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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.

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

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

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

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.

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.

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.

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

Vice President, Power, Utilities & Infrastructure Investment Banking New York, NY We are working with a leading global investment bank that is expanding its Power, Utilities & Infrastructure investment banking franchise in New York following a period of significant growth and exceptionally strong transaction activity. The team is looking to hire a Vice President who can take a leading role in the execution of complex M&A and strategic advisory assignments across the sector. This is primarily an execution role rather than an origination hire, making it particularly attractive for technically strong VPs who want to remain close to transactions while gaining significant exposure to senior clients and highly experienced Managing Directors. A HIGH GROWTH PLATFORM- The group has expanded materially and now combines four senior Managing Directors with a growing team of VPs, Associates and Analysts. Despite that growth, the platform remains lean relative to its transaction pipeline. Current and recent activity includes: • A recently announced $3bn utility acquisition, • A pending multi-billion-dollar sale of a power and district energy platform, • An active ~$500m solar buy-side mandate, • An active ~$1bn strategic restructuring / transaction, • Additional assignments spanning power generation, regulated utilities, renewables and energy infrastructure The senior team includes bankers who have held leadership positions or built their careers at several of the worlds leading investment banking franchises. For an experienced VP, that combination provides exposure to sophisticated transactions while offering considerably more visibility and responsibility than is often possible within a larger, more layered banking team. THE ROLE- You will act as a senior execution lead across M&A and strategic advisory transactions. Responsibilities will include: • Managing the day-to-day execution of complex transactions, • Leading financial analysis, valuation and transaction modelling, • Managing Associates and Analysts across live engagements, • Reviewing transaction materials and providing senior-level technical oversight, • Coordinating diligence, documentation and workstreams across transaction processes, • Working directly with senior executives, sponsors, corporates and other transaction counterparties, • Developing strategic and transaction recommendations alongside senior coverage bankers, • Preparing and delivering high-impact client presentations, • Maintaining close communication with senior bankers as transactions progress, • Training and developing junior members of the team, • Contributing sector and market expertise across power, utilities and energy infrastructure WHO WE'RE LOOKING FOR- The preferred candidate will currently be operating at the VP1 or VP2 level within investment banking. Candidates should bring: • Strong M&A transaction execution experience, • Excellent financial modeling and valuation capabilities, • Experience managing junior deal teams, • The ability to run multiple transaction workstreams simultaneously, • Strong client communication and presentation skills, • High attention to detail and sound commercial judgment, • A track record of operating successfully in demanding investment banking environments Experience within Power & Utilities is strongly preferred, particularly within power generation, renewables or broader energy infrastructure. Candidates from a leading M&A product group with relevant transaction exposure will also be considered. The mandate is focused on finding an exceptional execution banker. A significant existing book of business or demonstrated origination track record is not required. COMPENSATION- Vice Presidents have historically received a $275k base salary, with VP total cash compensation ranging from $500k-$700k dependent on performance. There is flexibility for exceptional candidates. The bank may also consider: • Bonus buyouts, • Approximately $10k of relocation assistance for candidates moving to New York, • Certain H-1B situations on a case-by-case basis Candidates with existing US work authorization are preferred. WHY JOIN- The attraction of this opportunity is straightforward: Significant deal flow, a rapidly growing franchise, an unusually strong senior banking team and the opportunity to become a key execution leader within a platform that is continuing to invest. For VPs who want to remain deeply involved in transactions rather than moving prematurely into a purely origination-focused role, this is an especially compelling opportunity. If you are currently a Vice President in investment banking and would like to discuss the opportunity confidentially, please apply or contact Talisman Advisory Partners directly.

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.

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.

