financial analyst

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2026 cib analyst program Jobs in New York

2026 cib analyst program

accounts receivable associate Jobs in New York

accounts receivable associate

advisor consultant ( life insurance) Jobs in New York

advisor consultant ( life insurance)

investment banking associate

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.</p><p><b><br>
Job Summary</b></p><p>
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the &quot;full cycle&quot; of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
</p><p><b>Job Responsibilities</b></p><ul>
<li>Develop content for strategic meetings with clients regarding M&amp;A or capital market transactions</li>
<li>Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives</li>
<li>Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses</li>
<li>Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&amp;A transactions or pitch situations</li>
<li>Provide leadership, mentorship and supervision to Associates and Analysts</li>
<li>Participate in graduate recruiting
</li></ul><p><b>Required qualifications, capabilities, and skills</b></p><ul>
<li>Prior work experience in an investment banking front office role.</li>
<li>A well-rounded academic background from a top tier educational institution.</li>
<li>Strong financial modelling skills</li>
<li>Understands transaction cycle and the steps in the process and is execution oriented.</li>
<li>Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.</li>
<li>Self-directed, highly motivated, and able to work independently</li></ul>
<b>ABOUT US</b><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&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><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&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.</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&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 - Mid-Cap Investment Banking - Associate

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Job Summary
  <br/>
  <br/>
 </strong>
 As an Associate in our Consumer &amp; Retail group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
 <br/>
 <br/>
 <strong>
  Job Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Develop content for strategic meetings with clients regarding M&amp;A or capital market transactions
  </li>
  <li>
   Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
  </li>
  <li>
   Defining, guiding and reviewing detailed valuation analysis, including Discounted Cash Flow, trading comparables, transaction comparables and Leveraged Buyout analyses
  </li>
  <li>
   Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&amp;A transactions or pitch situations
  </li>
  <li>
   Provide leadership, mentorship and supervision to Associates and Analysts
  </li>
  <li>
   Participate in graduate recruiting
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Qualifications, Capabilities, And Skills
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Prior work experience in an investment banking front office role
  </li>
  <li>
   Bachelor&rsquo;s Degree required, preferably in accounting, finance, economics or a related field
  </li>
  <li>
   Strong quantitative and financial analysis skills required
  </li>
  <li>
   Understanding of the transaction cycle and the steps in the process and is execution oriented.
  </li>
  <li>
   Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
  </li>
  <li>
   Self-directed, highly motivated, and able to work independently
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Us
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans
 <br/>
 <br/>
 <strong>
  About The Team
  <br/>
  <br/>
 </strong>
 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 - Consumer & Retail - Associate

