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A Model Risk Management Associate with a strong background in internal controls and quantitative analysis is needed to join the Model Risk Controls Testing Team within the Model Risk & Validation Group. Banking experience in areas such as credit, capital markets, asset liability management, financial reporting, regulatory reporting, or operational risk. Specific expertise in Model Risk Management or End-User Computing (EUC) Risk Management is advantageous. Proven experience in evaluating controls related to model risk, operational risk, compliance risk, financial reporting, regulatory reporting, or internal audit. Background in second line of defense functions, particularly within Model Risk, EUC, financial reporting, or regulatory reporting quality assurance, is preferred.
A strong track record of transformation experience within large, successful strategic programs including a focus on the following: Mergers and Acquisitions (M&A), Finance, IT, and Operations. Experience translating business needs into IT requirements and vice versa. Demonstrated PMO experience in corporate strategy, a Private Equity Firm, or an Investment Banking firm. Experience using Accolade. Do not apply for this role if you will need Entegris immigration sponsorship (e.g., H1B, TN, STEM OPT, etc.)
Vice President / Director - Investment Banking & Restructuring. We are seeking a driven professional with a college degree (MBA, CPA, or CFA preferred) and 5-8+ years of experience in investment banking, restructuring, or private equity to join a growing team.. MBA with a minimum of 8 years Investment Banking / Restructuring / Private Equity experience. Strong knowledge of capital markets, valuations, and transaction/restructuring strategies.. Series 79 and 63 licenses required; Certified Insolvency and Restructuring Advisor or Certification in Distressed Business Valuation preferred.
Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. The Senior Associate will join a Boston based private equity firm focused on lower middle market investments. The Senior Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. Applicants must have at least 2 years of LMM PE experience, plus a minimum of 2 years of experience in investment banking, leveraged finance or management consulting.
Reports To Chief Compliance Officer / Chief Risk Officer / President & CEO. The ideal candidate will have a strong background in banking compliance, internal controls, and regulatory reporting.. Monitor and assess the bank's adherence to regulatory requirements, including but not limited to BSA/AML, CRA, Fair Lending, HMDA, GLBA, and other state and federal regulations.. Bachelor's degree in Business, Finance, Accounting, or a related field; professional certifications such as CRCM (Certified Regulatory Compliance Manager) or CAMS (Certified Anti-Money Laundering Specialist) preferred.. Minimum of 3–5 years of experience in banking compliance, risk management, or audit.
We are looking for a motivated individual who has familiarity with US Basel rules / reporting and is ready to dive into technical capital regulations, execute complex financial calculations, troubleshoot with data mining skills and technology solutions, and work with cross functional business partners. In July 2013, U.S. banking regulators jointly issued a Final Rule implementing the Basel III regulatory capital framework (“Final Rule”). Support user acceptance testing (UAT) of the Risk Data Lake logic updates, including implementation of new product on-boarding.. Basel knowledge / capital regulatory reporting experience preferred.. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
We are currently seeking an experienced Associate to join our Healthcare Life Sciences financial advisory practice in San Francisco. Experience in Investment Banking (corporate finance/M&A) or equivalent. Exceptional Microsoft Office suite (Excel a must) and financial reporting skills. Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Investment Analyst | Multi-Asset Family Office.. The family office actively invests across public markets, private equity, venture capital, and alternative assets — with a particular interest in tech and emerging industries. in investment banking (TMT/FSG), equity research, hedge funds, trading, private equity, or PEG at top consulting firms.. (e.g. Stanford, Harvard, UPenn, etc. Experience in private equity or venture capital
Triumph Properties Group is a family office based in Beverly Hills with investments in both commercial real estate investment and development as well as all alternative investments including venture capital, private equity, hedge funds, stocks, and bonds.. We are a looking for a versatile and dynamic entry level analyst to assist in analysis of real estate acquisitions and developments, asset management, property management, and family office alternative investments.. Conduct Market analysis, competitor surveys and review Costar / Axiometrics market research. BA Degree in Real Estate, Finance or Accounting. 0-2 years relevant work experience preferred and / or internships in commercial real estate, wealth management, or investments advisory
Joseph Gunnar & Co., LLC is a full-service broker-dealer founded in 1997 dedicated to assisting investors in achieving their financial goals.. The firm's capabilities include investment banking, corporate finance, sales and trading, and equity research services.. This is a full-time on-site role for a Registered Investment Advisor located in Garden City, NY. The Registered Investment Advisor will be responsible for providing financial planning, investment strategies, finance guidance, and exceptional customer service to private and corporate clients.. Private Equity and Investment Banking sales.. Series 7 REQUIRED and Series 65 or 66 licenses preferred
The ideal candidate has 2-5 years of experience in private credit, structured products, or investment banking lending risk and possesses strong financial modeling, credit analysis, and risk assessment skills.. Conduct quantitative and qualitative credit risk assessments, including cash flow modeling, scenario analysis, and stress testing.. Track and assess portfolio credit risk exposure, monitoring borrower financial performance, covenant compliance, and macroeconomic conditions.. 2-5 years of experience in private credit, structured products, investment banking lending risk, or corporate credit risk management.. Bachelor's degree in Finance, Economics, Accounting, Business, or a related field (CFA, FRM, or MBA is a plus).