Associate, Power, Utilities & Infrastructure Investment Banking New York, NY We are representing a leading global investment bank that is continuing to invest aggressively in its Power, Utilities & Infrastructure investment banking platform in New York. The group has expanded rapidly in recent years and is now looking to add an Associate to a lean, high-performing team with an exceptionally strong pipeline of live M&A and strategic advisory assignments. This is an opportunity to join a platform with the deal flow, senior banker pedigree and momentum of a leading franchise, while still offering Associates meaningful responsibility and exposure to senior clients. THE OPPORTUNITY- The team has grown significantly and today includes four Managing Directors alongside a deep bench of VPs, Associates and Analysts, with further hiring underway. The group is currently advising on a broad range of transactions across power, utilities and energy infrastructure, including: • A recently announced $3bn utility acquisition, • A multi-billion-dollar sell-side involving a power and district energy platform, • An active ~$500m solar acquisition, • An active ~$1bn strategic restructuring / transaction, • A wider pipeline spanning power generation, utilities, renewables and infrastructure You will work directly alongside senior bankers with backgrounds at several of the world's leading investment banking franchises. The group remains relatively lean despite its growing deal pipeline, creating substantial opportunity for high-performing Associates to take on responsibility early. WHAT YOU'LL DO- As an Associate, you will play a central role in the execution of M&A and strategic advisory transactions across the Power & Utilities sector. Responsibilities will include: • Building and reviewing complex financial and M&A models, • Performing valuation analysis across public and private companies, • Supporting the execution of buy-side, sell-side and strategic advisory assignments, • Conducting company, industry and market analysis, • Preparing client presentations, transaction materials and internal memoranda, • Coordinating diligence and transaction processes, • Working directly with senior bankers and clients throughout live transactions, • Reviewing the work of Analysts and helping develop junior members of the team, • Building knowledge across power generation, utilities, renewables and broader energy infrastructure WHO WE'RE LOOKING FOR- We are particularly interested in candidates currently operating at the Associate 2 or Associate 3 level, although strong recently promoted Analysts and other experienced Associates will also be considered. The most important requirement is technical strength. You should have: • Strong investment banking experience, • Excellent financial modelling, valuation and analytical skills, • Meaningful M&A or transaction execution experience, • The ability to operate effectively in a demanding, high-volume deal environment, • Strong communication skills and attention to detail, • A collaborative approach to working with senior and junior colleagues Prior Power & Utilities experience is preferred, particularly exposure to power generation or energy infrastructure, although exceptional candidates from adjacent investment banking sectors will be considered. COMPENSATION- Indicative historical compensation levels for the platform have been above-market, ranging from $285-400K in total cash compensation for Associate 1-3’s. Base salaries have historically ranged from approximately $175k to $225k, depending on level and experience. There is some flexibility for exceptional candidates. The bank can also consider bonus buyouts and offers relocation assistance for candidates moving to New York. WHY CONSIDER IT- For someone looking to build a long-term career in Power & Utilities investment banking, this offers a compelling combination: A growing franchise. A significant live deal pipeline. Highly credentialed senior bankers. And a lean team where strong performers can gain meaningful execution responsibility quickly. If you are currently an investment banking Associate and would like to confidentially explore the opportunity, please apply or contact the hiring team directly at Talisman Advisory Partners.