BBVA

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

2026 CIB Analyst Program

Mizuho Bank

<div></div><div><div><div><div><div><div>locations</div><div>
New York, NY (1271 AOA/6th Ave)</div></div></div></div><div></div><div><div><div><div><div>
time type</div><div>
Full time</div></div></div></div><div></div><div><div><div><div>
posted on</div><div>
Posted Today</div></div></div></div><div></div><div><div><div><div>
job requisition id</div><div>
R6883</div></div></div></div></div></div><div><div><p><b>
SUMMARY:</b></p><p>
Associates in Corporate Credit Structuring (&ldquo;CCS&rdquo;) work with Coverage Bankers to originate, structure, and negotiate facilities (including syndicated and bilateral loans, bridge, acquisition and structured financing across an IG, HY and Financial Sponsor client base as well as trade management solutions) for existing and prospective clients. An Associate is expected to manage and monitor a sector credit portfolio, providing strategic direction in framing client opportunities and structuring transactions with a balanced focus on risk-return parameters, lead initiatives to drive client responsiveness and productivity. Working closely with Coverage and other product and risk management partners around the globe, Banking Americas utilizes its expertise to deliver creative ideas and tailor-made solutions to clients.</p><p></p><p><b>
PRINCIPAL DUTIES AND RESPONSIBILITIES</b>:</p><ul><li>
Work closely with Banking Americas Originations and Product Partners to identify customer business opportunities and gather required information to complete a business screening process.</li><li>
Respond to various customer requests.</li><li>
Prepare capital allocation / profitability projection package to assess the business case and secure required internal support and approvals.</li><li>
Prepare credit applications on new transactions and renewals, outlining transaction rationale, structure, terms and conditions, exposure management plan, business strategy and relationship return analysis, and any other requested or required forms or information needed to complete a proper assessment of the transaction.</li></ul><p></p><p>
As part of credit application process, prepare:</p><p></p><ul><li>
Front Sheets, Collateral and Guarantee Registrations, Facility Rating Simulations</li><li>
Coordinate/Manage all compliance requirements (Conflict of Interest, Reputational Risk, KYC, etc.)</li><li>
Ensure all related internal policies and procedures are followed, including sector/industry risk limits</li><li>
Work seamlessly with Credit Risk counterparts to coordinate completion of credit assessment, assisting with any required due diligence needed to finalize the credit opinion/approvals.</li></ul><ul><li>
Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution. Review and/or prepare legal documents in conjunction with in-house or outside counsel.</li><li>
Prepare, analyze and review transaction proposals, focusing on structure, terms and conditions and profitability</li><li>
Engage with Customer, Agent Bank, Bank Participants, Legal, Compliance and Operations to ensure seamless deal execution for the Client.</li><li>
Conduct in depth review of all legal documentation, in addition to commitment letters, NDAs, and LOIs, etc. (working with the Legal Department or Outside Counsel, as required)</li><li>
Engage Portfolio Management Team to optimize portfolio via risk mitigation measures (CDS, loan sales, CRI), assess appetite/returns and to monitor the portfolio</li><li>
Make recommendations on action/plan to Credit Risk (and senior management, when necessary) as it relates to credit issues/restructuring/exposure management.</li><li>
As part of first line of defense, act as credit steward monitoring client performance trends / market movements in coordination with risk and make recommendations for action plans as it relates to client credit issues/restructuring/exposure management. Monitor market movements and news in coordination with Credit Risk &ndash; submitting Form 19, when applicable.</li></ul><ul><li>
Manage credit issues with the clients &ndash; including assessment of requests/changes and restructuring balancing need to support client with protection of the Bank&rsquo;s balance sheet.</li><li>
Assist with regulatory related requests/meetings/presentations, as needed.</li><li>
Assist with audit related requests/meetings/presentations, as needed.</li></ul><p></p><p><b>
Qualifications:</b></p><ul><li>
Undergraduate degree in Accounting, Business, Finance or Economics or strong quantitative background</li><li>
Formalized Credit Training from an accredited financial institution (minimum 3-5 years credit experience) and proficient modeling skills</li><li>
Ability to manage multiple projects simultaneously, work under pressure and adhere to tight deadlines</li><li>
Possess strong written and oral communication skills and ability to convey ideas efficiently</li><li>
Ability to work effectively both independently and in a team environment</li><li>
Proficiency with Capital IQ, Bloomberg, MS Excel, Word and PowerPoint</li></ul><p></p><p>
The expected base salary ranges from $87K - $140k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.</p><p></p><p>
Greenhill &amp; Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.</p></div></div></div>
<br><div><h3 class="jobSectionHeader"><b>About Us</b></h3><div></div><div><div><div><div><p><b>
Why Mizuho
</b></p><p>Mizuho is in growth mode as we are climbing the league tables, disrupting the status quo, and attracting top talent. Positions are available across our corporate functions, and on our corporate and investment banking, capital markets, advisory, research, sales &amp; trading, derivatives, and financing teams.</p><p></p><p>
We are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions.</p><p></p><p>
If you are interested in advancing your career working for a firm with a growth mindset and the resources of a global financial services team, we would like to hear from you.</p></div></div></div></div></div><p></p>

Investment & Corporate Banking - Corporate Credit Structuring Associate

SoFi

<div>
 <strong>
  Employee Applicant Privacy Notice
  <br/>
  <br/>
 </strong>
 <strong>
  Who we are:
  <br/>
  <br/>
 </strong>
 Shape a brighter financial future with us.
 <br/>
 <br/>
 Together with our members, we&rsquo;re changing the way people think about and interact with personal finance.
 <br/>
 <br/>
 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.
 <strong>
  Join us to invest in yourself, your career, and the financial world.
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 What you&rsquo;ll do:
 <br/>
 <br/>
 <br/>
 <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.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What you&rsquo;ll need:
  <br/>
  <br/>
  <br/>
 </strong>
 <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.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Compensation And Benefits
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 To view all of our comprehensive and competitive benefits, visit our
 <strong>
  Benefits at SoFi
 </strong>
 page!
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 The Company hires the best qualified candidate for the job, without regard to protected characteristics.
 <br/>
 <br/>
 Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
 <br/>
 <br/>
 New York applicants: Notice of Employee Rights
 <br/>
 <br/>
 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.
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 <br/>
 Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
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  Internal Employees
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 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

<div><b>JOB DESCRIPTION</b><p><br>
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!</p><p>
One of the world&rsquo;s most highly respected advisory franchises, J.P. Morgan&rsquo;s fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.</p><p><b>
Job Description:</b></p><p>
As an Associate in Equity Research covering Specialty &amp; Consumer Finance sector, 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>
Required Qualifications, Capabilities and Skills:</p><ul>
<li>FINRA licenses Series 86 and Series 87</li>
<li>Two to three 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 Specialty &amp; Consumer Finance sector.
</li></ul><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>
<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><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&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.</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&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>

Equity Research - Specialty & Consumer Finance - Associate

<div><b>JOB DESCRIPTION</b><p><br>
We are looking for a dynamic Junior Analyst to join our Capital Markets Advisory Desk.
</p><p><b>Job Description</b></p><p>
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</p><p>
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.</p><p>
High performing individuals have historically had the opportunity to join the firm-wide investment banking analyst program in traditional Investment Grade Finance analyst roles</p><p>
</p><p><b>Job Responsibilities:</b></p><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><p></p><p><b>Required Qualifications, Skills and Capabilities:
</b></p><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><p><b>Preferred Qualifications, Skills and Capabilities:
</b></p><ul><li>Minimum preferred cumulative GPA of 3.2 on a 4.0 scale
</li></ul><b>ABOUT US</b><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&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><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&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.</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&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

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