investment banking manager

Career Launch AI

<div><h2 class="jobSectionHeader"><b>Investment Banking Analyst (Full-Time / Internship)</b></h2><p><b>
Career Launch AI (Talent Platform &amp; Staffing Partner)</b><br>
<b>Location:</b> New York, NY, United States (Hybrid)<br>
<b>Employment Type:</b> Full-Time or Internship<br>
<b>Experience Level:</b> Entry-Level to Early Career</p><p></p><h2 class="jobSectionHeader"><b>
About Career Launch AI</b></h2><p>
Career Launch AI is a talent platform that connects high-potential candidates with opportunities across investment banking, private equity, venture capital, and high-growth companies. We partner with a network of employers to place candidates into roles aligned with their skills and career goals.</p><p>
By applying, candidates are considered not only for this role, but for <b>120+ active opportunities</b> within our partner network.</p><p></p><h2 class="jobSectionHeader"><b>
Role Overview</b></h2><p>
We are seeking motivated and detail-oriented candidates for an <b>Investment Banking Analyst</b> role within our partner network. This position offers hands-on exposure to financial analysis, deal execution, and client advisory.</p><p>
Candidates will support senior professionals across live transactions, gaining experience in valuation, market research, and investment strategy.</p><p></p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2><ul><li><p>
Build and maintain <b>financial models</b> for valuation and investment analysis</p></li><li><p>
Support <b>deal sourcing and pipeline management</b> to track opportunities</p></li><li><p>
Conduct <b>market research and industry analysis</b> to identify trends</p></li><li><p>
Assist in <b>due diligence processes</b> and transaction execution</p></li><li><p>
Prepare <b>pitch books, presentations, and client materials</b></p></li><li><p>
Analyze financial statements and performance metrics</p></li><li><p>
Collaborate with internal teams and external stakeholders</p></li><li><p>
Track and report on <b>KPIs and deal progress</b></p></li><li><p>
Maintain compliance with relevant financial regulations and internal policies</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Required Qualifications</b></h2><ul><li><p>
Bachelor&rsquo;s degree (or in progress) in Finance, Economics, Business, or related field</p></li><li><p>
Strong understanding of <b>financial modeling, valuation, and accounting principles</b></p></li><li><p>
Proficiency in <b>Excel and PowerPoint</b></p></li><li><p>
Strong analytical and problem-solving skills</p></li><li><p>
Excellent written and verbal communication abilities</p></li><li><p>
Ability to manage multiple priorities in a fast-paced environment</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Preferred Qualifications</b></h2><ul><li><p>
Prior internship or experience in <b>investment banking, consulting, or finance</b></p></li><li><p>
Familiarity with <b>DCF, comparable company analysis, and transaction modeling</b></p></li><li><p>
Experience supporting <b>client-facing presentations</b></p></li><li><p>
Interest in capital markets, M&amp;A, or private investments</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Compensation &amp; Benefits</b></h2><ul><li><p>
Competitive base salary (varies by placement and experience)</p></li><li><p>
Performance-based incentives (where applicable)</p></li><li><p>
Hybrid work flexibility (role-dependent)</p></li><li><p>
Professional development and training opportunities</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Work Environment</b></h2><ul><li><p>
Hybrid work model (New York-based roles may require in-office presence)</p></li><li><p>
Fast-paced, performance-driven environment</p></li><li><p>
Collaborative, team-oriented culture</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Equal Opportunity Statement</b></h2><p>
Career Launch AI and its partner companies are equal opportunity employers. We evaluate all applicants based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, national origin, disability, or any other protected status.</p><p></p><h2 class="jobSectionHeader"><b>
Important Transparency Notice</b></h2><p>
Career Launch AI operates as a <b>staffing and talent placement platform</b>.<br>
By applying, you consent to being considered for this role and other relevant opportunities within our partner network.</p><p></p><h2 class="jobSectionHeader"><b>
How to Apply</b></h2><p>
Submit your application through LinkedIn. Qualified candidates will be contacted regarding next steps, which may include screening and interviews with partner firms.</p>
#Workwolf</div>

