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Job Profile At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Westfield, NJ. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. • Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households., • Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs., • Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience., • Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with Eco-system partners. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor., • Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced relationship building and conversation skills. Has advanced and progressive knowledge of business segment capabilities and offerings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling. Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors (Required) No Required Certification(s) FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Base Salary: $76,500.00 – $127,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Generally, this opening is expected to be posted for two business days from 07/13/2026, although it may be longer with business discretion. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit _. If an accommodation is required to participate in the application process, please contact us via email at _. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the _ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Peakhill is currently seeking a self-starter with an entrepreneurial mindset to join its team as a Commercial Real Estate Finance Originator. The focus of the position will be to originate mortgage debt and equity utilizing Peakhill fund and multiple other institutional sources including life companies, conduits, banks, debt funds, and credit unions. Open to location in the USA. Responsibilities: • Originate debt & equity financing, • Cultivate relationships with owners and developers, • Facilitate, structure, and close commercial real estate mortgages, • Maintain and update database and activities within Peakhill’s CRM system, • Work closely with other members of the team, • Gain an understanding of institutional debt and equity providers Skills and Qualifications: • Highly self-motivated, • Entrepreneurial attitude, • Excellent interpersonal and customer service skills, • In-depth understanding of the commercial real estate capital markets, • Work independently and within a team to build relationships and interact effectively with business partners, • Maintain confidentiality, utilize judgment, and work with minimal supervision, • Bachelor’s degree recommended, preferred major in Real Estate, Finance or Economics Pay includes base-salary or full commission plus a performance-based compensation package with unlimited earning potential based on the individual’s ability to originate and close transactions.

Reference 26000DR3 Responsibilities • Develop and expand relationships with private equity sponsors (focus primarily on energy and infrastructure sectors)., • Develop and maintain marketing material promoting SG CIB’s capabilities to secure new financing mandates, in cooperation with other departments involved (including other business lines, syndications, HYB, etc.) and support the development and delivery of pitches to clients and prospects., • Assist in all aspects of the transaction execution, notably due diligence, credit analysis, modeling and financial structuring, credit approval process, drafting of financing offers, implementation of documentation., • Cross sell capital markets, investment banking (IPO and M&A) and core banking products to sponsor clients., • Keep abreast of the market in order to maintain structuring skills in line with market developments. Other • Organize or contribute to any other task needed in the context of the development of the activities of the department. Profile Required Candidate will be a member of the Leveraged Finance team within Investment Banking (LBO). The mission of the Banker is work, in partnership with the power and utilities team, to establish long-term relationships with private equity sponsors and their portfolio companies, principally focused on the energy and infrastructure space. The Leveraged Finance group is responsible for direct execution and structuring of (i) syndicated loan transactions to support leveraged buyouts, capital investment, acquisition financings, and refinancings, and (ii) other types of financings relevant to private equity sponsors, including margin loans and collateralized financing solutions. The team group is also responsible for cross selling banking and investment banking products to its clients. SKILLS AND QUALIFICATIONS: Must Have: • 10+ years experience in leveraged finance or investment banking, • Established private equity sponsor relationships, • Knowledge of corporate finance valuation and financial accounting concepts, • Excellent written and verbal communication skills, • Strong interpersonal skills and ability to work well in teams, • Demonstrated work ethic, positive attitude, attention to detail, and ability to multi-task, • Familiarity with credit documentation and the structuring of non-investment grade loan transactions, • Bachelors degree from a top tier College/University Nice to Have: • MBA Role License Requirement: • Series 7/79 and Series 63 certifications and formal credit training a plus Business insight Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know. OUR CULTURE: At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/) DIVERSITY, INCLUSION & BELONGING (“DIB”): Our DIB Mission: Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link: https://americas.societegenerale.com/en/careers/get-know-diversity/ COMPENSATION: Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.

Summary of Responsibilities: Global Transaction Banking, part of BBVA’s Corporate and Investment Banking platform, is looking for a senior banker to lead coverage of Financial Sponsors, Asset Managers, and Hedge Funds in the US. This role sits within GTB Institutional Sales and focuses on building and deepening relationships across the Sponsors ecosystem at the fund, management company, and portfolio company levels, alongside broader coverage of Asset Managers and Hedge Fund clients, with a clear mandate to grow BBVA’s Transaction Banking franchise in this segment. The Executive Director will originate, structure, negotiate, and execute Transaction Banking solutions, with a strong primary focus on originating and structuring Global Trade Finance and Working Capital solutions (including Standby Letters of Credit, Supply Chain Finance, A/R solutions, and Structured Trade Finance), followed by Cash Management and Liquidity Management offerings, across Financial Sponsors and the broader NBFI client environment. The role requires strong commercial drive, structuring capabilities, and disciplined risk management As a senior member of the team, the role includes supporting junior bankers on complex transactions and broader team initiatives. List Major/Essential Job Duties: • Act as a senior coverage banker and trusted advisor to clients across Financial Sponsors, Asset Managers, Hedge Funds, and their portfolio or operating companies., • Lead origination and execution of Trade Finance and Working Capital solutions across Financial Sponsors and broader NBFI clients, including Standby Letters of Credit, Supply Chain Finance, A/R solutions, and Structured Trade Finance, while supporting broader Cash Management and Treasury Management opportunities., • Drive revenue generation for the assigned portfolio, contributing to pricing discussions, return optimization, and wallet share expansion, • Structure and deliver tailored solutions aligned with client operating models, liquidity needs, and capital structures, • Lead end to end execution of transactions, including client pitches, RFP processes, and internal approvals, • Maintain an active and disciplined pipeline, with clear visibility on opportunities and conversion, • Work closely with Product, Risk, and other internal partners to ensure consistent delivery and alignment with the bank’s risk framework, • Operate effectively across a global platform, coordinating with Corporate and Investment Banking and Global Markets teams, • Support the continued development of the GTB franchise within the US Financial Sponsors and broader NBFI space, • Support junior team members on complex transactions and contribute to a high performing team environment Level of Complexity and Risk Involved: The role involves working with complex, cross border client structures across Financial Sponsors and the broader NBFI space. Many clients operate through multi entity and multi jurisdictional setups, requiring a strong understanding of onboarding, governance, and regulatory frameworks across the US and globally. As a senior banker, you will be expected to manage and mitigate operational and compliance risks as part of the first line of defense, working closely with Compliance, Legal, Risk, and Operations teams to ensure appropriate oversight while maintaining a high standard of client service. Skills, Knowledge, Abilities/Competencies: • Minimum 10-15 years experience within Corporate & Investment Banking, with strong exposure to Financial Sponsors, Asset Managers, or Hedge Funds., • Bachelor’s Degree in Finance, accounting or related fields. MBA preferred., • Fluency in English required; Spanish preferred., • Proven ability to originate and execute business with large and complex clients in the US market, • Strong and proven experience originating and executing Trade Finance and Working Capital solutions, including Standby Letters of Credit, Supply Chain Finance, A/R solutions, Structured Trade Finance, and other structured working capital products across complex client environments., • Working knowledge of Cash Management and Liquidity solutions; broader Transaction Banking product exposure considered a plus., • Experience working with multi entity and cross border client structures, • Ability to operate effectively within a global organization and across multiple stakeholders, • Strong credit skills with experience in more complex cross-border structured transactions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $240,000 to $280,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Summary of Responsibilities The Global Institutional Business (GIB) Summer Analyst will join BBVA’s Corporate & Investment Banking division as a member of the Global Institutional Business Client Coverage team. The internship is designed to provide high-performing students with hands-on exposure to institutional client coverage, financial and credit analysis, financial markets and transaction execution within a global financial institution. Summer Analysts will work alongside Junior Bankers (Analysts and Associates) and Senior Bankers (Vice Presidents, Executive Directors and Managing Directors) across different clients, sectors and assignments, gaining exposure to the full range of activities performed by a Global Banker. The GIB Client Coverage team covers five institutional sectors: Banks, Insurance, Wealth & Asset Management (including Asset Managers, Hedge Funds and Pension Funds), Public Sector, and Financial Sponsors. The program is designed to provide broad-based experience across these sectors and exposure to different institutional business models, financial profiles and banking needs. Summer Analysts will support client and sector analysis, preparation of client materials, financial and credit analysis, market-related analysis, transaction workstreams and internal processes, while interacting with Product, Risk and other teams across BBVA’s international network. The internship is intended for students entering their final year of undergraduate studies. High-performing Summer Analysts may be considered for a full-time Analyst position following graduation. Major/Essential Job Duties Client Coverage and Deal Execution ● Support Junior and Senior Bankers in preparing for client meetings, including client and sector research, presentations, background materials and briefing notes. ● Assist with the preparation of pitch materials and analysis supporting potential financing, capital markets, transaction banking and other product opportunities. ● Support live transaction and client-related workstreams, including preparation and coordination of materials, documentation and follow-up items. ● Conduct research on existing and prospective clients to support relationship development and identification of potential business opportunities. Financial, Credit, Market and Sector Analysis ● Analyze client financial performance, business models and relevant financial and credit metrics under the guidance of more experienced bankers. ● Support financial and credit analysis tailored to the characteristics of different institutional client segments, including Banks, Insurance, Wealth & Asset Management, Public Sector and Financial Sponsors. ● Conduct client, sector and market research using financial statements, public filings, market data and internal resources. ● Develop an understanding of the financial and market drivers relevant to different institutional clients, including capital, liquidity and funding considerations, investment and fundraising activity, portfolio developments and broader market conditions. ● Monitor relevant financial markets and sector developments and assess their potential implications for clients and business opportunities. ● Assist in the preparation of credit submissions and materials for internal credit and transaction approval processes. ● Support quantitative analysis, financial modelling and transaction analysis where relevant to the client or assignment. Client and Product Coordination ● Develop an understanding of clients’ business models, strategic priorities, financial profiles and existing relationships with BBVA. ● Support coordination with Product teams to identify potential banking solutions and business opportunities aligned with client needs. ● Work with Risk and other internal stakeholders to gather information and support credit and transaction processes. ● Gain exposure to how Global Bankers connect client strategy, financial analysis, market developments and BBVA’s product capabilities to identify actionable business opportunities. Internal Coordination and Teamwork ● Work collaboratively with Junior and Senior Bankers across different client assignments and institutional sectors. ● Coordinate with Product teams, Risk and other internal stakeholders to gather information and support client deliverables and transaction execution. ● Participate in internal discussions and meetings to develop an understanding of how client opportunities are evaluated and executed across the bank. ● Actively seek guidance and feedback and incorporate it into subsequent work. Information Management and Reporting ● Support the maintenance of client, pipeline and profitability information in internal systems. ● Assist with client, sector and market monitoring relevant to the relationships being covered. ● Support account planning and other internal client and business reporting activities. ● Ensure that information used in analysis and client materials is accurate, appropriately sourced and consistently presented. Level of Complexity and Development ● The Summer Analyst role is designed as an intensive learning experience combining technical development, exposure to client coverage, financial markets and participation in real assignments. ● Summer Analysts are not expected to arrive with the knowledge of a full-time Analyst. However, they are expected to demonstrate strong analytical ability, intellectual curiosity, attention to detail and the capacity to learn quickly. ● As the internship progresses, Summer Analysts will be expected to take increasing ownership of assigned tasks, anticipate next steps and contribute more independently to team deliverables. ● The internship provides exposure across sectors and assignments with the objective of developing broad and transferable banking skills before progressively developing deeper sector expertise as bankers advance in their careers. Scope of Duties Summer Analysts will operate as part of the Global Institutional Business junior banker team and will have the opportunity to work with different Junior and Senior Bankers throughout the internship. The program is designed to provide broad exposure across Banks, Insurance, Wealth & Asset Management, Public Sector and Financial Sponsors, allowing interns to experience different clients, business models, types of assignments and working styles. Summer Analysts are expected to approach all assignments with the same level of commitment and professionalism, whether supporting day-to-day client coverage, financial and credit analysis, market analysis, a live transaction, an internal process or a one-off pitch. The objective of the internship is to build a strong foundation across the technical, analytical, commercial and professional capabilities required of a Global Banker. At the junior level, the priority is to develop broad and transferable capabilities across sectors. As bankers progress in seniority, they are expected to develop deeper sector knowledge and increasingly specialize, with sector specialization becoming established at the Vice President level. Skills, Knowledge, and Abilities/Competencies Technical Skills ● Currently pursuing a Bachelor’s degree, with expected graduation in 2028. ● Strong academic performance and demonstrated interest in finance, economics, accounting, business or related fields. ● Foundational understanding of accounting, financial statements, corporate finance, credit fundamentals and financial markets. ● Strong quantitative and analytical skills, with an interest in developing financial, credit and market analysis capabilities. ● Interest in understanding different institutional business models and the financial and market drivers affecting Banks, Insurance companies, Asset Managers, Hedge Funds, Pension Funds, Public Sector entities and Financial Sponsors. ● Proficiency in Excel and PowerPoint, with willingness and ability to learn additional financial, market-data and AI-enabled tools. ● Strong interest in financial markets, client strategy and the broader economic environment. ● Fluency in English required; Spanish and other languages are a plus. Performance Skills ● Strong intellectual curiosity and willingness to learn. ● High attention to detail and commitment to producing accurate, high-quality work. ● Strong work ethic, reliability and ability to meet deadlines. ● Proactive mindset and willingness to take initiative rather than waiting to be directed at every stage of an assignment. ● Strong interpersonal and communication skills, with the ability to build effective working relationships across different levels of seniority. ● Strong team player with a collaborative mindset, flexibility and willingness to support others, contributing positively to the team’s collaborative culture. ● Ability to manage multiple assignments and priorities in a fast-paced environment and communicate early when capacity or timing conflicts arise. ● Openness to feedback and ability to incorporate guidance into future work. ● Interest in working within an international organization and collaborating across cultures, geographies and teams. Team Structure and Development Summer Analysts will work across different Junior Bankers, Senior Bankers, clients, sectors and assignments throughout the internship, providing broad exposure to the Global Institutional Business platform. The program is intentionally designed to provide broad exposure at an early stage of the banker’s career. Interns will be encouraged to learn from different team members, ask questions, understand the broader purpose behind their assignments and remain engaged in the outcome of the work they support. Through exposure to Banks, Insurance, Wealth & Asset Management, Public Sector and Financial Sponsors, Summer Analysts will begin developing an understanding of how client business models, financial and credit considerations, market dynamics and relevant banking opportunities differ across institutional sectors. As bankers progress in their careers, this broad foundation is expected to evolve into deeper sector expertise and increasing specialization, with the objective of developing strong client and industry knowledge within a specific institutional sector by the Vice President level. The internship is also an opportunity for BBVA and the Summer Analyst to assess long-term fit. Strong performance across technical skills, execution, judgement, collaboration, communication and overall contribution to the team may lead to consideration for a full-time Analyst position following graduation. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected hourly rate is $35/hour. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions.