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.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! With a global presence and extensive expertise, Santander CIB provides industry leading support for the full range of Global Banking activities. We provide global support for corporate and institutional clients, delivering tailored services, products and solutions including Mergers & Acquisitions (M&A), Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged and Structured Finance. The Difference You Make: We are seeking a Vice President in Investment Banking Coverage supporting our Tech sector. You will play a key leadership role in the origination and execution of complex transactions while developing relationships with key clients and driving new business opportunities. • Lead the origination and execution of M&A, Capital Markets, and Advisory transactions., • Manage day-to-day deal processes, ensuring milestones and timelines are met., • Oversee the development and quality control of financial models and client materials., • Serve as the primary point of contact for clients on deal execution matters., • Identify and cultivate new business opportunities in collaboration with senior bankers., • Provide mentorship and guidance to Analysts and Associates., • Travel as requested by senior deal team members and or clients. What You Bring: The ideal candidate brings experience as a Coverage Investment Banker supporting the Tech sector at a bulge bracket firm. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Bachelor’s degree or equivalent: in Finance, Business or equivalent degree - Required., • Master's Degree/ MBA: MBA - Preferred., • 6+ Years in Corporate Finance as a Coverage Banker supporting the Tech sector., • Strong leadership, client relationship management, and negotiation skills., • Proven transaction execution experience in investment banking., • Advanced technical and strategic advisory capabilities., • Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions., • Ability to manage projects independently and assume a high level of responsibility., • Ability to assess and mitigate reputational, operational and credit risk., • Experience with sell-side and buy-side merger and acquisition processes and equity and debt capital raises. Certifications: • SIE, 79 and 63 It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $275,000.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! Investment Banking Vice President – Building Products and Distribution within Industrials Group With a global presence and extensive expertise, Santander CIB provides industry-leading support for the full range of Global Banking activities. We provide global support for corporate and institutional clients, delivering tailored services, products and solutions including Mergers & Acquisitions (M&A), Equity Capital Markets (ECM), Acquisition & Leveraged Finance (ALF) and Debt Capital Markets (DCM). The Difference You Make: We are seeking a Sr Associate / Vice President in Investment Banking supporting our Building Products and Distribution industry coverage within our Industrials Group. You will play a key leadership role in the origination and execution of complex transactions while developing relationships with key clients and driving new business opportunities. • Support the origination and lead execution of M&A Advisory transactions., • Manage day-to-day deal processes, ensuring milestones and timelines are met., • Oversee the development and quality control of financial models and client materials., • Serve as the primary point of contact for clients on transaction execution matters., • Identify and cultivate new business opportunities in collaboration with senior bankers., • Provide mentorship and guidance to Analysts and Associates., • Travel as requested by senior team members and / or clients. What You Bring: The ideal candidate brings Investment Banking coverage experience in the Industrials sector for a bulge bracket or leading boutique advisory firm. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Bachelor’s degree or equivalent: in Finance, Business or equivalent degree - Required., • 4+ Years in Corporate Finance as a Coverage or M&A Banker in the Industrials sector., • Strong client relationship management, and negotiation skills., • Proven transaction execution experience in investment banking., • Advanced technical and strategic advisory capabilities., • Ability to work well under pressure and to tight deadlines and have the aptitude to synthesize large amounts of information and to develop innovative solutions., • Ability to manage projects independently and assume a high level of responsibility., • Ability to assess and mitigate reputational, operational and credit risk., • Experience with sell-side and buy-side merger and acquisition processes. Certifications: • SIE, 79 and 63 What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $275,000.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! With a global presence and extensive expertise, Santander CIB provides industry leading support for the full range of Global Banking activities. We provide global support for corporate and institutional clients, delivering tailored services, products and solutions including Mergers & Acquisitions (M&A), Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged and Structured Finance. The Difference You Make: We are seeking a Vice President in Investment Banking supporting our Power & Utilities coverage group focusing on Renewables. You will play a key leadership role in the origination and execution of complex transactions while developing relationships with key clients and driving new business opportunities. • Support the origination and lead execution of M&A Advisory transactions., • Manage day-to-day deal processes, ensuring milestones and timelines are met., • Oversee the development and quality control of financial models and client materials., • Serve as the primary point of contact for clients on deal execution matters., • Identify and cultivate new business opportunities in collaboration with senior bankers., • Provide mentorship and guidance to Analysts and Associates., • Travel as requested by senior deal team members and or clients. What You Bring: The ideal candidate brings Investment Banking coverage experience in the Energy sector (Renewables, Power & Utilities) for a bulge bracket or leading boutique advisory firm. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Bachelor’s degree or equivalent: in Finance, Business or equivalent degree - Required., • 4+ Years in Corporate Finance as an M&A Banker or Coverage Banker in the Power & Utilities – Renewables sector., • Strong client relationship management, and negotiation skills., • Proven transaction execution experience in investment banking., • Advanced technical and strategic advisory capabilities., • Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions., • Ability to manage projects independently and assume a high level of responsibility., • Ability to assess and mitigate reputational, operational and credit risk., • Experience with sell-side and buy-side merger and acquisition processes. Certifications: • SIE, 79 and 63 What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $275,000.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

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

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 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 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