Investment Banker

<div><h2 class="jobSectionHeader"><b>Investment Banking Analyst (Full-Time / Internship)</b></h2><p><b>
Career Launch AI (Talent Platform &amp; Staffing Partner)</b><br>
<b>Location:</b> San Francisco, United States (Hybrid)<br>
<b>Employment Type:</b> Full-Time or Internship<br>
<b>Experience Level:</b> Entry-Level to Early Career</p><p></p><h2 class="jobSectionHeader"><b>
About Career Launch AI</b></h2><p>
Career Launch AI is a talent platform that connects high-potential candidates with opportunities across investment banking, private equity, venture capital, and high-growth companies. We partner with a network of employers to place candidates into roles aligned with their skills and career goals.</p><p>
By applying, candidates are considered not only for this role, but for <b>120+ active opportunities</b> within our partner network.</p><p></p><h2 class="jobSectionHeader"><b>
Role Overview</b></h2><p>
We are seeking motivated and detail-oriented candidates for an <b>Investment Banking Analyst</b> role within our partner network. This position offers hands-on exposure to financial analysis, deal execution, and client advisory.</p><p>
Candidates will support senior professionals across live transactions, gaining experience in valuation, market research, and investment strategy.</p><p></p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2><ul><li><p>
Build and maintain <b>financial models</b> for valuation and investment analysis</p></li><li><p>
Support <b>deal sourcing and pipeline management</b> to track opportunities</p></li><li><p>
Conduct <b>market research and industry analysis</b> to identify trends</p></li><li><p>
Assist in <b>due diligence processes</b> and transaction execution</p></li><li><p>
Prepare <b>pitch books, presentations, and client materials</b></p></li><li><p>
Analyze financial statements and performance metrics</p></li><li><p>
Collaborate with internal teams and external stakeholders</p></li><li><p>
Track and report on <b>KPIs and deal progress</b></p></li><li><p>
Maintain compliance with relevant financial regulations and internal policies</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Required Qualifications</b></h2><ul><li><p>
Bachelor&rsquo;s degree (or in progress) in Finance, Economics, Business, or related field</p></li><li><p>
Strong understanding of <b>financial modeling, valuation, and accounting principles</b></p></li><li><p>
Proficiency in <b>Excel and PowerPoint</b></p></li><li><p>
Strong analytical and problem-solving skills</p></li><li><p>
Excellent written and verbal communication abilities</p></li><li><p>
Ability to manage multiple priorities in a fast-paced environment</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Preferred Qualifications</b></h2><ul><li><p>
Prior internship or experience in <b>investment banking, consulting, or finance</b></p></li><li><p>
Familiarity with <b>DCF, comparable company analysis, and transaction modeling</b></p></li><li><p>
Experience supporting <b>client-facing presentations</b></p></li><li><p>
Interest in capital markets, M&amp;A, or private investments</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Compensation &amp; Benefits</b></h2><ul><li><p>
Competitive base salary (varies by placement and experience)</p></li><li><p>
Performance-based incentives (where applicable)</p></li><li><p>
Hybrid work flexibility (role-dependent)</p></li><li><p>
Professional development and training opportunities</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Work Environment</b></h2><ul><li><p>
Hybrid work model (New York-based roles may require in-office presence)</p></li><li><p>
Fast-paced, performance-driven environment</p></li><li><p>
Collaborative, team-oriented culture</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Equal Opportunity Statement</b></h2><p>
Career Launch AI and its partner companies are equal opportunity employers. We evaluate all applicants based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, national origin, disability, or any other protected status.</p><p></p><h2 class="jobSectionHeader"><b>
Important Transparency Notice</b></h2><p>
Career Launch AI operates as a <b>staffing and talent placement platform</b>.<br>
By applying, you consent to being considered for this role and other relevant opportunities within our partner network.</p><p></p><h2 class="jobSectionHeader"><b>
How to Apply</b></h2><p>
Submit your application through LinkedIn. Qualified candidates will be contacted regarding next steps, which may include screening and interviews with partner firms.</p>
#Workwolf</div>

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.</p><p>
</p><p><b>Job Responsibilities:</b></p><ul><li>
Serve as the primary day-to-day client point of contact and lead banker on private capital market deals.</li><li>
Review and coordinate the analytic work of junior bankers to advance the marketing and execution process.</li><li>
Refine marketing and execution materials to maximize client impact and engagement.</li><li>
Oversee the creation of financial projection models tailored to private capital market transactions.</li><li>
Identify and manage all risks associated with deals, ensuring compliance and strategic alignment.</li><li>
Liaise with internal and external parties, including lawyers, accountants, and counterparties, to facilitate successful transactions.</li><li>
Lead client negotiations, Q&amp;A processes, and management interviews, ensuring alignment with client objectives.</li></ul><p>
</p><p><b>Required Qualifications, Capabilities, and Skills:</b></p><ul><li>
Prior work experience in an investment banking front office role, with a focus on private capital markets.</li><li>
Proven experience in training and mentoring junior bankers.</li><li>
Exceptional written and verbal communication skills, with the ability to communicate concepts and ideas concisely and defend their validity.</li><li>
Strong quantitative and analytical skills, including proficiency in Excel modeling and valuation work.</li><li>
Ability to work well under pressure and meet tight deadlines, with the aptitude to synthesize large amounts of information and develop innovative solutions.</li><li>
Adaptability and the ability to manage projects independently, assuming a high level of responsibility as a team member.</li><li>
Professional and mature interaction with clients, fostering strong relationships and trust.</li><li>
Excellent understanding of financial, legal, and reputational risks facing large integrated investment banks in today's environment.</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>