ABOUT CRÉDIT AGRICOLE CIB Crédit Agricole CIB is the Corporate and Investment Banking arm of the Crédit Agricole Group, the 10th largest banking group worldwide by balance sheet size (The Banker, 2022). The Bank offers clients a broad range of products and services across capital markets, investment banking, structured finance, and corporate banking. As the No. 1 retail bank in France, Crédit Agricole is the leading financial partner of the French economy and one of the largest retail banks in Europe — committed to building a world-class European leader in banking and insurance in accordance with the UN Global Compact. US ANALYST PROGRAM SUMMARY The U.S. Analyst Program offers recent college graduates the opportunity to actively participate in investment banking within a high-profile department at Crédit Agricole CIB. Analysts receive the tools and mentorship needed for professional growth and career advancement. The program runs for a maximum of two years, with the goal of converting top performers into full-time employees. DIVISIONAL OVERVIEW The Energy and Real Assets team originates and structures complex financings with deep expertise across energy, infrastructure, transportation, real estate, and lodging sectors. As part of the Energy & Infrastructure Group, the US Analyst will be a member of the Project Finance Lending team in New York City, covering the North America region by supporting new deal opportunities (Origination) and the team head. The split could be equally balanced or vary as required. RESPONSIBILITIES • Play a role on deal teams for transactions in the energy and infrastructure sectors (including solar, wind and battery power generation projects as well as infrastructure projects) by supporting deal team members., • Support the team head, • Complete project annual reviews, including internal worksheets and applications (rating grid, environmental screening, profitability calculation, KYC forms, and other compliance items), • Assist in building Power/Infrastructure databases to identify industry trends, • Participate in special projects and ad hoc analysis, • Support preparation of credit applications, including transaction descriptions, key feature summaries, and risk analysis, • Conduct detailed financial modeling and valuation analyses, • Liaise with internal and external stakeholders, including middle/back office, agent banks, and participating banks involved in loan portfolio management, • Respond to internal requests from audit, internal control, and new activity/product and operational process committees, • Support KYC, client onboarding, and compliance efforts MINIMUM QUALIFICATIONS • Recent college graduate with 0–1 years of experience in Finance or a related field, • Candidate must be eligible to work in the US, • Must not require visa sponsorship for U.S. employment now or in the future (OPT, F-1, etc.) PREFERRED QUALIFICATIONS • Familiarity with energy and infrastructure projects, • Excellent written and oral communication skills, • Proficiency in Microsoft Office, with strong Excel skills, • Familiarity with financial modeling

Position Overview As a senior Coverage Banker within our Financial Institutions Group (FIG), you will serve as the primary strategic advisor and relationship manager for a targeted portfolio of premier global insurance clients. You will drive the strategic dialogue with C-suite executives and Treasury teams, originating high-value mandates and delivering our comprehensive suite of Corporate & Investment Banking (CIB) solutions. This role demands a proactive originator who can build enduring partnerships, solve complex capital and liquidity challenges, and aggressively grow our footprint in the insurance sector. Key Responsibilities • Strategic Origination & Relationship Management: Lead the ongoing coverage and strategic dialogue for global insurance clients (P&C, Life, Reinsurance, and Brokers). Cultivate deep, long-lasting relationships with key decision-makers, acting as the critical link between the bank and the client., • Revenue Growth & Wallet Share Expansion: Drive absolute revenue growth and maximize risk-adjusted Return on Equity (ROE). Proactively identify and originate cross-sell opportunities across the global platform, including Debt Capital Markets, Global Markets, Syndicated Finance, and Global Transaction Banking., • First Line of Defense & Risk Structuring: Serve as the primary steward of the firm's capital and the first line of defense in risk management. Conduct rigorous initial credit analysis, structure credit facilities with robust covenants and downside protections, and partner closely with the Credit Risk department to effectively underwrite and mitigate exposure., • Business Strategy & Account Planning: Formulate, own, and execute comprehensive account plans, sales strategies, and financial forecasts for your designated client portfolio., • Cross-Functional Deal Execution: Partner seamlessly with product specialists, credit risk, underwriting, and local/global banking counterparts to structure and deliver bespoke, value-added financial solutions. Ensure optimal pricing, capital allocation, and successful execution of new business mandates., • Pipeline Management & CRM: Build, manage, and accelerate a robust pipeline of prospective deals. Take ownership of the end-to-end sales cycle, ensuring client activity, profitability metrics, and deal statuses are rigorously tracked in the firm’s CRM platforms., • Sector Expertise & Thought Leadership: Serve as a subject matter expert on the global insurance industry. Monitor macroeconomic trends and regulatory shifts (e.g., Solvency II, NAIC standards) to provide proactive, actionable intelligence and tailored advisory to your clients. Qualifications • Bachelor's Degree required; Master's preferred, • Minimum 10 years experience, • FINRA SIE, Series 79, Series 63 required (or willing to obtain in 3 months of hire) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $220,000 to $240,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Corporate & Investment Banking (CIB) handles BBVA's investment banking, global markets, global lending and transactional businesses for international and domestic corporate clients and institutional investors. BBVA CIB is a full-service provider of high value-added products and thanks to its proven business model it can deliver solutions for the most complex needs of its clients anywhere in the world. The Global Institutional Business (GIB) within the CIB Division, is composed of members distributed across BBVA’s main hubs in Europe, Americas and Asia. The Wealth & Asset Managers sector is in charge of developing and building relationships with Asset Managers, Pension Funds, Hedge Funds and Wealth industry. Our Mission is to promote BBVA CIB tailor-made financial solutions and services: Global Markets, DCM, Global Transaction Banking, Lending and Advisory. Position Overview We are seeking a high-caliber Relationship Manager to drive growth and manage a sophisticated portfolio of Asset Management clients. You will serve as the primary point of contact and strategic advisor, bridging the gap between our firm’s capabilities and the evolving needs of institutional investors. The ideal candidate is a proactive "connector" who thrives in the C-suite environment and possesses the technical fluency to articulate complex business opportunities that drive alpha for our clients and revenue for the firm. Key Responsibilities • Strategic Advisory: Act as the lead relationship contact for a designated portfolio of Tier-1 and Tier-2 asset managers, maintaining deep engagement with C-suite executives and key decision-makers., • Business Development: Identify, articulate, and execute on high-value business opportunities, including cross-selling products and services tailored to the asset management lifecycle., • Portfolio Growth: Develop and implement multi-year account plans that align our firm's strategic goals with the client’s investment objectives., • Market Intelligence: Stay ahead of industry trends, regulatory changes, and competitive shifts to provide proactive insights to clients. Qualifications & Requirements • Experience: 7 to 12 years of proven experience in Relationship Management, Institutional Sales, or Investment Banking, specifically within the Asset Management vertical., • Executive Presence: A demonstrated track record of building and sustaining relationships with C-Suite leaders (CIOs, COOs, Heads of Distribution, Treasurer, Counterparty Relationship Manager)., • Communication: Exceptional ability to articulate complex financial strategies and business opportunities clearly and persuasively., • Analytical Rigor: Strong understanding of the institutional investment landscape, fund structures, and market dynamics., • 7, 63, 79 Licenses Preferred "Plus" Skills • Credit Risk Expertise: A background in Credit Risk Management is highly desirable. Candidates who can navigate credit appetite and risk frameworks while managing the commercial relationship will have a distinct advantage., • Multilingual Capabilities: Fluency in Spanish is considered a significant added value for managing our growing LATAM or Iberian business interests. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $200,000 to $260,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

A leading boutique investment banking platform dedicated to the global insurance and broader financial institutions sector is seeking a Vice President to join its high-performing FIG team. Backed by one of the fastest-growing and most respected financial services advisory groups in the world, this platform offers senior bankers the resources, expertise, and network to win and execute complex transactions in insurance, specialty finance, and other financial services verticals. The Vice President will play a leadership role in transaction execution, oversee Associates and Analysts, contribute to client relationship management, and work closely with senior leadership on business development initiatives. This position is ideal for a banker who thrives in an entrepreneurial, collaborative environment while managing multiple high-profile assignments. Title: Investment Banking – Financial Institutions Group (FIG) Senior Vice President (SVP) Salary: $250,000 – $275,000 + Bonus Location: New York, NY (Hybrid) Responsibilities: • Lead the execution of buy-side and sell-side M&A, capital markets, and strategic advisory transactions within FIG, with a strong focus on insurance, insurance technology or insurance services., • Manage deal teams, supervising Associates and Analysts to ensure high-quality work products and efficient workflows., • Take a lead role in preparing and presenting pitch books, information memoranda, management presentations, and other client materials., • Conduct and oversee complex financial modeling, valuation analyses, and strategic reviews., • Support origination efforts of senior team (Partners/MDs) by identifying potential opportunities, conducting prospect research, and participating in client pitches., • Maintain and expand relationships with existing clients while building new ones in targeted FIG sub-sectors., • Coordinate due diligence processes and liaise with legal, accounting, and other advisors., • Stay informed on market trends, competitive dynamics, and regulatory developments impacting the financial institutions sector. Requirements: • Bachelor’s degree in business administration, Finance, Economics, or related field; MBA or other advanced degree a plus., • 6–10 years of relevant experience in investment banking, with strong exposure to FIG and insurance sector transactions., • Proven ability to lead multiple transactions from start to finish while managing teams., • Strong origination support skills and a demonstrated ability to develop client relationships., • Advanced financial modeling, valuation, and analytical skills., • Excellent written and verbal communication abilities, with a track record of delivering high-impact client presentations., • Proficiency in Excel, PowerPoint, and financial databases., • Series 79, 63, and 7 licenses is a must, • Self-motivated with strong leadership skills, business acumen, and attention to detail.

Infrastructure Senior Associate Compensation: $150,000–185,000 + bonus Location: San Francisco, CA or New York, NY Piper Maddox is partnered with a high-growth infrastructure financial services platform combining investment banking, AI, and technology to transform how infrastructure transactions are executed. The company works across energy, data centers, transportation, and other critical infrastructure, giving this hire the opportunity to work on sophisticated transactions while helping build a new platform from the ground up. Key Responsibilities • Drive complex infrastructure transactions from initial evaluation and structuring through diligence, execution, and close., • Build and analyze sophisticated financial models and capital structures to evaluate projects and support investment decisions., • Own client relationships and transaction workstreams, working directly with investors, developers, public-sector stakeholders, counsel, and other partners., • Play a key role in building the platform, developing processes and workflows that improve how infrastructure transactions are evaluated, structured, and executed., • Leverage cutting-edge AI and technology tools alongside the banking team to make the transaction process more efficient and fundamentally rethink how infrastructure finance is delivered., • Operate with significant ownership and autonomy, helping shape deals, processes, and the direction of a rapidly growing business. What We’re Looking For • Senior Associate-level investment banker with strong infrastructure, power & utilities, energy transition, or project finance experience., • Significant live transaction experience and exceptional financial modeling skills., • Proven ability to manage clients, own workstreams, and independently drive transactions forward., • High judgment, ownership, and autonomy in a fast-moving, entrepreneurial environment., • FINRA Series 63 and 79, or Series 7, strongly preferred.

Summary of Responsibilities The Corporate Client Coverage Summer Analyst will join BBVA’s Corporate & Investment Banking division as a member of the Corporate Client Coverage team. The internship is designed to provide high-performing students with hands-on exposure to corporate banking, client coverage, financial analysis and transaction execution within a global financial institution. Summer Analysts will work alongside Junior Bankers (Analysts and Associates) and Senior Bankers (Vice Presidents, Executive Directors and Managing Directors) across different clients, industries and assignments, gaining exposure to the full range of activities performed by a Global Banker. The program is designed to provide broad-based experience across the five industries covered by the Corporate Client Coverage team: Energy, Consumer, TMT, Industrials, and Infrastructure & Construction. Summer Analysts will support client and industry analysis, preparation of client materials, financial and credit analysis, transaction-related workstreams and internal processes, while interacting with Product, Risk and other teams across BBVA’s international network. The internship is intended for students entering their final year of undergraduate studies. High-performing Summer Analysts may be considered for a full-time Analyst position following graduation. Major/Essential Job Duties Client Coverage and Deal Execution ● Support Junior and Senior Bankers in preparing for client meetings, including company research, client presentations, background materials and briefing notes. ● Assist with the preparation of pitch materials and analysis supporting potential financing, capital markets, transaction banking and other product opportunities. ● Support live transaction and client-related workstreams, including preparation and coordination of materials, documentation and follow-up items. ● Conduct research on existing and prospective clients to support relationship development and identification of potential business opportunities. Financial, Credit and Industry Analysis ● Analyze company financial statements, operating performance, capital structure and key credit metrics under the guidance of more experienced bankers. ● Support the preparation of financial models, projections, valuation analysis and other quantitative work required for client and transaction-related assignments. ● Conduct company, industry and market research using public filings, market data and internal resources. ● Assist in the preparation of materials for internal credit and transaction approval processes. Internal Coordination and Teamwork ● Work collaboratively with Junior and Senior Bankers across different client assignments and industry sectors. ● Coordinate with Product teams, Risk and other internal stakeholders to gather information and support client deliverables and transaction execution. ● Participate in internal discussions and meetings to develop an understanding of how client opportunities are evaluated and executed across the bank. ● Actively seek guidance and feedback and incorporate it into subsequent work. Information Management and Reporting ● Support the maintenance of client, pipeline and profitability information in internal systems. ● Assist with market, company and industry monitoring relevant to the clients and sectors being covered. ● Ensure that information used in analysis and client materials is accurate, appropriately sourced and consistently presented. Level of Complexity and Development ● The Summer Analyst role is designed as an intensive learning experience combining technical development, exposure to client coverage and participation in real assignments. ● Summer Analysts are not expected to arrive with the knowledge of a full-time Analyst. However, they are expected to demonstrate strong analytical ability, intellectual curiosity, attention to detail and the capacity to learn quickly. ● As the internship progresses, Summer Analysts will be expected to take increasing ownership of assigned tasks, anticipate next steps and contribute more independently to team deliverables. ● The internship provides exposure across industries and assignments with the objective of developing broad and transferable banking skills rather than early sector specialization. Scope of Duties Summer Analysts will operate as part of the Corporate Client Coverage pool and will have the opportunity to work with different Junior and Senior Bankers throughout the internship. The pool structure is designed to provide broad exposure across Energy, Consumer, TMT, Industrials, and Infrastructure & Construction and to allow interns to experience different clients, types of assignments and working styles. Summer Analysts are expected to approach all assignments with the same level of commitment and professionalism, whether supporting day-to-day client coverage, financial and credit analysis, a live transaction, an internal process or a one-off pitch. The objective of the internship is to build a strong foundation across the technical, analytical and professional capabilities required of a Global Banker. Skills, Knowledge, and Abilities/Competencies Technical Skills ● Currently pursuing a Bachelor’s degree, with expected graduation in 2028. ● Strong academic performance and demonstrated interest in finance, economics, accounting, business or related fields. ● Foundational understanding of accounting, corporate finance and financial statements. ● Strong quantitative and analytical skills, with an interest in developing financial modeling and credit analysis capabilities. ● Proficiency in Excel and PowerPoint, with willingness and ability to learn additional financial, market-data and AI-enabled tools. ● Interest in financial markets, corporate strategy and the broader economic environment. ● Fluency in English required; Spanish and other languages are a plus. Performance Skills ● Strong intellectual curiosity and willingness to learn. ● High attention to detail and commitment to producing accurate, high-quality work. ● Strong work ethic, reliability and ability to meet deadlines. ● Proactive mindset and willingness to take initiative rather than waiting to be directed at every stage of an assignment. ● Strong interpersonal and communication skills, with the ability to build effective working relationships across different levels of seniority. ● Strong team player with a collaborative mindset, flexibility and willingness to support others, contributing positively to the team’s collaborative culture. ● Ability to manage multiple assignments and priorities in a fast-paced environment and communicate early when capacity or timing conflicts arise. ● Openness to feedback and ability to incorporate guidance into future work. ● Interest in working within an international organization and collaborating across cultures, geographies and teams. Team Structure and Development Summer Analysts operate within the Corporate Client Coverage pool structure and will work across different Junior Bankers, Senior Bankers, clients, industries and assignments throughout the internship. The program is intentionally designed to provide broad exposure at an early stage of the banker’s career. Interns will be encouraged to learn from different team members, ask questions, understand the broader purpose behind their assignments and remain engaged in the outcome of the work they support. The internship is also an opportunity for BBVA and the Summer Analyst to assess long-term fit. Strong performance across technical skills, execution, judgement, collaboration, communication and overall contribution to the team may lead to consideration for a full-time Analyst position following graduation. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected hourly rate is $35/hour. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions.

