- MUFG (New York, NY)
- …& Experience:** + 3-5 years of experience in corporate finance, M&A, or strategic advisory within investment banking or a related field. + Advanced proficiency ... Summary:** This role is responsible for leading and executing traditional advisory activities, including corporate finance, mergers and acquisitions (M&A), and… more
- JPMorgan Chase (New York, NY)
- …qualifications, capabilities, and skills** + Highly detailed understanding of investment product offerings ( advisory , annuities, insurance, and brokerage ... 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you...expected to present on capital markets as well as investment solutions and work collaboratively with field leadership to… more
- Siebert Williams Shank (New York, NY)
- …York City headquarters. Only candidates with relevant prior experience in public finance investment banking or municipal advisory will be considered. At SWS, all ... & Co., LLC ("SWS" or the "Firm") is conducting a search for experienced Investment Banking candidates for Vice President to join its Infrastructure and Public team… more
- Capital One (New York, NY)
- …Business, Finance or Communications + At least 9 years of experience in M&A advisory , investment banking, capital markets, or global markets marketing + Proven ... Marketing Manager, Capital Markets & Investment Banking - Commercial Banking **About Capital One...for Capital One's Capital Markets business, including our specialty investment bank in aerospace and defense, government services, and… more
- Raymond James Financial, Inc. (New York, NY)
- …underlying procedures and monitoring their implementation. + Manage a range of investment portfolios through in-depth market and sector analysis while maintaining a ... of external relationships. Participate in the formulation and evolution of general investment policy. + Work on complex administrative processes and databases to… more
- Raymond James Financial, Inc. (New York, NY)
- …responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by ... managing an investment department or unit. + Take responsibility for developing and delivering a major part of the organization's financial product development… more
- Wells Fargo (New York, NY)
- …to corporate, commercial real estate, government, and institutional clients. ** Investment banking** Delivers strategic advisory , capital raising, and ... **2027 Investment Banking Summer Analyst Program** **Invest in your...Program** **Invest in your tomorrow** Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets,… more
- Neuberger Berman (New York, NY)
- …legal advice relating to fund and separate account formation, as well as investment advisory services to private equity funds and institutional separate account ... clients + Negotiating investment advisory and delegation agreements + Working with the Compliance department on policies and procedures + Assisting in the… more
- World Insurance Associates, LLC. (New York, NY)
- …and operational due diligence for acquisitions of insurance agencies and brokerages/ investment advisory firms, including independent, regional, and specialty ... its founding in 2011, and accelerated by Charlesbank's original investment in 2020, World Insurance Associates (https://www.worldinsurance.com/our-story) has driven… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …investment and risk profile requisite for sales of non-bank products. + Provide investment advisory services through the use of client profiles and financial ... or equivalent combination of education and work experience required + Specialized financial advisory and/or investment education and training. + Life Accident &… more