Investment Banker
TradeJobsWorkForce
Investment Banker Job Duties: Issues debt and sells equity to raise capital for clients.
Conducts research on investment opportunities to define risk and return profiles.
Assesses valuations for clients and upper management using various methods.
Provides expertise to help broker mergers and acquisitions.
Recruits investors for client IPOs.
Assembles financial models to value debt and equity and assist in investment and financial planning decisions.
Creates and gives presentations for existing and prospective client portfolios.
Assists in preparing quarterly reports and letters to clients.
Manages all stages of client interaction, from the sales pitch to the investment contract.
Conducts industry research and develops relationships to help acquire new clients.
Contributes to team effort by accomplishing related results as needed.
- ...Relationship Banker - Greater Albany Area Albany, New York;Latham, New York; Troy, New York; Schenectady, New York; Albany, New York... ...by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...Suggested
$22.82 - $24.82 per hour
...two years of branch banking experienceHave passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissionsAre Proficient in Microsoft Word and ExcelHave the ability to multi-task to meet or...SuggestedWork at office- At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlifesexpenses.In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly ...SuggestedFull timeTraineeshipWork experience placementLocal areaMonday to Friday
$22.82 - $24.82 per hour
...Broadview FCU in Niskayuna, NY is seeking a Relationship Banker to deliver exceptional member service. You will advocate for members, grow relationships, and process transactions with accuracy while promoting the Bank’s services. The role supports multiple branches...SuggestedHourly pay- At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly...Full timeTraineeshipWork experience placementLocal areaMonday to Friday
- JPMorganChase is seeking a Relationship Banker to represent our brand with hospitality, leveraging Chase Mobile App, Chase.com, and ATMs to meet clients' financial needs. You will acquire, manage, and retain relationships, delivering thoughtful solutions and exceptional...Weekend workAfternoon shift
- Contractors Insurance Underwriter - Schenectady, NY Insurance Underwriter Specialty Contractors and Service Providers General Liability GL Professional Liability PL Excess Liability Commercial Auto Workers' Compensation WC Property Damage Pollution HVAC Fire Suppression...Contract workFor contractorsRemote workWork from homeRelocation package
- De energietransitie is in volle gang en Eneco loopt voorop. Ons doel? We werken binnen Eneco hard aan onze missie 'duurzame energie van iedereen' en het waarmaken van onze klimaatambities. Je leest er meer over in ons One Planet plan. Nu we onderdeel zijn van Mitsubishi...
- Heel Nederland schakelt om naar slimmer, schoner en duurzamer energiegebruik. Die energietransitie wordt steeds afhankelijker van digitale technologie, dataplatformen, cloudoplossingen, OT-systemen en cyber security.Bij Eneco geloven we dat een betrouwbare en veilige digitale...
- With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short...Full timeTemporary workWork experience placementWork at office
- ...fund administrator serving clients across the US, UK, and EU. We offer a collaborative culture, real career growth, and benefits that invest in your future.What You'll Do:Manage treasury functions (reconciliations, cash reporting, disbursements).Post journal entries and...Work at officeTrial period
- OneMain Financial is seeking a Loan Sales Specialist to help customers access affordable financing on-site in a fast-paced, customer-facing environment. You will listen to needs, present tailored loan solutions, and support the full lifecycle of the loan with a focus on...
- ...fund administrator serving clients across the US, UK, and EU. We offer a collaborative culture, real career growth, and benefits that invest in your future.What You'll Do:Oversee treasury operations—from bank reconciliations and disbursements to detailed cash reporting....Work at officeTrial period
- ...Broadview group is seeking a Relationship Banker for Clifton Park and surrounding branches. You will engage with members, assess financial profiles, and recommend suitable solutions to meet goals. Role requires 1–2 years of branch banking experience, Notary Public...
$18 - $28 per hour
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker II Regular Full-Time Albany, NY, US 4 days ago Requisition ID: 2433 Salary Range: $18.00 To $28.00 Hourly Build your...Hourly payFull timeLocal areaNight shift$22.82 - $24.82 per hour
...two years of branch banking experienceHave passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissionsAre Proficient in Microsoft Word and ExcelHave the ability to multi-task to meet or...Work at office- Eneco is one of Europe's leading sustainable energy companies, working toward climate neutrality by 2035 through our One Planet strategy. Our Digital & Tech and Security organisation is a critical enabler of that mission - and the TPRM programme you lead sits at the heart...Contract workWork at officeShift work
$58.44k - $93.5k
Personal Financial Counselor - Air National Guard, Scotia, NYThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members...Contract workTemporary workWork at office- Senior Third Party Manager | Vendor Governance & RiskDe positieStrategische rol binnen een internationale financiële organisatieExterne leveranciers spelen een steeds belangrijkere rol binnen financiële organisaties. Van technologische dienstverlening tot bedrijfskritische...
- A leading fund administration service in the United States is seeking an experienced Controller to manage client financials and ensure accurate reporting. You will lead a team, provide technical accounting expertise, and maintain strong client relationships. Candidates...
- ...Broadview FCU is seeking a Relationship Banker to support the Cohoes Branch and the Capital Central Region with a focus on delivering outstanding member service and growing a profitable book of business. You will engage members, review financial needs, and recommend appropriate...
- ...fund administrator serving clients across the US, UK, and EU. We offer a collaborative culture, real career growth, and benefits that invest in your future. Our Controllers play a key role in supporting their teams—managing client financials, reviewing workbooks, and...Work at officeTrial period
- RotterdamFinanceFrom 32 hours per weekFor the Finance & Control department in Rotterdam, we are looking for an FP&A Consultant to strengthen the Financial Planning & Analysis team as part of the Group Reporting & Control team.
- ...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (...Work experience placementDay shift
- ...66 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness...
- At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers evolving needs. From advocating for seat belts, ...Contract workWork at officeRemote workWork from homeWork visa
- Planned Parenthood of Greater New York is seeking a Prevention Specialist to deliver education and outreach across 9 counties, promoting healthy relationships and bystander intervention. You will facilitate trainings, collect data, and help run the 24/7 hotline with after...Flexible hoursAfternoon shift
- ...fund administrator serving clients across the US, UK, and EU. We offer a collaborative culture, real career growth, and benefits that invest in your future. What You'll Do: Deliver exceptional client service by handling a variety of responsibilities, including...Work at officeTrial period
$21.5 per hour
Financial Services Specialist/Accounts Payable AssociateThe Financial Services Specialist/Accounts Payable Associate is responsible for Union College's corporate credit cards. This entails, but is not limited to, auditing expense reports, managing the timeliness in which...Hourly payFull timeWork experience placementRelocation packageFlexible hours
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