The Associate will join the firm's Private Capital Advisory (“PCA”) – Secondaries team in New York, with a dedicated focus on Real Estate & Infrastructure GP-led transactions, including continuation vehicles, recapitalizations, and joint ventures. The Associate will play a central role in execution leadership, sponsor relationship management, asset underwriting, and transaction structuring, working closely alongside senior PCA bankers and Jefferies’ Real Estate Gaming & Lodging and Infrastructure coverage teams. This role is designed for a banker who combines M&A-level execution rigor with a deep understanding of private capital markets, real asset investing, investor dynamics, and GP objectives across the fund lifecycle. Team & Platform Overview The Private Capital Advisory platform is part of one of the largest and most active fully integrated franchises on Wall Street, advising sponsors on strategic franchise enhancing transactions. The team advises leading managers across a broad range of sectors, including but not limited to digital infrastructure (data centers), industrial, residential, hospitality, and self-storage. • ~20% global GP-led market share in 2025, • 95 GP-led transactions signed or closed since January 2022, • $63B+ of GP-led transaction volume signed or closed since 2022 The team operates as one integrated Private Capital Advisory platform, combining: • 110+ dedicated secondary advisory professionals across seven global offices, • 150+ private capital professionals globally Responsibilities • Lead/co-lead day-to-day execution of single-asset and multi-asset continuation vehicle transactions across real estate and infrastructure portfolios, • Own financial modeling, valuation analysis, and underwriting materials for real estate and infrastructure assets, portfolios, and funds, • Analyze asset-level operating performance, cash flow characteristics, capital structure considerations, and long-term value creation plans, • Prepare and manage CIMs, management presentations, term sheets, LP election materials, and investment committee documentation, • Coordinate buyer outreach, investor diligence, bid evaluation, syndication processes, and transaction closings, • Serve as a day-to-day coverage point for real estate and infrastructure sponsors and asset managers, • Manage Analysts, maintaining high execution standards and mentoring junior team members, • Support senior bankers in origination efforts and strategic advisory dialogues regarding portfolio optimization, fund liquidity solutions, and continuation vehicle opportunities, • Work closely with sector banking, project finance, and capital markets teams to evaluate asset-specific investment considerations and market dynamics Qualifications & Profile • 2-5+ years of experience in investment banking, private capital advisory, secondary advisory, real estate advisory, or infrastructure investing, • Experience evaluating or advising on real estate, infrastructure, or other real asset investments is strongly preferred, • Direct exposure to GP-led transactions, continuation vehicles, sponsor coverage, or complex private market transactions is preferred, • Strong foundation in valuation methodologies relevant to real assets, including DCF, NAV, project finance, and asset-level cash flow analysis, • Understanding of private fund structures, sponsor economics, and institutional investor requirements, • Ability to manage complex transaction processes and senior stakeholder relationships, • Demonstrated leadership, project management, and team management capabilities, • Exceptional analytical, communication, and presentation skills with a high level of attention to detail

About the Area • The Global Institutional Business (GIB) CIB unit is responsible for managing and driving business with institutional clients through BBVA’s Corporate & Investment Banking product offering, including Global Markets, Global Transaction Banking, and Investment Banking & Finance., • Global Institutional Business is organized across five main sectors: Banks, Insurance, Wealth & Asset Management, Public Sector, and Financial Sponsors., • The area has redefined its strategic approach, ASP3N, which aims, among other objectives, to continue strengthening BBVA’s institutional client franchise through a comprehensive front-to-back business transformation., • BBVA’s institutional business is structured around two main pillars: product development and a commercial coverage model focused on increasing specialization, enhancing the level of client interaction, and improving commercial processes. Description • The Senior Analyst will be a member of the Global Institutional Business (GIB) NextGen Pool, supporting client coverage, business development and transaction execution across GIB’s institutional client platform, with a significant focus on Financial Sponsors., • The Senior Analyst’s primary responsibility will be to support Relationship Managers in developing, marketing and delivering BBVA’s wide range of products and services to institutional clients. Given the current needs of the business, a significant portion of the role will involve supporting Financial Sponsors relationships and related opportunities, while remaining part of the broader GIB pool., • The Senior Analyst will coordinate closely with Relationship Managers and Product partners across the United States, Europe, Latin America and other relevant geographies to support client coverage and transaction execution, including proposal preparation and coordination with Risk, Portfolio Management, Legal, Operations, Finance and other internal teams., • The role combines day-to-day client coverage responsibilities with financial and credit analysis, market and sector research, transaction execution and non-routine commercial assignments such as pitches and strategic projects., • The position offers the opportunity to progressively deepen Financial Sponsors expertise while continuing to gain broader exposure across the GIB platform. Major / Essential Job Duties Marketing and Deal Execution • Identify and understand client needs and support Relationship Managers in responding effectively to client requests., • Prepare for client meetings, including presentation materials, background information, financial and market analysis and call plans., • Support the development of client pitches and commercial proposals in coordination with Relationship Managers and Product partners., • Support live transaction execution and closings, including coordination of documentation, internal processes and follow-up items., • Research and evaluate potential new client relationships and business opportunities, with a significant focus on Financial Sponsors and relevant portfolio companies., • Assist in identifying cross-selling opportunities across Investment Banking & Finance, Global Markets and Global Transaction Banking products., • Support Senior Bankers in monitoring sponsor activity, portfolio developments, fundraising trends and other relevant market dynamics to identify potential business opportunities., • Proactively follow up on client discussions, transactions and potential opportunities in coordination with the relevant Senior Bankers. Risk / Reward Analysis and Decisions • Prepare transaction summaries and Risk-Adjusted-Return analysis for internal approval processes and Credit Committees, including relevant financial metrics, projections, risks and mitigants., • Analyze global client relationships, gathering credit facility, revenue and product information from BBVA teams across different geographies., • Support credit analysis and internal approval processes in coordination with Relationship Managers and Risk teams., • Develop an understanding of the specific credit and risk considerations associated with Financial Sponsors clients, portfolio companies and related transactions., • Support analysis of sponsor portfolios and underlying companies where relevant to financing, advisory or other banking opportunities., • Participate in Credit Committees jointly with Relationship Managers where appropriate. Internal Coordination and Problem Solving • Conduct joint planning and coordination with Product teams, including M&A Advisory, Debt Capital Markets, Leveraged Finance, Fund Finance, Bank Syndications, Corporate Lending, Real Estate, Foreign Exchange, Global Markets and Cash Management., • Work closely with Product partners to support Financial Sponsors-related opportunities, including financing, advisory, capital markets, hedging and transactional banking solutions., • Coordinate internal procedures with Risk, Legal, Compliance, Operations and other relevant departments., • Support transaction execution by coordinating across Product and internal teams to resolve financial, administrative or operational issues., • Work closely with BBVA colleagues across the United States and internationally to support global client relationships and cross-border opportunities, particularly where Financial Sponsors activity spans multiple geographies. Information Management and Reporting • Perform client, sector and market research and summarize relevant financial, market and industry developments., • Monitor Financial Sponsors-related market activity, including fundraising, investment activity, portfolio developments and relevant transaction trends., • Support pipeline, profitability and revenue analysis for clients and sectors., • Maintain the Customer Relationship Management system and other relevant internal reporting tools., • Support account planning and other internal client and business reporting activities., • Ensure the accuracy and integrity of information used in internal and client-facing materials. Level of Complexity and Risk Involved • The Senior Analyst position requires a high level of involvement and responsibility. Senior Analysts are responsible for a substantial amount of financial, credit, market and client analysis and play an important role in transaction execution and client coverage., • Senior Analysts are expected to take increasing ownership of assigned workstreams, exercise sound judgement, anticipate next steps and coordinate effectively across multiple internal and external stakeholders., • For the clients and assignments they support, Senior Analysts are expected to develop an understanding of client strategy, identify potential business opportunities and connect client needs with BBVA’s relevant product capabilities., • Given the focus of this position, the Senior Analyst will be expected to progressively deepen their knowledge of Financial Sponsors, including sponsor strategies, investment activity, portfolio developments and relevant financing and advisory opportunities, while continuing to build broad and transferable Global Banker capabilities. Scope of Duties Senior Analysts play a critical role as members of the Global Institutional Business team. They support Global Relationship Managers across the full range of client coverage activities, from client and sector analysis to live transactions, internal processes and deal execution. Senior Analysts are also expected and encouraged to interact regularly with Product partners, Risk teams and colleagues across geographies to enhance internal coordination and deliver effectively for clients. Given the significant Financial Sponsors focus of this position, the Senior Analyst will work closely with the bankers covering the sector and will have the opportunity to progressively build deeper knowledge of sponsor clients, portfolio companies and the relevant product opportunities associated with those relationships. Additional expectations within the scope of the Senior Analyst role include: • Strong knowledge of finance, accounting and credit fundamentals., • Ability to meet deadlines and prepare high-quality client and internal materials with strong attention to detail., • Successful interaction with Product groups, Risk teams and colleagues across the USA and internationally., • Ability to work under pressure and manage multiple priorities., • Develop strong knowledge of BBVA’s CIB product offering across Investment Banking & Finance, Global Markets and Global Transaction Banking., • Strong work ethic and high degree of proactiveness., • Increasing ownership of assigned workstreams and ability to anticipate next steps., • Ability to operate effectively across different Senior Bankers, clients and assignments. Skills, Knowledge, and Abilities / Competencies Technical Skills • Bachelor’s degree with a minimum of 3 years of relevant professional experience; MBA preferred but not required., • Relevant experience in Corporate Banking, Investment Banking, Credit, Leveraged Finance, Financial Sponsors coverage or a related financial services role., • Strong analytical, financial modeling and credit analysis skills., • Strong understanding of accounting, financial statements, corporate finance and financial markets., • Interest in and/or knowledge of the Financial Sponsors sector is highly valued, as the role will have a significant focus on supporting BBVA’s Financial Sponsors coverage activities. Prior Financial Sponsors, Private Equity, Leveraged Finance, Fund Finance or related experience is a plus but not required., • Strong interest in financial markets, institutional clients and the broader macroeconomic environment., • Advanced proficiency in Excel, PowerPoint and AI-enabled tools to support analysis, research, content preparation and day-to-day efficiency; Reuters and Bloomberg a plus., • Understanding of international economics and markets., • Fluency in English required; Spanish and other languages are a plus., • Credit Training a plus., • Relevant FINRA licenses and/or CFA designation are a plus. Performance Skills • Excellent communication skills, with the ability to coordinate effectively across different departments, seniority levels and regions., • Strong interpersonal skills, with the ability to build effective working relationships across Senior Bankers, Junior Bankers, Product partners, Risk teams and other internal stakeholders., • Strong attention to detail and commitment to producing accurate, high-quality work., • Ability to work under pressure and manage multiple assignments and competing priorities., • Strong commercial awareness and intellectual curiosity., • Proactive mindset, with the ability to anticipate next steps and take increasing ownership of assigned workstreams., • Strong team player with a collaborative mindset, flexibility and willingness to support others, contributing positively to the team’s collaborative culture., • Ability to operate effectively within an international organization and collaborate across cultures, geographies and teams., • Openness to feedback and commitment to continuous development. Management Responsibilities Senior Analysts operate within the Global Institutional Business NextGen Pool, working across different Senior Bankers, clients, sectors and assignments based on business priorities and staffing needs. This position will have a significant focus on Financial Sponsors, allowing the Senior Analyst to build greater continuity and progressively deepen their knowledge of the sector, its clients and relevant banking opportunities. At the same time, as a member of the broader GIB pool, the Senior Analyst may support assignments across Banks, Insurance, Wealth & Asset Management and Public Sector based on business needs, staffing requirements and development opportunities. Senior Analysts are expected to progressively deepen their knowledge of the clients and sectors they support, take increasing ownership of assigned workstreams and client-related responsibilities, and proactively identify and follow up on potential business opportunities. While the pool structure is designed to provide broad exposure across institutional sectors, increasing sector specialization is expected as bankers progress in seniority, allowing them to develop deeper sector expertise, stronger client knowledge and, over time, greater ownership of client relationships. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $100,000 to $115,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Managing Director – Software M&A Investment Banking Location: New York, NY Industry: Investment Banking / Software & Technology Firm: Middle-Market Investment Bank Employment Type: Full-Time About the Firm We are a leading middle-market investment bank focused on advising entrepreneurs, founders, private equity sponsors, and corporate clients on strategic transactions across the software and technology sectors. The firm provides M&A advisory, capital raising, strategic advisory, and other corporate finance services to companies ranging from emerging growth businesses to established middle-market enterprises. We are seeking an experienced Managing Director to join our New York team and play a senior leadership role in expanding the firm's software investment banking practice. Position Overview The Managing Director will be responsible for developing and maintaining senior-level relationships with software company executives, founders, private equity firms, strategic acquirers, and other institutional investors, while leading the origination and execution of M&A and strategic advisory transactions. The ideal candidate will be an established investment banking professional with a strong track record of originating and executing middle-market software transactions. This individual should possess significant industry relationships, a demonstrated ability to generate new business, and the judgment and leadership skills required to serve as a trusted advisor to CEOs, founders, Boards of Directors, and financial sponsors. This is a highly entrepreneurial opportunity for a senior banker who wants to have significant influence over the growth of a software-focused investment banking franchise. Key Responsibilities Business Development & Origination • Develop and execute a strategy to expand the firm's software M&A advisory business., • Originate new M&A, capital raising, and strategic advisory opportunities through established relationships and proactive business development., • Build and maintain relationships with software CEOs, founders, Boards of Directors, private equity sponsors, venture capital firms, family offices, and strategic acquirers., • Identify companies and situations that may represent attractive M&A or financing opportunities., • Lead pitches and presentations to prospective clients, including developing transaction strategies, valuation analyses, and marketing materials., • Establish the firm as a trusted advisor to senior executives and owners of middle-market software businesses., • Develop and maintain a robust pipeline of prospective transactions. Transaction Leadership • Serve as the senior banker and primary relationship manager on M&A and strategic advisory engagements., • Lead transactions from initial client discussions and mandate through closing., • Develop transaction strategy, positioning, valuation, buyer/investor identification, negotiation strategy, and overall process execution., • Advise clients on valuation, transaction structure, strategic alternatives, and market dynamics., • Lead negotiations with buyers, sellers, private equity sponsors, strategic acquirers, and other transaction counterparties., • Maintain senior-level involvement throughout the transaction process while ensuring successful execution by the broader deal team. Team Leadership & Development • Lead and mentor Vice Presidents, Associates, Analysts, and other members of the investment banking team., • Provide strategic direction and oversight on transaction execution., • Review and provide guidance on financial models, valuation analyses, CIMs, management presentations, buyer lists, and other transaction materials., • Recruit, develop, and retain high-performing investment banking professionals., • Foster a collaborative, entrepreneurial, and high-performance culture within the software banking practice. Market & Industry Expertise • Maintain deep knowledge of the software and technology M&A landscape., • Monitor transaction activity, valuation trends, financing markets, strategic buyers, private equity activity, and emerging subsectors within software., • Develop differentiated perspectives and insights that can be used to advise clients and generate new business., • Cultivate relationships with strategic and financial buyers to expand the firm's transaction network. Qualifications • 12+ years of investment banking experience, with significant experience at the senior banker level., • Extensive experience advising software and technology companies on M&A and/or capital markets transactions., • Demonstrated track record of originating and closing middle-market transactions., • Strong existing relationships with software executives, founders, private equity firms, strategic acquirers, and other relevant market participants., • Proven ability to independently generate and develop investment banking business., • Strong understanding of software industry business models, including SaaS, recurring revenue models, vertical software, enterprise software, cybersecurity, fintech, and/or related technology subsectors., • Exceptional financial, valuation, transaction structuring, and analytical skills., • Strong understanding of the full M&A process, including business development, valuation, marketing, buyer outreach, due diligence, negotiations, and closing., • Excellent written, verbal, presentation, and interpersonal communication skills., • Demonstrated ability to lead and develop junior investment banking professionals., • Bachelor's degree required; MBA or other advanced degree preferred. Preferred Experience Candidates with the following experience are particularly encouraged to apply: • Prior Managing Director, Senior Managing Director, or Partner-level experience at an investment bank or advisory firm., • Significant experience executing transactions in the $50 million–$500 million+ enterprise value range., • A substantial personal network of software executives, private equity sponsors, strategic buyers, and other institutional investors., • Experience working with founder-owned and/or sponsor-backed software companies., • Experience leading sell-side M&A transactions., • Experience with cross-border software transactions is a plus., • Existing software-sector franchise or demonstrated ability to build one. Compensation Competitive compensation package consisting of base salary, annual bonus, and significant performance-based incentive compensation, commensurate with experience, transaction production, and business development success. What We Offer • Opportunity to play a significant role in building and expanding a software-focused middle-market investment banking franchise., • Meaningful autonomy and responsibility in business development and client relationships., • Direct exposure to founders, CEOs, Boards of Directors, private equity sponsors, and strategic acquirers., • Entrepreneurial environment with significant upside for successful senior bankers., • Opportunity to lead high-profile M&A and strategic advisory transactions., • Collaborative team environment with experienced investment banking professionals.

