Consumer Investment Banking Associate I Job at Raymond James (New York)

Investment Banking Associate, Consumer and Retail Group

Join us as an Investment Banking Associate, Consumer and Retail Group (CRG) at B...

Location

United States , New York

Salary:

175000.00 - 225000.00 USD / Year

Barclays

Expiration Date

Until further notice

Requirements

Investment Banking experience
Direct Consumer and Retail Investment Banking experience preferred
Experience with financial statement analysis, modelling, and marketing materials preparation

Job Responsibility

Advise clients on a wide range of strategic transactions across consumer and retail group verticals
Conduct industry research, evaluate key trends and opportunities
Develop financial models, perform valuation analyses, and manage the execution of transactions
Prepare and deliver presentations to clients and senior leadership
Nurture and build strong relationships with other industry professionals
Build and maintain relationships with clients, understand their needs, expectations and financial goals to develop and propose appropriate investment banking solutions
Development and maintenance of strong relationships with corporate clients by understanding their business, financial goals, and industry trends
Generation of ideas and identification of opportunities that expand the bank's client base and generate new business opportunities
In-depth financial analysis and due diligence on client companies to assess their financial health and valuation
Collaboration with legal and compliance teams to review, draft, and maintain legal documentation required for transactions

Fulltime

Manager, Venture Investing - Investing Associate (Commerce & Fintech Investor)

Capital One Ventures (COV) is the strategic investment arm of Capital One. We se...

Location

United States , New York

Salary:

179700.00 - 205100.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor's degree or military experience
At least 3 years of experience in finance, strategy or technology or a combination of the three
Bachelor's degree in finance, economics or business
Masters of Business Administration MBA
2+ years of experience in venture capital, corporate development, investment banking, product management, or strategy consulting
Knowledge of venture capital from equity fundraising through product monetization
Knowledge of financial services sector and/or fintech, consumer
Ability to source, evaluate, and execute venture capital transactions
Ability to partner with internal stakeholders and lines of business executives

Job Responsibility

Sourcing: Map and landscape companies and sectors to drive top-of-funnel outreach and relationship development that generates vetted new opportunities in target categories of technology
Execution: Manage due diligence, financial analysis, and target evaluation for transaction opportunities, including preparation of investment memos, oversight of legal negotiations, and management of deal execution processes
Business Development: Collaborate with Capital One to identify and scope opportunities and sectors of interest, including development and presentation of investment theses and opportunities pertaining to specific strategic areas of technology relevant to Capital One
Portfolio Monitoring: Engage proactively in strategic planning and portfolio development, including leading periodic data collection, contributing to portfolio reporting and artifacts, developing commercial opportunities with portfolio companies, and supporting ad hoc analyses related to portfolio management and compliance
Cultural Operations: Provide mentorship and partnership to team members across the Ventures organization and serve as a cultural ambassador for the team and Capital One

What we offer

performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being

Fulltime

Senior Product Strategy Associate

At Blank Street, we’re on a mission to become the defining food and beverage bra...

Location

United States , New York City

Salary:

100000.00 - 130000.00 USD / Year

Blank Street

Expiration Date

Until further notice

Requirements

2+ years of experience in management consulting, investment banking, or a generalist role at a fast-growing startup where you've worn multiple hats
Strong analytical thinker who is comfortable with ambiguity and skilled at turning incomplete data into actionable insights
Super comfortable with PPTX, Excel, Gsheets
Must be based in NYC and available to work in-person at least 4 days per week
Bias for action, when something needs doing, you roll up your sleeves and figure it out
Clear and confident communicator who adapts messaging based on audience and context
Strong project management skills and ability to manage multiple initiatives with competing deadlines
Collaborative, team-first mindset with the ability to build trust and influence across functions
Wealth of knowledge or love for F&B, consumer retail brands, and extremely good taste

Job Responsibility

Support Global Product Strategy & Research: Support key product business decisions, such as pricing, product optimization, flavor innovation, LTO launches, and category expansion. Create concise, well-structured decks, memos and briefs to drive alignment and decision-making across teams
Own Product Performance Reporting & Insights: Analyze performance data, customer feedback, and operational input to generate meaningful insights that influence product strategy
Drive Planning & Execution of Product Launches: Lead end-to-end planning and execution of seasonal and evergreen food and beverage launches, aligning cross-functional partners, and ensuring on-time, high-quality execution

What we offer

Medical, Dental, and Vision coverage. Blank Street covers the full premium for low and mid-tier employee-only plans
Paid sick time
Paid time off + company holidays
Paid parental leave benefits
Equity
Learning and development opportunities. We’re growing and we’d like for you to be a part of the journey
A whole lot of Blank Street swag & coffee

Fulltime

Senior Finance & Strategy Associate

The Finance & Strategy team accelerates the growth of our business by implementi...

