Consumer Investment Banking Associate - Charlotte
Fwainvest
- # Consumer Investment Banking Associate - CharlotteApplylocations: Charlotte, North Carolina - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011609**Job Description Summary**Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock.**Job Description****Responsibilities*** Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.* Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision-making.* Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences.* Participate in formulating the strategy to manage net present value (NPV) analysis on candidates (product pipeline). Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns, to allow for optimal strategic and investment decision-making. Support to prioritize and close key deals of strategic and/or financial significance for the company.**Skills*** Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.* Develop financial and economic models for financial planning or monitoring purposes.* Estimate and manage the effort and finances to complete the work within budget.* Understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports.Required licenses: SIE, Series 63, and Series 79.**Education**Bachelor’s (Required)**Work Experience**General Experience – 10 to 15 years**Certifications**s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s79 - Investment Banking Registered Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- J-18808-Ljbffr Fwainvest
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Consumer Investment Banking Associate - Charlotte in Charlotte, NC vacancy
$135k - $225k
Piper Sandler & Co is seeking an experienced Investment Banking Associate to join the Consumer team in Charlotte, NC or San Francisco, CA. This role offers exposure to various consumer verticals in M&A, debt, and equity transactions. The ideal candidate will have over 3...Suggested$175k - $200k
Description Citizens is seeking an experienced Investment Banking Associate to join our Consumer and Retail group to support the team’s senior professionals in industry-focused client advisory as well as originating and executing capital markets and M&A transactions. The...SuggestedLocal areaImmediate startMonday to FridayFlexible hours$175k - $200k
Citizens is seeking an experienced Investment Banking Associate to join our Consumer and Retail group to support the team’s senior professionals in industry-focused client advisory as well as originating and executing capital markets and M&A transactions. The Associate...SuggestedFull timeLocal areaImmediate startMonday to FridayFlexible hours- 2027 Investment Banking Summer Analyst (Charlotte, NC) 2027 Investment Banking Summer Analyst Program Company Overview Citizens Financial Group, Inc. is... ...Defense & Government Svcs; Transportation & Logistics; Consumer & Retail; Real Estate, Gaming, Lodging & Leisure; Technology...SuggestedPermanent employmentFull timeSummer workInternship
Southern Arkansas University
Charlotte, NC5 hours ago - ...Float Personal Banker Associate I - South Region (Charlotte, NC) Make banking a Fifth Third better We connect great people to great opportunities. Are you... ...responsibility to keep up to date on any changes. Handle consumer and business customer problems with...SuggestedWork at office
- ...division, you'll help reshape how consumers buy, sell, and finance homes... ...Originator under a federal bank license. ~ Completion of... ...Located within 75 miles of our Charlotte, NC branch. ~ Proven... ...(Outlook, Word, Excel). ~ Associate's or Bachelor's degree preferred...Remote jobPermanent employmentLive inWork at officeLocal areaWork from home
- Make banking a Fifth Third better®We connect great people to great opportunities... ...up to date on any changes. Handle consumer and business customer problems with... ...required. Float Personal Banker Associate I - South Region (Charlotte, NC) Location -- Charlotte, North...Work at office
- ...Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Charlotte, North Carolina To proceed with your application,... ...of age. Acknowledge ( Bank of America employees are required... ...the in-office expectations associated with your role. These...TraineeshipWork at officeShift workDay shift
Bank of America
Charlotte, NC2 days ago - ...Make banking a Fifth Third better® We connect great people to great... ...and participate in all Consumer Lending meetings as required... ...Mortgage Loan Originator - Charlotte At Fifth Third, we understand... ...will not be responsible for any associated fee. Fifth Third Bank, National...Daily paidLocal area
Fifth Third Bank, N.A.
Charlotte, NC10 hours ago - Responsibilities Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Provide financial modeling input into business cases, costs, and schedules to support growth in the business. Write and edit material...
