Collecting information
Organizing data
We've raised $102.9M from the best venture capitalists and many industry leaders such as Kleiner Perkins, Coatue Management, Google Ventures, a16z and Memorial Hermann. 5+ years experience of financial modeling, planning and analysis experience, within investment banking, private equity, venture capital, corporate finance and/or FP&A with a solid understanding of the elements of a P&L. Excel wizard and experience with Tableau, Looker or comparable data visualization tool.. Familiarity with QuickBooks Online and apps that integrated with QBO a plus.. Senior Director - GTM Finance & Strategy
Our client is looking to hire an Investment Banking- Director focused on either Renewables/Clean Energy, Energy Services & Shipping/Tankers/Maritime sectors.. About Us: The client is a leading fast-growing international investment bank with a strong focus on Capital Markets, and it has developed strong market positions in capital markets and investment banking advisory within maritime trade and offshore energy, with growing activity in Maritime, E&P, OFS and Renewables more broadly.. Identify and assess investment opportunities within the U.S. Energy Services/Maritime/Renewables space, including mergers and acquisitions, debt and equity offerings, and other strategic transactions.. Global Trade Finance LATAM Vice President - Corporate & Investment Banking Investment Banking Vice President, Industrials - New York Vice President - Consumer & Retail Investment Banking Investment Banking M&A Senior Associate / Vice President - New York New York City Metropolitan Area $200,000.00-$250,000.00 1 week ago. Managing Director | Head of Technology Investment Banking Vice President, Global Investment Banking Investment Banking Vice President - Capital Structure Advisory (NYC) New York, NY $200,000.00-$250,000.00 2 weeks ago
This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate 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. A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis. Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment. 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.
Responsible for leading, developing and executing complex new business development activities within syndicated and bilateral lending, capital markets, treasury management, and other corporate services.. Has oversight for all relationship management, transaction execution, financial modeling, risk analysis, along with coordination with business partners in credit, capital markets, treasury management, corporate trust, wealth management and other product areas.. Partners with the Credit Risk Management teams to ensure the appropriate level of risk assessments are being performed on all potential business activities, and that all risks identified are being mitigated in accordance with standard operating procedures.. Serves as a credible spokesperson, representative, and sponsor of the company to the public and the community.. Series 63 and Series 79 Securities, or equivalent, licenses required.
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes but with a specific lean towards venture capital and growth equity funds.. In this role, you will be focused on building new Fund Banking / Fund Finance business with venture capital and private equity firms and being the senior relationship manager to those firms.. Partner and cross-sell with peer departments at Stifel (Venture Banking, Investment Banking, Commercial Lending, Fixed Income, and Private Client) to identify and generate opportunities.. Knowledge of treasury management and depository needs of venture capital/private equity firms and their fund administrators. Outgoing and confident personality with the ability to attend many in-person industry events within the venture capital/private equity ecosystem ecosystem
The Vice President of Treasury and Risk Management leads and maintains stewardship for financial assets and debt including overall leadership of the cash management, debt management, and investment management functions of the organization and its affiliated entities.. Additionally, the role directs development and revision of financial policies for capital structure, working capital, treasury operations, foreign exchange interest rate risk management, and insurance risk management.. The role directs capital markets, borrowing, investing, foreign exchange, treasury operations, financial risk management, and corporate finance initiatives.. Assess foreign exchange risk and implement hedge programs and strategies.. Analyze and recommend potential alternative financing structures and explain/show their impact on EPS, balance sheet, tax effects, and financial ratios.
This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate 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. A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis. Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment. 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.
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.. Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking. Strong corporate finance, capital markets and accounting acumen. Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)
50 South Capital’s private equity group makes primary, secondary, and direct co-investments in buyout, venture capital, and private credit funds and companies in the U.S., Europe, and Asia. The team has extensive experience investing in the industry and has been led by its founding partners since 2000.. 10-15+ years of experience within private equity, investment banking, transaction advisory services, leveraged finance, consulting, public accounting or corporate finance.. Investment Banking - Mid-Cap Investment Banking - Associate Greater Chicago Area $100,000.00-$130,000.00 3 weeks ago. Private Equity Associate - Financial Services/Insurance Chicago, IL $175,000.00-$250,000.00 3 weeks ago. Campus Recruiting Coordinator - Investment Banking Chicago, IL $60,200.00-$75,000.00 2 weeks ago
Responsible for leading, developing and executing complex new business development activities within syndicated and bilateral lending, capital markets, treasury management, and other corporate services.. Has oversight for all relationship management, transaction execution, financial modeling, risk analysis, along with coordination with business partners in credit, capital markets, treasury management, corporate trust, wealth management and other product areas.. Partners with the Credit Risk Management teams to ensure the appropriate level of risk assessments are being performed on all potential business activities, and that all risks identified are being mitigated in accordance with standard operating procedures.. Serves as a credible spokesperson, representative, and sponsor of the company to the public and the community.. Series 63 and Series 79 Securities, or equivalent, licenses required
