Associate, Investment Banking
Jobtailor
Support bond transactions by assisting with financing proposals, committee materials, transaction timelines, distribution lists, closing activities, and client meetings Coordinate transaction-related deadlines, public hearings, community notices, and required submissions to state and government agencies Maintain transaction, closing, and database records and prepare reports and analyses for management Manage post-issuance requirements, including borrower compliance, regulatory filings, IRS correspondence, and annual reporting Support infrastructure finance activities, including RFPs, procurements, contracts, purchase orders, reimbursements, and ongoing project costs Maintain approved vendor and professional service provider lists and assist with requests for qualifications and proposals Develop and maintain presentation materials and support client, board, committee, and other external meetings and events Collaborate with Marketing and department leadership on outreach initiatives, presentations, conferences, and other business development activities Conduct research and support special projects, including program guidelines, marketing materials, department policies and procedures, and management reports Provide ongoing analytical and administrative support to the investment banking team, including industry news monitoring, reporting, and coverage for key department activities Requirements Recent graduate with a bachelor’s degree in Finance, Economics, Real Estate, Business Administration, Public Policy, Accounting, or a related field Demonstrated interest in bond finance, real estate finance, commercial lending, municipal finance, investment banking, community development finance, accounting, or a related field Excellent written, verbal, interpersonal, and presentation skills Strong organizational and time-management abilities Strong analytical and quantitative skills Experience with financial modeling or underwriting is a plus Knowledge of or demonstrated interest in tax-exempt bond financing and public-purpose financing programs is preferred Proficiency with Microsoft Office, including Excel, Word, PowerPoint, Outlook, and Copilot Core Competencies Demonstrates strong analytical and organizational skills essential for supporting bond transactions and managing compliance requirements. Proficient in financial modeling and familiar with tax-exempt bond financing and public-purpose financing programs. Highest-signal resume keywords Bond Finance Financial Modeling Analytical Skills Microsoft Office Proficiency Organizational Skills Hard Skills Financial Analysis Quantitative Skills Underwriting Database Management Report Preparation Soft Skills Written Communication Verbal Communication Interpersonal Skills Presentation Skills Time Management Industry Keywords Municipal Finance Community Development Finance Investment Banking Real Estate Finance Commercial Lending Tools & Technologies Microsoft Excel Microsoft Word Microsoft PowerPoint Microsoft Outlook Microsoft Copilot #J-18808-Ljbffr
$125k - $215k
Description The CompanyLiberty Mutual Investments (LMI) is the investment firm for Liberty... ...analytical and execution-oriented Associate to drive and scale LMI’s $3.5bn Tax-Driven... ...field (e.g., energy-focused investment banking, tax credit advisory, or project finance...SuggestedLocal areaImmediate startFlexible hours- Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity... ...history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,...Suggested
$100k - $160k
...OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial... ...complex businesses, securities, and transaction structures. As an Associate in our Portfolio Valuation Practice, you will play a key role...SuggestedFull timeWorldwide$105k - $120k
...AssociateLocation: Boston Metro Area (Highly preferred)Ideal Backgrounds: Investment Banking, Private Equity, Management Consulting, Corporate Strategy,... ...Health Solutions is seeking a Strategic Operations Associate to work directly with Executive Leadership and Operations...SuggestedWork at officeLocal area$70k - $140k
...leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management... ...remotely the remaining days of the week.ABOUT THE ROLEThe Associate, Institutional Business Development provides ongoing support...SuggestedTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$120k - $145k
...OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial... ...drivers and risk factors.Job Purpose:The open position is for an associate based in our Atlanta, Boston, Chicago, Dallas, Houston or New...Full timeWork at officeWorldwide- Join JPMorganChase as a Fund Servicing Associate II and be at the forefront of enhancing our operational services in fund accounting... ...history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial...
$220k
...G2 Capital Advisors ( is a multi-product and sector-focused investment bank and financial advisory firm. G2 was established on the premise... ...team in achieving success for our clients. About The Role As an Associate, you’ll work closely with senior G2 leadership and clients,...Work at officeVisa sponsorship$70k - $140k
...leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management... ...in a lively, client-facing environment.The mission of the Associate Investment Engineer is to support the Investment Strategy department...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$90k - $215k
Description The CompanyLiberty Mutual Investments (LMI) is the investment firm for Liberty... ..., is seeking a Senior Analyst / Associate as the mandate executes on its next phase... ...in energy and infrastructure investment banking, consulting or investing. Demonstrated ability...Work experience placementLocal areaFlexible hours$100k - $160k
...PEPI - CFO Services – Senior Associate A&M CFO Services work with private equity held portfolio companies and provide our clients... .../ Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity ~ Experience in building integrated financial...Part timeFlexible hours- Associate - Technology M&A Investment Banking Location: Boston, MA About the Firm We are a market-leading M&A investment banking firm advising high-growth software, SaaS, and technology-enabled services companies across the global economy. We partner with founder-owned...
