Security Account Manager - Investment Banking Client Job at Allied Universal® (Boston)

Subsidiary Account Manager

The Peru Subsidiary Account Manager is a senior management-level position respon...

Location

Peru , Lima

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10 years of experience
Sound understanding of the Corporate Banking business and its related products, pertinent regulations affecting it and the lending and credit approval process
Consistently demonstrates clear and concise written and verbal communication skills
Strong planning, negotiation, organizational and analytical skills
Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade,finance and securities products
In-depth experience advising clients on debt and capital management
Demonstrated ability to balance between internal management and external client time
Demonstrated knowledge of compliance issues and regulatory requirements (global and local)
Proven leadership skills and intellectual capability to create momentum and an agenda across multiple products with a diverse population and competing priorities
Demonstrated intellectual grasp of the industry, ability to anticipate and lead the organization to future changes and translate vision into executable plans

Job Responsibility

Partner with Senior Bankers to provide overall relationship management support
Support Bankers in cross-selling full spectrum of products and services by identifying customer needs to generate revenue
Responsible for evaluating public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses
Responsible for staying abreast of market and industry trends, “best practices” and competitive landscape
Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc.
Develop and monitor a client-driven franchise growth plan and communicate a vision that is responsive to global/regional issues and emerging market trends
Responsible for overall subsidiary relationship management of clients and providing a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, foreign exchange (FX), general credit, loans, debt capital markets, project and infrastructure financing, share repurchases, and interest rate and equity derivatives
Drive client planning, product agnostic cross selling, client access, and effective capital allocation within the Coverage Banker proposition by working closely with partners to ensure the Corporate Bank fulfills its role of being at the center of the Banking relationship management strategy
Translate Citi’s strategy into an effective and efficient Corporate Bank business plan while proactively overcoming obstacles and driving a strong balance between near-term and long-term priorities
Responsible for meeting revenue and other goals related to budget, risk management, and credit allocation

Fulltime

Vp investment banking - esop

Takes a mid-level coordinating role in the investment banking function, within e...

Location

United States , Saint Petersburg; New York; Chicago

Salary:

130000.00 - 250000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s: Accounting (Required)
Bachelor’s: Business Administration (Required)
Bachelor’s: Finance (Required)
General Experience - More than 15 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Use understanding of the business environment and objectives in developing solutions
Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns
Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required
Interpret and apply knowledge of laws, regulations and policies in area of expertise

Job Responsibility

Take responsibility for developing and delivering an important part of the organization's investment policy
Take responsibility for maximizing the value of investments by managing an investment department or unit
Take responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy
Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures
Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels
Coordinate the engagement of own organization with the client organization to ensure effective two-way flow of information and resolution of issues

Fulltime

Investment Banking Associate - Energy

The Energy Investment Banking team is seeking an Associate to support the execut...

Location

United States , Houston

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
MBA or other advanced degree preferred
2–4 years of relevant experience in investment banking, corporate finance, or a related field
energy sector experience preferred
Strong financial modeling, valuation, and analytical capabilities
Proficiency in Microsoft Excel, PowerPoint, and relevant financial databases
Ability to manage multiple priorities in a deadline-driven environment
Strong written and verbal communication skills
High level of professionalism, attention to detail, and commitment to teamwork
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Job Responsibility

Support transaction execution across M&A, equity, and debt advisory assignments from initial analysis through closing
Develop and review financial models, including operating models, valuation analyses (DCF, comparable companies, precedent transactions), and transaction-related analyses
Prepare high-quality client materials, including pitch books, confidential information memoranda (CIMs), management presentations, and board-level materials
Perform company-specific, industry, and market research across energy subsectors such as upstream, midstream, power, renewables, and energy services
Coordinate and manage transaction processes, including due diligence activities and interaction with clients, investors, legal counsel, accountants, and other advisors
Review and oversee analysts’ work product, providing guidance, feedback, and quality control
Assist senior bankers with business development efforts and ongoing client relationship management

Fulltime

Vice President, Corporate Banking Relationship Manager – Financial Institutions Group

Wells Fargo is seeking a Vice President, Lead Corporate Banking Relationship Man...

Location

United States , New York

Salary:

191000.00 - 305000.00 USD / Year

Wells Fargo

Expiration Date

June 28, 2026

Requirements

5+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Excellent verbal, written and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Strong accounting skills and ability to analyze financial statements
Relationship management or client-facing experience
Credit underwriting experience highly desired
Ability to work in a fast paced, deadline driven environment
Ability to work effectively, as well as independently, in a team environment
Advanced skills in presentation materials development
Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

Job Responsibility

Lead complex initiatives including those that are cross functional with broad impact and act as key participant in relationship management and business development for Corporate Banking functional area
Strive to broaden and deepen customer relationships by providing integrated, end-to-end financial solutions to our customers across multiple product platforms
Participate in the completion of major transactions with management
Originate, structure and execute the largest most complex transactions related to investment banking, traditional corporate lending or their credit related products
Demonstrate a strategic and consultative approach with clients
Identify opportunities and organize the right internal partners and team to form the relationship team
Pipeline development, prospecting, and preparation of marketing materials
Strategically collaborate and consult with peers and managers to resolve issues and achieve goals
Lead and mentor Analysts and Associates to deliver high quality solutions in highly formatted and concise materials for clients

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Private Banking Executive Manager

