investment banking associate

Career Launch AI

<p><b>Job Summary</b>  <br/>Join our dynamic investment team as a Private Equity Associate, where you'll play a vital role in identifying, analyzing, and executing investment opportunities within the private equity space. This energetic position offers the chance to work closely with senior professionals on deal sourcing, due diligence, financial modeling, and portfolio management. Your expertise will help drive strategic investments that create value and growth for our firm and its stakeholders. We seek motivated individuals with a passion for financial markets, a keen eye for detail, and a desire to thrive in a fast-paced environment dedicated to excellence in asset management and financial services.</p><p><b>Duties</b></p><ul><li>Conduct comprehensive research and analysis of potential investment targets, including industry trends, competitive positioning, and financial performance.  </li><li>Develop detailed financial models to evaluate investment opportunities, including valuation analysis, scenario testing, and risk assessment.  </li><li>Assist in the due diligence process by reviewing financial statements, legal documents, and operational data to identify key risks and opportunities.  </li><li>Prepare investment memos and presentations to communicate findings clearly and persuasively to internal stakeholders.  </li><li>Support deal execution activities such as negotiations, documentation review, and coordination with legal teams.  </li><li>Monitor existing portfolio companies by analyzing performance metrics, preparing reports, and recommending strategic initiatives for value creation.  </li><li>Maintain up-to-date knowledge of market developments, financial software tools, and industry best practices to enhance analytical accuracy.</li></ul><p><b>Requirements</b></p><ul><li>Bachelor's degree in Finance, Economics, Business Administration or a related field; advanced degrees or certifications are a plus.  </li><li>Proven experience or strong interest in investment management, private equity, or investment banking environments.  </li><li>Solid understanding of financial concepts such as valuation techniques, financial analysis, risk analysis, and portfolio management principles.  </li><li>Proficiency with financial software tools (e.g., Excel advanced functions, valuation platforms) and research databases.  </li><li>Excellent mathematical skills with the ability to interpret complex data sets accurately.  </li><li>Strong financial acumen combined with effective communication skills for preparing reports and presenting findings.  </li><li>Ability to work collaboratively within a team while managing multiple projects efficiently under tight deadlines. Join us to leverage your passion for finance in an energetic environment that values innovation and strategic thinking!</li></ul><p>Pay: $93,236.06 - $112,284.29 per year</p><p>Work Location: In person</p>

Private Equity Associate

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>You enjoy building client relationships and delivering financial solutions. Join us as an Associate Banker on our Emerging Middle Market Banking team.</p><p>
As an Associate Banker in Emerging Middle Market Banking, you will play a key role in supporting companies with annual revenues between $20 million and $100 million. You'll work both independently and as part of a dynamic team to introduce our comprehensive suite of financial solutions, help senior bankers uncover new prospects, deepen existing client relationships, and drive market growth.</p><p>
You will be expected to possess a comprehensive understanding of our full range of financial solutions, including Credit, Treasury Services, International Banking, Commercial Card, and Merchant Services. You will collaborate closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core teams. You will demonstrate a genuine interest in cross-border business, cultural sensitivity, a strong commitment to teamwork and partnership, and consistently upholds the highest standards of work ethic and attention to detail.</p><p>
</p><p><i>Please note: This role is not eligible for employer sponsored immigration support of any kind.</i></p><div>
</div><div></div><p><b>Job Responsibilities</b></p><ul><li>
Champion a culture of innovation and a customer-centric mindset</li><li>
Stay up-to-date with industry trends to identify opportunities for innovation and strategic partnerships</li><li>
Provide proactive support to senior bankers across the team</li><li>
Drive new client acquisition, both independently and in collaboration with bankers</li><li>
Navigate the EMM ecosystem and develop meaningful relationships with internal and external partners</li><li>
Embrace a culture of respect, diversity and inclusion</li></ul><p>
</p><p><b>Required Qualifications, Capabilities and Skills</b></p><ul><li>
4+ years in a similar banking, venture, credit or treasury role</li><li>
Outstanding professional reputation and integrity</li><li>
Strong leadership and teamwork skills required</li><li>
Proven ability to develop and retain profitable client relationships in a competitive environment</li><li>
Expertise in assessing and structuring complex credit transactions, including risk mitigation and negotiation</li><li>
Deep knowledge of banking products and services</li></ul><p>
</p><p><b>Preferred Qualifications, Capabilities and Skills</b></p><ul><li>
Bachelor's degree preferred</li><li>
Superior knowledge of the market dynamics and its business environment preferred</li><li>
Excellent problem-solving, oral, and written communication skills</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>