Real Estate Sales Professional Jersey City, NJ | Full-Time | Hybrid About The Bouzy Group The Bouzy Group is a boutique luxury real estate team partnered with Coldwell Banker, serving clients across New Jersey, Florida, the Caribbean, and Latin America. With more than $500 million in real estate transactions, our team works with buyers, sellers, investors, developers, and international clients across residential, luxury, and branded real estate. We are growing our New Jersey team and looking for motivated real estate professionals who want to build their business in a collaborative, high-performance environment. The Opportunity As a Real Estate Sales Professional with The Bouzy Group, you will work directly with buyers, sellers, and investors throughout Jersey City and surrounding markets. This is a full-time hybrid position combining client-facing activities, office collaboration, property showings, networking, and the flexibility to handle prospecting and follow-up remotely. You will have the opportunity to grow your personal business while being part of a team with exposure to luxury real estate, international markets, branded residences, developers, and high-net-worth clientele. What You’ll Do • Generate, follow up with, and qualify buyer and seller leads, • Conduct property showings and client consultations, • Prepare listing presentations and market analyses, • Prospect for new business and build long-term client relationships, • Market listings through digital, social media, and traditional channels, • Prepare and negotiate offers, • Guide clients from initial consultation through closing, • Maintain organized client records and follow-up through CRM systems, • Attend networking events, open houses, and industry events, • Collaborate with agents, lenders, attorneys, developers, and other industry professionals, • Stay informed on local and international real estate trendsWhat We’re Looking For, • Active New Jersey real estate license or currently working toward obtaining one, • Strong communication and interpersonal skills, • Self-motivated and comfortable prospecting for new business, • Professional, reliable, and client-focused, • Strong sales and negotiation skills, • Comfortable using social media and technology to grow your business, • Ability to manage multiple clients and transactions, • Previous real estate or sales experience is preferred, but not required, • Multilingual candidates are strongly encouraged to apply, • Interest in luxury, investment, and international real estate is a plusWhy Join The Bouzy Group? We are looking for agents who want more than simply joining another brokerage. You’ll be part of a growing team with opportunities to gain exposure to: Luxury Real Estate • International Properties • Branded Residences • Investment Properties • Global Clientele • If you are ambitious, relationship-driven, and serious about building a long-term career in real estate, we would like to hear from you.

A leading boutique investment banking platform dedicated to the global insurance and broader financial institutions sector is seeking a Vice President to join its high-performing FIG team. Backed by one of the fastest-growing and most respected financial services advisory groups in the world, this platform offers senior bankers the resources, expertise, and network to win and execute complex transactions in insurance, specialty finance, and other financial services verticals. \n \n The Vice President will play a leadership role in transaction execution, oversee Associates and Analysts, contribute to client relationship management, and work closely with senior leadership on business development initiatives. This position is ideal for a banker who thrives in an entrepreneurial, collaborative environment while managing multiple high-profile assignments. \n \n Title: Director Investment Banking \n Salary: $250,000 – $275,000 + Bonus \n Location: New York, NY (Hybrid) \n \n Responsibilities: \n\n • Lead the execution of buy-side and sell-side M&A, capital markets, and strategic advisory transactions within FIG, with a strong focus on insurance, insurance technology or insurance services.\n, • Manage deal teams, supervising Associates and Analysts to ensure high-quality work products and efficient workflows.\n, • Take a lead role in preparing and presenting pitch books, information memoranda, management presentations, and other client materials.\n, • Conduct and oversee complex financial modeling, valuation analyses, and strategic reviews.\n, • Support origination efforts of senior team (Partners/MDs) by identifying potential opportunities, conducting prospect research, and participating in client pitches.\n, • Maintain and expand relationships with existing clients while building new ones in targeted FIG sub-sectors.\n, • Coordinate due diligence processes and liaise with legal, accounting, and other advisors.\n, • Stay informed on market trends, competitive dynamics, and regulatory developments impacting the financial institutions sector.\n\n \n Requirements: \n\n • Bachelor’s degree in business administration, Finance, Economics, or related field; MBA or other advanced degree a plus.\n, • 6–10 years of relevant experience in investment banking, with strong exposure to FIG and insurance sector transactions.\n, • Proven ability to lead multiple transactions from start to finish while managing teams.\n, • Strong origination support skills and a demonstrated ability to develop client relationships.\n, • Advanced financial modeling, valuation, and analytical skills.\n, • Excellent written and verbal communication abilities, with a track record of delivering high-impact client presentations.\n, • Proficiency in Excel, PowerPoint, and financial databases.\n, • Series 79, 63, and 7 licenses is a must\n, • Self-motivated with strong leadership skills, business acumen, and attention to detail.\n

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. Award-wining training - Banker

The position is described below.If you want to apply click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications.If you already have a p

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JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.

The Premier Banker is an experienced banker, servicing as the primary contact for a complex client portfolio of mass affluent clients. Premier Bankers play a critical role in delivering TD's mass affluent premier value, building lasting relationships and providing legendary service to a valued set o

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.

Job DescriptionTechnology Investment Banking Vice President (VP2 / VP3) Location: New York, NY Our client is seeking a Vice President (VP2/VP3) to join its growing Technology Investment Banking team. This is a search for a high-caliber banker with strong transaction execution experience who can operate effectively across the full deal lifecycle while serving as a senior resource and mentor to junior team members. The ideal candidate will bring a strong technical and execution foundation, preferably developed at a larger investment banking platform, with the ability to independently manage transactions from origination through closing. The role will also require strong communication and leadership skills, including the ability to effectively manage both senior bankers and junior team members. Responsibilities • Lead and execute M&A transactions from initial engagement through closing, with meaningful ownership of day-to-day execution, • Develop and review financial models, valuation analyses, transaction materials, and client presentations, • Manage and mentor Analysts and Associates, providing guidance on execution, technical development, and professional growth, • Coordinate effectively with senior bankers and take ownership of key workstreams and client deliverables, • Work closely with the senior leadership of the Technology practice to execute transactions and support business development initiatives, • Serve as a strong team player and resource for junior bankers, helping to build a collaborative and high-performing team environment, • Participate in client and management meetings and contribute to the development of client relationshipsTechnology Coverage The team advises clients across a range of technology subsectors, including: • Software, • Digital Infrastructure, • Technology-Enabled Services, • Digital / InternetIdeal Candidate, • VP2 or VP3 with a strong investment banking execution background, • Demonstrated ability to independently run transactions and manage multiple workstreams, • Strong foundational M&A and financial modeling skills, • Experience at a larger investment banking platform preferred, with a demonstrated understanding of how to execute transactions from soup to nuts, • Strong interpersonal and communication skills with the ability to manage up and down, • Proven ability to lead and develop junior team members, • Collaborative, team-oriented approach and the maturity to work effectively with senior leadership, • Technology investment banking experience strongly preferred

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Domain Expert – Banking (Oracle FLEXCUBE Research) Type: Contract Compensation: $75–$120/hour Location: Remote Role Responsibilities • Confirm the customer/contract position reflects actual events, not assumptions, especially on partial handoffs., • Work out current exposure under the bank's credit standard as of the current business date, and record it with a review date., • Distinguish validation-only actions from bookings that affect a contract., • Judge completeness: ensure the full position is understood, nothing is left open that shouldn't be, and the record is ready for the next reviewer or committee., • Verify recorded outcomes are traceable and auditable, not just noted informally. Qualifications Must-Have • Frequent Oracle FLEXCUBE use — weekly or more — in your current or recent role., • 2+ years of professional experience in banking operations, credit, or a related core-banking function., • Reflexive familiarity with credit standards, exposure calculation, and validation-vs-booking distinctions., • Bachelor's degree in Finance, Accounting, Business, or a related field; a banking/credit certification (e.g., Chartered Banker – CIOB, Certified Credit Professional) or equivalent hands-on core-banking experience. Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job Description For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. Business Development ( Business Consultant / B2B Sales Representative ) : - Sell Clover, an industry-leading cloud-based point-of-sale (POS) platform used by more than 700,000 merchants and processing over $330 billion in card transactions, to small- and medium-sized businesses (SMBs) in your assigned territory. The platform combines POS hardware and software to handle card, mobile wallet, and contactless payments, alongside business management features such as inventory, reporting, and customer loyalty. • Manage a territory with dozens of branches from multiple established corporate partner banks, building relationships with business bankers to generate referrals and close deals, while self-sourcing new opportunities to supplement the partner banks’ pipelines., • Conduct on-site product demos and presentations at client businesses, showing how the platform can streamline operations and boost revenue, and close sales deals in person., • This is a quota-carrying field sales role focused on driving new business, managing existing relationships, and growing an assigned territory through strong outside sales execution and a self-starter mindset. You'll own the full sales cycle : prospecting, self-sourcing leads, and generating referrals through existing clients and established bank partnerships, and closing deals, with full accountability for territory performance and quota/KPI attainment, including turning around underperforming accounts. Success in this role means building lasting client and partner relationships, identifying challenges early, and consistently delivering proactive solutions that drive growth and retention., • We're looking for someone with proven outside sales experience who hits quota, works provided leads and builds their own pipeline, closes deals, hunts for new business, connects well with people, and owns their results., • Somebody with previous experience as a Business Banker / Commercial Relationship Banker / Commercial Relationship Manager ( SMB clients ) will also be a good fit For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. . #M1 #LI-DP1 Ref: #404-IT Pittsburgh