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

The Opportunity My client is seeking an accomplished Vice President of Deal Origination / Business Development to support the continued growth of a middle market M&A advisory practice. You will engage qualified inbound business owners, lead high-value advisory conversations, assess strategic fit and transaction readiness, and convert strong opportunities into signed sell-side M&A engagements. This is a senior-level, relationship-driven role at the intersection of business development, deal origination, and strategic advisory. You will represent the firm with founders and privately held business owners, build confidence in the M&A process, create momentum through the decision cycle, and ensure each newly engaged client transitions into execution with clear expectations and strong internal alignment. What You Will Do • Lead high-value consultations with pre-qualified founders and owners of middle market businesses considering a sale, recapitalization, or other liquidity event., • Uncover company background, owner objectives, transaction timing, valuation expectations, decision criteria, and potential barriers to engagement., • Evaluate transaction readiness and strategic fit while identifying the owner’s advisory needs and desired outcome., • Position the firm’s sell-side M&A process, capabilities, market approach, deliverables, and value proposition in clear, credible language., • Develop trusted relationships across the decision cycle and create momentum through thoughtful follow-up, decisive next steps, and consistent communication., • Navigate sophisticated questions and concerns related to valuation, timing, fees, confidentiality, market positioning, and the advisory process., • Advance qualified opportunities from initial consultation through proposal discussions and executed engagement letters., • Maintain accurate CRM records, pipeline visibility, forecasts, conversion activity, and relevant client context for senior banker handoff. What You Bring • Senior-level sales or business development experience in a trust-based B2B environment, with demonstrated success closing complex, high-value services or advisory engagements., • Executive presence and the ability to communicate credibly with founders, privately held business owners, and senior executives in high-stakes situations., • Strong discovery, presentation, negotiation, objection-handling, relationship-building, and pipeline-management skills., • Strong business acumen, commercial judgment, and the ability to simplify complex financial and advisory concepts without overselling them., • Experience in M&A, investment banking, private equity, financial services, business brokerage, consulting, accounting, or related professional services is preferred., • Comfort with performance targets, accountability, and a 100% commission-only compensation model., • Available to work remotely from 9:00 AM to 5:00 PM Central Time., • Must be based in the United States. Why Join You will work with qualified inbound opportunities, engage directly with business owners at pivotal moments, collaborate closely with experienced M&A professionals, and have uncapped earning potential tied directly to the advisory engagements you help originate and secure.

This is a senior coverage role responsible for originating and expanding Citi's relationships with a portfolio of Industrial clients operating in the U.S. market. Serving as Citi's primary representative and trusted advisor, the Banker actively leads the development and execution of client strategies that strengthen Citi's position across the full client wallet spectrum while advancing clients' strategic, financial, and operational objectives. The role is accountable for driving franchise growth through industry expertise, senior executive engagement, thought leadership and proactive identification of opportunities across Citi's platform. The overall objective is to expand wallet share, deliver sustainable revenue growth and maintain strong risk-adjusted returns while reinforcing Citi's leadership position in the U.S. market. Responsibilities: • Develop and execute comprehensive client coverage strategies for a portfolio of corporate clients, aligning Citi's capabilities with clients' strategic objectives and business priorities., • Build and maintain senior-level relationships with key decision makers, including CEOs, CFOs, Treasurers and other executive stakeholders, positioning Citi as a trusted partner., • Lead proactive client planning efforts, identifying opportunities to grow wallet share, deepen product penetration and enhance overall franchise value., • Coordinate coverage activities across Corporate Banking, Markets, Services, Treasury & Trade Solutions, Investment Banking and other partner to deliver integrated client solutions., • Develop deep industry expertise and maintain a thorough understanding of sector trends, competitive dynamics, regulatory developments and emerging opportunities impacting clients., • Identify opportunities related to strategic events including acquisitions, divestitures, capital allocation decisions, growth initiatives, digital transformation programs and broader corporate finance needs., • Mobilize product specialists to deliver tailored solutions that address clients' evolving needs., • Manage portfolio profitability, capital allocation and risk-adjusted returns in partnership with Risk, Capital Management and Product partners., • Drive achievement of revenue, return and client engagement objectives while maintaining strong risk management and governance discipline., • Foster collaboration across Citi's global network to ensure consistent client coverage and coordinated execution., • Mentor and develop junior bankers, contributing to talent development and strengthening the overall franchise., • Appropriately assess risk when business decisions are made, safeguarding Citi, its clients and assets through adherence to all applicable policies, regulations and ethical standards. Qualifications: • 15+ years of relevant Corporate or Investment Banking experience., • Demonstrated success managing complex corporate client relationships and delivering multi-product revenue growth., • Deep knowledge of corporate banking products, credit, capital markets, corporate finance, liquidity management, treasury solutions and risk management products., • Strong understanding of industry-specific business models, market dynamics and strategic challenges., • Proven track record of developing and maintaining senior executive client relationships., • Experience coordinating cross-functional teams and delivering integrated client solutions across multiple product areas., • Strong leadership, negotiation, presentation, relationship management, analytical and credit skills., • Excellent written and verbal communication skills., • Experience operating effectively within a complex global matrix organization., • Series 7 and 63 licenses preferred Education: • Bachelor's Degree or equivalent experience., • CFA or Master's Degree preferred.

