Associate Bank Financial Advisor Job at Wells Fargo (MANCHESTER TOWNSHIP)

Analyst / Associate (Energy, Power, Chemicals and Infrastructure), Investment Banking

The Investment Banking Analyst / Associate is an intermediate level position res...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years of experience
Experience in the Financial Services industry, specifically within Banking
Degree in Finance or closely related areas of Business Administration
Previous experience in the broader natural resources or infrastructure space is highly preferred but not mandatory
Consistently demonstrates clear and concise written and verbal communication skills
Experience with large corporate clients, capital markets products, derivatives, credit, and securities products is preferred

Job Responsibility

Work with clients, team members and outside professional advisors on M&A and special situation transactions as the primary day-to-day client point of contact
Work closely with clients on financing transactions and guide them through the capital raising process, including performing due diligence and drafting sessions and preparing them for an equity or debt offering
Overall responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations

Fulltime

Finance Associate

We are seeking a Finance Associate to join our team in the Financial Services in...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years experience as a Finance Associate or in a similar role within the Financial Services industry
Proficient in Accounts Payable (AP) and Accounts Receivable (AR) procedures
Experience with Bank Reconciliations
Familiarity with General Ledger and Journal Entries
Proven experience with Month End Close operations
Proficient in using financial software applications such as NetSuite, Oracle, QuickBooks, and SAP
Strong analytical abilities and attention to detail
Excellent communication and organizational skills
Bachelor’s degree in Finance, Accounting, or related field
Certified Public Accountant (CPA) or Certified Management Accountant (CMA) is a plus

Job Responsibility

Treasury and Banking Support
Cash Management and Reconciliation
Investment Administration
Operational and Reporting Support
Account for a high volume of daily activity for various entities in Investran which serves as the general ledger system and the portfolio accounting system
Assist in preparation of regular reporting as well as frequent ad hoc deliverables
Prepare weekly report of investment and cash activity
Reconcile and review cash inflows and outflows daily
Maintain budgets and assist in forecasting of upcoming cash flows
Participate in cash management, such as processing payments and strategically managing cash

What we offer

medical, vision, dental, and life and disability insurance
access to company 401(k) plan

Fulltime

Senior Credit Analyst Commercial Banking

Senior Credit Analyst Commercial Banking is a seasoned professional role within ...

Location

Poland , Warsaw; Krakow; Gdansk; Wroclaw; Poznan

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Master’s/University degree in Economics or Law
Minimum 10 years of experience in the financial sector in credit analysis of commercial and corporate clients
Experience in Corporate Finance and remediation process
Ability to analyze financial statements and prepare financial forecasts
Good understanding and knowledge of commercial and corporate banking products
Advanced analytical skills
Excellent communication skills, both oral and written
Negotiation skills
Openness, honesty and independence in presenting views
Ability to work under time pressure and complete assigned tasks in a timely manner

Job Responsibility

Credit analysis and risk assessment of clients within the allocated portfolio (Mid-and Large Commercial Clients)
Preparation of annual reviews of credit exposure along with the determination of risk ratings and structure of credit lines
Managing risks associated with new and existing credit transactions, incl. corporate finance
Conducting negotiations on the transaction with the participation of Boards of clients, their advisors, advisors of the Bank and supervising the implementation of agreed terms and conditions in the Bank’s credit exposure
Review of market information on the credit clients and respective industries
Regular contact with clients related to credit matters, incl. customer site visits (when appropriate)
Identifying and obtaining exceptions approvals
Recommending appropriate classification of exposures in the assigned credit portfolio
Performing periodic financial statement review
Tracking established financial covenants

What we offer

Job contract and social benefits (private medical care, fitness card, life insurance, pension programme, co-financing of cultural and entertainment events and more)
Access to e-learning platform (Degreed) as well as English learning platform
Possibility to gain globally appreciated work experience
Friendly and supportive culture and team
Flexible and partly-remote working conditions

Fulltime

Alternative Investments Consultant

Contacts assigned customer accounts or prospects to sell company products within...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in business, finance or a related discipline and a minimum of five (5) years' experience in the financial services industry
Existing (or an ability to quickly acquire) knowledge required to appropriately educate on the complex products and strategies offered on the Alternative Investments platform
SIE required provided that an exemption or grandfathering cannot be applied
Required: Series 7
Preferred: CAIA, CFP, CFA, or MBA
Advanced knowledge of complex products and strategies offered on the Alternative Investment platform including but not limited to Hedge Funds, Private Equity, Non-Traded REIT’s and BDC’s, Interval Funds, concentrated equity strategies
Knowledge of competitive landscape (i.e., Alternative Investment platforms of other wealth management firms)
Principles of banking and finance and securities industry operations
Micro and Macro economics and their impact on investment strategies
Financial markets, products, financial advisory function, and investment process

Job Responsibility

Represent the Raymond James Private Market and Alternatives platform to financial advisors and clients
Drive departmental sales and increase overall penetration of the advisors in the firm that are employing products and strategies offered on the AI platform
Provide reactive and proactive phone support, as well as in person meetings with financial advisors and/or clients
Represent AI and facilitate educational sessions at firm or department conferences
Maintain the product knowledge required to appropriately educate advisors and clients on the various complex products and strategies available on the AI platform
Provide balanced education on the complex products and strategies on the AI platform in a manner designed to drive sales but also consistent with the conservative nature of the firm
Assists financial advisors in educating clients on the benefits and risks associated with the various complex products and strategies on the AI platform
Serve as a primary point of contact for financial advisors contacting AI for product and strategy related support
Work with External Consultants, Directors, and others to identify, schedule, and ultimately conduct face to face meetings with financial advisors to discuss opportunities available on the Alternative Investments platform
Deliver effective presentations to large audiences that may include financial advisors, clients and other professionals

Fulltime

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