Banker Associate - Emerging Middle Market - Associate

Ninth Eternity Securities LLC

<p><b>Position Overview</b><br/>Join our high-impact Investment Banking team as an intern and dive into the heart of live deals from day one. This isn't just observation&mdash;it's hands-on involvement in real transactions, where you'll collaborate with senior bankers and clients to build essential skills in financial modeling, valuation, and deal execution. Ideal for ambitious students eager to kickstart a finance career, this internship provides unparalleled exposure to the full lifecycle of investment banking.</p><p><b>Key Responsibilities</b><br/>As an integral team member, you'll contribute to active mandates, including:</p><ul><li>Financial Analysis &amp; Modeling: Build and refine sophisticated models (e.g., DCF, LBO, M&amp;A, trading comps) for valuation and transaction support.</li><li>Market Research: Analyze industry trends, identify acquisition targets, and evaluate strategic opportunities.</li><li>Due Diligence: Organize confidential data, prepare requests, and summarize key insights to inform decisions.</li><li>Presentation Development: Create compelling pitch books, client decks, internal memos, and materials for meetings and executions.</li><li>Deal Support: Assist in live transactions like IPOs, follow-ons, and M&amp;A, coordinating with legal, audit, and advisory partners.</li><li>Administrative Support: Ensure seamless team operations through general assistance in a fast-paced environment.</li></ul><p><b>Qualifications</b></p><ul><li>Education: Current junior, senior, or recent graduate pursuing a Bachelor's or Master's in Finance, Economics, Accounting, or a related field.</li><li>Technical Skills:</li><li>Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUPs, financial functions) and PowerPoint.</li><li>Proficiency in both English and Mandarin is a must</li><li>Solid understanding of financial accounting and statement analysis.</li><li>Knowledge of AI tools and techniques for financial analysis and forecasting.</li><li>Familiarity with tools like Bloomberg, Capital IQ, or FactSet is a plus.</li><li>Soft Skills:</li><li>Sharp analytical and quantitative problem-solving abilities.</li><li>Excellent verbal and written communication.</li></ul><p>o Self-motivated and intellectually curious</p><ul><li>Unwavering work ethic, integrity, attention to detail, and collaborative spirit.</li></ul><p><b>What We Offer</b></p><ul><li>Real-World Exposure: Immediate involvement in live deals with direct access to senior leaders.</li><li>Mentorship &amp; Growth: Personalized guidance from a dedicated mentor, plus intensive training in modeling, valuation, and execution.</li><li>Networking Opportunities: Connect with professionals at a leading SEC-registered firm and FINRA member.</li><li>Career Advancement: Top performers may receive offers for full-time analyst roles.</li><li>Inclusive Culture: A supportive environment that values diverse perspectives and work-life balance.</li></ul><p><i><b>About Ninth Eternity Securities (NES)</b></i><br/>Ninth Eternity Securities is a dynamic, SEC-registered broker-dealer and FINRA/Nasdaq member firm offering a comprehensive range of investment banking and corporate finance services. Our expertise includes initial and follow-on offerings, institutional private placements, M&amp;A advisory, SPACs, corporate restructuring, and recapitalization. We're committed to innovation, integrity, and empowering the next generation of finance leaders.</p><p><i><b>Equal Opportunity Employer</b></i><br/>Ninth Eternity Securities is committed to fostering an inclusive workplace. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected characteristic. We encourage applications from underrepresented groups and provide reasonable accommodations for qualified individuals with disabilities.</p><p>Pay: $20.00 per hour</p><p>Work Location: In person</p>