How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs and to provide a positive customer experience while conducting transactions during every branch interaction. The Personal Banker position is a dynamic position that performs both transaction and sales and service duties. The responsibilities may vary day to day based on the needs of the branch office. Responsibilities include responding to customer needs by processing a variety of financial transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs-based assessments. The Personal Banker may also research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments within the organization. This position is responsible for meeting sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers. Responsibilities also include assisting the Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, and reporting according to branch tasks, policies and procedures. This position may be eligible to obtain Life and Health Licensing. All Provident Bank employees are expected to adhere to the Bank's Code of Ethics, Core Values, and Mission Statement. Works under general supervision. KEY RESPONSIBILITIES: • Sales, • Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers, • Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services, • Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner, • Exceed customer expectations through active engagement, commitment and dedication to servicing and building customer relationships, • Advance the Bank's Corporate Sales Program through the consultative need's assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business., • Service, • Identify opportunities with customers and prospective customers through lobby management., • Assist customers and prospective customers with digital technologies and provide referrals to other lines of business., • Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards, • Responsible for sales and service Execute expectations for a positive customer service experience, • Operations, • Ensures operational and financial safety and soundness in accordance with Bank's policies, compliance, and applicable laws and regulations, • Leverages lobby management as a tool for controlling and mitigating risk, • Establishes customer identity according to guidelines and adheres to all other compliance procedures, • Assists branch management with branch operations as needed, • Performs transactions including but not limited to check cashing, withdrawals, deposits and loan payments, • Prepares and/or completes Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions, • Assists in training other branch employees, • Provides support to the contact center when there are high call volumes, • Handles customer inquiries by telephone, • Provides access to safe deposit boxes MINIMUM QUALIFICATIONS: • High school diploma or GED, • Minimum of 6 months of sales and service experience in a customer facing retail environment, • Strong interpersonal skills, including listening, written and verbal communication, • Ability to work a flexible schedule based upon the needs of the business, • Demonstrations positive and professional demeanor with all customers and co-workers, • Strong math and analytical skills, • Understand and adhere to safety and security practices, • Demonstrate and apply good relationship building skills, • Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities, • Strong customer service/advocacy skills, • Strong organizational and time management skills, • Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office, • Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence. PREFERRED QUALIFICATIONS: • Prior Retail banking experience, • Life and Health Licenses to support investment program WORKING CONDITIONS: • Retail Banking Branch Areas, • Work is mainly performed under general office conditions in a retail-banking establishment., • Willing and able to work required overtime., • Willing and able to travel to other locations/branches., • Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed., • Lifting from 5 to 25 lbs. (Coins), • Prolonged sitting/standing, • Occasional bending or stooping (To retrieve coins from individual vault), • Work is performed in a normal office environment. Noise levels are usually moderate., • May also involve travel to customers and property locations. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $18.41 - $23.03 Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

