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Wells Fargo is seeking a Investment Banking Client Strategy Consultant, Senior Assistant Vice President (Senior Business Execution Consultant) in Corporate & Investment Banking as part of the Chief Operations Office (COO), specifically aligned with investment banking coverage business management & strategy execution.. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.. Collaborate to craft clear and compelling narratives by leveraging creative data visualization and story-telling to support executive strategic presentations. Thought leader in topics that improve the overall franchise, including strategies to drive client engagement, improve efficiency, create leverage and scale, and increase process and metrics that drive behavioral change. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
The selected candidate will offer guidance and best practices to document, review, test, and report risk and control matters effectively.. Discounts, wellness rewards, health coaching, and employee assistance programs. CPA, CIA, FRM, or CRMP certification preferred. 2-3 years of experience in Big 4 public accounting or a comparable field focusing on financial controls, SOX audits, or risk management. Experience with financial controls, internal audit, or SOX compliance in large organizations ($3B+ revenue)
, intraday liquidity, liquidity stress testing, LCR, NSFR. Capital management and stress testing (CCAR), scenario management and management. Credit risk management. Counterparty Credit / Market risk management including IR, FX, Equity etc.. Resolution and Recovery Programs and 165D plans across Capital, Liquidity, Governance Mechanisms, Operational, Legal Entity Rationalization, Insured Depository Institution Resolution, Derivatives and Trading.
A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses.. Liquidity & Working Capital Optimization. Compile findings into cogent and digestible spreadsheet templates and presentation slides. Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts. 2-4 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
A dynamic and growing organization is seeking a Divisional Accounting Manager to oversee accounting operations across assigned business units.. In addition to core accounting duties, this position will involve leading and mentoring the divisional accounting team, driving operational improvements, and ensuring adherence to corporate financial policies.. The ideal candidate will also contribute to financial planning and analysis (FP&A) by delivering actionable insights through ad hoc reporting and data modeling.. This opportunity is ideal for a CPcertified accounting leader with a strong technical background, experience in high-growth or private equity environments, and a proactive mindset capable of thriving in a fast-paced, evolving structure.. Experience working within private equity-backed or high-growth environments is highly desirable.
Associates in Stout's Investment Banking Healthcare group play a key role in driving the execution of middle-market mergers and acquisitions (M&A), capital raising, and special situation transactions.. At least 2 years of experience in leveraged finance, commercial or corporate credit, or other capital-raising roles.. Prior leveraged finance or high-yield experience is preferred but not required.. Basic to intermediate knowledge of SAS, SQL, Python, R, or Tableau.. As an apprenticeship-driven organization, Associates benefit from institutional support and the opportunity to work closely with senior leaders, gaining valuable mentorship and career development to help advance their roles in investment banking.
Truist offers a wide range of products and services through our wholesale and consumer businesses, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, payments, and specialized lending businesses.. On the job training with teams such as Commercial Banking, Specialized Industries, Wholesale Payments, and or Credit Risk.. Opportunities that provide a deeper dive into the core principles of credit, financial & credit analysis, commercial lending, credit risk management, business development, sales consulting, pricing, deal flow, underwriting, relationship management, credit learning systems, and more.. Enterprise Track: Through the Enterprise Track, teammates will be exposed to many different areas of the organization, including but not limited to: work related to human resources, marketing, finance, strategy, operations, and more.. Knowledge of programming language and technical concepts (for example: proficiency in adobe creative suite of design tools, JAVA, Python, CSS/HTML, Azure, AWS, WCAG etc
Senior Recruitment Consultant at Alexander Chapman | Private Investments A leading Digital Infrastructure focused Middle Market Investment firm who are looking to onboard a Private Equity Associate to join their Telecommunications team in Charlotte / Kansas City!. 2-4 years of direct experience in Investment Banking / Private Equity with a main focus on TMT, Telecommunications, Digital Infrastructure sector (REQUIRED). Assist with both quantitative and qualitative analysis to evaluate potential direct equity investments.. Contribute to transaction due diligence across key work-streams, including financial, commercial, legal, and tax considerations.. Industries: Investment Banking, Venture Capital and Private Equity Principals, and Telecommunications
GENERAL FUNCTION: Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements while supporting the IB's Sr. Managing Director in managing the team's Associates and Analysts.. MINIMUM KNOWLEDGE & SKILLS REQUIRED: 7-10 years of experience in Banking, Investment Banking, or Capital Markets.. BA/BS in Finance/Accounting/Economics; MBA preferred.. Securities licenses: Series 79 and Series 63.. COMPENSATION AND BENEFITS: Includes a competitive salary, incentive plan, comprehensive benefits covering health, dental, vision, 401(k), employee stock purchase plan, paid time off, and wellness programs.
Vice President - Investment Banking, Professional Services. Stout is seeking an experienced Vice President to join our Investment Banking group, specifically within the Defense & Government team, a key practice area in our Professional Services division.. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A), capital raising, employee stock ownership plans (ESOP), and special situation transactions.. The Vice President will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.. Partner closely with senior banking professionals on the Professional Services team to support business development through client coverage, prospecting, program management, and transaction execution.