Investment Banking Intern

Goldman Sachs

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Capital Solutions Group
  <br/>
  <br/>
 </strong>
 Goldman Sachs operates at the fulcrum of one of the most important structural trends in finance: the convergence of public and private markets. We combine the #1 global advisory franchise, a leading origination business, and an investing platform that deploys capital across liquid and alternative asset classes.
 <br/>
 <br/>
 Our Capital Solutions Group is a comprehensive suite of our financing, origination, structuring, and risk management solutions. The depth and breadth of our relationships, enriched by the velocity of our deal flow, provide clients unique insights to maximize value and unlock opportunity.
 <br/>
 <br/>
 Our integrated structure is built to provide comprehensive, tailored solutions that propel both our issuing and investing clients forward
 <br/>
 <br/>
 <strong>
  Leveraged Finance
  <br/>
  <br/>
 </strong>
 Our Leveraged Finance group originates structures, advises and executes bank loan and high yield bond financings for corporate clients and financial sponsors, including LBOs, refinancing, M&amp;A transactions and restructurings. Leverage Finance teams serve as intermediaries between the debt capital markets (including sales, trading, research, and buy side investors) and our issuing clients. Given underwriting requirements for many of the transactions, the group works closely with multiple areas of the firm including Classic Investment Banking, Credit, Capital Markets and Research.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Transaction Execution &amp; Deal Leadership
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Lead day-to-day execution of private debt / direct lending leveraged finance transactions.
  </li>
  <li>
   Coordinate across internal product groups (M&amp;A, Sponsors, ECM, Risk, Legal, Goldman's Credit Partners) and external counterparties to drive transactions from origination through closing.
  </li>
  <li>
   Lead financial modeling, credit analysis, valuation, diligence and structuring work for complex leveraged financings and recapitalizations.
  </li>
  <li>
   Prepare and deliver high-quality internal underwriting and syndication materials (lender presentations, model, etc.).
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Client &amp; Sponsor Coverage
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Serve as a primary point of contact for private equity sponsors, private credit funds, and corporate management teams.
  </li>
  <li>
   Support senior bankers in originating new private debt and leveraged finance opportunities, including pitch development and relationship management.
  </li>
  <li>
   Demonstrate commercial judgment in identifying financing solutions aligned with client objectives and prevailing market conditions.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Team Leadership &amp; Development
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Manage, mentor, and review the work of Associates and Analysts, ensuring accuracy, efficiency, and adherence to Goldman's standards.
  </li>
  <li>
   Provide coaching and feedback to junior team members on technical skills, presentation quality, and professional development.
  </li>
  <li>
   Help foster a collaborative, high-performance team culture.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Market &amp; Product Expertise
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Maintain a strong understanding of private credit markets, investor appetite, documentation trends, leverage metrics, and regulatory considerations.
  </li>
  <li>
   Track competitive dynamics across private debt providers, BDCs, CLOs, and alternative asset managers.
  </li>
  <li>
   Contribute to the ongoing development of Goldman&rsquo;s Leveraged Finance franchise through thought leadership and market insights.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <strong>
  SKILLS &amp; EXPERIENCE WE&rsquo;RE LOOKING FOR
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Master&rsquo;s Degree and 3.5 years of investment banking experience; OR Bachelor&rsquo;s degree and 7.5 years of investment banking, leveraged finance, or equivalent experience
  </li>
  <li>
   Strong track record of executing Leveraged Finance transactions in an investment banking role
  </li>
  <li>
   2 years&rsquo; experience in leading deal teams of analysts and associates
  </li>
  <li>
   History of outstanding academic and professional achievement
  </li>
  <li>
   Excellent communication and presentation skills
  </li>
  <li>
   Strong quantitative and technical abilities
  </li>
  <li>
   Personal integrity, initiative and leadership qualities
  </li>
  <li>
   Capacity to interact and build relationships with a wide range of people and act as a point of contact
  </li>
  <li>
   Drive, enthusiasm, creativity and excellent interpersonal skills
  </li>
  <li>
   Strong oral and written communications skills
  </li>
  <li>
   Ability to work as part of a team in an environment that demands excellence, time and energy
  </li>
 </ul>
</div>


GBM Private, Capital Solutions Group, Leveraged Finance, Vice President - New York