2026 Fifth Third Bank Investment Banking Summer Internship.. Fifth Third Bank's project-based Investment Banking Internship Program provides college students the opportunity to participate in a hands-on program supporting the Investment Banking team. This is a paid professional development opportunity where students will learn Fifth Third Bank's business practices, operations, and procedures, and build skills you need to assume a permanent role at a commercial banking institution. We have 200 investment banking and capital markets professionals with key offices in Cincinnati, Cleveland, Dallas, Chicago, Atlanta and Charlotte, focused on middle-market to large multinational corporations; non-investment grade to investment grade credit profiles; private and public companies; and for-profit and nonprofit firms. Students will perform a wide range of complex analytical, valuation and financial modeling analyses and assists in development of presentation materials to support the pitching and execution of investment banking transactions.
Chesapeake Corporate Advisors (CCA), a leading Baltimore-based boutique investment banking and corporate advisory firm, seeks to hire an Investment Banking Vice President to support the continued growth of the firm.. This position works closely with and in support of the Managing Directors, Directors and Vice Presidents of CCA’s investment banking practice and will be required to support deal execution, due diligence, modeling, and analysis on transactions.. The candidate is expected to work on investment banking mandates assisting clients with buy & sell-side M&A advisory and capital raising mandates in addition to financial modeling and other advisory services.. Minimum of 4 years of investment banking experience at a reputable investment bank or M&A advisory firm. Support senior staff in the preparation of financial projections and business valuations, including DCF modeling, comparable company and transaction multiple analyses as well as leveraged buyout analysis and other financial models necessary to support the transaction process and the firm’s strategic relationships
Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.. Our customers are primarily venture capital firms as well as angel investors, family offices, funds of funds, and private equity firms.. We offer tech-focused investor portals to both the fund GPs/Admins and also their investors/LPs.. In-depth understanding of fund structures (Private Equity, Venture Capital, Private Credit, or Real Estate). Nice-to-Haves Experience in venture capital, private equity, institutional investing, or wealth management preferred
We are seeking an experienced and dynamic Treasury Operations Leader to oversee and manage our company's treasury function.. Treasury Operations: Oversee the improvement of treasury management systems and tools.. Compliance: Manage compliance around employment/federal/state/local payroll tax returns, including unclaimed property.. Strategic Initiatives: Support strategic projects, including mergers and acquisitions, capital structure optimization, and other corporate finance activities.. Professional certification such as Certified Treasury Professional (CTP) or Chartered Financial Analyst (CFA) is a plus.
Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets.. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients.. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals.. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members.. FINRA Series 7/63 and 65 or 66
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.. Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions.. Evaluate and improve BIC content.. Prior investment banking experience required; 1+ years of experience as an Investment Banking Associate preferred. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
We are currently seeking an experienced Associate to join our Healthcare Life Sciences financial advisory practice in San Francisco.. Experience in Investment Banking (corporate finance/M&A) or equivalent.. Exceptional Microsoft Office suite (Excel a must) and financial reporting skills.. Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred.. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
At least 3 years of investment banking, private equity, or transaction advisory experience with a focus on Mergers & Acquisitions.. 4 or more years of M&A investment banking, private equity, or transaction advisory experience within the healthcare space.. FINRA Licenses - Series 63, Series 79, SIE. Bloomington, MN: $150,000 - $225,000 for Associate, Mergers and Acquisitions.. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI).
Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets.. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions.. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis.. Work directly with client management teams, board members, stakeholders and buyers throughout all phases of transaction advisory and execution