Investment Banking - Private Capital Solutions - Associate

Rockefeller Capital Management

<div>About Rockefeller Capital Management:
<div>
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.</div>
Position:
<div>
Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Associate to join the Investment Banking team, where the Associate will have the opportunity to work on a variety of assignments, including: sell-side and buy-side M&amp;A transactions; direct investments and co-investments; capital-raising (debt and equity); special committee engagements; divestitures and spin-off engagements; and, more broadly, evaluation of strategic alternatives.</div>
Responsibilities:
<div>
The Associate will be an ambitious self-starter with a proven record of creative and resourceful problem solving. The candidate will be interested in continuing a career in investment banking and eager to learn. We are seeking an academically and professionally accomplished Associate with the ability to multitask. This position comes with challenging work and a demanding environment in a rapidly growing firm.</div><div></div><div><br>
This role offers high-impact work across the full deal lifecycle in a fast-growing platform with significant client exposure and direct senior-team interaction.</div><div></div><div><br>
Associate work will include:</div><ul><li>
Performing financial analysis and financial modeling, utilizing various valuation techniques</li><li>
Drafting of materials for client meetings</li><li>
Preparation of memoranda for internal and external use</li><li>
Conducting financial and other business-related research</li><li>
Coordinating complex and often time-sensitive processes</li><li>
Active involvement in client-facing situations</li><li>
Deal execution logistics</li><li>
Participation in talent development efforts, including recruiting and training</li></ul>
Qualifications:
<ul><li>3+ years of experience as an investment banking Analyst or Associate</li><li>
Bachelor&rsquo;s degree in finance, accounting, or related field</li><li>
Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases (FactSet, PitchBook, Refinitiv)</li></ul>
Skills:
<ul><li>Excellent verbal and written communication skills</li><li>
Strong grasp of corporate finance and financial accounting</li><li>
High attention to detail and commitment to deliver high quality work product consistently</li><li>
Strong analytical and quantitative skills</li><li>
Able to work accurately under stress and pressure to meet competing deadlines</li><li>
Excellent time-management skills</li><li>
Ability to work well independently and as part of a team</li><li>
Assertiveness, initiative, strong work ethic, team focus</li><li>
Demonstrated and proven results</li><li>
Experience with valuation, modeling and forecasting</li><li>
Creative problem solver who thrives when presented with a challenge</li><li>
Persuasive and goal-oriented</li><li>
Possesses a professional and friendly demeanor</li><li>
Extremely reliable character with a demonstrated ability to handle sensitive information with discretion</li></ul>
Compensation Range:
<div>
The anticipated base salary range for this role is $175,000 to $200,000. Base salary for the role will depend on several factors, including a candidate&rsquo;s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
</div>Disclosure:
<div>
Rockefeller &amp; Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, &ldquo;Rockefeller&rdquo;) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Investment Banking Associate I