Focus on financial risk identification, measurement, mitigation, monitoring, and reporting of exposures to interest rate, commodity, equity, credit, and foreign exchange movements. Banking products and services (e.g. Capital Planning / Stress Testing (CCAR / DFAST), Traded Products Risk, Market Risk, Interest Rate Risk, Foreign Exchange Risk, Treasury, etc.). Experience in, or exposure to, risk and regulatory issues across multiple areas in consumer-facing financial services, payments, commercial banking, investment banking, sales and trading, risk management in banking, emerging areas of regulation or regulatory dialogue (e.g., climate, ESG, digital assets). CFA / FRM / CAIA / CPA Certifications. At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).
VP of Finance wanted at our nationally recognized YMCA!. Serve as a strategic partner to the CEO and Executive Team in aligning financial stewardship with the mission, vision, and long-range planning of the YMCA. Lead financial scenario planning, forecasting, and modeling to inform strategic initiatives, mergers/acquisitions, and capital expenditures.. Maintain overall accountability for providing adequate association management information systems.. Industries Non-profit Organizations. Sign in to set job alerts for “Vice President Finance” roles.
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date. MBA, JD, CFA, or CFP preferred. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
In this position, your primary responsibility will be growing a practice through the execution of investment banking engagements, new business development, and relationship management.. Managing investment banking transactions - Deal origination and engagement execution for mergers & acquisitions, debt and equity financing, company divestitures, and strategic options analysis engagements. Bachelor's or Master's Degree in Finance, Accounting, Economics or related field, MBA preferred. The FINRA Series 63 and 79 or willingness to pursue. Thorough knowledge of sell-side and buy-side representation, debt/equity/distressed restructurings, deal structuring, and capital raising
Consulting - Capital Advisors - Managing Director - Investment Banking. How you will contribute: Managing investment banking transactions - Deal origination and engagement execution for mergers & acquisitions, debt and equity financing, company divestitures, and strategic options analysis engagements. Minimum Requirements: Bachelor's or Master's Degree in Finance, Accounting, Economics or related field, MBA preferred. The FINRA Series 63 and 79 or willingness to pursue. Thorough knowledge of sell-side and buy-side representation, debt/equity/distressed restructurings, deal structuring, and capital raising
Private Equity Vice President - Selby Jennings Join to apply for the Private Equity Vice President - Selby Jennings role at Jobs via eFinancialCareers. Position Overview The Vice President plays a critical leadership role within the firm's investment team, driving deal execution, portfolio management, and strategic value creation across a diverse set of industrial sectors.. Stay abreast of industry trends and macroeconomic developments relevant to the firm's investment focus.. Qualifications 6-10 years of experience in private equity, investment banking, or management consulting, with a strong track record in industrials, manufacturing, infrastructure, or energy.. About the Firm This Carolinas-based private equity firm is committed to building enduring partnerships with middle-market companies in sectors that form the backbone of the economy.
Candidates will work within a team construct to take a leadership role in the credit underwriting and portfolio management of diverse debt solutions for middle-market companies.. Specifically: (i) debt refinancing for working capital, fixed assets, or real property; (ii) acquisition financing; or iii) recapitalizations.. Specific new business underwriting duties include: i) transaction structuring; ii) risk mitigation; iii) financial modeling; iv) independent industry research; v) compiling and presenting approval requests; vi) preparing and negotiating legal documents; and vii) funding and closing transactions.. Specific portfolio management duties include: i) preparing waiver and amendment requests or underwriting add-on opportunities; ii) monitoring individual accounts for performance trends to ensure accurate and timely risk ratings; and iii) maintaining credit files in preparation for internal or external audits.. 10 years of experience in commercial lending or investing environment preferrably within middle market banking
Bank of America, Enterprise Credit Summer Analyst Program 2026 - Leveraged Finance Credit - Acquisition Finance - Application via WayUp 2 weeks ago Be among the first 25 applicants. Leveraged Finance Credit. The Enterprise Credit Analyst Program provides you broad exposure into our credit underwriting, monitoring, business controls and data management routines.. This job requisition is for the Leveraged Finance Credit. Our Leveraged Finance Credit
Investment Banking Associate- Industrials (Charlotte, NC). Baird is a leading global investment bank with more than 545 banking associates across the world.. We provide corporations, entrepreneurs, private equity and other financial sponsors with in-depth market knowledge and a broad range of advisory and financing solutions.. Play an integral role on investment banking teams, providing execution support to for public equity offerings, mergers and acquisitions and other financial advisory services for clients across a number of sectors.. SIE, Series 63 & 79 licensing preferred or the ability to quickly obtain.
Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking. Participate and attend FNB related events/trainings that are scheduled for all Summer Interns. It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law.. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements.. FNB provides all applicants and employees a discrimination and harassment free workplace.