head of Wholesale is thoroughly prepared for client meetings, help coordinate necessary follow-ups, plan for important conferences and events, and support client outreach</li><br>
</ul><div></div><ul><li><b>Internal communications</b><b>:</b> Support town halls, draft and review announcements and other written messages, develop talking points for speaking engagements, and generate creative communication strategies to enhance engagement and information flow across the organization, partnering closely with Corporate Communications</li><br>
</ul><div></div><ul><li><b>External communications</b><b>:</b> Coordinate media engagements with Corporate Communications, support development of media talking points and messaging to strengthen the profile of the Wholesale Division, and manage social media presence for division head</li><br>
</ul><div></div><ul><li><b>Firm deliverables</b><b>:</b> Coordinate with Strategy team on developing high-impact presentations for firm management committee, board of directors, regulatory meetings, budget discussions, and firm-wide events, crafting compelling talking points that align with organizational objectives</li><br>
</ul><div></div><div><b>Requirements</b></div>
<ul><li>Bachelor's Degree in any discipline with 1-3 years of experience at a financial services, media, or consulting firm</li>
<li>Excellent organizational and planning skills, with strategic mindset and capacity to anticipate needs</li>
<li>Strong interpersonal skills with demonstrated success communicating effectively and professionally with stakeholders at all levels</li>
<li>Outstanding written and verbal communication skills, with experience in executive communications, presentation development, and messaging</li>
<li>Proven track record of managing multiple competing priorities effectively in a fast-paced environment</li>
<li>Sound judgment and high level of discretion when handling sensitive information</li>
<li>Strategic thinker with collaborative, can-do attitude and desire to be a helpful partner to stakeholders</li>
<li>Proactive and solutions-oriented approach with strong attention to detail</li>
<li>Proficiency in Microsoft Office Suite (particularly PowerPoint, Word, and Excel)</li><br>
</ul><div></div><ul><li>base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience.
</li></ul><div>If hired, employee will be in an &ldquo;at-will position&rdquo; and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors&rdquo;.</div>
<div><i>Nomura is an Equal Opportunity Employer</i></div><br>
</div></div></div></div><p><br>
<b>Nearest Major Market: </b>Manhattan
<br>
<b>Nearest Secondary Market: </b>New York City</p></div>

Analyst/Associate, Executive Office, Global Markets & Investment Banking

Newmark

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 The
 <strong>
  Newmark Debt, Equity &amp; Structured Finance
 </strong>
 team is looking to bring on an Analyst to join the New York office with a primary focus on hospitality transactions. The group is comprised of a deep team of real estate investment banking professionals from various real estate equity and finance backgrounds. The Analyst will be joining the preeminent team in the market that has executed over $180 billion of transactions since 2019, including more than $21 billion of hotel transactions.
 <br/>
 <br/>
 The Debt &amp; Structured Finance team is focused on the placement of debt and equity capital for commercial real estate investors. While the broader team executes transactions across all property types, including office, retail, industrial, data centers, and alternative assets throughout North America, the Analyst will primarily support the team&rsquo;s hospitality practice, which advises on hotel property and portfolio/platform level transactions. Analysts are involved in every stage of a transaction including underwriting, market research, property tours, preparation of pitch materials and offering memoranda, marketing of transactions, term sheet negotiations, closings, and client meetings and events. The position will be based in-office and work in a high-energy and fast-paced environment.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Primary Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Prepare pitch materials and offering memoranda for commercial real estate transactions, including research, financial modeling, and writing transaction narratives.
  </li>
  <li>
   Responsible for complex financial modeling of property level cash flows and debt/equity structures utilizing market information, appraisals, and comparable data to quickly and accurately underwrite a variety of transactions.
  </li>
  <li>
   Must review and understand relevant documents (financial statements, loan documents, joint venture agreements, appraisals, etc.) to quickly identify relevant information.
  </li>
  <li>
   Network within the industry through meetings, events and involvement in real estate trade organizations.
  </li>
  <li>
   Participate in weekly pipeline meetings to discuss deal flow, deal status, market conditions and review new client leads.
  </li>
  <li>
   Track and maintain database of transaction executions and help identify new business opportunities.
  </li>
  <li>
   Other duties as assigned.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <strong>
  Experience Required
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   0-2 years of hospitality real estate experience (capital markets, acquisitions, development, asset management) in an analytically rigorous environment. Real estate investment banking or commercial real estate lending/investing experience is preferred.
  </li>
  <li>
   Hospitality finance background (including specific experience with hotel P&amp;L&rsquo;s and STR reports) and good understanding of appraisal and valuation principles.
  </li>
  <li>
   Self-motivated, team oriented , and strong time management skills to prioritize tight deadlines.
  </li>
  <li>
   Strong research, analytical, and problem-solving skills. Ability to analyze qualitative and quantitative information.
  </li>
  <li>
   Ability to be proactive, anticipate demands and accomplish tasks with minimal direction and oversight.
  </li>
  <li>
   Exceptional organizational, interpersonal, quantitative, writing and communication skills; able to interface with clients including their top-level executives.
  </li>
  <li>
   Strong writing skills with ability to communicate analytical and marketing data effectively.
  </li>
  <li>
   Ability to work independently while being a team player.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Education
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s Degree in Hospitality Management , Real Estate, Finance, Accounting, Economics or related discipline or an equivalent combination of education and experience.
  </li>
  <li>
   Candidates from a hotel or hospitality program a plus .
  </li>
  <li>
   Proficiency in Outlook, Excel, Word and PowerPoint.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range Language
  <br/>
  <br/>
 </strong>
 The expected base salary for this position ranges from $145,000 to $150,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement plan with employer matching), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
 <br/>
 <br/>
 <strong>
  Working Conditions:
 </strong>
 Normal working conditions with the absence of disagreeable elements.
 <br/>
 <br/>
 <strong>
  Note:
 </strong>
 The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
 <br/>
 <br/>
 Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
</div>