New York, NY 2026 Special Executions Group Experienced Associate (NY) Position: Financial Technology Partners ("FT Partners") is seeking an Experienced Associate for its Special Executions Group ("SpecialX"). Firm Overview FT Partners is a leading boutique investment bank exclusively focused on the Financial Technology sector. Headquartered in San Francisco with offices in New York and London, the firm has advised on many of the most significant and high-profile transactions in global FinTech. FT Partners provides a full suite of strategic advisory services, including M&A advisory, private capital raising, and capital markets advisory. With a 250+ banker global platform, the firm is widely recognized as the dominant advisor in one of the most dynamic and high-growth industry sectors. FT Partners combines senior-level attention, execution excellence, and unmatched sector expertise to deliver superlative outcomes for high-growth and scaled market leaders alike. Role Description SpecialX is FT Partners' dedicated financial and strategic execution arm. We work alongside the investment banking teams, but our focus is distinct: ensuring that financial analysis, growth positioning, and investor materials are fully prepared to withstand sophisticated private equity and strategic buyer scrutiny. This is an oversight-heavy, forward-looking role at the center of live transactions. The Associate will help shape how high-growth FinTech companies articulate and defend their growth story to the most sophisticated investors in the market. Rather than simply analyzing performance, this role advises on how growth should be projected, how risks should be framed, and how the financial narrative is constructed to align with how investors underwrite businesses. It requires strong financial judgment, intellectual confidence, and the ability to move seamlessly between detailed execution and strategic advisory. The Associate will work directly with senior bankers and firm leadership, gaining meaningful exposure to transaction strategy and investor positioning at the highest levels. Key Responsibilities • Own critical financial and growth workstreams across live deals, including revenue quality, cohort & retention analysis, unit economics, sales efficiency, and growth validation, • Advise bankers and management teams on how growth should be modeled, projected, and defended in front of sophisticated investors, • Identify and frame the key issues that will drive investor scrutiny, surfacing risks and shaping mitigation strategies before diligence begins, • Operate with visibility across multiple transactions, balancing deep execution on select deals with high-level oversight across broader live activity, • Set and reinforce high standards of analytical rigor and investor-grade thinking across the team, including mentorship of junior professionals, • Help strengthen and institutionalize SpecialX as a differentiated strategic capability within FT Partners General Qualifications • Major in finance, accounting, economics, or related field required, • Advanced degree and/or professional qualifications strongly preferred (e.g., MSc, MBA, CPA, CFA), • Minimum of 5 8 years of experience in transaction services, financial due diligence (FDD / QoE), or high-growth corporate finance roles strongly preferred, • SaaS / Tech or FinTech experience strongly preferred (either as sector specialization within consulting or strategic finance roles within industry), • Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future Business and Technical Skills • Strong grounding in financial diligence, revenue quality analysis, forecasting, and core accounting concepts required, • Proficiency in Excel and PowerPoint, • Excellent problem-solving ability and intellectual curiosity, • Excellent attention to detail and commitment to accuracy Communications • Ability to build and foster relationships with senior team members, investment bankers, and clients, • Exceptional writing and verbal communication skills, • Ability to manage multiple high priority tasks and initiatives, • Prepares high impact materials, • Seamlessly leads both internal and external meetings Team Player • Experience with managing, coaching, and leading work of junior team members, • Able to collaborate across teams and levels, both internally and externally, • Builds trusted relationships with all team members and senior stakeholders, • High-level of engagement and commitment to the firm's goals and organizational success, • Self-motivated and entrepreneurial Why FT Partners? • Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Evercore and Barclays, • Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others), • Executing both billion-dollar and early-stage / high-growth transactions, • Excellent career path, strong and competitive compensation, • Unparalleled deal flow with premier client base, • Access to world-class executives at high-growth companies, • Dominant footprint in one of largest sectors: financial technology, • Top-notch financial sponsor relationships, • Close-knit, rapidly growing team Selected transactions include advising: • Deribit's $4.3 billion Sale to Coinbase, • Divvy's $2.5 billion Sale to Bill.com, • AvidXchange's $2.2 billion Sale to TPG & Corpay, • GreenSky's $2.2 billion Sale to Goldman Sachs, • Truebill's $1.3 billion Sale to Rocket Companies, • Revolut's $1.3 billion Financing at a $33 billion Valuation, • Finicity's $1 billion Sale to Mastercard, • Intermex's $500 million Sale to Western Union, • SpotOn's $300 million Series F Financing at a $3.6 billion Valuation, • Bilt's $250 million Financing at a $10.75 billion Valuation, • Lumin Digital's $200 million Growth Financing, • Stash's $146 million Series H Financing, • CloudWalk's $150 million Financing at a ~$2.2 billion Valuation To ensure a fair and transparent recruitment process, please do not use GenAl tools during interviews. Failure to adhere to these guidelines may result in disqualification from the recruitment process. The annual salary for this position at commencement of employment is expected to be $130,000/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio Banker within the Commercial Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Commercial Bank. Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and J.P. Morgan Merchant Services. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge. Job Responsibilities • Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million (Emerging Middle Market), • Champion a culture of innovation and a customer centric mindset, • Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio, • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships, • Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies, • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required Qualifications, Capabilities and Skills • Minimum of Five years direct lending or credit support related experience with a focus on business relationships, • Understanding of Commercial Banking products and services, • Ability to collaborate with internal partners and resources, • Demonstrated experience of meeting or exceeding sales goals, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners, • Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book Preferred Qualifications, Capabilities and Skills • Bachelor's degree and formal credit training, • Sales management, business development skills, proficiency in building and maintaining positive client relationships, • Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask, • Excellent business judgment, strategic thinking, self-directed, proactive and creative FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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 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.