This is an exciting opportunity to join us as a Private Banking Executive Manage...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Excellent understanding of the Private Bank product set including investment solutions, banking and credit and wealth planning
Prior years of experience in leadership, management and communication skills and be able to build good relationships with a multitude of stakeholders both internal and external
Good working knowledge of banking and operational procedures, and be able to apply this knowledge when making risk based decisions
Proven track record of development of employees to reach their full potential
Excellent understanding of the client base – key service providers / teams
Excellent understanding of risk and control frameworks and procedures
Legal Right to Work in Singapore

Job Responsibility

Leading a team of Private Banking Executives in delivering on commercial, risk and collaboration targets
Providing an exceptional level of service to Singapore and Internationally focussed HNW, UHNW and Family Office clients
Leading and delivering key strategic business initiatives
Driving business strategy/agenda
Being the key point of escalation for complex issues
Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials
Coordination of schedules for relationship managers and clients
Processing of transactions, management of expense reports, and routine requests
Information gathering on relevant market trends, competitor offerings, and industry news
Analysis of client data, preparation of reports on portfolio performance, and provision of insights

What we offer

Structured hybrid working with fixed 'anchor' days onsite
Supportive and inclusive culture and environment
Commitment to flexible working arrangements
Opportunity to learn from a globally diverse mix of colleagues
Encouragement to embrace mobility and explore operations
Office designed to optimise colleague well-being
Located in an integrated live-work-play development with shops, restaurants, gyms

Fulltime

Investment Assoc Sr Analyst - Assistant Vice President

The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-dept...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Bachelor's degree with concentration of economics, finance or business administration
Professional experience or related occupation
Ability to communicate with co-workers and clients
excellent written and communication skills, able to work without direction, self-motivated
US: S7, S66 (or S63/S65)
NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Bachelor's/University degree or equivalent experience

Job Responsibility

The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States
The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions
Help support the senior members of the investment team in their delivery of investment solutions to clients
Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee
Prepare investment policy statements for prospective clients
Analyze economic trends/activities and advise the effects on the investors’ portfolios
Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios
Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades
Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank

Fulltime

Fund Services Accountant - French Speaker

This is fund accounting and administration at its finest. Where we pair end-to-e...

Location

Luxembourg , Luxembourg

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor and/or Master's degree in Accounting, Audit or Economics
0-2 years of relevant experience in the fields of alternative investment fund administration, audit firms or domiciliation
knowledge of fund industry, valuation, accounting
basic knowledge in accounting for investment products, ideally with fund-of-funds, single-manager funds, and private equity funds
necessary understanding of securities commonly encountered in the fund industry, including equities, bonds, contract for difference, options, and futures, and the ability to account for these securities
fluent in English and French
team spirit
capacity to build strong client relationships
take initiative to act without waiting for direction (when appropriate)

Job Responsibility

Taking care of the day-to-day operations of the funds and following up with third parties, including investors and clients
Keeping the funds books and preparing the periodic funds valuations (Net Asset Value), year-end financial statements, CSSF/BCL reporting, and any other funds related reports
Assisting in the coordination of year-end audits
Assisting in the organisation of board meetings and shareholders’ meetings
Preparing periodic tax and VAT returns and maintaining relevant contact with the Luxembourg tax authorities and tax advisers
Acting as a contact person between shareholders, investment managers, and custodian banks for resolution of any issues that may arise

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Fulltime

New

Managing Director, Healthcare Public Finance

Managing Director, Healthcare Public Finance. Wells Fargo is seeking a Public Fi...

Location

United States , NEW YORK; CHARLOTTE; EL SEGUNDO

Salary:

290000.00 - 500000.00 USD / Year

Wells Fargo

Expiration Date

June 19, 2026

Requirements

10+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience
10+ years of direct public finance work experience, particularly municipal derivatives and strategic advisory experience
Demonstrated account relationship management, business development, and sales experience with not-for-profit healthcare issuers specifically
Ability to understand local nuances and help position Wells Fargo Public Finance with large municipal issuers nationwide
Consistent track record of revenue generation with municipal issuers
Established trusted advisor to top-tier hospitals and hospital systems throughout the country
Existing and positive relationships with not-for-profit healthcare issuers nationwide and market professionals across the municipal securities industry
Consistent track record of revenue generation with not-for-profit healthcare clients
Demonstrated relationship management, business development, and sales experience with not-for-profit healthcare issuers specifically

Job Responsibility

Serve in a lead banker coverage capacity for major not-for-profit healthcare issuers nationwide
Provide leadership to Healthcare Public Finance team while maintaining individual client coverage and production responsibilities
Coordinate coverage efforts and effectively partner with regionally focused teams within Public Finance and Relationship Managers in Commercial Banking
Develop new business opportunities, manage client relationships, and create customized solutions for complex situations
Originate and execute finance transactions as the managing underwriter in the municipal securities sector, which can include derivatives or advisory assignments
Build and maintain significant depth and tenure of relationships with not-for-profit healthcare issuers
Develop annual business plans and direct the group in implementation of these plans
Be recognized as an acknowledged expert in their field and be able to build upon a network of influence among municipal market professionals including chief financial officers, bond lawyers, credit providers, financial advisors, rating agencies, and key industry vendors
Demonstrate the ability to work effectively with teammates, within the framework of the strategic alliance, to accomplish annual and long-term business objectives
Represent MPG within the company, and externally in support of specific municipal finance business

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

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Security Account Manager - Investment Banking Client

Job Description

Job Responsibility

Requirements

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