Analyst

Trinity Industries

<div><p><b>Trinity Industries</b> is searching for a <b>Financial Analyst</b> to join our <b>Capital Markets </b>team in our <b>Dallas, TX </b>office!</p><p>
You will be a member of a small dynamic team which is responsible for managing over $5B of secured debt financings (ABS and term loans) and over $3B of managed railcars. We welcome your ideas and your outstanding work ethic.</p><p>
Join our team today and be a part of <b>Delivering the Goods for the Good of All.</b></p><p><b>
What you'll do:</b></p><ul><li>
Prepare monthly, quarterly and annual compliance reports related to several financial vehicles</li><li>
Assist with the preparation of quarterly presentations for internal management and external partnerships</li><li>
Participate on deal teams for new financings, refinancings or other transactions</li><li>
Work on ad hoc projects as assigned</li><li>
Develop and utilize complex financial models manipulating large amounts of data</li><li>
Develop and summarize research material</li></ul>
<div><p><b>What you'll need:</b></p><ul><li>
Bachelor's Degree in Finance, Accounting, Economics or related field required</li><li>
At least 2-3 years&rsquo; experience in a financial analysis or reporting role</li><li>
Advanced skills in Microsoft Excel</li><li>
Advanced experience in all other Microsoft Office products</li><li>
Strong analytical and critical thinking skills</li><li>
Strong professional presentation skills</li><li>
ABS or Investment Banking Experience a plus</li><li>
Rail experience a plus</li><li>
Outstanding interpersonal skills</li></ul></div></div>

Financial Analyst Capital Markets

Barclays

<div><div><p>Date live: 06/23/2026</p>
 <p>Business Area: International Corporate Banking</p>
 <p>Area of Expertise: Relationship Management</p>
 <p>Contract: Permanent</p>
 <p>Reference Code: JR-0000105867</p>
 <p>Salary / Rate <b>$ 75,000.00 - $ 125,000.00</b></p></div></div>
<br><div><p>Join Barclays as a Banks &amp; Affiliates Financial Institutions Group, Analyst, where you will support the coverage, origination, and execution of transactions involving banks, non-bank financial institutions, and affiliated entities. Your role focuses on financial evaluation, client support, and strategic advisory across a broad range of financial institutions. You will also guide and develop relationships with clients, ensuring high-quality service and identifying opportunities to deepen engagement. Provide banking solutions to HR and corporate clients, including support for payroll, employee banking, and related financial services. Assess and manage financial and operational risks, ensuring compliance with internal policies and regulatory requirements. Conduct evaluation of payment flows and transactions, identifying trends, inefficiencies, and opportunities for optimization.</p>
<p></p><p>To be successful as a Banks &amp; Affiliates Financial Institutions Group, Analyst, you should have experience with:</p>
<p></p><ul><li><p>Advanced proficiency in Microsoft Excel, including highly detailed formulas, pivot tables</p>
</li><li><p>Excellent presentation skills</p>
</li><li><p>Project management skills, with experience coordinating tasks, meeting deadlines, and delivering results in fast-paced environments</p>
</li><li><p>Knowledge of Anti-Money Laundering (AML) and Economic Crime frameworks, including monitoring, risk assessment, and compliance procedures</p>
</li></ul><p></p><p>Some other highly valued skills may include:</p>
<p></p><ul><li><p>Excellent interpersonal and verbal communication skills, with the ability to engage effectively across diverse audiences</p>
</li><li><p>Demonstrated interest in relationship management, building and maintaining connections with stakeholders at multiple levels</p>
</li><li><p>Effective problem-solving abilities</p>
</li></ul><p></p><p>You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.</p>
<p>This role is located in New, NY.</p>
<p></p><p>This role is regulated by FINRA.</p>
<p></p><p>Minimum Salary: $75,000</p>
<p>Maximum Salary: $125,000</p>
<p></p><p>The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.</p>
<p><b>Purpose of the role</b></p>
<p>To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.</p>
<p></p><p><b>Accountabilities</b></p>
<ul><li>Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li>
<li>Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li>
<li>Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li>
<li>Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li>
<li>Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li>
<li>Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li>
<li>Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li>
<li>Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li>
</ul><p></p><p><b>Analyst Expectations</b></p>
<ul><li>To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.</li>
<li>Requires in-depth technical knowledge and experience in their assigned area of expertise</li>
<li>Thorough understanding of the underlying principles and concepts within the area of expertise</li>
<li>They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.</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 develop technical expertise in work area, acting as an advisor where appropriate.</li>
<li>Will have an impact on the work of related teams within the area.</li>
<li>Partner with other functions and business areas.</li>
<li>Takes responsibility for end results of a team&rsquo;s operational processing and activities.</li>
<li>Escalate breaches of policies / procedure appropriately.</li>
<li>Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.</li>
<li>Advise and influence decision making within own area of expertise.</li>
<li>Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.</li>
<li>Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.</li>
<li>Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.</li>
<li>Make evaluative judgements based on the analysis of factual information, paying attention to detail.</li>
<li>Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.</li>
<li>Guide and persuade team members and communicate complex / sensitive information.</li>
<li>Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.</li>
</ul><p></p><p>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.</p></div>