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>As part of the Commercial &amp; Investment Bank, J.P. Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the movement of information, money and assets. We tackle complex challenges at every stage of the payment lifecycle and our industry-leading solutions facilitate seamless transactions across borders, industries and platforms. Operating in over 160 countries and handling more than 120 currencies, we are the largest processor of USD payments, with a daily transaction volume of $10 trillion.</p>
<p></p><p>As a Senior Associate Applied AI/ML Scientist within our payment solutions team, you will be instrumental in utilizing artificial intelligence and machine learning technologies to augment our services and stimulate business expansion. Your role will involve researching, experimenting, developing, and implementing high-quality machine learning models, services, and platforms to streamline payment processes, bolster fraud detection, and enrich customer experience. You will also be tasked with designing and executing highly scalable and dependable data processing pipelines, conducting analysis, and deriving insights to boost and optimize business outcomes. Collaborating with cross-functional teams to pinpoint opportunities for AI/ML applications within the payment's ecosystem will also be a part of your responsibilities.
</p><p></p><p><b>Job Responsibilities:</b>
</p><ul><li>Actively collaborate with Product, Technology, and other cross-functional teams to gain a deep understanding of complex business problems and formulate data-driven solutions to address these challenges in key areas of the payments' domain.
</li><li>Design, develop, and deploy agentic systems using Large Language Models (LLM), machine learning and other AI solutions that meet success metrics aligned with business goals, while considering constraints such as model complexity, scalability, and latency.
</li><li>Partner with Risk and Compliance teams to ensure comprehensive model documentation, track performance metrics, and maintain adherence to regulatory compliance standards.
</li><li>Translate model outcomes into business impact metrics and communicate complex concepts to senior management and stakeholders.
</li></ul><p></p><p><b>Required qualifications, capabilities, and skills:</b>
</p><ul><li>Master's degree in a quantitative discipline (e.g., Computer Science, Data Science, Mathematics/Statistics, or Operations Research) with a minimum of 3 years of industry experience. Experience with Shell Scripting, Jupyter notebook/Lab, SQL, PySpark, and AWS Cloud Services is required.
</li><li>Proficient in Python with hands-on experience in Machine learning and Deep learning frameworks (e.g., TensorFlow, PyTorch) and libraries (e.g., NumPy, Scikit-Learn, Pandas). Experience with Jupyter Notebook/Lab is essential.
</li><li>Extensive knowledge in the design and development of agentic systems and the tooling ecosystem such as LangChain, LangGraph, Model Context Protocol (MCP), DSPy, etc.
</li><li>Solid Understanding of algorithms in machine learning, AI, and neural network, including Large Language Models (LLM) and Generative AI as well as familiarity with state-of-the-art practices and advancements in these domains.
</li><li>Ability to set the analytical direction for projects, transforming vague business questions into structured analytical plans. You possess strong cognitive and communication skills, characterized by clear and articulate expression. You excel at identifying core issues, bringing order to chaos, synthesizing insights, and driving decisive outcomes.
</li><li>Extensive experience in Natural Language Processing (NLP) or Large Language Models (LLM),or Computer Vision and other machine learning techniques, including classification, regression algorithms.
</li></ul><p></p><p><b>Preferred Qualifications, capabilities and skills</b>
</p><ul><li>Experience in the financial services industry, particularly within investment banking operations.
</li><li>Cloud computing: Amazon Web Service, Azure, Docker, Kubernetes, DataBricks, Snowflakes.
</li><li>Familiarity with inference-time algorithms such as Chain of Thought and sampling, etc.
</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>

