Global Financial Solutions - Associate
$175k - $200kKoitecc Solutions
Role Overview The Associate of Global Financial Solutions will assist in the structuring and execution of innovative financing solutions for MUFG's clients. This role requires a blend of analytical, negotiation, and relationship management skills to develop customized transaction structures, prepare client presentations and term sheets, secure internal approvals, and oversee transactions through to post-closing management. The ideal candidate will have 3‑5 years of relevant experience, with a strong background in structured finance, credit analysis, and execution of financing transactions. Responsibilities & Deliverables Transaction Structuring and Innovation Develop and implement innovative transaction structures tailored to meet the specific needs of clients (corporates, asset managers, insurance companies). Leverage knowledge of market dynamics to craft solutions that align with client objectives and risk tolerance. Maintain awareness of evolving market trends and regulatory changes to proactively identify new product opportunities. Client Engagement and Pitch Material Preparation Prepare high-quality, insightful pitch materials and presentations for client meetings. Collaborate with relationship managers and product specialists to effectively communicate the bank's structured solutions and competitive advantages. Attend client meetings to present solutions, address queries, and foster strong client relationships. Transaction Execution and Documentation Lead the end‑to‑end execution of transactions, including preparation of detailed term sheets, negotiation of credit agreements, and coordination of transaction documentation. Work closely with internal legal, compliance, and risk teams to ensure all transactions comply with bank policies and regulatory requirements. Serve as the primary point of contact for clients throughout the transaction process, ensuring clear and timely communication. Internal Approvals and Stakeholder Management Drive the internal business and credit approval process by preparing credit applications and transaction memos for senior management. Collaborate with credit, legal, risk, and compliance teams to address concerns and secure necessary approvals. Ensure that all transaction components align with the bank's risk appetite and strategic goals. Post‑Closing Transaction Management Oversee and manage transactions post‑closing, including monitoring of ongoing compliance with credit terms. Proactively manage any modifications or restructuring requests in collaboration with clients and internal stakeholders. Provide support for internal reporting requirements related to the transaction. Basic Qualifications An undergraduate degree – required. A minimum of 3‑5 years of experience in structured finance, credit solutions, or a similar role in the financial services industry. Preferred Qualifications Advanced degree (MS, MBA, CPA, CFA or JD). Experience with financial analysis, reviewing loan agreements & term sheets, and working with Bank products. Strong written, verbal and interpersonal skills. Demonstrated command of Microsoft PowerPoint, Excel, and Word. Strong analytical abilities and ability to learn. Ability to handle multiple assignments simultaneously. Knowledge of credit agreement negotiation, legal documentation, and risk management. Ability to work independently and collaboratively across functional teams. Compensation and Total Rewards The typical base pay range for this role is $175K‑$200K depending on job‑related knowledge, skills, experience and location, with eligibility for discretionary performance‑based bonus and/or incentive compensation. Additionally, our Total Rewards program provides a competitive benefits package that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Equal Opportunity & EEO Statement We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local laws. The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship, potentially resulting in the withdrawal of a conditional offer of employment, if any. The above statements describe the general nature and level of work being performed and are not exhaustive. We are proud to be an Equal Opportunity Employer and are committed to leveraging diverse backgrounds to create opportunities. #J-18808-Ljbffr Koitecc Solutions
$175k - $200k
A leading global financial services firm is looking for an Associate of Global Financial Solutions in New York. The role calls for 3-5 years of structured finance experience, focusing on innovative transaction structuring to meet client objectives. Responsibilities include...Suggested$150k - $200k
Global Financial Institutions Group, Associate Job Level: Associate Location: New York, NY, US, 10172 Employment Type: Full Time Requisition ID: 7019... ...Specialty Finance companies on financing and liquidity solutions, capital optimization, and capital raising in the...SuggestedFull timeWork at officeLocal areaWork from homeWorldwide- ...Associate, Business Management JP Morgan Asset and Wealth Management provides investment solutions to institutional, retail, and high net worth clients... ...to our clients from a global platform. As an associate... ...years' experience in the financial services industry....SuggestedVisa sponsorship