At Webster Bank, our financial intermediation activities are organized broadly around three distinct lines of business: the Consumer Bank, the Commercial Bank, and HSA Bank.. We help our clients achieve their business and financial goals through our deep expertise in Commercial & Institutional Lending, Commercial Real Estate, Capital Markets, Capital Finance and Treasury Management.. Throughout the process the Portfolio Manager will interact with multiple internal and external stakeholders, including credit professionals, capital markets, company management, investment bankers, legal counsel, and operations personal.. Fixed Income Portfolio Manager, Emerging Markets Debt Boston, MA $100,000.00-$225,000.00 3 weeks ago. Equity Research Analyst, SMID/MID Opportunistic Value Boston, MA $100,000.00-$225,000.00 2 weeks ago
The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.. BALENCIAGA Fall 2025 Financial Analyst Intern | NYC Investment Banking - Mid-Cap Investment Banking - Analyst New York City Metropolitan Area $70,000.00-$90,000.00 1 week ago. Investment Banking Analyst, Private Capital Markets (Equity) New York, NY $110,000.00-$125,000.00 2 weeks ago. Investment Banking - Leveraged Finance - Analyst New York, NY $50,000.00-$115,000.00 1 week ago. Debt & Equity Capital Markets Analyst - NYC New York, NY $90,000.00-$100,000.00 2 weeks ago
Forvis Mazars Capital Advisors, LLC, a wholly owned subsidiary of Forvis Mazars, LLP, is seeking a Senior Associate to join the investment banking team.. Bachelor's degree in Finance, Accounting, Economics, Mathematics, or Liberal Arts degree with strong quantitative ability. Minimum of three (3) years of prior investment banking or other finance / accounting positions involving M&A or corporate finance activities such as private equity, transaction services, or business valuation. Four (4) years or more of prior investment banking or other finance / accounting positions involving M&A or corporate finance activities such as private equity, transaction services, or business valuation. Series 79 and Series 63
Role Overview: We are seeking an experienced and motivated Investment Banking Associate to join our Energy Transition Advisory team.. This individual will play a key role in supporting the execution of M&A, capital raising, and strategic advisory transactions for renewable energy, clean infrastructure, and climate tech clients throughout Latin America and North America.. Conduct market research, sector analysis, and due diligence on companies and industry trends in clean energy, energy storage, EVs, and decarbonization. Qualifications: 2-3 years of investment banking, project finance, private equity, or similar advisory experience. Demonstrated interest and knowledge in the energy transition, clean tech, or infrastructure sectors
Cortina Capital Partners is a South Florida-based private equity firm specializing in acquiring controlling stakes in lower middle-market businesses generating $1 million to $10 million in EBITDA. They prioritize making quick, informed investment decisions, focusing on results and achievements rather than the hours worked.. Job Description: Private Equity Associate. Cortina Capital Partners is seeking a driven Private Equity Associate with a background in investment banking, corporate finance, private equity, or consulting.. Portfolio Management: Monitoring portfolio company performance, implementing strategic initiatives, and driving value creation.. Experience: Minimum 3 years of experience in investment banking, corporate finance, private equity, or consulting, with a focus on mergers and acquisitions (M&A), leveraged finance, or financial advisory.
Recruitment Consultant - Investments & Research I am working with a Leading Private Equity firm that are looking for a Private Equity Associate to join their dynamic team in Miami, FL.. Industries Investment Management, Investment Banking, and Venture Capital and Private Equity Principals. Get notified about new Private Equity Associate jobs in Miami, FL.. Financial Advisor (Career Changers Welcomed) Coral Gables, FL $137,000.00-$250,000.00 1 week ago. Mortgage Closer/Post-Closer - Mortgage Department (Main) Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Miami Miami, FL $200,000.00-$250,000.00 4 weeks ago
Wipfli Corporate Finance Advisors, LLC is looking for a talented and highly-motivated Senior Consultant to join its team in the Twin Cities office!. WCF is the investment banking and corporate finance arm of Wipfli LLP, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions. Bachelor’s degree required with a major in business, finance, accounting, or economics preferred. SIE Exam, Series 79, and Series 63 licenses required. Quantitative and data-based skills, including experience in valuation and financial modeling.
Investment Banking Associate, Technology - Boston Join to apply for the Investment Banking Associate, Technology - Boston role at Moelis & Company. Get notified about new Investment Banking Associate jobs in Boston, MA.. 2026 North America Private Equity Analyst-Associate Program Boston, MA $75,000.00-$90,000.00 2 weeks ago. Fundamental Equity Investment Associate, Sustainable Investing Team (Putnam Equity) Boston, MA $110,000.00-$140,000.00 2 weeks ago. Analyst, Private Equity - Liberty Mutual Investments Boston, MA $80,000.00-$135,000.00 2 weeks ago
With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County. The Investment Banking Group provides advisory and execution services to middle market and upper middle market companies to assist with important strategic and financial matters including raising capital, mergers and acquisitions (M&A), and other corporate finance activities. 5+ years of experience in investment banking, transaction advisory services, or similar experience.. Required to obtain required FINRA licenses including Series 79 and Series 63, if not currently held/active.
This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects.. Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.. Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues.. Required Qualifications: 5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required.. Skills: Business Development, Client Experience Branding, Client Management, Client Solutions Advisory, Relationship Building, Account Management, Financial Analysis, Leadership Development, Loan Structuring, Referral Identification, Credit Documentation Requirements, Pipeline Management, Referral Management, Regulatory Compliance, Risk Management.