Lesha Bank

<div>
 <p>
  Lesha Bank is searching for the greatest talent and brightest minds to contribute to the current growth phase at our bank. We are looking for top-tier individuals who are passionate and hungry to add value from day one. Every day at Lesha is different, presenting a new challenge with the opportunity to contribute and grow. We are looking for an Associate &ndash; Private Wealth.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Reporting to:
  </strong>
  Chief Private Wealth Officer
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Purpose of the Role
  </strong>
 </p>
 <p>
  Support Relationship Directors in managing and growing client relationships, executing investment opportunities, onboarding new clients, and ensuring a high standard of client service across the Private Wealth business.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Support Relationship Directors in managing High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client portfolios.
  </li>
  <li>
   Participate in client meetings and assist in preparing investment proposals, presentations, and portfolio reviews , Managing emails, documentation, and meeting notes for Relationship Directors
  </li>
  <li>
   Running cash flow models and portfolio analysis in Excel
  </li>
  <li>
   Drive client onboarding and coordinate KYC and account-opening processes.
  </li>
  <li>
   Follow up with clients on investment opportunities, subscriptions, redemptions, and required documentation, Tracking client pipelines, investments, and follow-ups
  </li>
  <li>
   Coordinate with Investments, Operations, Compliance, Treasury, and Legal teams to ensure timely execution of client requests and transactions.
  </li>
  <li>
   Monitor client portfolios and assist in preparing periodic investment and performance reviews.
  </li>
  <li>
   Maintain strong client relationships and deliver exceptional client service standards.
  </li>
  <li>
   Support marketing and capital formation activities for private market and investment products.
  </li>
  <li>
   Mentor junior team members and provide support to the Client Services team when required.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Experience &amp; Qualifications
  </strong>
 </p>
 <ul>
  <li>
   4-7 years of experience in Private Banking, Wealth Management, Asset Management, or Corporate Banking.
  </li>
  <li>
   Strong understanding of investment products, capital markets, and alternative investments.
  </li>
  <li>
   Experience dealing with HNW and UHNW clients.
  </li>
  <li>
   Strong communication, relationship management, and presentation skills.
  </li>
  <li>
   Fluency in English; Arabic is preferred.
  </li>
  <li>
   Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or a related field.
  </li>
  <li>
   Preferred to hold Professional qualifications such as CFA, CISI, or equivalent are considered an advantage.
  </li>
  <li>
   Advanced Excel (cash flow modelling, portfolio tracking, scenario analysis)
  </li>
  <li>
   Strong PowerPoint skills (client-ready presentations)
  </li>
  <li>
   Familiarity with CRM systems and portfolio management tools
  </li>
  <li>
   Understanding of private markets / alternatives (preferred)
  </li>
  <li>
   Fluent in both Arabic and English, with strong verbal and written communication skills.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Success Factors
  </strong>
 </p>
 <ul>
  <li>
   Strong ownership mindset with the ability to independently manage, track, and follow up on multiple client requests and deliverables.
  </li>
  <li>
   Exceptional attention to detail with a focus on accuracy across client materials, transactions, and reporting.
  </li>
  <li>
   Proven execution capability with the ability to deliver high-quality outputs under tight timelines.
  </li>
  <li>
   Effective coordination skills, ensuring seamless collaboration across internal teams and timely completion of client-related activities.
  </li>
  <li>
   Proactive attitude with strong follow-through, anticipating the needs of Relationship Directors and clients.
  </li>
  <li>
   Strong organizational and prioritization skills, with the ability to manage multiple tasks and maintain structured tracking of client pipelines, requests, and deliverables.
  </li>
 </ul>
 <p>
 </p>
</div>