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 expand and build its North American franchise. Opportunity

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. Santander offers private bankers the strength of a global financial institution with deep local expertise in Latin America. As of March 2026, Santander served 176 million customers, had more than 185,000 employees, operated in 9 core markets, and managed approximately 1.86 trillion in total assets. Our Wealth Management & Insurance business has a broad presence across Europe and the Americas, including Latin America and the United States, and reported approximately 558 billion in total assets under management and 314,000 private banking customers in 2025. For our Private Bankers, this means access to a powerful global platform, strong local-market connectivity, an open architecture investment approach, and the ability to deliver sophisticated cross-border solutions across investments, credit, wealth planning, banking, and customized financing. The Difference You Make At Santander Private Banking International, we deliver highly personalized wealth management solutions to high-net-worth individuals and family groups with complex domestic and cross-border needs. As a Private Banker focused on the Latin American region, you will serve as a trusted advisor to clients and families, helping them preserve, grow, and transfer wealth across generations. You will leverage Santander's global private banking platform, open architecture investment model, and strong partnership with our local banks in the region to deliver tailored solutions aligned with each client's financial objectives. Our global presence, combined with deep knowledge of local markets, allows us to offer clients a holistic perspective across investments, credit, wealth planning, daily banking, cross-border transactions, and customized financing solutions. Key Responsibilities The Private Banker will manage and grow a portfolio of high-net-worth clients with a minimum of $4MM in liquid/investable assets. As the primary relationship manager, you will be responsible for deepening existing relationships, acquiring new clients, and delivering a high-touch client experience in partnership with investment, credit, and product specialists. In this role, you will: • Build, manage, and retain relationships with HNW clients connected to the Latin America region., • Grow Assets Under Management by acquiring new clients, increasing share of wallet, and deepening existing relationships., • Serve as the main point of contact for clients, coordinating across investment advisory, credit, banking, and wealth planning teams., • Partner closely with Investment Advisors on a shared client portfolio to deliver customized investment and advisory solutions., • Provide timely market and investment insights, helping clients evaluate opportunities and make informed portfolio decisions., • Identify cross-border banking, lending, and investment needs, leveraging Santander's global platform., • Develop targeted business development strategies to expand the client base and maximize cross-business opportunities., • Ensure all client activity is conducted in accordance with KYC, AML, suitability, and cross-border regulatory requirements. What You Bring The ideal candidate is an experienced private banker or business development professional with a proven ability to acquire, develop, and retain high-net-worth client relationships in Latin America. You are commercially driven, highly relationship-oriented, and comfortable working in a team-based advisory model to deliver sophisticated solutions to clients and families. Education Bachelor's degree required, or equivalent professional experience. Qualifications • Proven track record building and managing a book of HNW clients, across different countries in Latin America., • Demonstrated success meeting AUM, net new money, and client acquisition targets., • Strong knowledge of investments, wealth planning, credit, lending, and risk management., • Experience working with cross-border clients and complex international wealth needs., • Strong understanding of KYC, AML, suitability, and cross-border regulatory frameworks., • Excellent interpersonal, organizational, and communication skills., • Ability to collaborate effectively with investment advisors, product specialists, and internal partners. Preferred Qualifications • Fluency or professional proficiency in Portuguese strongly preferred., • Conversational Spanish preferred., • Existing network of HNW or UHNW relationships in the Latin America region is highly desirable. The salary for this position in New York City is $165,000-$225,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $123,750.00 USD Maximum: $225,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