Location

United Kingdom , London

Salary:

Not provided

DELIVER

Expiration Date

Until further notice

Requirements

2+ years of strategic finance, corporate finance, or investment banking experience in a high-growth technology sector or well-established company
Proficiency in Excel, including financial modeling and analysis, is required
Proficiency in SQL (or strong willingness to learn)
Proven ability to build financial models that improve strategic decision-making
Strong communication skills and a collaborative mindset

Job Responsibility

Work on a high-impact consumer product at scale
Collaborate with key stakeholders to develop new processes and investment decision making frameworks
Drive strategic decision making in a fast paced constantly changing environment
Support key initiatives through custom financial models tailored to business needs
Support special projects to continuously improve, automate, and scale investment frameworks, reporting tools, and cost tracking
Track and analyze key business/financial KPIs, uncover trends and assess current/future business risks and opportunities
Operate in a fast-paced and dynamic environment that is constantly evolving

What we offer

A competitive and comprehensive compensation and benefits package
Up to 5% matched pension contributions
Free Deliveroo Plus: free delivery and access to special offers
Team lunches from the best local restaurants
25 days annual leave plus bank holidays, increasing with length of time spent working at Deliveroo
One day of paid leave per year to volunteer with a registered charity
Funded single cover healthcare on our core plan, with the option to add family members at own cost
On-site gym (HQ), discounted external gym membership
Access to wellbeing apps such as LesMills+, Strava, Headspace, Yogaia via GymPass
Discounted dental insurance and a range of other flexible benefits, such as critical illness cover, partner life cover, travel insurance, health assessments

Fulltime

Ccb Poland Head/ Managing Director

Managing CCB Division at Bank Handlowy S.A. in Warsaw, ensuring the achieving of...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Strong execution skills
Strong communication skills including presentation to internal and external stakeholders, regulators, media, clients and other
Demonstrated knowledge of compliance issues and regulatory requirements (global and local)
Experience in managing dynamic and diverse teams
Familiar with Citi’s risk culture, risk and finance frameworks and their application at a legal entity and country level
Track record of identifying, managing and delivering change with all stakeholders to drive the business forward
Proven track record of developing and executing business growth strategies
Client-Facing and Relationship Management Skills
Proven leadership skills and intellectual capability to create momentum and an agenda across multiple products with a diverse population and competing priorities
Proven analytical and problem-solving skills with pragmatic approach to ensure limited resources are directed appropriately

Job Responsibility

Deliver on financial commitments, Revenues & Expenses, EBIT in Poland
Develop and monitor a client-driven franchise growth plan in Poland and communicate a clear Commercial Banking vision that is responsive to global/regional strategies and emerging market trends
Ensure that the overall business strategy is well defined and articulated to all key stakeholder such as CEO, Coverage Head, Regional CCB Head, product teams, operations and technology as well as second line and third line of defense partners
Communicate a clear vision of the Commercial Bank business strategy across Poland and engage employees in support of the strategy and growth
Grow market share across all key client Industry Verticals with high quality acquisition, activation and up-tiering
Build a strong network internally and externally and effectively compete with traditional global and local banks within our Target Market through superior client propositions and innovative solutions
Senior client coverage for existing and prospect companies
Drive cross-selling products like cash management, trade, FX, capital markets and wealth management
Define sales strategy for Commercial Bank in Poland, including target market, product and service offering, interaction models, training programs, and resources and infrastructure required
Execute on key growth initiatives for CCB and deliver under BHW 2.0 (post-Consumer exit) strategy

What we offer

Global benefits offered to workforce
Competitive salary
Inclusion-focused work environment

Fulltime

New

Risk And Controls Oversight Senior Lead - Retail And Wealth Risk

As a Risk & Controls Oversight Lead - Retail & Wealth Risk, you’ll be responsibl...

