Investment Banking Associate
PEI Global Partners
About PEI Global Partners:Exciting opportunity to join PEI Global Partners ("PEI" or the "Company"), an independent and entrepreneurial investment banking advisory firm. PEI is a sector leader in strategic advisory for clients in Power, Energy and Infrastructure. PEI is comprised of a dedicated team of trusted advisors with extensive experience in the industry. Although PEI was launched as an independent entity in 2022, key members of the team have worked together since 2014.PEI is dedicated to serving clients with long-standing, established relationships. The PEI team actively partners and advises market-leaders in the power and energy sector, including financial sponsors, renewables developers and independent power companies, on a variety of M&A, strategic advisory and capital raising (both debt & equity) activities.Position Overview:PEI is seeking Full-Time Associates to join the team and support the growth of this independent advisory practice, providing the opportunity to join at the ground-level of a growing franchise. PEI's goal is to develop talent organically and promote internally, providing the new hire with ample opportunity to grow within a boutique investment banking platform.Timeline:Immediate StartLocation:Tampa, FloridaKey Responsibilities:Work with senior banking officers and professionals and participate in client transactions projects or assignments as a junior member of the Investment Banking teamResponsible for analyzing and building sophisticated financial data and models used in client proposals and strategic plansPrepare presentations, valuation materials and statistical exhibits for pitches and live dealsEvaluate company's financial performance compared to overall industry and market trendsPreparing and delivering presentationsMaintain client relations during the deal execution period and build M&A, Debt, & Equity transaction expertiseQualifications:Strong interest in the Power/Renewables/Energy sectorClear and concise written and verbal communication skillsExcellent analytical skillsHighly motivated, self-directed individualStrong client management and interpersonal skillsAbility to work under pressure in a rapidly changing environment in order to meet deadlinesTeam player and ability to work independently as wellSeries 79 or willing to obtain within 5/6 months of hire
- ...Power, Infrastructure & Renewables Investment Banking Analyst / Associate – Tampa An established international boutique investment bank is looking to expand its Power, Infrastructure & Renewables team in Florida, with opportunities available at both Analyst and Associate...SuggestedFull timeWork at office
- ...About the Role Everet Marsh is connecting with talented investment banking professionals in Tampa for potential opportunities with a specialist technology-focused M&A advisory firm. The ideal candidate will have strong transaction execution experience, particularly...Suggested
$67.5k - $99k
...administration, we offer fund administration, banking, payments, fund financing, foreign... ...the operational complexities of today’s investment management landscape. As a division of Mitsubishi... ...Responsibilities Reporting to the Associate Director of Client Operations, a list of...SuggestedFull timeWork at officeWorldwide$112k - $249.6k
Project Manager IIIAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all ...SuggestedFull timeTemporary workPart timeWork at office$157.5k - $190.83k
...&A, the CFO, and executive leadership to communicate Circle's investment narrative. This role requires strong working knowledge of capital... ...in investor relations or a related area (investment banking, sell-side research, buy-side portfolio management).Bachelor's...SuggestedFlexible hours- ...Commercial Credit Analyst is responsible for consistently underwriting safe and sound commercial loans that are in compliance with the Bank’s underwriting standards and all applicable state and federal laws, rules and regulations. The position assists loan officers in...Self employmentBank staffLocal area
- ...Loan Underwriting Officer is responsible for consistently underwriting safe and sound commercial loans that are in compliance with the Bank’s underwriting standards and all applicable state and federal laws, rules and regulations. The position assists loan officers in...Self employmentBank staffLocal area
- ...management. Serve as a resource to other credit analysts and credit associates, providing guidance on complex transactions, underwriting... ...in commercial credit analysis, underwriting, or commercial banking. Experience analyzing small business up to middle-market...Full timeInterim role
$25 per hour
...We are working with a large independent investment manager looking to hire an experienced Fixed Income Portfolio Manager to join its growing investment team. The role sits within a dedicated portfolio management function overseeing approximately $25–30bn in fixed...- Loan Officer Opportunity at Mutual of Omaha Mortgage Are you currently a productive loan officer wanting to take your business to the next level? If so, join the team at Mutual of Omaha Mortgage. We are part of the iconic brand and nationally recognized Fortune 300 ...Hourly payMinimum wageLocal areaFlexible hours
$75k - $200k
Leadling is actively recruiting experienced Mortgage Loan Officers for a national mortgage platform designed for professionals who want more control, flexibility, and earning potential . This opportunity is built for Loan Officers who are ready to move beyond the ...Flexible hours- ...estate community. Based on a core company principal that providing the best service in the industry requires having the best people, we invest heavily in each team members training and development. Modeled on a proven system of teams; each team member is integral and valued...Local area