Associate - Investment Banking -Private Wealth

Capchase

<div><div><p>Location</p><div>
Pakistan</div></div><div><p>
Employment Type</p><div>
Full time</div></div><div><p>
Location Type</p><div>
Remote</div></div><div><p>
Department</p><div><div>
Finance</div><p>
Capital Markets</p></div></div></div>
<br><p></p><div><div><div><div>Capchase is on a mission to transform how hardware and software companies sell and get paid, revolutionizing the equipment financing space. Recently named a <b>2026 Monitor Best Company in Innovation</b>, we're recognized for embedding flexible payment terms directly into the sales workflow &mdash; helping teams close faster without the friction of a separate financing system.</div><p></p><p>
We're the modern platform for financing leading enterprise solutions: built for <b>direct and channel sales motions</b>, with <b>$2B+ funded</b>, <b>approvals in seconds</b>, and a <b>seamless experience</b> for both sellers and buyers. Backed by leading fintech investors including 01A, Thomvest, QED, SciFi, and Invesco, we've raised $700M+ in equity and debt to fuel our growth.</p><p></p><p>
In just over five years, we've scaled from four co-founders to 80+ Capchasers across 10 markets &mdash; supporting thousands of companies globally and processing billions in payment volume.</p><p></p><p>
Since our launch in 2020, we've achieved several milestones:<br>
➡ 10K+ active vendors, channel partners and buyers<br>
   Built a team representing over 15 nationalities<br>
   Active in 10 markets<br>
   Top decile YoY growth<br>
   Built an awesome culture.</p><p></p><p>
In December 2024 we reached the top of the Installment Payment, BNPL category on G2, #1 in B2B.</p><p></p><p><b>
Why work with us?</b></p><p></p><p>
Help accelerate an industry!</p><p></p><p>
At Capchase, we are transforming how software and tech-enabled hardware equipment gets financed, we move and innovate fast. We&rsquo;re always looking for the brightest minds to join us. We&rsquo;re a diverse team of 15+ nationalities with a shared passion for helping innovative companies thrive. Join the climb with us!</p><p>
We are looking for a <b>Capital Markets Manager</b> to join the Capital Markets team. You will be responsible for project management in support of our multiple Credit Facilities including portfolio management, driving risk-adjusted returns of the business, managing a cash efficient balance sheet and collaborating with other divisions on product structuring and development. You will also work alongside the Head of Finance and Capital Markets in investor communications and fundraising new capital where appropriate.</p><p>
Expect to work in a fast-paced environment, with amazing colleagues who believe in our mission. We're looking for an <b>accuracy-obsessed person with exceptional communication skills </b>who is looking to manage a complex capital stack and is always pushing to be the authority in the subject matters they cover and are eager to share this expertise with others in the organization.</p><p></p><p><b>
   The Job:</b></p><ul><li><div>
Manage domestic and international credit facilities including funding requests, waterfall distribution and exception requests</div></li><li><div>
Maintain and create new relationships with Capital Markets professional network; support senior management on business presentations and investor relations</div></li><li><div>
Create and enhance streamlined processes of the business including balance sheet assets and increasing</div></li><li><div>
Support and run presentation, analysis and transactional legal documents for new asset backed facilities, asset sale transactions, asset pool credit ratings and securitization transactions.</div></li><li><div>
Support in bank relationships, bank account maintenance, and opening/closing accounts</div></li><li><div>
Report on portfolio performance including identifying and raising greater income and lower risk opportunities, facility pledging and maximized balance sheet efficiency</div></li><li><div>
Coordinate monthly, quarterly and annual reporting cycles with Finance colleagues to manage multiple legal entities, money movements and asset allocation strategies</div></li><li><div>
Cross-collaborate with other internal functions to help structure and develop new products and features</div></li></ul><p><b>
   The requirements:</b></p><ul><li><div>
BA/BS degree economics, finance, business administration or a related field preferred</div></li><li><div>
5+ years of prior experience at an investment bank, asset manager, credit fund, lender or other relevant financial services industry</div></li><li><div>
Experience with alternative lending and balance sheet lending platforms; international monies experience a plus</div></li><li><div>
Extremely strong external communication skills; prior experience raising capital or evaluating investment opportunities a plus</div></li><li><div>
Self-starter able to manage workloads and balance competing high priority tasks in a fast-paced startup environment</div></li><li><div>
Commitment to process improvement and the ability to think &ldquo;out-of the box&rdquo;</div></li><li><div>
Superior attention to detail and accuracy and excellent organizational skills</div></li><li><div>
Dedication to continual improvement; strong sense of ownership and accountability</div></li><li><div>
Strong technical skills with Microsoft excel, Google Suite, BI tools a requirement; R, Python, SQL a plus</div></li></ul><p>
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.</p></div></div></div><p></p>