Location

United Kingdom , London; Northampton

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Good understanding of Retail Banking Customer Journeys to identify and manage associated risks and controls
Ability to balance risk management with business goals when defining Risk Appetite, and effectively influencing or negotiating with stakeholders on risk acceptance
Be able to conduct active deep dives and Risk assessments for active Risk management
Well-versed in market trends, competitor activities, and the broader risk environment, with the ability to use this knowledge to enhance internal controls
Having gravitas and experience in influencing senior stakeholders including Managing Director level
Ability to design and implement the Risk strategy in line with the Overall Vision of BUK Customer and Digital function
Deep understanding of market trends, competitor activities, and the broader risk environment, using this knowledge to drive continuous improvements in internal controls
Subject Matter Expertise and experience of delivering transformation and change in Risk management

Job Responsibility

Overseeing risk and control across Retail customers being referred for Investment and Wealth products
ensuring that key risks are effectively identified, understood, and managed
maintaining a great focus on customer outcomes
helping to prevent issues such as mis-selling, poor advice, unresolved complaints, and inconsistent delivery of Consumer Duty expectations
assessing risks linked to product suitability and proposition design
ensuring products are appropriate for their target audience and deliver fair value
supporting the management of advice boundary and referral risks
ensuring clear and effective controls are in place across Barclays UK (BUK) – Prive Bank and Wealth Management (PBWM) interactions and that the distinction between guidance and advice is maintained
oversight of sales and distribution practices
monitoring risks related to incentivisation and ensuring consistency across digital, telephony, and branch channels

What we offer

Hybrid working
flexible working arrangements
inclusion and opportunities
Wellness suite including gym and exercise studios
personal training sessions and massage therapy
cycle hire and parking areas
showering and changing facilities
CoSpace drop-in co-working space

Fulltime

New

Research And Insights Manager I

The Research & Insights Manager I, US&C Delivery & Mobility, will manage the res...

Location

United States , New York, New York; San Francisco, California

Salary:

132000.00 - 147000.00 USD / Year

Uber

Expiration Date

Until further notice

Requirements

4+ years of work experience in consumer-focused market research, marketing, or consulting
Bachelor degree in market research, statistics, economics or a related field

Job Responsibility

Lead and execute market research across key consumer audiences, collaborating with a diverse set of cross-functional teams
Guide creative development from brief to execution for all US&C Delivery & Mobility campaigns
Lead all aspects of vendor management to conduct both qualitative and quantitative primary research studies as well explore secondary data sources as needed
Deliver insights and influence leadership to drive deeper understanding of key audiences and integration into strategy
Work closely with other researchers on the team to develop and scale more efficient and effective ways of conducting research

What we offer

Eligible to participate in Uber's bonus program
May be offered an equity award & other types of comp
Eligible to participate in a 401(k) plan
Various benefits

Fulltime

New

Marketing Manager, Paid Social

Uber's global paid social team sets the benchmark for innovation and scale in pe...

Location

United States , New York

Salary:

132000.00 - 147000.00 USD / Year

Uber

Expiration Date

Until further notice

Requirements

4+ years of experience in performance marketing, specifically with hands-on keyboard experience in paid social channels (Meta, TikTok, Snap, etc.)
Strong experience in Facebook/TikTok ad manager or ad management tools (Smartly)
Strong experience using Google Sheets / Excel (filters, pivot tables, VLOOKUPs) and Tableau to analyze data and identify patterns with confidence
Understanding of core performance metrics (CPA, ROAS, CPM, CTR) and basic attribution concepts.

Job Responsibility

Contribute to the global strategy for paid social growth campaigns
Execute and monitor paid social campaigns across major platforms (Meta, TikTok, etc.), ensuring campaigns are launched on time, within budget, and error-free
Independently manage campaign launches, pacing, troubleshooting, and optimization across complex paid social programs
Implement A/B tests and experimentation frameworks (creative, audience, bid strategies) to drive acquisition and retention KPIs
Monitor performance and suggest optimizations to improve efficiency against incrementality targets
Utilize internal and external tools (e.g., Smartly, Meta Ads Manager) to scale operations
Synthesize performance insights into clear recommendations for cross-functional and senior stakeholders
Stay up to date on industry trends, platform updates, and competitor activity
Use AI-enabled tools, automation, and platform capabilities to improve campaign setup, QA, optimization, reporting, and other workflows

What we offer

Eligible to participate in Uber's bonus program
May be offered an equity award & other types of comp
Eligible to participate in a 401(k) plan
Eligible for various benefits

Fulltime

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Consumer Investment Banking Associate I

Job Description

Job Responsibility

Requirements

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