Associate Bank Financial Advisor Job at Wells Fargo (Burien)

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

Manager, Annuity Product Specialist Team

This role leads the annuity product specialist team and coordinates with other f...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance or a related field
Minimum of six (6) years' experience in the financial services industry
Existing knowledge on the strategies and products offered on the insurance solutions annuity platform
SIE required
Series 7 required
Life & Variable Annuities License required
Advanced knowledge to lead associates that educate financial advisors on multiple investment products
Knowledge of packaged insurance, annuity and investment products and securities markets
Knowledge of concepts, practices, and procedures of product development and management in a financial services/broker-dealer environment
Knowledge of principles of banking and finance and securities industry operations

Job Responsibility

Manage a team of product specialists to define and/or adapt financial product offers to meet the needs of a market segment or customer
Lead the annuity product specialist team and coordinate with other functional teams to provide clients with a platform of packaged product investment solutions
Acquire and maintain product & strategy knowledge to inform advisors and clients on products and services
Participate in various product related initiatives including marketing, product development, and service initiatives
Represent the Raymond James platform in meetings with advisors, clients, and product partners
Demonstrate a commitment to creating an environment consistent with the firm's core values
Lead the internal product support teams responsible for educating advisors and clients
Assist the Director, Internal Institutional Annuity Distribution in the management of the Internal Annuity Consultant team
Transfer product knowledge and expertise by communicating with and educating other teams
Represent Insurance Solutions in recruiting "home office visits" and client visits

Fulltime

Svp, Controller

The SVP, Controller is responsible for overseeing all accounting operations and ...

Location

United States , Remote; Kansas City; Denver; New York; Chicago; Austin

Salary:

Not provided

BarkleyOKRP

Expiration Date

Until further notice

Requirements

Excellent verbal, and written communications skills
Ability to work in a fast pace, high energy environment to support our growing business
Experience scaling finance operations in a growing organization
Possesses a strong work ethic and initiative with a mindset of accountability and ownership
Ability to solve problems and handle complex details
Independent judgment and takes initiative in absence of specific directions
Proficient in various accounting, financial and MRP/ERP software use
Familiarity with media buying platforms such as Mediaocean and Strata
Bachelor's degree in accounting or business administration
Master’s or MBA preferred

Job Responsibility

Oversee day-to-day accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and month-end close
Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP
Partner with Legal and Client Finance to review client contractual terms and scopes of work to ensure appropriate accounting of revenue recognition methodology
Ensure timely and accurate revenue recognition, including client retainers, project-based fees, and media commissions
Responsible for managing the month-end closing activities, including variance analysis and monthly reconciliation of balance sheet accounts
Ensure accruals/reserves are sufficient and review of spend for correctness and appropriateness of classification
Oversee and manage the balance sheet, including account reconciliations
Monitor risks associated with ageing balances for A/R, A/P, unbilled media and other key accounts
Advise of provision requirements as necessary
Oversee client billing processes, including media billing, pass-through costs, and reconciliations

Fulltime

VP - Investment Banking

The Banker is a senior level position responsible for assisting bank and deposit...

Location

United States , New York

Salary:

250000.00 - 275000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
experience in the Financial Services industry, specifically within Banking
degree in Finance or closely related areas of Business Administration
MBA or Master's Degree in Business preferred
comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
consistently demonstrates clear and concise written and verbal communication skills
experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
Series 7 and 63 preferred

Job Responsibility

assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

M&A Associate / Senior Associate

R.Power is a leading independent renewable energy producer in Poland and other E...

Location

Poland , Warsaw

Salary:

Not provided

R.Power S.A.

Expiration Date

Until further notice

Requirements

Minimum 3 years of experience in M&A gained in investment banking, financial advisory, an M&A boutique, investment fund, renewable energy developer, or IPP
Experience in the renewable energy or infrastructure sector will be an advantage
Solid understanding of financial modelling and proficiency in Excel
Fluency in English and Polish

Job Responsibility

Support M&A processes throughout the entire transaction lifecycle (sell-side, JVs, buy-side) with the goal of becoming able to independently lead full transaction processes
Prepare term sheets, teasers, and information memoranda
Lead financial modelling activities during transaction processes
Prepare ongoing financial analyses and materials required for transaction execution
Support the management of external advisors, including legal, technical, and financial advisory firms
Coordinate due diligence processes in collaboration with cross-functional teams
Provide support to senior team members during negotiations of transaction documents

What we offer

Work in a leading company in the renewable energy sector in Poland and Europe – together, we contribute to environmental protection
“R.Power Abroad” – the opportunity for temporary relocation and work from another R.Power office in Europe
“R.Power University” – a training program for employees at all organizational levels
An attractive employee benefits package, including Luxmed medical care and a Multisport card
Hybrid work (4 days in the office + 1 day remote)
Integration and sports budgets – we care not only for the environment but also for relationships and health
A modern office near the Politechnika metro station, with a well-equipped kitchen
Work in a place that values a positive atmosphere, growth, and good relationships

Associate Bank Financial Advisor

Wells Fargo

Location:
United States , Burien

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 22, 2026

Expiration:
March 24, 2026

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