Job Description For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. Sales Representative - Business Development ( Business Consultant ) : - Sell Clover, an industry-leading cloud-based point-of-sale (POS) platform used by more than 700,000 merchants and processing over $330 billion in card transactions, to small- and medium-sized businesses (SMBs) in your assigned territory. The platform combines POS hardware and software to handle card, mobile wallet, and contactless payments, alongside business management features such as inventory, reporting, and customer loyalty. • Manage a territory with dozens of branches from multiple established corporate partner banks, building relationships with business bankers to generate referrals and close deals, while self-sourcing new opportunities to supplement the partner banks’ pipelines., • Conduct on-site product demos and presentations at client businesses, showing how the platform can streamline operations and boost revenue, and close sales deals in person., • This is a quota-carrying field sales role focused on driving new business, managing existing relationships, and growing an assigned territory through strong outside sales execution and a self-starter mindset. You'll own the full sales cycle : prospecting, self-sourcing leads, and generating referrals through existing clients and established bank partnerships, and closing deals, with full accountability for territory performance and quota/KPI attainment, including turning around underperforming accounts. Success in this role means building lasting client and partner relationships, identifying challenges early, and consistently delivering proactive solutions that drive growth and retention., • We're looking for someone with proven outside sales experience who hits quota, works provided leads and builds their own pipeline, closes deals, hunts for new business, connects well with people, and owns their results., • Previous experience as a Business Banker / Commercial Lending / Merchant Services Sales / Payment Solutions Consultant OR worked before for companies like ADP ( or similar payroll processing and human-resources outsourcing companies ) will be a plus For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. . #M1 #LI-DP1 . Ref: #404-IT Pittsburgh

Job Description Description North Jersey Federal Credit Union is seeking a talented, exceptional, and enthusiastic go-getter to join the team as a Member Relationship Specialist (Universal Banker). As an MRS, you will be responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. You will also be responsible for the sales and servicing of all credit union products and services. You will work with the operations and sales team to achieve goals in the areas of loan, membership, and deposit growth. You will also be responsible for maintaining knowledge of the credit union’s products, services, and current promotions. You will also be responsible for providing operational support and exceptional customer service while maintaining essential controls and safeguards. Job Role / Responsibilities: • Responsible for Providing Exceptional Service, • Meets or exceeds established monthly referral and sales goals for loans, membership, and deposit growth., • Process teller transactions in an accurate and timely manner (e.g. deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.), • Process and validate the accuracy of coin and currency amounts related to incoming and outgoing cash shipments., • Process assigned reports and/or job duties in an accurate and timely manner., • Assist with opening and closing procedures, balancing/loading the ATM/TCR, teller cash box, coin machine, negotiables, vault, etc., • Process member service transactions in an accurate and timely manner on savings, checking, certificates, individual retirement accounts, loans, etc., • Accurately process transactions and new account openings in a timely and professional manner, • Maintains current Credit Union products and service knowledge., • Must have a thorough understanding of the member’s transaction requirements and be able to effectively communicate all available options to them., • Evaluate the needs of potential members and offer appropriate financial products and services., • Must process in-person & electronic loan applications by collecting all necessary loan documentation for review by underwriters and completing the loan closing., • Explain the loan process to include loan options, insurance requirements, options on loan products, loan policies, interest rates, payoffs, etc., • Actively cross-sell/educate on Credit Union products and services by analyzing credit bureau reports., • Complies and maintains current knowledge of all Credit Union policies and procedures. Qualifications What you will need to have • At least 1 year of cash handling experience., • At least 1 year of teller experience in a financial institution., • At least 2 years of customer service experience., • At least 2 years of sales experience in a financial institution with individual sales goals, • High school degree or GED required. What would be great to have • Spanish speaking Credit Union Benefits • Medical/RX, • Dental Insurance, • Vision Insurance, • Health Savings Account, • Vacation Time, • Sick/Personal Time, • Paid Holidays, • Referral and Incentive Bonus Program, • 401(k) with Company Match, • Employee Discounts, • Credit Union Membership and Discounts, • Employee Assistance Program, • Tuition Reimbursement, • Paid Training Schedule • Monday to Friday, • Weekend availability

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Domain Expert – Banking (Oracle FLEXCUBE Research) Type: Contract Compensation: $75–$120/hour Location: Remote Role Responsibilities • Confirm the customer/contract position reflects actual events, not assumptions, especially on partial handoffs., • Work out current exposure under the bank's credit standard as of the current business date, and record it with a review date., • Distinguish validation-only actions from bookings that affect a contract., • Judge completeness: ensure the full position is understood, nothing is left open that shouldn't be, and the record is ready for the next reviewer or committee., • Verify recorded outcomes are traceable and auditable, not just noted informally. Qualifications Must-Have • Frequent Oracle FLEXCUBE use — weekly or more — in your current or recent role., • 2+ years of professional experience in banking operations, credit, or a related core-banking function., • Reflexive familiarity with credit standards, exposure calculation, and validation-vs-booking distinctions., • Bachelor's degree in Finance, Accounting, Business, or a related field; a banking/credit certification (e.g., Chartered Banker – CIOB, Certified Credit Professional) or equivalent hands-on core-banking experience. Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job DescriptionAbout Monstro Monstro is a governed AI platform for regulated financial institutions. We give banks and wealth managers a way to deliver trusted advice digitally — to every client, not just the top tier. Institutions already have the relationships, data, and context to understand each client. Monstro turns that understanding into advice. It gives every client the experience of a personal advisor: bringing together their full financial picture, identifying what matters, and delivering personalized guidance across investments, tax, retirement, insurance, legal, and more. For clients, that means clearer decisions, proactive support when life changes, and a better view of their financial lives. For institutions, it means deeper relationships, more clients served consistently, and more of each client's financial life managed in one place. What makes this possible is how the system is built. Every recommendation reflects the institution's own views, policies, and permissions. Every output is auditable, traceable, and reversible, and client data stays under the institution's control. Generative AI shapes how advice is designed; at runtime, execution is deterministic — so every output can be explained and stood behind, not just trusted. The work We are building for a high-stakes industry where the work has real consequences. The challenge is to make advice more personal and more available without making it less trusted — to build AI that institutions can audit, explain, and reverse, in a domain where being wrong carries real cost. That is a hard problem, and it is the reason to be here. You will work on technology that brings real financial advice to people who have rarely had access to it. You will be expected to think clearly, move with urgency, hold a high bar, and take responsibility for work that matters. We are an early team building something ambitious, and what you do here will shape both the product and the company. About the Role The Chief Product Officer role at Monstro is a rare opportunity to own a transformational, category-creating product - strategy, roadmap, design, execution, and the team that delivers it - across two products that define a new standard for how AI operates inside financial institutions. No company has built what Monstro is building. The MVP will have launched to clients by the time this person joins, with an initial product team and systems in place. This role inherits that foundation and takes it further - enhancing the product based on roadmap priorities, client feedback, and the demands of scaling to deployment across millions of users. The two products are a bank-branded mobile consumer experience and an institutional platform for bankers, advisors, and operators. The Chief Product Officer works closely with large institutional design partners to shape both from MVP into full deployment, defining how they connect and reinforce each other as a unified system. This role requires judgment to set direction in genuinely new territory, the craft to hold a high bar across both products, and the leadership to grow a team that operates at Monstro's pace and standard. Why This Role Matters Monstro's entire identity is the strength and outcomes of its product. Our technology redefines how banking works for everyone - from the average person to the ultra-high-net-worth client. The Chief Product Officer is at the forefront of that. This person takes a launched MVP and builds it into a product that works for every user type - from the retail banking customer receiving a financial recommendation for the first time, to the banker and advisor operating on AI-driven intelligence. The impact is real: transforming how people interact with their finances, at scale. Internally, this role owns the product roadmap and drives cross-functional alignment across all teams to ensure Monstro delivers on its strategy and is successful as a company! What You'll Do Lead & Grow the Product Team • Inherit and lead an existing team of two product managers with initial systems in place - and build on that foundation as the company scales, • Set the standard for planning, prioritization, decision-making, and quality, • Lead design from day one and hire product talent as scope grows Post-MVP - Client Feedback - Scale • Own the next phase: enhancing the product based on roadmap priorities and real client feedback, • Own client delivery - implementation, configuration, and go-live at client sites - in close partnership with engineering, • Work with large institutional design partners to shape the product from MVP into deployment across millions of users, • Manage the roadmap across both products as client priorities and business direction evolve Dual Product Ownership • Own the bank-branded consumer experience and the institutional platform for bankers, advisors, and operators, • Define how these two products connect, share intelligence, and reinforce each other, • Ensure both meet the precision and accountability standards institutional clients require Product Operating System • Define a modern, AI-first product process for a regulated, high-accountability environment, • Leverage AI tools natively across prototyping, requirements, user journeys, and technical handoff, • Build from first principles - Monstro is not a variation on existing banking or fintech patterns Category Definition • Create the language and mental models for a new category of AI-native financial infrastructure, • Define how banks guide customers using AI-native intelligence - personalization, guidance, and actionability at scale, • Own Monstro's product narrative with bank partners, institutional design partners, and the marketWhat Success Looks Like, • The product operating model is defined and running - teams know how decisions are made, how work is prioritized, and how quality is maintained, with high autonomy and a consistent quality bar, • Engineering and design partnerships are tight - product, design, and engineering operate as a unified function with shared standards and fast iteration cycles, • Client feedback from the first bank deployments directly shapes the next iteration of the product - nothing is assumed, everything is validated, • Institutional design partners are actively shaping the roadmap, and the product grows increasingly solidified, frictionless, and scalable with each deployment, • Each new deployment is faster, cleaner, and more informed than the last - compounding momentum as Monstro scales, • Product is a strategic partner to the business as Monstro scales globally - roadmap decisions reflect both client priorities and commercial demands of entering new markets, • Monstro's product becomes the standard others in the industry benchmark againstWhat We're Looking For, • 15+ years in product overall, with meaningful time at the CPO or equivalent level in an early-stage or growth-stage environment, • AI-native mindset with hands-on experience across prototyping, requirements, user stories, and technical handoff, • Deep experience in fintech, wealth, banking, or complex regulated data products, • Proven track record leading two distinct products - consumer and institutional - and managing the complexity between them, • Experience taking a product from initial launch through client feedback cycles into scaled institutional deployment, • Comfortable inheriting a small team and building it into a high-performing product organization, • Strong builder DNA - lean teams, fast iteration cycles, real client constraints, • Bachelor's degree in Computer Science, Engineering, Business, or related field; MBA or advanced degree a plus, • Calm, precise communicator across executive conversations, institutional partner meetings, and day-to-day with engineering and designWhy Monstro?, • Ownership & Impact: Shape the future of AI-powered finance - building a category-defining product used by consumers and institutions around the world., • Experienced Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact - what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage. Base Compensation Range for New York City: $336,000 - $399,000 *The posted range reflects the base salary for this role across the market ranges for each location. Final compensation will depend on a variety of factors, including experience, skills, internal leveling, and market conditions, and will be offered within the stated range in accordance with applicable pay transparency laws. A Note on Interviewing: We sometimes use AI note-takers to help us transcribe interview notes, so we can be more present in your interview. If you'd like to opt out of us using automatic transcribers, please note this in the free text field in your application, otherwise we'll take your application as confirmation that you're happy for us to use notetakers (whether added to video calls or in the background). Ready to Build With Us? If you're excited to contribute to a high-bar team building something meaningful, we love to hear from you!

Job Description Description North Jersey Federal Credit Union is seeking a talented, exceptional, and enthusiastic go-getter to join the team as a Member Relationship Specialist (Universal Banker). As an MRS, you will be responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. You will also be responsible for the sales and servicing of all credit union products and services. You will work with the operations and sales team to achieve goals in the areas of loan, membership, and deposit growth. You will also be responsible for maintaining knowledge of the credit union’s products, services, and current promotions. You will also be responsible for providing operational support and exceptional customer service while maintaining essential controls and safeguards. Job Role / Responsibilities: • Responsible for Providing Exceptional Service, • Meets or exceeds established monthly referral and sales goals for loans, membership, and deposit growth., • Process teller transactions in an accurate and timely manner (e.g. deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.), • Process and validate the accuracy of coin and currency amounts related to incoming and outgoing cash shipments., • Process assigned reports and/or job duties in an accurate and timely manner., • Assist with opening and closing procedures, balancing/loading the ATM/TCR, teller cash box, coin machine, negotiables, vault, etc., • Process member service transactions in an accurate and timely manner on savings, checking, certificates, individual retirement accounts, loans, etc., • Accurately process transactions and new account openings in a timely and professional manner, • Maintains current Credit Union products and service knowledge., • Must have a thorough understanding of the member’s transaction requirements and be able to effectively communicate all available options to them., • Evaluate the needs of potential members and offer appropriate financial products and services., • Must process in-person & electronic loan applications by collecting all necessary loan documentation for review by underwriters and completing the loan closing., • Explain the loan process to include loan options, insurance requirements, options on loan products, loan policies, interest rates, payoffs, etc., • Actively cross-sell/educate on Credit Union products and services by analyzing credit bureau reports., • Complies and maintains current knowledge of all Credit Union policies and procedures. Qualifications What you will need to have • At least 1 year of cash handling experience., • At least 1 year of teller experience in a financial institution., • At least 2 years of customer service experience., • At least 2 years of sales experience in a financial institution with individual sales goals, • High school degree or GED required. What would be great to have • Spanish speaking Credit Union Benefits • Sick Time, • Referral and Incentive Bonus Program, • 401(k) with Company Match, • Employee Discounts, • Credit Union Membership and Discounts, • Employee Assistance Program, • Tuition Reimbursement, • Paid Training Schedule • Monday to Saturday