$85k - $147k
...Underwrite it, close it, own it: a CRE underwriting and portfolio seat with a regional commercial bank in Tampa (on-site four days a week). ThinkingAhead Executive Search is partnering with an established regional commercial bank to hire a CRE Portfolio Manager in...Full timeWork at office$112k - $249.6k
...that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications...Full timeTemporary workPart timeWork experience placementWork at officeFlexible hours- AnnieMac Home Mortgage is looking for the best Mortgage Loan Originators. With corporate lending licenses in 28 states and access to a portfolio of warehouse lenders, we maintain a strong platform for serious mortgage professionals. AnnieMac Home Mortgage provides...Full time
- ...company image. Stay up to date on all program, compliance, and investor guidelines and changes that will affect the borrower and Bell Bank Mortgage. Provides advice and service to applicant requesting mortgage information. Make preliminary determination of applicant’s...Local area
$100k
...and are looking for an opportunity to make a meaningful impact while building a rewarding career, we want to hear from you. Our associates help retirees make confident, informed financial decisions, to improve their quality of life. The most successful professionals in...- ...the company's success. As a Personal Banker within PNC's retail banking organization, you will be based at 12951 N Dale Mabry Hwy,... ...Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they...Full timeTemporary workPart timeWork at office
- ...partners and subject matter experts to address specialized financial needs.Proactively educate clients on self-service and digital banking options (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access.Drive proactive sales conversations and manage...Work at officeLocal areaAfternoon shift
- ...and problem resolution. Supports the efforts and goals of the banking center through personal sales of the Bank’s products and services... .... Job functions: Act as the pleasant front-response associate to all entering bank clients. Cash handling, including...Full time
$100k
...week Broker X training program to obtain NMLS ~1+ years of sales experience or relevant financial loan experience at a commercial bank, credit union, mortgage company, or other financial institution. If you meet these requirements and are ready to take on the...Full timeWork at officeRemote workWork from homeFlexible hours$47k - $70k
...Officer who feels the same way. A hybrid Mortgage Loan Officer role that values ownership over busywork, pays $47,000 - $70,000, and invests in your long-term growth. Key Responsibilities Steer Ernst & Young's Stakeholder Management roadmap with both nerve and...Work at office- Loan Officer Opportunity at Mutual of Omaha MortgageAre you currently a productive loan officer wanting to take your business to the next level? If so, join the team at Mutual of Omaha Mortgage. We are part of the iconic brand and nationally recognized Fortune 300 company...Hourly payMinimum wageLocal areaFlexible hours
$150k
About Homeward Homeward takes the “what ifs” out of homebuying by creating financial products that give buyers and sellers certainty and convenience. We’re a fast-paced, remote-first real estate startup that partners with real estate agents to offer innovative products...Full timeRemote work- Client-facing Risk Consulting AnalystClient-facing risk consulting analyst. Closer to client-facing consulting than a modelling-heavy IC role because the work is tied to client decisions, meetings, and negotiations rather than standalone model ownership.Entry-level P&C...Work experience placementWork at office
$67.6k - $136.16k
...funding and healthcare financing, risk management and regulatory compliance, data analytics, and business transformation.Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our...Full timeTemporary workWork experience placementWork at officeRemote workWorldwideFlexible hours$66.24k - $99.36k
...Chicago, IL; Indianapolis, IN; Louisville, KY; St. Louis, MO; Mason, OH; Norfolk, VA; Richmond, VA; Waukesha, WIThis role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support...Temporary workWork experience placementInternshipWork at officeLocal area2 days per week1 day per week- About the CompanyHome Financing Center is a family-owned business that has been serving South Florida since 1984 and is the largest independently owned mortgage lender in the region.If you are considering sending an application, make sure to hit the apply button below ...Work at officeRemote work
$103.5k - $214.84k
Actuarial Position In Tampa Health PracticeMilliman's Tampa Health Practice is looking for an actuary with extensive pricing and bid-setting experience in Medicare Advantage. The position requires strong actuarial capabilities, excellent communication and interpersonal...Full timeTemporary workWork experience placementWork at officeImmediate startRemote workFlexible hours- JPMorgan Chase is seeking a Senior Home Lending Advisor to guide clients through the loan process, leveraging deep knowledge of home lending products. You will be the primary contact for customers while collaborating with the Home Lending team to share expertise and ensure...
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