Private Bank Investment Specialist
Testing Site - JPMC
J.P. Morgan's U.S. Private Bank is seeking an Investment Professional to support Investors and manage client relationships alongside a multidisciplinary team. The role requires Series 7 and 66 licenses and a Bachelor's degree, with at least one year in the industry; strong skills in PowerPoint and Excel are essential. You will handle trades, create discretionary mandates, monitor risk metrics, and coordinate with Client Advisors to ensure accurate billing and documentation. #J-18808-Ljbffr Testing Site - JPMC
- ...with highly experienced bankers who truly invest in people's success today and tomorrow.... ...Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The... ...banking services to public and private companies. The team combines investment banking...PrivateFull timeWork experience placementWork at officeImmediate startDay shift
- ...NexPoint is a multibillion-dollar alternative investment firm based in Dallas, Texas. The firm is... ..., including mutual funds, public and private REITs, tax-advantaged vehicles, private... ..., fixed-income investing, commercial banking, rating-agency analysis, or a related field...Private
$91k - $185.9k
...5Location: PA - Pittsburgh (15222); PNC Bank N.A. (PA375); PNC Center - Cincinnati (OHA... .... As a Defined Contribution Product Specialist within PNC's Institutional Asset Management... ...product team managing the delivery of investment advisory and employee education solutions...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeLocal area$85k - $125k
...OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial... ...everything in between on behalf of originators, hedge funds, private equity funds, banks, insurance companies, fund administrators...PrivateFull timeWork at officeWorldwide- The Structured Finance Analytics team under Global Banking & Markets division is seeking a motivated professional to support the Credit & Asset Finance business. The team has product expertise across residential assets, consumer loans, real estate, and warehouse financing...PrivateInternship
- ...seeking a Financial Analyst to support the investment team and executive leadership. The family... ...diversified portfolio across public and private markets, including direct investments in... ...analyst role within a family office, private bank, investment bank, asset management firm,...PrivateWork at office
$141k - $205k
...present value (NPV), total cost of ownership (TCO), return on investment (ROI) of new technology and new data center-related... ..., sales operations, business strategy, investment banking, venture capital, private equity , or corporate advisory, or 4 years of experience...Private- ...first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to... ...will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring...PrivateWork experience placement
- ...join its Debt Finance practice. This role focuses on representing private equity sponsors and corporate borrowers in a wide range of... ...Requirements 3 to 6 years of relevant experience in debt finance or banking and finance law Proven experience with leveraged finance...Private
- ...first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide...Private
- BOK Financial is seeking a Credit Specialist III in Private Wealth Underwriting to underwrite large, complex financial/credit transactions and make... ...role emphasizes rigorous analysis and adherence to the bank's loan policies, with a collaborative team across multiple...Private
- ...Dallas is seeking exceptionally talented individuals for the U.S. Private Bank Analyst Program. You will join an integrated team to win new... ...program provides exposure to credit and lending, multi-asset investments, wealth advisory, and estate planning through hands-on client...Private
- ...financial goals through advisor‑led planning, investment management, banking, and tailored lending solutions. Within AWM, the Private Bank delivers competitive borrowing and... ...broader wealth strategy. Our lenders and specialists provide bespoke solutions secured by a wide...PrivateWorldwide
$86.25k - $158.13k
...Analytics, Financial Analysis, Model Development, Operational Risks, Quantitative Models, Risk AppetiteCompetenciesAnalytical Approach, Banking Products, Big Data Management and Analytics, Business Analytics, Credit Risk, Mathematics of Financial Instruments, Operational...Full timeTemporary workPart timeWork experience placementWork at office- .... We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial... ...is aligned with our Global Banking and Markets (GBM) Private organization to deliver an integrated approach to serving our...Private
$96k - $181k
...responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will... ...planning opportunities.Partner with Fiduciary, Insurance, Investment teammates to deliver the Key Planning experience to prospects...PrivateFull timeWork experience placementWork at officeFlexible hoursNight shift$109k - $224k
...many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver... ...including Equity and Mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds,...PrivateFull time$150k - $190k
...’re building a relationship-oriented bank for the modern world. We need talented... ...CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (... ...closely with Relationship Managers, Investment and Wealth Specialists, Bankers, Business Development Team Members...PrivateFull timeRemote work- ...AFS for all commercial loans. This position requires adherence to Bank Credit, Compliance and Risk guidelines.Colleague is responsible... ...from Commercial and Industrial, Commercial Real Estate, Private Client Group, Private Equity Group, Auto Finance, Asset Based Lending...PrivateFull timeH1bWork at officeFlexible hours
$65k - $75k
...Administration solutions for the global alternative investment management industry. Based in Dallas,... ...to our clients across the globe, in the private equity and real estate industries. For... ...partnerships Reconciliation of bank accounts Preparation of capital calls...PrivateRemote workDay shift- We are seeking a detail-oriented and client-focused investment professional to join our Texas-based Wealth Management team. Supporting a group of Portfolio Managers overseeing approximately $4.7 billion in assets for high-net-worth families, this role will play a key part...WorldwideFlexible hours
- ...Areas of Interest: Mortgage Servicing; Mortgage Banking; Mortgage Operations Pay Transparency... ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions...Private
$171.6k - $338.3k
...services to corporate strategic buyers and private equity investors And succeeding in today’... ...purchase agreements, merger agreements, bank finance agreements, and public debt... ...equity clients in navigating complex growth, investment and divestiture scenarios. Our services encompass...PrivateLocal areaVisa sponsorship- ...Private Client Advisor II Location: Dallas Time Type: Full... ...Description Job Description: At Bank of America, we are guided by... ...client segment ($3MM++ investable assets) ~ Ability to present... ...identify the need for team specialists; collaborate closely with other...PrivateFull timeWork at officeFlexible hoursShift workDay shift
- ...experienced bankers who truly invest in people's success - today... ...recently named Best Regional Bank in 2024 by Bankrate and was named... ...Leverages the specialists on their team including the investment... ...with at least five years in private banking preferred. Required...PrivateImmediate startDay shift
$115.92k - $143.19k
Job Title:Senior Capital Markets & Investment Portfoilio Risk AnalystLocation:CityScapeWhat you'll do:The Financial Risk Management Group... ...experience to help grow your career!About the company:Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance...Full time- ...is a global asset manager focused on credit and asset-oriented investments, encompassing a full range of corporate, real estate, and... ...economics, engineering or accounting). •0-2 years of investment banking, leveraged finance, structuring or trading experience at a bank...Permanent employmentSummer workInternship
$86.25k - $172.5k
...Key Responsibilities & Qualifications include, but not limited to; Enterprise Data Expertise• Maintain strong working knowledge of banking data ecosystems, including key systems of record, upstream/downstream data flows, and how data is captured, transformed, and consumed...Full timeTemporary workPart timeWork experience placementWork at office$75k - $95k
...Administration solutions for the global alternative investment management industry. Based in Dallas,... ...to our clients across the globe, in the private equity and real estate industries. For... ...partnerships Reconciliation of bank accounts Preparation of capital calls...PrivateRemote workDay shift- Your ImpactThe Private Bank provides lending and banking solutions, including deposits, to high-net-worth clients across the firm's global Wealth Management businesses. The Deposits Process & Controls Associate will help strengthen the Deposits business operating model...Private
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