Job Description Description North Jersey Federal Credit Union is seeking a talented, exceptional, and enthusiastic go-getter to join the team as a Member Relationship Specialist (Universal Banker). As an MRS, you will be responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. You will also be responsible for the sales and servicing of all credit union products and services. You will work with the operations and sales team to achieve goals in the areas of loan, membership, and deposit growth. You will also be responsible for maintaining knowledge of the credit union’s products, services, and current promotions. You will also be responsible for providing operational support and exceptional customer service while maintaining essential controls and safeguards. Job Role / Responsibilities: • Responsible for Providing Exceptional Service, • Meets or exceeds established monthly referral and sales goals for loans, membership, and deposit growth., • Process teller transactions in an accurate and timely manner (e.g. deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.), • Process and validate the accuracy of coin and currency amounts related to incoming and outgoing cash shipments., • Process assigned reports and/or job duties in an accurate and timely manner., • Assist with opening and closing procedures, balancing/loading the ATM/TCR, teller cash box, coin machine, negotiables, vault, etc., • Process member service transactions in an accurate and timely manner on savings, checking, certificates, individual retirement accounts, loans, etc., • Accurately process transactions and new account openings in a timely and professional manner, • Maintains current Credit Union products and service knowledge., • Must have a thorough understanding of the member’s transaction requirements and be able to effectively communicate all available options to them., • Evaluate the needs of potential members and offer appropriate financial products and services., • Must process in-person & electronic loan applications by collecting all necessary loan documentation for review by underwriters and completing the loan closing., • Explain the loan process to include loan options, insurance requirements, options on loan products, loan policies, interest rates, payoffs, etc., • Actively cross-sell/educate on Credit Union products and services by analyzing credit bureau reports., • Complies and maintains current knowledge of all Credit Union policies and procedures. Qualifications What you will need to have • At least 1 year of cash handling experience., • At least 1 year of teller experience in a financial institution., • At least 2 years of customer service experience., • At least 2 years of sales experience in a financial institution with individual sales goals, • High school degree or GED required. What would be great to have • Spanish speaking Credit Union Benefits • Medical/RX, • Dental Insurance, • Vision Insurance, • Health Savings Account, • Vacation Time, • Sick/Personal Time, • Paid Holidays, • Referral and Incentive Bonus Program, • 401(k) with Company Match, • Employee Discounts, • Credit Union Membership and Discounts, • Employee Assistance Program, • Tuition Reimbursement, • Paid Training Schedule • Monday to Friday, • Weekend availability

Job Description Responsibilities / Functions: • Originate first and second retail mortgage loans for various investors according to their prescribed guidelines., • Using DU/LP/NAUS and any other automated underwriting engines for pre-approvals., • Initiate and ensure follow-up contact with borrowers/applicants., • Maintain current knowledge of Lender and Investor requirements, • Utilize TMS Lead/Contact management Systems., • Document and maintain system notes/record keeping, • Meet established minimum daily expectations for this position., • Initiate and follow through with daily assigned telephone and internet/email contact with leads, as described in TMS’ monthly expectations, • Review and understand daily Investor rate sheets/pricing/adjustments, etc., • Lock loans and email proper channels to advise of lock(s). Personal Traits / Competencies: Strong communication skills with pleasant, upbeat persona Detail oriented Strong customer service, organization, and problem resolution skills Technical / Computer Skills: Thorough knowledge of Desktop Underwriter, Loan Prospector and other similar systems as well as Microsoft Office. Education and Experience: • High School Diploma or equivalent, • Active MLO license Conclusion This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. But, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

Job Description CORPORATE PROFILE Ziegler is a privately held investment bank, capital markets and proprietary investments firm and specializes in the senior living, healthcare, and education sectors. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler’s provides clients with advisory and capital solutions to achieve strategic objectives, as well as propel organizational growth and maximize value. BUSINESS UNIT Ziegler Senior Housing and Care Finance Practice (“SHCFP”) is focused on delivering sell-side M&A solutions as well as the entire capital stack of financing options to senior housing and care organizations across the country. Ziegler is one of the most active firms offering innovative sell-side, recapitalization/restructuring, and agency and debt placement products to achieve our client’s objectives. POSITION OVERVIEW Ziegler is seeking a well-established Managing Director/Director with relevant relationships with for-profit senior housing (IL/AL/MC) and skilled nursing owner/operators to join the SHCFP team. The ideal candidate for this position will have significant experience with senior housing M&A and financing transactions. The individual we seek has significant relationships with large and middle market senior housing and care providers with experience leading M&A and/or financing activities. The firm is open to where this position will be located. This banker will be responsible for: • Driving new client business development in areas of his or her expertise and within the geographic area as well as providing leverage for other members of the team. Successful senior investment bankers at Ziegler target a minimum of $2-4+ million in annual revenues;, • Managing resources efficiently and effectively to adjust to changes in the marketplace;, • Acting as the business’ advocate for both clients and the Ziegler SHCFP Team;, • Building bridges with the other businesses at Ziegler, since greater scale of coordinated business yields greater bottom-line margins;, • Enhancing a strong, positive image and reputation; Honesty, Integrity and credibility are key to Ziegler, the SHCFP and each individual team member and client;, • Determining the appropriate fee arrangements;, • Establishing clear definitions of target clients;, • Establishing meaningful, measurable goals and milestones for his or her sector coverage; ensuring that the organization meets its objectives;, • Possessing an understanding of the firm’s competition in its respective areas of expertise and being able to communicate the Ziegler Value Proposition to clients;, • Having an outstanding personal brand in senior housing and care, a person who will both intuitively serve clients in an extraordinary way and provide creative, flexible financing solutions to clients. Professional qualifications A successful investment banker at Ziegler is a highly accomplished, energetic financial professional with proven experience providing creative and innovative advisory and financing solutions for clients. The person must be of superior intellect, with an immediate grasp of Ziegler’s competitive advantage and the changing dynamics of the core senior housing and care practice. This individual will have a minimum of 8-10 years of relevant experience in investment banking or similar corporate roles that nurture the attributes of a successful investment banker. Thriving in a team environment, this banker must possess a solid reputation as a “get it done” business-focused executive known as a driver of bespoke, client-centric solutions. The successful candidate possesses the following qualities: • Proven leadership skills: this executive must be a proven leader with the highest standards of character and integrity., • Demonstrated access to clients and leaders in the healthcare sector, being able to leverage the expertise of Ziegler., • The ability, in both written and oral presentations, to communicate confidently vision and direction., • An undergraduate degree from a well-regarded institution. An MBA degree or a CPA designation is highly desirable., • Series 79, and/or 24 designations are desirable. PERSONAL qualifications The successful candidate is a mature, confident, innovative, and creative executive who is customer service centric and loyal team member. This senior professional is approachable, highly collaborative, and thrives in a team-oriented culture. This banker shall possess the following characteristics: • Results-oriented; pragmatic, hands-on style; a decision maker with bias toward action. Ability to execute aggressively against strategy and be sharply focused on delivery of specific business and performance objectives., • Focused on processes as well as customer and people management driving efficiency and effectiveness., • Excellent consultative, collaborative, and influencing communication skills., • A Ziegler “culture carrier,” a nurturer of key internal constituencies and client relationships., • Ability to set clear and deliverable goals. Demonstrates resilience, passion, and commitment to deliver and be accountable for the results., • A thorough though concise communicator of revenue goals and budgets, defining success in terms of results delivered. Solid analytical skills with a disciplined and knowledge-based approach to decision making., • Adaptive and flexible, capable of moving in a variety of directions while being focused on achieving the required results., • Gain respect quickly and work well within the Ziegler culture, which emphasizes entrepreneurism, integrity, intelligence, hard work, and partnership., • Energetic, possessing the fortitude and stamina necessary to lead an organization going through substantive growth., • High personal standards of ethics and integrity; personal attributes of collaboration, openness, creativity, humility, “scrappiness,” responsibility, empathy, and a sense of humor., • Able to quickly win the respect of others by sound knowledge, good judgment, and an admirable personal style, throughout our business and recognize that a reputation for honest and fair dealing is a critical asset of our business. Ziegler is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

Job Description Mortgage Loan Originator | New York Elliman Capital | Hybrid | Commission-Based About Elliman Capital: Elliman Capital is a boutique mortgage banker built for the modern originator. We pair white-glove service with institutional-grade execution, serving discerning clients across New York and beyond. As a direct lender with in-house underwriting, processing, and closing, we move with a speed and precision that brokers and big banks cannot match. What we offer: Uncapped commission with competitive bps, full product menu (conventional, FHA, VA, jumbo, non-QM, BPL), dedicated marketing support and co-branded content, modern tech stack, and multi-state licensing support. What you bring: Active NMLS license in New York (or ability to obtain promptly); clean regulatory record 2+ years of front-end origination experience; luxury/investor market experience preferred Established referral relationships Strong consultative and communication skills with client-first focus Highly organized, detail-oriented, and able to manage a high-volume, deadline-driven pipeline Tech-proficient and comfortable operating in a digital-first environment Compensation: Competitive bps structure. This position is commission-based. Annualized earnings typically range from $50,000–$500,000+, depending on production volume and loan mix. Elliman Capital is a DBA of Associated Mortgage Bankers, Inc. (NMLS #24794), licensed by the New York State Department of Financial Services. Employment is at will and contingent upon maintaining active NMLS registration and compliance with the SAFE Act and all applicable federal and state lending regulations. Elliman Capital is an Equal Opportunity Employer. All employment decisions are made without regard to any protected status under federal, state, or local law.

Job Description For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. * Permanent, full-time, direct-hire W2 role with our client: base salary + full benefits + uncapped commission ( including a guaranteed non-recoverable draw for the first 12 months ) + residuals. * This is a field ( outside ) B2B sales / business development role targeting small- and medium-sized businesses ( not enterprise clients ), with short sales cycles that typically yield multiple deals per month. Business Development ( Business Consultant / B2B Sales Representative ) - Business Development Officer - Small Business Banker : - Sell Clover, an industry-leading cloud-based point-of-sale (POS) platform used by more than 700,000 merchants and processing over $330 billion in card transactions, to small- and medium-sized businesses (SMBs) in your assigned territory. The platform combines POS hardware and software to handle card, mobile wallet, and contactless payments, alongside business management features such as inventory, reporting, and customer loyalty. • Manage a territory with dozens of branches from multiple established corporate partner banks, building relationships with business bankers to generate referrals and close deals, while self-sourcing new opportunities to supplement the partner banks’ pipelines., • Conduct on-site product demos and presentations at client businesses, showing how the platform can streamline operations and boost revenue, and close sales deals in person., • This is a quota-carrying field sales role focused on driving new business, managing existing relationships, and growing an assigned territory through strong outside sales execution and a self-starter mindset. You'll own the full sales cycle : prospecting, self-sourcing leads, and generating referrals through existing clients and established bank partnerships, and closing deals, with full accountability for territory performance and quota/KPI attainment, including turning around underperforming accounts. Success in this role means building lasting client and partner relationships, identifying challenges early, and consistently delivering proactive solutions that drive growth and retention., • We're looking for someone with proven outside sales experience who hits quota, works provided leads and builds their own pipeline, closes deals, hunts for new business, connects well with people, and owns their results., • Somebody with previous experience as a Business Banker / Commercial Relationship Banker / Commercial Relationship Manager ( SMB clients ) will also be a good fit For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. . System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law. #M1 #LI-DP1 Ref: #404-IT Pittsburgh

Job Description Fantastic opportunity here in local Real Estate! We are looking for a go-getter Real Estate Sales Agent! Want to make a lot of money and work with talented people? Love helping people find the home of their dreams? So do we! We are looking for a motivated real estate sales agent who is passionate about making the home-selling/buying experience as great as it should be. This is your opportunity to join a dynamic and hyper-successful team where you can expand your career, earn a significant financial income, and help your customers achieve their ultimate goal of a new home. Our leads system, smart technology, and training will get you off the ground and running... FAST. It's very common for newly affiliated real estate sales agents to have multiple transactions in their first weeks/months. This can be you. We would love to have you join the family today! Compensation: $60,000+ Commission Based Income Responsibilities: • Meet with clients to determine their home wishlist, then meet their needs and sell them a home, • Rigorously prospect for new business by following up with leads in your pipeline to ensure sales growth, • Consistently reach out and follow-up with leads to grow sales opportunities, • Create written purchase offers for buyer clients to create a quick and easy closing process, • Have local knowledge of the community to answer questions about potential homes and the surrounding neighborhood, • Prospecting/cold calls, • Set appointments, • Provide excellent customer service, • Follow through and follow up, • Complete Onboarding & Training Program, • Follow proven systems for success, • Scripting and shadowing, • Bi-Weekly Tom Ferry Coaching, • Spend time in-office Monday-Friday Qualifications: • Great communication and social skills, • Organized and manages time effectively, • A proven record of sales experience and success is preferred, • Self motivated and able to perform tasks independently, • Technology driven, • Must be interested in a full-time career in Real Estate (40+ hours) including nights/weekends, • Must be within 25 miles of Wayne, NJ, • Real Estate License: Interested in our Scholarship program, in school, or holds a valid license, • Want to be part of a team culture that will have your back, • Enjoy helping others, • Sales orientated with great communication skills, • Coachable, • Growth mindset, • Enjoys setting goals with accountability, • Computer & Tech Savvy, • Valid Driver's license and own a vehicle About Company We are the #1 Real Estate Group at Coldwell Banker in Wayne, with over 35 years of experience serving Northern New Jersey. We work in a fast-paced environment with over 200 real estate transactions per year. Our team has built a reputation for professionalism, strong systems, and exceptional client service. We pride ourselves on maintaining a positive, collaborative culture where every team member plays an important role in delivering a seamless experience for clients.