Applied AI/ML Senior Associate

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>The Quantitative Trading &amp; Research Portfolio team specializes in building data-driven, AI-powered tools that empower traders to act quickly and manage risk more effectively. Operating at the intersection of machine learning, real-time data analysis, and quantitative finance, the team transforms complex data into actionable insights with immediate impact on trading and risk management.</p>
<p><b>Job Summary:</b></p>
<p>As an Associate in the Quantitative Trading &amp; Research Portfolio team Data Strategist, you will build data driven, AI-powered tools to help our traders act faster and manage risk smarter. You'll work at the intersection of machine learning, real-time data analysis and quantitative finance to turn complex data into clear, actionable insights. Your work will have immediate, visible impact on how we trade and manage risk.</p>
<p><b>Job responsibilities:</b></p>
<ul><li>Design, build, and deploy AI agentic workflows to enhance risk monitoring, signal generation, and control processes for the trading desk.</li>
<li>Develop real-time data pipelines integrating market and reference data to power intraday risk analytics and scenario analysis.</li>
<li>Implement machine learning models for risk forecasting, anomaly detection, market pattern identification and liquidity estimation.</li>
<li>Create intuitive applications and dashboards that deliver actionable risk insights to traders and risk partners.</li>
<li>Collaborate with traders, quantitative researchers, risk teams, and technologists to translate business needs into resilient, well-documented solutions.</li>
</ul><p></p><p><b>Required qualifications, capabilities, and skills:</b></p>
<ul><li><p>Advanced degree in a quantitative field (Computer Science, Engineering, Mathematics, Physics, Statistics, or Financial Engineering), or 3 years of experience in quantitative research, data analytics, or a related technical role.</p></li>
<li>Hands-on experience in data analytics and machine learning; exposure to multi-agent AI workflow is a plus.</li>
<li>Strong programming skills with proficiency in numerical and machine learning libraries.</li>
<li>Strong analytical and problem-solving skills, with the ability to communicate complex ideas clearly to business partners.</li>
</ul><p></p><p><b>Preferred qualifications, capabilities, and skills:</b></p>
<ul><li>Familiarity with trading concepts, hedging, and risk measures.</li>
<li>Experience with real-time systems, event streaming, or time-series data.</li>
<li>Experience with UI design and visualization tools.</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>

Quantitative Trading & Research - Credit Portfolio - Associate

Stifel

<div>Why Stifel:
<div>
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.</div><div></div><div><br>
Let&rsquo;s talk about how you can find your place here at Stifel, <b>where success meets success</b>.</div>
What You'll Be Doing:
<div>
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. Key responsibilities may include financial modeling, risk analysis, performance monitoring, and compliance management. Strong analytical skills, attention to detail, and knowledge of financial markets are essential for this role. The position is also expected to perform certain tasks for the Venture Banking team, which works closely with Fund Banking.</div>
What We're Looking For:
<ul><li>Gather, organize, analyze, and monitor borrower data to determine performance and produce various reports for management.</li><li>
Assist in analyzing prospective credit decisions, which will include understanding a Borrower's past performance, assets, or investors.</li><li>
Assist with various client requests related to their loans or deposit accounts while liaising with other organization members as needed, including frequent processing of loan advance requests.</li><li>
Perform ad-hoc requests and reports for Fund Banking or Venture Banking team members.</li></ul>
What You'll Bring:
<ul><li>Basic understanding of the venture capital / private equity ecosystem and how private investment funds are structured.</li><li>
Strong skills and experience in analyzing investment funds and their underlying objectives.</li><li>
Knowledge of key financial principles.</li><li>
Ability to work on a small entrepreneurial team and passion for improving processes and solving problems without highly structured guidance.</li><li>
Strong ability to produce high-quality work products independently and as part of a collegial team.</li><li>
Comfort in working directly with senior executives and investment firms.</li><li>
Ability to work in an entrepreneurial culture with the desire to figure out how to solve problems and execute.</li></ul>
Education &amp; Experience:
<ul><li>Minimum Required: Bachelor's Degree in finance, accounting, or another business-related field required.</li><li>
Minimum Required: 1+ years of full-time work experience, preferably in commercial banking, finance, accounting, investment banking, or alternative investments.</li></ul>
Systems &amp; Technology:
<ul><li>Proficient in Microsoft 365.</li><li>
Strong MS Excel skills with the preferred ability to use many different functions (pivot tables, macros, lookup/index match, etc.).</li></ul>
Compensation Range: Salary: USD $70,000.00/Yr. - USD $100,000.00/Yr.
<br>
<br>
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate&rsquo;s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel&rsquo;s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition &amp; certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel&rsquo;s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:
<div>
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients&rsquo; money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.</div><div></div><div><br>
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let&rsquo;s talk about how you can find your place here at Stifel, where success meets success.</div><div></div><div><br>
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.</div><div></div><div><br>
Stifel&rsquo;s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.</div><div></div><div><br>
Stifel is an Equal Opportunity Employer.</div></div><div></div>

Fund Banking Analyst

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