- ...Securities Agent State Law Examination (FINRA), Series 79 - Investment Banking Registered Representative Examination (FINRA) Travel Less than... ...may vary based on position and employment status. Associate Expectations Grow professionally and inspire others to do the...Work experience placement
- ...Job Posting This position is in-office located in Charlotte, NC Griffin Funding is a consumer direct mortgage company, meaning our Loan Officers work... ...expressed interest in financing or refinancing a home. We invest heavily in marketing and technology to deliver high-...Hourly payWork at officeLocal areaImmediate start
- ...the utmost hospitality, using the latest banking solutions and cutting-edge financial... ...Disability/Veterans About the Team Our Consumer & Community Banking division serves our... ...cards, mortgages, auto financing, investment advice, small business loans and payment...Immediate startAfternoon shift
- Acrisure Mortgage, LLC is seeking to hire a Team Mortgage Loan Originator in Charlotte, NC. The role involves assisting loan officers with origination tasks, managing client communications, and ensuring a smooth loan application process. Qualified candidates should have...Base plus commission
- Mortgage Loan Officer - Charlotte page is loaded## Mortgage Loan Officer - Charlottelocations: Charlotte, NCtime type: Full timeposted on... ...you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage...Full timeTemporary workWork at officeFlexible hours
$200k
...transaction execution and the delivery of investment banking products and services to clients and... ...; 2+ years as an Investment Banking Associate strongly preferred Internship or prior... ...for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General...Temporary workWork experience placementSummer workInternshipSummer internshipWilliam Blair
Charlotte, NC1 day ago$175k - $200k
A leading investment bank is seeking an experienced Investment Banking Associate in Charlotte, NC. The role involves preparing valuations, writing memorandums for sales, and executing transactions in M&A, debt, and equity markets. Candidates should have 1-2 years of relevant...$32k
...A growing financial services company is seeking a Consumer Loan Specialist in Matthews, NC to originate loans and ensure a positive customer experience. The role offers a competitive salary of $32,000 per year plus an uncapped monthly bonus average of $8,000. Applicants...Republic Finance
Matthews, NC1 day ago$170k
...the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic... ...San Francisco, New York, Chicago and Charlotte. The selected colleague will work at an... ...and experienced professional at the Associate level in the Supply Chain & Logistics...Work at officeLocal areaRemote work- ...Financial Solutions Advisor - Charlotte, NC Salisbury, North... ...years of age. Acknowledge ( Bank of America employees are required... ...to review financial and investment goals, building a financial plan... ...the in-office expectations associated with your role. These expectations...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Charlotte, NC3 days ago - ...Entry Level – Financial Advisor - NC, Charlotte (3623) ( PIN_42276 ) Primary Location : UNITED STATES-NC-Charlotte Organization : Equitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over...Work experience placementWork at officeLocal areaFlexible hours
Equitable Services
Charlotte, NC10 hours ago - ...experience our Customer Promise by providing education and advice tailored to their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients and other customers in the branch. You will...Immediate startAfternoon shift
Fairygodboss
Charlotte, NC5 hours ago - ...its client base of realtors, builders, bank officers and potential and past clients.... ...regarding the customer's income, assets, investments or debts. Advises the customer regarding... ...-Time Locations 6100 Fairview Rd, Charlotte, NC, 28210, US Business Unit PrimeLending...Full timeWork at officeLocal areaDay shift
- ...Raleigh-Durham, Wilmington, Charlotte, Winston-Salem, Greensboro area... ...managing all of the risks associated with their business objectives... ...position. Preferred Skills Banking Products, Client Prospecting,... ...checks as required by Consumer Financial Protection Bureau regulations...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Charlotte, NC3 days ago - ...team in Newport Beach, CA; Omaha, NE; or Charlotte, NC. This role follows a hybrid schedule... ...on the Pricing team within the Consumer Markets Division (CMD).How you’ll help move... ..., sales & distribution, finance & risk, investment) to develop solutions that foster strategic...Work at officeImmediate startRelocation packageFlexible hours
Pacific Asset Management
Charlotte, NC3 days ago $30.23 per hour
...Specialist opportunities in Charlotte, NC, Plano, TX. This is an excellent... ...booking loans into the bank's system of record, ensuring... ...Required Skills Experience in consumer and/or commercial loan... ...offerings available for our associates include medical, dental, vision...Hourly payTemporary workWork experience placementWork at officeLocal areaMonday to FridayShift workAdecco US, Inc.
Charlotte, NC1 day ago- ...Investment Compliance Officer Zions Bancorporation is one of the... ...consisting of a collection of great banks under local brands and... ...TX, Salt Lake City, Utah, or Charlotte, NC. The Market, Liquidity... ...significant (and expanding) processes associated with the financial services...Work experience placementLocal areaFlexible hours
- BCG Attorney Search is seeking a mid-level associate attorney to join their finance department in Charlotte, North Carolina. The ideal candidate will manage secured and unsecured lending transactions and handle fund acquisitions and leveraged finance deals. This role requires...
- ...Job Description Job Description Acrisure Mortgage is hiring seasoned Mortgage Loan Originators in our Charlotte, NC branch! Job Requirements: Successful Mortgage Loan Originators will proactively identify, develop and maintain a quality network of business...Local areaFlexible hours
FBC Mortgage LLC
Charlotte, NC1 day ago - Finance (Corporate Trust) - Junior Associates Charlotte The Charlotte office of Alston & Bird has an immediate opening for two Corporate Trust Associates with 1 - 3 years’ experience to join the firm’s Finance Practice Group. The ideal candidate will have experience in...Work experience placementWork at officeImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Consumer Investment Banking Associate - Charlotte. Be the first to apply!
Related searches
- investment banker Charlotte, NC
- investment banking associate Charlotte, NC
- investment accountant Charlotte, NC
- property investment Charlotte, NC
- renewable energy investment Charlotte, NC
- investment writer Charlotte, NC
- investment part time Charlotte, NC
- investment operations Charlotte, NC
- investment Charlotte, NC
- real estate investment Charlotte, NC