Job Description For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. Sales Representative - Business Development ( Business Consultant ) : - Sell Clover, an industry-leading cloud-based point-of-sale (POS) platform used by more than 700,000 merchants and processing over $330 billion in card transactions, to small- and medium-sized businesses (SMBs) in your assigned territory. The platform combines POS hardware and software to handle card, mobile wallet, and contactless payments, alongside business management features such as inventory, reporting, and customer loyalty. • Manage a territory with dozens of branches from multiple established corporate partner banks, building relationships with business bankers to generate referrals and close deals, while self-sourcing new opportunities to supplement the partner banks’ pipelines., • Conduct on-site product demos and presentations at client businesses, showing how the platform can streamline operations and boost revenue, and close sales deals in person., • This is a quota-carrying field sales role focused on driving new business, managing existing relationships, and growing an assigned territory through strong outside sales execution and a self-starter mindset. You'll own the full sales cycle : prospecting, self-sourcing leads, and generating referrals through existing clients and established bank partnerships, and closing deals, with full accountability for territory performance and quota/KPI attainment, including turning around underperforming accounts. Success in this role means building lasting client and partner relationships, identifying challenges early, and consistently delivering proactive solutions that drive growth and retention., • We're looking for someone with proven outside sales experience who hits quota, works provided leads and builds their own pipeline, closes deals, hunts for new business, connects well with people, and owns their results., • Previous experience as a Business Banker / Commercial Lending / Merchant Services Sales / Payment Solutions Consultant OR worked before for companies like ADP ( or similar payroll processing and human-resources outsourcing companies ) will be a plus For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. . #M1 #LI-DP1 . Ref: #404-IT Pittsburgh

Job Description For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. Business Development ( Business Consultant / B2B Sales Representative ) : - Sell Clover, an industry-leading cloud-based point-of-sale (POS) platform used by more than 700,000 merchants and processing over $330 billion in card transactions, to small- and medium-sized businesses (SMBs) in your assigned territory. The platform combines POS hardware and software to handle card, mobile wallet, and contactless payments, alongside business management features such as inventory, reporting, and customer loyalty. • Manage a territory with dozens of branches from multiple established corporate partner banks, building relationships with business bankers to generate referrals and close deals, while self-sourcing new opportunities to supplement the partner banks’ pipelines., • Conduct on-site product demos and presentations at client businesses, showing how the platform can streamline operations and boost revenue, and close sales deals in person., • This is a quota-carrying field sales role focused on driving new business, managing existing relationships, and growing an assigned territory through strong outside sales execution and a self-starter mindset. You'll own the full sales cycle : prospecting, self-sourcing leads, and generating referrals through existing clients and established bank partnerships, and closing deals, with full accountability for territory performance and quota/KPI attainment, including turning around underperforming accounts. Success in this role means building lasting client and partner relationships, identifying challenges early, and consistently delivering proactive solutions that drive growth and retention., • We're looking for someone with proven outside sales experience who hits quota, works provided leads and builds their own pipeline, closes deals, hunts for new business, connects well with people, and owns their results., • Somebody with previous experience as a Business Banker / Commercial Relationship Banker / Commercial Relationship Manager ( SMB clients ) will also be a good fit For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. . #M1 #LI-DP1 Ref: #404-IT Pittsburgh

Job Description About Our Client Our client, an elite investment banking boutique, is a leading firm with expertise in mergers & acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital. Since its founding in June 2015, our client has advised on over $850 billion in transactions across various industries. With offices in New York, Los Angeles, San Francisco, and Stamford, this elite boutique investment bank has established a strong presence in key financial centers. Key Responsibilities Transaction Leadership & Execution • Lead M&A advisory activities across the business services sector throughout all phases of the deal lifecycle, • Serve as a senior leader on transaction teams, overseeing the integrity of valuation analyses and financial models developed with Analysts and Associates, • Actively lead drafting sessions, due diligence meetings, and conversations with clients and counterparties, • Manage client communications and relationships in partnership with senior bankers, • Identify data trends and articulate their impact to internal and external stakeholders Team Development & Mentorship • Oversee and mentor Analysts and Associates on active transactions, • Lead the development of pitch materials and descriptive memoranda, • Balance delegation with collaboration to maximize junior banker development, • Lead by example through delivering accurate, thoughtful work product Business Development & Firm Contribution • Actively participate in new business development efforts and client presentations, • Contribute to junior banker training programs and firm-wide initiatives, • Engage in marketing, diversity, and community outreach efforts What We Offer • High-Impact Deal Flow: Work on marquee media transactions with significant market visibility, • Client Exposure: Direct interaction with C-suite executives and Board members, • Career Acceleration: Clear and merit-based path Director/MD promotion, • Compensation: Top-tier base salary and bonus, • Culture: Performance-driven environment that values excellence, collaboration, and professional development Location & Work Environment • Office: New York City, • Work Model: On-site/In-office Visa & Immigration • Candidates must be authorized to work in the United States without sponsorship now or in the future About the M&A Group Our client's New York-based Investment Banking group works across industry sectors with a primary focus on M&A transactions. The team is directly involved in the design, origination, structuring, and execution of mergers and acquisitions, including buy-side, sell-side, and other strategic advisory mandates for both existing and prospective clients. Why This Opportunity Stands Out This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled—professionals who are eager to be part of something bigger than themselves. From day one, you'll have meaningful impact with high levels of responsibility and autonomy. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. The Role Our client seeks an experienced Vice President to join their M&A team in New York. As a Vice President, you will be directly involved in the design, origination, structuring, and execution of M&A transactions, providing critical input on pitch and deal materials to enhance the ultimate deliverable to clients. Please note: Our client does not sponsor applicants for work visas or provide employment-based immigration sponsorship for this position, including F-1 (CPT/OPT/STEM OPT), TN, O-1, E-3, or H-1B. Candidates must have current authorization to work in the United States. Key Responsibilities Transaction Leadership & Execution • Conduct extensive quantitative economic, industry, and company research and analysis, • Draft and prepare pitch books with detailed industry materials, • Lead financial modeling, valuation, and comparable/relative value analyses, including DCF, comparable companies, precedent transactions, LBO, and merger combination models, • Conduct and evaluate a broad range of corporate finance alternatives and due diligence for buy-side, sell-side, and other strategic advisory mandates, • Facilitate idea generation and solutions development across groups firmwide Team & Client Development • Develop and prepare client presentations and materials with a focus on quality, accuracy, and timeliness, • Assist in the evaluation, preparation, due diligence, and execution of M&A transactions, • Assist in the development and continued cultivation of client relationships Required Qualifications • Bachelor's degree and a minimum of 6 years of investment banking, corporate finance, and M&A experience with a top-tier investment bank, OR an MBA concentrating in Finance with current Vice President (or equivalent) standing at a top-tier investment bank, • Strong knowledge of corporate finance, securities, financial markets, and risk & pricing analysis, • M&A investment banking experience a strong plus, • Aptitude to synthesize large amounts of information and develop innovative ideas and solutions, • Ability to manage multiple projects simultaneously under tight deadlines, • Maturity and good judgment in handling confidential and sensitive information, • Strong written and oral communication skills, • Creativity and intellectual curiosity, • Ability to work independently while remaining an effective team contributor, • Proficiency with FactSet, CapitalIQ, Bloomberg, and Microsoft Office, • Series 79 & 63 required Compensation & Benefits • Base salary range: $250K–$275K, based on relevant skills, training, experience, and education, • Discretionary performance-based bonus, • Comprehensive benefits package, • Generous paid time off

Job Description About Our Client Our client, an elite investment banking boutique, is a leading firm with expertise in mergers & acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital. Since its founding in June 2015, our client has advised on over $850 billion in transactions across various industries. With offices in New York, Los Angeles, San Francisco, and Stamford, this elite boutique investment bank has established a strong presence in key financial centers. Key Responsibilities Transaction Leadership & Execution • Lead M&A advisory activities across the business services sector throughout all phases of the deal lifecycle, • Serve as a senior leader on transaction teams, overseeing the integrity of valuation analyses and financial models developed with Analysts and Associates, • Actively lead drafting sessions, due diligence meetings, and conversations with clients and counterparties, • Manage client communications and relationships in partnership with senior bankers, • Identify data trends and articulate their impact to internal and external stakeholders Team Development & Mentorship • Oversee and mentor Analysts and Associates on active transactions, • Lead the development of pitch materials and descriptive memoranda, • Balance delegation with collaboration to maximize junior banker development, • Lead by example through delivering accurate, thoughtful work product Business Development & Firm Contribution • Actively participate in new business development efforts and client presentations, • Contribute to junior banker training programs and firm-wide initiatives, • Engage in marketing, diversity, and community outreach efforts What We Offer • High-Impact Deal Flow: Work on marquee media transactions with significant market visibility, • Client Exposure: Direct interaction with C-suite executives and Board members, • Career Acceleration: Clear and merit-based path Director/MD promotion, • Compensation: Top-tier base salary and bonus, • Culture: Performance-driven environment that values excellence, collaboration, and professional development Location & Work Environment • Office: New York City, • Work Model: On-site/In-office Visa & Immigration • Candidates must be authorized to work in the United States without sponsorship now or in the future About the M&A Group Our client's New York-based Investment Banking group works across industry sectors with a primary focus on M&A transactions. The team is directly involved in the design, origination, structuring, and execution of mergers and acquisitions, including buy-side, sell-side, and other strategic advisory mandates for both existing and prospective clients. Why This Opportunity Stands Out This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled—professionals who are eager to be part of something bigger than themselves. From day one, you'll have meaningful impact with high levels of responsibility and autonomy. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. The Role Our client seeks an experienced Associates to join their M&A team in New York. As an Associate, you will be directly involved in the design, origination, structuring, and execution of M&A transactions, providing critical input on pitch and deal materials to enhance the ultimate deliverable to clients. Please note: Our client does not sponsor applicants for work visas or provide employment-based immigration sponsorship for this position, including F-1 (CPT/OPT/STEM OPT), TN, O-1, E-3, or H-1B. Candidates must have current authorization to work in the United States. Key Responsibilities Transaction Leadership & Execution • Conduct extensive quantitative economic, industry, and company research and analysis, • Draft and prepare pitch books with detailed industry materials, • Lead financial modeling, valuation, and comparable/relative value analyses, including DCF, comparable companies, precedent transactions, LBO, and merger combination models, • Conduct and evaluate a broad range of corporate finance alternatives and due diligence for buy-side, sell-side, and other strategic advisory mandates, • Facilitate idea generation and solutions development across groups firmwide Team & Client Development • Develop and prepare client presentations and materials with a focus on quality, accuracy, and timeliness, • Assist in the evaluation, preparation, due diligence, and execution of M&A transactions, • Assist in the development and continued cultivation of client relationships Required Qualifications • Bachelor's degree and a minimum of 6 years of investment banking, corporate finance, and M&A experience with a top-tier investment bank, OR an MBA concentrating in Finance with current Associate (or equivalent) standing at a top-tier investment bank, • Strong knowledge of corporate finance, securities, financial markets, and risk & pricing analysis, • M&A investment banking experience a strong plus, • Aptitude to synthesize large amounts of information and develop innovative ideas and solutions, • Ability to manage multiple projects simultaneously under tight deadlines, • Maturity and good judgment in handling confidential and sensitive information, • Strong written and oral communication skills, • Creativity and intellectual curiosity, • Ability to work independently while remaining an effective team contributor, • Proficiency with FactSet, CapitalIQ, Bloomberg, and Microsoft Office, • Series 79 & 63 required Compensation & Benefits • Base salary range: $175K–$225K, based on relevant skills, training, experience, and education, • Discretionary performance-based bonus, • Comprehensive benefits package, • Generous paid time off

Job DescriptionHealthcare Investment Banking Analyst / Associate – Career Launch AI Talent Network Location: San Francisco, CA & New York, NY Compensation: Analyst: $150,000 – $250,000+ total compensation Associate: $250,000 – $450,000+ total compensation (Varies by firm) Type: Full-Time About This Opportunity This Healthcare Investment Banking Analyst/Associate posting is an example of the roles featured on the Career Launch AI private job board — high-paying, competitive healthcare M&A and capital markets opportunities that members receive exclusive access to. To get matched with roles like this automatically, visit: https://www.careerlaunch.ai/ Healthcare IB is one of the most sought-after pathways in finance, offering strong compensation, accelerated career growth, and exposure to biotech, pharmaceutical, medtech, and healthcare services transactions. About the Role A leading global investment bank (representative of our employer network) is hiring a Healthcare Investment Banking Analyst/Associate to support M&A execution, capital raising, and strategic advisory in the healthcare and life sciences sectors. You’ll collaborate closely with senior bankers, clients, and cross-functional deal teams on high-impact transaction work. Key Responsibilities Support execution of M&A transactions, IPOs, and capital raises in healthcare Build detailed financial models, including: DCF, LBO, merger models Operating & valuation analyses Conduct market research across biotech, pharma, medtech, and healthcare services Prepare pitchbooks, investor materials, and client presentations Participate in due diligence across financial, clinical, product, and regulatory areas Analyze industry trends and company performance metrics Assist with deal structuring, transaction logistics, and closing processes Ideal Candidate Profile Bachelor’s degree in Finance, Economics, Biology, Engineering, or related field Strong understanding of valuation, financial modeling, and corporate finance Interest in healthcare markets, biotech innovation, or medical technology Experience in IB, consulting, equity research, or life sciences preferred Exceptional analytical ability and attention to detail Excellent communication skills and a strong work ethic How Career Launch AI Helps You Land Healthcare IB Roles Breaking into healthcare investment banking is highly competitive due to firms preferring: Target-school candidates Prior IB or finance experience Internal referrals Career Launch AI improves your access by offering: AI-Powered Job Matching We identify and apply to aligned healthcare IB roles across top bulge brackets, elite boutiques, and growth-focused advisory firms. Custom Resume Versions for IB & Healthcare Finance We create targeted resume variants that highlight financial modeling, analytical work, and healthcare domain knowledge. Warm Recruiter & Banker Outreach We help connect you to investment banking teams and recruiting contacts across healthcare-focused groups. Interview Prep for IB & Technicals We support preparation on: Technical modeling Healthcare deal frameworks Market trends (biotech, pharma, medtech) Behavioral & fit interviews Deal walkthroughs Apply directly at https://www.careerlaunch.ai/