Banks & Affiliates Financial Institutions Group, Analyst

Kestra Financial

Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. KIM is a dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-affiliated advisors can benefit from KIM’s cost-effective, flexible, and easy-to-use approach while taking advantage of a group of extremely experienced investment experts. KIM’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their investment capabilities for their clients.
<br><br>
Lead with Purpose. Partner with Impact.
<br>The Investment Analyst position is within Kestra Investment Management and represents a unique opportunity to help architect, develop, and manage the firm’s market commentary and investment offerings. The Investment Management unit aims to provide a broad suite of investment solutions and expertise that financial professionals can use to help their clients. This role will work directly with the Chief Investment Officer to research market and economic trends and communicate our views with advisors, clients and the public.
<br><br>
<b>What You’ll Do:</b><br>
<ul>
<li>Build and maintain up-to-date spreadsheets and charts with current economic indicators and market data.</li>
<li>Assist in the development and maintenance of presentations used to communicate investment views to advisors and their clients.</li>
<li>Analyze current and historical economic indicators and market data. Help identify topics of interest to the investing public and tailor our content accordingly.</li>
<li>Monitor and analyze market and investment trends to identify potential opportunities and risks.</li>
<li>Communicate research findings with the portfolio management team to assist the team in developing views that inform the investment decision making process.</li>
<li>Manage calendar of content, including identifying appropriate and interesting topics, partnering with other individuals within the team, ensuring materials are ready and compliance-approved on time</li>
<li>Draft and refine market commentary and investment insights, simplifying complex economic and market dynamics into clear, actionable narratives for financial advisors and their clients.</li>
</ul>
<b>What You Bring:</b><br>
<ul>
<li>Undergraduate degree from a four-year accredited college or university.</li>
<li>2-3+ years professional experience in economics and/or financial markets.</li>
<li>Willingness to obtain industry licensing, such as the Series 65 or similar, as needed.</li>
<li>Actively pursuing or current holder of the CFA designation preferred.</li>
<li>Must possess superior analytical and communication skills, both verbal and written.</li>
<li>Ability to work closely with other members of the team and take ownership of key projects.</li>
<li>Demonstrate personal integrity, professionalism, and strong work ethic.</li>
<li>Flexibility to work in a fast-paced, growing, entrepreneurial environment.</li>
<li>Commitment to a culture of professionalism, accountability, client focus and teamwork.</li>
<li>Genuine interest in and knowledge of financial markets, economic indicators, and investment principles.</li>
<li>Proficiency in building and maintaining spreadsheets and charts via Microsoft Excel and Microsoft PowerPoint.</li>
<li>Ability to work on multiple tasks at any one time while maintaining high quality standards.</li>
</ul>
<b>Internal Application Policy:</b><br>
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
<br><br>
<b>Benefits to support you:</b><br>
<ul>
<li>Competitive pay and benefits with a large employer (over 1600 employees nationwide)</li>
<li>401(k), health insurance, and a competitive benefits package</li>
<li>Work in a supportive, collaborative environment committed to professional excellence</li>
<li>Help clients navigate meaningful financial decisions with confidence</li>
<li>Opportunities for training, development, and long-term growth within the firm</li>
<li>Tuition reimbursement for qualified expenses</li>
</ul>
<b>Kestra Values:</b><br>
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
<br>Explore Life at Kestra
<br><b>Kestra Holdings Website:</b> https://www.kestrafinancial.com/
<br><b>Careers Portal:</b> https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
<br><b>LinkedIn:</b> https://www.linkedin.com/company/kestra-financial
<br>Apply Today
<br>Lead with purpose. Apply now and help shape the future of Kestra.
<br>Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
<br><ul>
<li>You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.</li>
<li>It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.</li>
</ul>