Job Duties: Associate, Banker with Goldman Sachs & Co. LLC in New York, New York. Structure, analyze, and execute financing, including bonds, private placements, debentures, securitizations, loans, and liability management transactions on behalf of Latin American borrowers across sectors including sovereigns, infrastructure, corporate and banking sectors. Support live deal execution, including running due diligence processes, negotiating offering agreements and other legal documents with lawyers and financiers, and liaising with other investment banks and other parties within the team. Review financial and operating contracts, such as credit agreements, collateral documents, concession contracts, among others, to input and contemplate into financial modeling, projected cashflows, and term and condition structuring. Attend deal and non-deal roadshows, and assist companies in preparation of marketing materials to present to potential buyers of the companies or their securities. Conduct analysis of a client's financing needs and its capital structure within the framework of its short, medium, and longer-term business strategy. Identify structural elements of bonds and advise on choices involved in the structuring of a bond issue. Analyze accounting and regulatory statements, debt and equity filings and documents, financial projections and models as prepared in various formats. Review proprietary financial models, and prepare Discounted Cash Flow, Debt Sizing and Structuring, Comparable Companies, and Precedent Transactions analysis in various sectors. Mentor junior analysts and interns, supporting their professional development. Job Requirements: Bachelor's degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, or a related quantitative field such as Civil Engineering, and two (2) years of experience in the job offered or in a related role. Prior employment must include two (2) years of experience with: conducting credit analysis, financial modeling, including operating, discounted cash flow, and leveraged buyout models, and performing due diligence, research, and transaction documentation to evaluate companies' financial positions, cash flows, capital structures, and refinancing capacity; providing financial advice to companies in various sectors regarding capital raising, financing, and other financial transactions with more than $200M in deal value; supporting the structuring, execution, and distribution of equity and debt financing transactions, including coordination with rating agencies and capital markets specialists on transaction terms, pricing, and syndication; preparing market pitch presentations in Microsoft PowerPoint to review and approve deals with clients, senior bankers, internal and external investment committees, and rating agencies; and presenting to senior executives of clients in different sectors (such as Technology, Media and Telecom, Oil and Gas, Energy, Infrastructure, Consumer, among others) on corporate strategy and financing alternatives including in Latin America markets. International travel required 20% of time to Latin America region to meet with clients to execute due diligence in financial transactions and conduct marketing pitches. Salary Range: Annual base salary for this New York, New York-based position is: $175,000 - $200,000.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent., • Reading and speaking in both English and Polish is required for this role. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities • Shares the value of Chase Private Client with clients that may be eligible, • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs, • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs, • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week, • Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships, • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation, • Compliance with Dodd Frank/Truth in Lending Act*, • High school degree, GED, or foreign equivalent, • Adherence to policies, procedures, and regulatory banking requirements, • Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills • Excellent communication skills, • College degree or military equivalent, • Experience cultivating relationships with affluent clients, • Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx 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.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job Responsibilities: • Serve as the primary day-to-day client point of contact and lead banker on private capital market deals., • Review and coordinate the analytic work of junior bankers to advance the marketing and execution process., • Refine marketing and execution materials to maximize client impact and engagement., • Oversee the creation of financial projection models tailored to private capital market transactions., • Identify and manage all risks associated with deals, ensuring compliance and strategic alignment., • Liaise with internal and external parties, including lawyers, accountants, and counterparties, to facilitate successful transactions., • Lead client negotiations, Q&A processes, and management interviews, ensuring alignment with client objectives. Required Qualifications, Capabilities, and Skills: • Prior work experience in an investment banking front office role, with a focus on private capital markets., • Proven experience in training and mentoring junior bankers., • Exceptional written and verbal communication skills, with the ability to communicate concepts and ideas concisely and defend their validity., • Strong quantitative and analytical skills, including proficiency in Excel modeling and valuation work., • Ability to work well under pressure and meet tight deadlines, with the aptitude to synthesize large amounts of information and develop innovative solutions., • Adaptability and the ability to manage projects independently, assuming a high level of responsibility as a team member., • Professional and mature interaction with clients, fostering strong relationships and trust., • Excellent understanding of financial, legal, and reputational risks facing large integrated investment banks in today's environment. 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.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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