Job DescriptionOverview: The Investment Banking, Summer Associate will play an important role on the firm’s advisory team, supporting an appropriately staffed team in a broad range of transactions including; mergers, acquisitions, divestitures, restructurings, royalty monetizations and capital markets transactions. Summer Associates will provide deliverables that are relied upon by our senior bankers to help our clients and can expect to receive a high level of responsibility and deal execution experience. The Summer Associate may also be responsible for completing special projects as assigned by the staffer and senior bankers. The Summer Associate must enjoy working within an entrepreneurial environment that is results-driven and community oriented. The ideal individual has the ability to exercise good judgement in a variety of situations, has strong written and verbal communication as well as the ability to balance multiple priorities. The Investment Banking Summer Associate will have the ability to work independently but is also expected to thrive in a team environment. Day-to-day Responsibilities Investment Banking Summer Associates will get a well-rounded experience by working on multiple assignments in all stages of the deal lifecycle process, from idea generation, to formal assignment pitching, to executing a deal. Summer Associates will work with a team to help create detailed financial models used for valuation and financial analysis (DCF, LBO, M&A, accretion/dilution, comparable company and precedent transaction analysis). Prepare marketing documents, including pitch materials, confidential offering memoranda, management presentations, fairness opinions and board presentations. Conduct extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction. Support senior bankers in their relationship development responsibilities, including interaction with current and prospective clients and new idea generation. Summer Associates will participate in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers. Qualifications Candidates must currently be enrolled full-time in a top MBA program with a strong emphasis on finance coursework and should have a strong desire to work in investment banking. Prior healthcare industry work experience is beneficial, but not required. We are looking for candidates with strong quantitative and qualitative analytical skills, clear communication and presentation skills, and strong command of corporate finance and accounting. We seek candidates with keen attention to detail, ability to be a strategic thinker, entrepreneurial spirit, desire to excel, overall excellent judgment and character, and commitment to contributing to the MTS team culture and growing our firm. Why Choose MTS as a Career MTS Health Partners, L.P. is a fast-paced, collegial environment with a tight-knit culture focused on professional growth. Anchored by the foundation of a well-run partnership, team members have unparalleled access to Senior Bankers and are rewarded with responsibilities commensurate with demonstrated skill and professional maturity. MTS promotes an environment based on teamwork and camaraderie, with an emphasis on entrepreneurship, accountability and innovation. MTS is dedicated to promoting from within the firm and developing each team member’s career. Why Clients Choose MTS as Their Banker MTS Health Partners, L.P., is a preeminent New York City-based healthcare investment bank, providing strategic advisory services related to mergers & acquisitions, divestitures, restructuring, and equity and structured products capital markets transactions for companies in the global healthcare industry. MTS focuses on the following subsectors of the healthcare industry: healthcare services, pharmaceuticals, biotechnology, generics, medical devices and diagnostics. Founded in 2000, MTS is distinguished by its dedicated healthcare industry focus, senior level hands-on deal execution, and the unique perspective and network MTS brings given the deep experience of its senior professional team - all without the conflicts of interest that most banks face. The U.S. and global healthcare industry is currently in the midst of unprecedented growth and change in a volatile economic environment; MTS plays a crucial role in advising our clients as they face critical strategic and financial decisions during these times. Uniquely, MTS’ business model focuses on alignment with our clients, building long-term relationships and engineering and executing the “right” transaction for our client. We specialize in executing complex transactions (e.g. mergers, restructurings, privately negotiated equity, structured debt, hybrid financings) where our “skill” as bankers is more important than the “scale” of an organization, such as in widely syndicated transactions (e.g. follow-on equity offerings, senior debt offerings). However, when a situation calls for a hybrid approach of private negotiation and public syndication, we also have the ability, as a registered broker-deal, and the flexibility to call on our experience and relationships to orchestrate the appropriate deal. Whereas many banks are divided into industry coverage groups and product groups, the same deal team at MTS originates and executes the transaction, thus maintaining control of every aspect of advice, strategy, and execution and avoiding the conflicts of interest seen at other advisory firms. Note: The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Expected Annual Salary $175,000-$175,000 Fellowship Program MTS Health Partners is committed to making diversity, equity and inclusion part of everything we do – starting with how we build our workforce. We are proud to be an equal opportunity employer, and are committed to preventing and remedying discrimination in our global workplaces. We are proud of our culture of inclusion – and are committed to further developing our dynamic team through equitable hiring & talent development practices. If selected as an MTS Health Partners MBA Fellow, you will receive an award in the amount of $30,000 in addition to the Summer Associate salary. Upon successful completion of the summer internship and acceptance of a full-time offer, Fellowship recipients will be awarded an additional $45,000, plus any full-time Associate signing bonus, as applicable. *Gross reward less any applicable withholdings and taxes. To be considered for our MBA Fellowship, students must complete a 1-page, written personal statement describing how you have worked to foster an inclusive environment at work or school as well as what companies can do better in their diversity, equity, and inclusion initiatives. Your fellowship application will be considered alongside your formal Summer Associate application. Please attach your essay alongside your resume. If you have any trouble uploading, please email your essay to Malley Pattwell (pattwell@mtspartners.com). All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description About Our Client Our client, an elite investment banking boutique, is a leading firm with expertise in mergers & acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital. Since its founding in June 2015, our client has advised on over $850 billion in transactions across various industries. With offices in New York, Los Angeles, San Francisco, and Stamford, this elite boutique investment bank has established a strong presence in key financial centers. Key Responsibilities Transaction Leadership & Execution • Lead M&A advisory activities across the business services sector throughout all phases of the deal lifecycle, • Serve as a senior leader on transaction teams, overseeing the integrity of valuation analyses and financial models developed with Analysts and Associates, • Actively lead drafting sessions, due diligence meetings, and conversations with clients and counterparties, • Manage client communications and relationships in partnership with senior bankers, • Identify data trends and articulate their impact to internal and external stakeholders Team Development & Mentorship • Oversee and mentor Analysts and Associates on active transactions, • Lead the development of pitch materials and descriptive memoranda, • Balance delegation with collaboration to maximize junior banker development, • Lead by example through delivering accurate, thoughtful work product Business Development & Firm Contribution • Actively participate in new business development efforts and client presentations, • Contribute to junior banker training programs and firm-wide initiatives, • Engage in marketing, diversity, and community outreach efforts What We Offer • High-Impact Deal Flow: Work on marquee media transactions with significant market visibility, • Client Exposure: Direct interaction with C-suite executives and Board members, • Career Acceleration: Clear and merit-based path Director/MD promotion, • Compensation: Top-tier base salary and bonus, • Culture: Performance-driven environment that values excellence, collaboration, and professional development Location & Work Environment • Office: New York City, • Work Model: On-site/In-office Visa & Immigration • Candidates must be authorized to work in the United States without sponsorship now or in the future About the M&A Group Our client's New York-based Investment Banking group works across industry sectors with a primary focus on M&A transactions. The team is directly involved in the design, origination, structuring, and execution of mergers and acquisitions, including buy-side, sell-side, and other strategic advisory mandates for both existing and prospective clients. Why This Opportunity Stands Out This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled—professionals who are eager to be part of something bigger than themselves. From day one, you'll have meaningful impact with high levels of responsibility and autonomy. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. The Role Our client seeks an experienced Associates to join their M&A team in New York. As an Associate, you will be directly involved in the design, origination, structuring, and execution of M&A transactions, providing critical input on pitch and deal materials to enhance the ultimate deliverable to clients. Please note: Our client does not sponsor applicants for work visas or provide employment-based immigration sponsorship for this position, including F-1 (CPT/OPT/STEM OPT), TN, O-1, E-3, or H-1B. Candidates must have current authorization to work in the United States. Key Responsibilities Transaction Leadership & Execution • Conduct extensive quantitative economic, industry, and company research and analysis, • Draft and prepare pitch books with detailed industry materials, • Lead financial modeling, valuation, and comparable/relative value analyses, including DCF, comparable companies, precedent transactions, LBO, and merger combination models, • Conduct and evaluate a broad range of corporate finance alternatives and due diligence for buy-side, sell-side, and other strategic advisory mandates, • Facilitate idea generation and solutions development across groups firmwide Team & Client Development • Develop and prepare client presentations and materials with a focus on quality, accuracy, and timeliness, • Assist in the evaluation, preparation, due diligence, and execution of M&A transactions, • Assist in the development and continued cultivation of client relationships Required Qualifications • Bachelor's degree and a minimum of 6 years of investment banking, corporate finance, and M&A experience with a top-tier investment bank, OR an MBA concentrating in Finance with current Associate (or equivalent) standing at a top-tier investment bank, • Strong knowledge of corporate finance, securities, financial markets, and risk & pricing analysis, • M&A investment banking experience a strong plus, • Aptitude to synthesize large amounts of information and develop innovative ideas and solutions, • Ability to manage multiple projects simultaneously under tight deadlines, • Maturity and good judgment in handling confidential and sensitive information, • Strong written and oral communication skills, • Creativity and intellectual curiosity, • Ability to work independently while remaining an effective team contributor, • Proficiency with FactSet, CapitalIQ, Bloomberg, and Microsoft Office, • Series 79 & 63 required Compensation & Benefits • Base salary range: $175K–$225K, based on relevant skills, training, experience, and education, • Discretionary performance-based bonus, • Comprehensive benefits package, • Generous paid time off

Translate banker needs into structured product requirements. Track behavioral metrics and refine the product through data-driven iteration.

Develop and manage complex cash flow models for structured products (CDOs, CLOs, ABS), analyze asset performance, credit quality, and market trends, and build predictive models. Senior Structured Finance Banker.

Managing Director / Director | Metals & Mining Investment Banking. Many senior Metals & Mining investment bankers reach a point where they want more than just another coverage role. We're partnering with a specialized global investment banking platform seeking a senior Metals & Mining banker to help

Job DescriptionMember Service Representative / Personal Banker Join our team and begin writing your next success story with us. If you’re looking for a place where culture and leadership matter, look no further. Whether you work here, bank here, or are just getting to know us — this is what it feels like to be part of Jovia. We are Jovia Financial Credit Union. Our name evokes joy, a feeling of optimism, trust, and “banking on the bright side”. We are a new kind of credit union, one that combines service and value with the convenience that today’s technologies allow. At Jovia, we have provided brighter banking for over 85 years, driven by values like innovation, convenience, and community. As a not-for-profit organization, we focus on what’s best for our members, not profits - Come see for yourself! Awarded as one of the best places to work, Jovia has more than $4 billion in assets, 240,000 members, and 500+ employees, we attract the best and the brightest talent-- who do the right thing and present a can-do spirit in a culture of fun, fulfilment, advancement, and development. Find your joy here, every day. Our employees are passionate about our mission, growing through professional development and making a real difference through community involvement and service. We offer a diverse, inclusive work environment with flexible opportunities and competitive benefits. Join us in shaping the future of banking by joining our team. We give you Benefits that Go Beyond Your Paycheck: • Competitive compensation with paid training, • Engaged Managers who value your input, are transparent, and provide coaching for your success, • Professional Development with growth opportunities and a supportive learning environment, • A friendly, inviting work culture filled with social activities that inspire creativity and collaboration, • Retirement Benefits, featuring a 401(k) with a generous match, • Employee Activity Groups that foster a sense of belonging and teamwork, • Tuition Reimbursement and School Loan Repayment plans for Full-Time employees, • Gym Reimbursement and Employee Wellness time off to support your health and wellness, • Flexible PTO options that include vacation payout and sick time incentive payouts, • Discounts on Employee Loans to help you create financial success, • A CEO with brilliant vision and aspirationWant to know why we’re so happy? Click here to learn and meet our CEO!Find out what life at Jovia is like ... https://www.jovia.org/life-at-jovia What you will be doing:, • Direct dealing with member and potential members, • Support and promote a successful service/sales culture by identifying the needs of the membership and cross-selling the appropriate products., • Efficiently and accurately process transactions (loan payments, transfer of funds), • Research and resolve member concerns, • Sufficiently and accurately record information, • Efficiently utilize the software system provided to perform member transactions, • Engage with members to obtain information and explain available services to meet their financial needs.What we need from you:, • Bachelor’s degree or minimum of 18 months of relevant experience in the financial industry or in a customer service, • Previous banking or financial services experience, • Desire to provide outstanding member service, • Ability to discuss products and services, • Professional appearance coupled with an enthusiastic, assertive personality., • Self-motivated, • Strong computer skills, • Excellent communication skills, • Thorough knowledge of negotiable instruments, • Dependable (arrive to work on time as scheduled) with open availability on Fridays, Saturdays and one other day during the week (19 hours total) Be part of a growing not-for-profit organization where People are Everything—You are important to us. Help our members meet their financial goals and achieve their dreams. Let’s talk! At Jovia, we celebrate innovation, diversity, teamwork, excellence, and integrity. We are an equal opportunity employer and offer competitive compensation and benefits packages to recruit, retain, and reward top talent. We would like to be your partner in success and happiness!We provide a competitive salary that aligns with qualifications and experience. Compensation may differ based on factors including experience, skill set, and current performance (if applicable). While candidates who do not fulfill the minimum requirements may be considered, this may require a position level, salary, or salary grade adjustment to reflect current experience. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) #ZR

Job DescriptionMember Service Representative / Personal Banker (Bilingual Spanish Speaking Preferred) Join our team and begin writing your next success story with us. If you’re looking for a place where culture and leadership matter, look no further. Whether you work here, bank here, or are just getting to know us — this is what it feels like to be part of Jovia. We are Jovia Financial Credit Union. Our name evokes joy, a feeling of optimism, trust, and “banking on the bright side”. We are a new kind of credit union, one that combines service and value with the convenience that today’s technologies allow. At Jovia, we have provided brighter banking for over 85 years, driven by values like innovation, convenience, and community. As a not-for-profit organization, we focus on what’s best for our members, not profits - Come see for yourself! Awarded as one of the best places to work, Jovia has more than $4 billion in assets, 240,000 members, and 500+ employees, we attract the best and the brightest talent-- who do the right thing and present a can-do spirit in a culture of fun, fulfilment, advancement, and development. Find your joy here, every day. Our employees are passionate about our mission, growing through professional development and making a real difference through community involvement and service. We offer a diverse, inclusive work environment with flexible opportunities and competitive benefits. Join us in shaping the future of banking by joining our team. We give you Benefits that Go Beyond Your Paycheck: • Competitive compensation with paid training, • Engaged Managers who value your input, are transparent, and provide coaching for your success, • Professional Development with growth opportunities and a supportive learning environment, • A friendly, inviting work culture filled with social activities that inspire creativity and collaboration, • Retirement Benefits, featuring a 401(k) with a generous match plus a defined pension plan, • Comprehensive benefits including Medical, Dental, and Vision coverage, • Employee Activity Groups that foster a sense of belonging and teamwork, • Tuition Reimbursement and School Loan Repayment plans for Full-Time employees, • Gym Reimbursement and Employee Wellness time off to support your health and wellness, • Flexible PTO options that include vacation payout and sick time incentive payouts, • Discounts on Employee Loans to help you create financial success, • Supplemental Benefits such as Pet Insurance, Legal plan, and AFLAC plans, • A CEO with brilliant vision and aspirationWant to know why we’re so happy? Click here to learn and meet our CEO!Find out what life at Jovia is like ... https://www.jovia.org/life-at-jovia What you will be doing:, • Direct dealing with member and potential members, • Support and promote a successful service/sales culture by identifying the needs of the membership and cross-selling the appropriate products., • Efficiently and accurately process transactions (loan payments, transfer of funds), • Research and resolve member concerns, • Sufficiently and accurately record information, • Efficiently utilize the software system provided to perform member transactions, • Engage with members to obtain information and explain available services to meet their financial needs.What we need from you:, • Bachelor’s degree or minimum of 18 months of relevant experience in the financial industry or in a customer service, • Previous banking or financial services experience, • Desire to provide outstanding member service, • Ability to discuss products and services, • Professional appearance coupled with an enthusiastic, assertive personality., • Self-motivated, • Strong computer skills, • Excellent communication skills, • Thorough knowledge of negotiable instruments, • Dependable (arrive to work on time as scheduled) Be part of a growing not-for-profit organization where People are Everything—You are important to us. Help our members meet their financial goals and achieve their dreams. Let’s talk! At Jovia, we celebrate innovation, diversity, teamwork, excellence, and integrity. We are an equal opportunity employer and offer competitive compensation and benefits packages to recruit, retain, and reward top talent. We would like to be your partner in success and happiness!We provide a competitive salary that aligns with qualifications and experience. Compensation may differ based on factors including experience, skill set, and current performance (if applicable). While candidates who do not fulfill the minimum requirements may be considered, this may require a position level, salary, or salary grade adjustment to reflect current experience. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) #ZR