Investment Analyst

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>As a Vice President in Equity Research covering SMid Technology, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.</p><p>
Job Responsibilities:
</p><ul><li>Build and maintain Excel-based models to forecast company financials and project industry dynamics</li><li>
Perform detailed valuation work to support stock recommendations</li><li>
Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage</li><li>
Write research notes on covered companies and sector reports and prepare presentations</li><li>
Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
</li><li>Fulfill client requests in a timely and thorough manner</li><li>
Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product</li></ul><p>
</p><p>Required Qualifications, Capabilities and Skills:</p><ul><li>
FINRA licenses Series 86 and Series 87</li><li>
Three to four years of experience in equity research and/or investment banking</li><li>
Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience</li><li>
Advanced level of proficiency in Excel</li><li>
Ability to multi-task and collaborate within a team environment as well as work independently
</li><li>High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment</li><li>
Passion for the markets and interest in the SMid Technology sector</li></ul><p>
</p><p>Preferred Qualifications, Capabilities and Skills:</p><ul><li>
CFA charterholder or progress towards CFA</li><li>
Some coding capabilities &ndash; e.g., VBA, Python</li></ul>
<b>ABOUT US</b><br>
<br>
<br>
<div><div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world'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><p></p><div><p>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.
</p><div><p>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' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b>
<br>
<br>
J.P. Morgan'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>

US Equity Research - SMid Technology - Vice President

Texas Capital Bank

<p></p><div><div><p>Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people&rsquo;s success &mdash; today and tomorrow.</p></div><p></p><div><p><br>
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment &mdash; investing the time and resources to understand our clients&rsquo; immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.</p></div><p></p><div><p><br>
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).</p></div><p></p><div><p><br>
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to <i>The Dallas Morning News</i>&rsquo; Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate&rsquo;s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.</p></div><p></p><b><br>
Brief Overview of Position</b> A Banking Analyst I is an entry level position within the Commercial Banking line of business. Depending on the market, this role will report to the Market or Team Leader and work closely with Relationship Managers, the Credit team and other business partners to deliver best-in-class experiences and comprehensive financial solutions to clients and prospects across a broad array of industries. We are seeking qualified candidates with a passion for a long-term career in Banking, that have extraordinary levels of critical thinking, motivation, and initiative and aspire to deliver superior client experiences.
<p><b>Responsibilities</b>
</p><ul>
<li>Prepare financial cash flow models and balance sheet committee memos.
</li><li>Perform initial review of financial statements and related Spreading.
</li><li>Support Credit Portfolio Managers on review, renewal, and completion of Credit Approvals.
</li><li>Create Pitch Books, Client Advisory presentations, and Executive Summaries prior to client/prospect calls.
</li><li>Attend client and prospect calls with Relationship Managers (RM), support meeting preparation, and coordinate timeline, meetings, and actions to execute and close deals.
</li><li>Research and generate prospect opportunities.
</li><li>Manage risk portfolio reviews, exception clearing, and credit projects.
</li><li>Engage with all lines of business within the firm to develop and grow your understanding of Texas Capital products and services.
</li><li>Log all activity accurately and timely in applicable Texas Capital systems (Salesforce, Alloscape, wDesk etc.).
</li></ul><p></p><p><b>Qualifications</b>
</p><ul>
<li>Bachelor&rsquo;s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree.
</li><li>.5 to 1.5 years of experience in Banking, Commercial Banking preferred or other relevant experience.
</li><li>Effective team player with ability to work in a fast-paced, highly collaborative environment.
</li><li>Exceptional writing, interpersonal and communication skills.
</li><li>Analytical skills - critical thinking, data and information analysis, research, and problem solving.
</li><li>Organizational and time management skills.
</li><li>Fundamental knowledge of Credit Underwriting.
</li><li>Strong attention to detail and accurate reporting within Texas Capital systems.
</li><li>High interest in outreach to, and involvement in, the communities where we live and work.
</li><li>Strong Microsoft Office skills including Outlook, Excel, and PowerPoint to produce reports, correspondence, and presentations.
</li></ul><p></p><p><i>The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.</i></p></div>

Business Banking Analyst I

Search 2798+ Investment banking analyst jobs near you this July. New roles added regularly across leading industries. Apply today.