- ...firms and their portfolio companies, founder-owned businesses, investment banks, and investors nationwide. Position Overview Our CFO and... ...and prepare for a transaction. CFOx is looking for a Senior Associate to work closely with the Vice Presidents to provide...Interim role
$100k - $160k
...and deliver financial outcomes. PEPI - CFO Services - Senior Associate CFO Services Pillars Liquidity & Working Capital... ...accounting/finance, financial due diligence, restructuring, investment banking, or private equity. Experience building integrated financial...Part timeFlexible hours$80k - $140k
...a highly motivated and experienced sales professional to join our US Wealth team as an RIA, Associate Regional Consultant covering Registered Investment Advisors (RIAs) and Bank Trust organizations across the territory. The RIA Associate Regional Consultant will partner...Full timeTemporary workWork at officeFlexible hours- ...advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global... ...include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close...
$260k
Structured Credit & Collateralized Loan Obligations Associate Attorney Our client, a respected AmLaw 50 international law firm... ...investors, and leading CLO underwriters, such as major investment and commercial banks. The practice is consistently top-ranked in Chambers and...Relocation package- ...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future... ...we stand for as a firm. KPMG is currently seeking a Senior Associate, Tax - AMCS (Renewable Energy) to join our Accounting Methods...Full timeH1bWork at officeLocal area
$92k - $150k
...Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement... .... About this role: Wells Fargo is seeking an Associate, Commercial Real Estate Portfolio Manager to join the team to...Permanent employmentFull timeWork experience placementWork at officeLocal area$89.59k - $197.46k
...competitive edge. Our people-first approach makes this possible. KPMG invests in continuous learning by providing the tools and training for... ...to shape your own future.KPMG is currently seeking a Senior Associate, Credit Specialist to join our Audit practice.Responsibilities:...H1bLocal area$100k - $145k
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn... ...curiosity, and operational excellence.The RoleWe are seeking a Senior Associate to join the Portfolio Specialist Team supporting the Eaton...Temporary workWork at officeWorldwide$220k
...Job Description Job Description About G2 G2 Capital Advisors ( is a multi-product, sector-focused investment bank and financial advisory firm. Founded on the belief that middle-market advisory firms can do more, G2 partners with clients to navigate opportunities...Work at officeVisa sponsorshipFlexible hours$260k
...Structured Credit & Collateralized Loan Obligations (CLO) Associate Attorney Locations: New York, NY | Washington, DC | Philadelphia... ...team representing leading asset managers, equity investors, investment banks, and commercial banks in sophisticated CLO and structured...- ...Join us in solving one of the most important challenges of our time. The Opportunity: Abby Care is looking for a Family Care Associate to serve as the frontline point of contact for our families. In this role, you will deliver exceptional multi-channel support—via...Full timeWork experience placement
$65k - $85k
...OPEN POSITION: Associate LOCATION: Boston, MA, Washington, DC, or New York City, NY Civitas Public Affairs Group, an Orchestra company, is a values-based public affairs firm that delivers winning advocacy campaigns for our clients and the communities they serve...Work at officeLocal areaRemote work3 days per week$25.57 - $31.25 per hour
...Position: Project Associate Job Description: Strong businesses are built on strong support teams. At Arrow, our Business Support professionals help drive operational excellence by connecting people, improving processes, and enabling collaboration across our global...Hourly payFull timeTemporary workWork experience placementRemote work$72.6k - $103.84k
.... If this sounds like an environment where you'd thrive, read on to learn more. WHAT YOU'LL DO The Government Relations Associate plays a critical role in expanding Ascend Learning's state-level policy awareness and engagement in a complex, rapidly changing regulatory...Full timeWork at officeLocal areaRemote work$44.6k - $55.7k
...so, let's start the conversation. Job Summary Iron Mountain is seeking a motivated Global Platforms & Technology Machine Learning Associate to join our AI Services team. In this role, you will be responsible for developing and optimizing applied AI systems, including Large...Minimum wage- MetroVet Veterinary Clinic is seeking an Associate Veterinarian to join our collaborative, community-focused team. In this full-time clinical role, you’ll provide high-quality, individualized care including preventive medicine, diagnostics, internal medicine, surgery, and...Full time
- ...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our... ...we stand for as a firm. KPMG is currently seeking a Senior Associate to join our International Tax practice. Responsibilities:...Full timeTemporary workLocal area
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