Capital Markets Manager

Presbyterian Church USA

<div><p><b>Overview</b></p><p>
The Investment and Loan Program, Inc. (ILP) is a nonprofit corporation of PC(USA) created to provide low-cost loans to congregations, governing bodies and related entities of PC(USA). We provide loans for the construction or purchase of buildings, renovations, and even refinancing of existing debt.</p><p>
Whether it is reshaping a space to meet the needs of a changing congregation, reducing the carbon footprint by utilizing energy efficient products and renewable energy sources, or expanding mission and outreach efforts by reducing the amount of funds necessary for debt service, the Program seeks to partner with congregations to determine the best financial results for the project.</p><p>
The Investment and Loan Program raises funds for lending by selling interest-bearing term notes. Every day, Presbyterians across the country are supporting the growth of mission and ministry throughout our denomination. The Investment &amp; Loan Program, as a nonprofit, does not have any shareholders. Its sole member, which is nonvoting, is the Presbyterian Church (U.S.A.), A Corporation.</p><p></p><p><b><br>
Position Purpose: </b>The Associate for Data Operations &amp; Accounting oversees and manages data operations related to loan and investment administration, provides support for various accounting functions, maintains the records retention policy, and tracks insurance renewals. This role requires expertise in banking software, data extraction, and report generation to support various administrative and financial operations<b>. </b>A key responsibility of this role is to ensure the integrity and accuracy of all data managed.</p><p>
Roles and Responsibilities:</p><div><ul><li>
Utilize banking software to extract and generate data for operations and financial administration</li></ul></div><div><ul><li>
Ensure accurate and timely data extraction from banking software system.</li><li>
Generate comprehensive reports to support operations and administrative tasks.</li><li>
Collaborate with other departments to ensure data integrity and consistency.</li></ul></div><div><ul><li>
Review loan/investment files and maintain exception reports</li></ul></div><div><ul><li>
Conduct thorough reviews of closed loan and investments files to ensure compliance.</li><li>
Identify and document any exceptions or discrepancies in investment and loan files. Update and maintain exception reports for ongoing monitoring.</li></ul></div><div><ul><li>
Support Accounts Payable operations</li></ul></div><div><ul><li>
Verify and batch expenses submitted for payment.</li><li>
Support AP Manager as back-up for check run processing (outgoing checks, wires, ACHs).</li></ul></div><div><ul><li>
Prepare monthly reconciliation reports through accounting software</li></ul></div><div><ul><li>
Perform monthly bank reconciliations.</li><li>
Maintain depreciation and amortization schedules.</li><li>
Track administrative service fee details for invoicing.</li></ul></div><div><ul><li>
Track insurance renewals and manage reinstatement processes for loan customers</li></ul></div><div><ul><li>
Coordinate with insurance providers to manage reinstatement of policies.</li><li>
Maintain detailed reports of insurance status and renewal dates.</li><li>
Monitor insurance policies to ensure timely renewals are occurring or have occurred.</li></ul></div><div><ul><li>
Prepare investment support and rebate reports</li></ul></div><div><ul><li>
Monitor and review monthly investment allocations and create monthly reports for distribution to borrowers.</li><li>
Administer and track monthly reporting of the Program&rsquo;s rebate program.</li></ul></div><div><ul><li>
Administer the records retention policy</li></ul></div><div><ul><li>
On-going review, maintenance, transferring and destroying of program loans, investments, and administration files/records.</li><li>
Develop strategies and processes for retention metric and tracking.</li></ul></div><div><ul><li>
Prepare mortgage releases for investor and endowment loans and mortgage grants</li></ul></div><div><ul><li>
Work closely with the department of legal services to ensure compliance with legal requirements and obtain necessary approvals.</li></ul></div><div><ul><li>
Prepare and generate quarterly/annual reports for the issuance of the Program&rsquo;s Offering Circular.</li><li>
Responsible for special assignments as requested by Senior Management.</li></ul></div><p></p><p><b><br>
Essential Position Requirements:</b></p><div><ul><li>
An undergraduate degree preferable in business or equivalent business experience.</li><li>
Minimum 3 years of experience in data operations, accounting or a related field.</li><li>
Proven experience in banking software and data extraction; strong analytical skills and attention to detail; excellent organizational and time management skills; effective communication skills. Proven ability to work well within a team environment.</li><li>
Understanding of non-profit organizations; knowledge of or experience with the Presbyterian Church (USA).</li><li>
Ability to work independently and as part of a team; strong critical thinking skills.</li><li>
Elevated level of integrity and professionalism.</li></ul></div><p></p><p><b><br>
Physical Requirements:</b></p><div><ul><li>
Must have the ability to sit for extended periods of time.</li><li>
Must have the ability to lift 40 lbs.</li></ul></div><p></p><p><b><br>
Additional Information/Benefits:</b></p><p>
We believe a balanced life, with time for work, leisure, and spiritual nurture, makes us healthier and more productive colleagues.</p><p>
The Presbyterian Investment and Loan Program offers a competitive benefits package for eligible employees including Medical, Dental, Pension Plan, Short-Term and Long-Term Disability, Employee Assistance Program (EAP), Flexible Spending accounts, 403(b) Retirement Savings Plan, Vacation Days, Sick Days, and Paid Holidays.</p><p>
Our Commitment:</p><p><i>
Our faith in God inspires our commitment to the values of diversity, equity, inclusion, and belonging and is grounded in scripture, the Constitution of the Presbyterian Church (U.S.A.), and actions of the General Assembly of the Presbyterian Church (U.S.A.).</i></p><p>
The Presbyterian Investment and Loan Program<i> is committed to being an Equal Employment Opportunity Employer as defined by the U.S. government, including gender identity and sexual orientation.</i></p></div><p></p>

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