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...capital and risk-management solutions, Equity Solutions delivers innovative... ...solutions Perform detailed financial analysis, valuation, and... ...1 year of experience in Global Capital Markets, Investment Banking... ...00 and $125,000 per year for Associate, at the commencement of...Temporary workWork at office- 2027 Global Private Bank Investment Solutions Program (Summer Analyst) New York, NY, United States Job Information Job Identification 210691317 Job... ...and execute strategies that help clients meet their financial goals Partner with client advisors, bankers, global investment...Full timeSummer workInternshipSummer internshipImmediate startVisa sponsorship
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...Help drive consistency in financial resource allocations and business... ...(e.g. Basel 3 Endgame globally, capital reform advocacy in... ...preferred equity allocations, associated funds transfer pricing and dividends... ...offers innovative financial solutions to millions of consumers,...Work experience placementBank staff$51k - $83.38k
Senior Associate, Global Finance Operations Join to apply for the Senior Associate, Global Finance... ...25 applicants Job Description The Financial Operations Senior Associate is... ...management issues Is approachable and solution-oriented when presented with problems/...Permanent employmentFull timeContract workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week- A leading bank in the Americas is looking for an Associate in Global Analytics and Financial Engineering based in New York City. This role involves developing... ...finance. A focus on client relationships and a solutions-oriented mindset are essential for success. #J-18808-Ljbffr...
$175k - $200k
Koitecc Solutions in New York, NY is seeking an Associate of Global Financial Solutions to assist in structuring innovative financing solutions for clients. This role requires strong analytical, negotiation, and relationship management skills, along with 3-5 years of experience...$175k - $200k
Apollo Global Management, Inc. in New York is seeking a solution-oriented Investment Professional to join their Corporate Solutions team. This role focuses on... ...investment opportunities, with a strong emphasis on financial modeling, credit analysis, and due diligence. The...$110k - $130k
Analyst/Associate, Finance Business Management - Apollo Capital Solutions page is loaded## Analyst/Associate, Finance Business Management... ...**Apollo is a high-growth, global alternative asset manager. In... ...platform has served the financial return needs of our clients and...Work experience placementLocal areaFlexible hours- ...transform how we work. Fast forward to today — ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to... .... Technical Consultant (TC), ServiceNow Finance & Supply Chain Solutions is a functional and technical expert in the ServiceNow Expert...Work at officeRemote workFlexible hours
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...difference in the communities we serve. Global Impact Learn about the six areas that...Hourly payFull timeTemporary workWork at officeFlexible hoursShift workDay shift$120k - $210k
...Business Risk Advisor, Financing and Portfolio Solutions, Vice President Markets Business... ...objectives with disciplined non-financial risk management, regulatory compliance,... ...subject to SEC, FINRA, Federal Reserve, and global broker-dealer regulatory frameworks...Temporary workFlexible hours$84.63k - $112.84k
...impact and shaping what’s next, you’ll find that opportunity here. The Role As Lead Finance Analyst, Global Partner Solutions (GPS), you will provide financial leadership and strategic insight supporting Lumen’s partner‑led growth initiatives within the Commercial...Full timeTemporary workRemote work$28.85 per hour
Bank of America is seeking a strong candidate in New York for a financial advisory role focused on providing tailored solutions to clients. Responsibilities include assisting clients in achieving their financial goals, triaging leads, and making referrals to appropriate...Hourly pay- A leading financial institution in New York is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, triaging client requests, and recommending investment strategies. Candidates must...
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Job Description This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting...Temporary workMonday to FridayShift workDay shift- Nuvant Consulting Group is looking for a Business Solutions Representative to build strong client relationships by providing tailored financial solutions. This role involves identifying potential clients, assessing their needs, and delivering strategic guidance. Ideal candidates...
- Job Description One of Insight Global's large banking clients is seeking a Financial Advisor Associate for a full-time role in Brooklyn, NY. The Financial Advisor Associate... ...clients to appropriate Wealth or HNW solutions. Ensures full compliance with regulatory requirements...Full timeTemporary work
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Bank of America seeks a financial advisor in New Jersey to provide tailored financial advice and investment solutions to clients. Responsibilities include triaging client needs, building financial plans, and recommending brokerage products. Candidates should have a Series...
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