181 Banking jobs in Dallas County

Associate Client Partner, Banking & Financial Services

75215 Park Cities, Texas Infosys

Posted 5 days ago

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Job Description

Join to apply for the Associate Client Partner, Banking & Financial Services role at Infosys . Infosys is seeking an Associate Client Partner for its Financial Services vertical. The person will lead all client interfaces within the assigned account scope and, along with the Client Partner / Senior Client Partner, build an account plan for client management. Typically, the person handles either a single account or part of a large account with an indicative annual book of business of up to $10-$0 million. Role Responsibilities Client relationship management and business development: Lead client relationships, build a portfolio up to 10-30M, lead the opportunity management cycle: Prospect-Evaluate-Propose-Close. Client delivery assurance: Collaborate with all delivery partners involved to ensure fulfillment of all commitments. Team collaboration: Work with the Delivery Manager to address issues affecting project delivery. Project management: Balance multiple projects involving different delivery managers or resources. Revenue growth: Drive revenue through go-to-market solutions and build customized proposals with the Solutions Leader. Account planning and governance: Develop detailed account plans, including relationships, opportunities, pricing decisions, and forecasts. Pricing and proposals: Make pricing decisions within the scope of the Master Services Agreement and support pre-sales activities. Strategic alliances: Provide input for future alliances with relevant vendors. Qualifications Bachelor’s degree or equivalent with 7+ years of experience in sales/relationship management. Experience in business development and project management. Proven ability to interact with CXO-level clients. Experience with proposal creation and presentations. Strong leadership, communication, and interpersonal skills. Eligibility to work in the United States without sponsorship. Preferred Skills Knowledge of industry-specific solutions and business issues. Experience with Global Delivery Model and managing large teams. Track record as an Account Manager in a growing client relationship. Benefits Competitive pay and benefits including health insurance, disability coverage, 401(k), paid holidays, and more. About Infosys Infosys is a global leader in digital services and consulting, helping clients worldwide navigate digital transformation through innovative solutions and a focus on continuous learning. #J-18808-Ljbffr

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Data Engineer (SQL & Autosys) - Banking/Financial Services

75219 Dallas, Texas ManpowerGroup

Posted 12 days ago

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Job Description

**Job Title:** SQL Data Engineer (Mid & Senior Levels)
**Location:** Hybrid - Charlotte, NC
**Contract Duration:** 12-24 Months
**Work Authorization: W2 Only**
**Interview Format:** Microsoft Teams - One & Done
**Pay Rate Range: Based on the experience**
**Position Overview**
We are actively hiring **Mid-Level and Senior SQL Data Engineers** to support the expansion of a leading financial institution's technology team. This division plays a pivotal role in building and maintaining scalable data pipelines that power mission-critical finance applications.
You'll be joining a team that thrives on ownership, technical rigor, and the ability to communicate effectively across data and business stakeholders. This is a chance to leave your mark on systems that directly impact decision-making at enterprise scale.
**?** **Core Responsibilities**
+ Design, build, and manage **robust SQL-based ETL pipelines**
+ Leverage **AutoSys** (or similar) for job scheduling and orchestration
+ Collaborate with upstream data providers and troubleshoot delivery or schema issues
+ Translate complex data requirements into scalable engineering solutions
+ Proactively identify and resolve pipeline performance bottlenecks
+ Ensure high availability and accuracy of data across systems
+ Maintain clear documentation of data flows and operational practices
+ Participate in Agile ceremonies and report on dependencies and progress
**?** **Required Skills**
+ **5+ years (Mid-Level)** or **7+ years (Senior-Level)** in Data Engineering roles
+ Strong command over **SQL** and hands-on experience with ETL development
+ Experience using **AutoSys** or comparable job control systems
+ Proven background in supporting **finance, banking, or enterprise tech environments**
+ Clear, concise communication, especially for client-facing or lead-level engagements
**?** **Preferred Qualifications**
+ Experience with **Python** or **Apache Spark**
+ Exposure to CI/CD, version control, and performance tuning of data workflows
+ Familiarity with data quality, governance, and compliance expectations
**?** **Not a Fit If You Are:**
+ Primarily a **Big Data specialist** (e.g., Hadoop, Hive, Kafka-heavy roles)
+ Lacking recent hands-on experience with SQL and traditional ETL systems
+ Unable to confidently communicate with technical and business stakeholders
**?** **Location & Schedule**
+ **Hybrid Onsite** : 3-4 days/week in Charlotte, NC or Dallas, TX
+ **Interview Slots Available Daily (1-5 PM ET)** - quick turnaround guaranteed
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
**About ManpowerGroup, Parent Company of:** **Manpower, Experis, Talent Solutions, and Jefferson Wells**
_ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
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Data Engineer (SQL & Autosys) - Banking/Financial Services

75219 Dallas, Texas ManpowerGroup

Posted 12 days ago

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Job Description

**Job Title:** SQL Data Engineer (Mid & Senior Levels)
**Location:** Hybrid - Charlotte, NC
**Industry:** Fortune 100 Financial Institution
**Contract Duration:** 12-24 Months
**Start Date:** ASAP
**Openings:** 5
**Work Authorization: W2 Only**
**Interview Format:** Microsoft Teams - One & Done
**Pay Rate Range:**
- Mid-Level: $53-57/hr
- Senior: $67-74/hr
**?** **Position Overview**
We are actively hiring **Mid-Level and Senior SQL Data Engineers** to support the expansion of a leading financial institution's technology team. This division plays a pivotal role in building and maintaining scalable data pipelines that power mission-critical finance applications.
You'll be joining a team that thrives on ownership, technical rigor, and the ability to communicate effectively across data and business stakeholders. This is a chance to leave your mark on systems that directly impact decision-making at enterprise scale.
**?** **Core Responsibilities**
+ Design, build, and manage **robust SQL-based ETL pipelines**
+ Leverage **AutoSys** (or similar) for job scheduling and orchestration
+ Collaborate with upstream data providers and troubleshoot delivery or schema issues
+ Translate complex data requirements into scalable engineering solutions
+ Proactively identify and resolve pipeline performance bottlenecks
+ Ensure high availability and accuracy of data across systems
+ Maintain clear documentation of data flows and operational practices
+ Participate in Agile ceremonies and report on dependencies and progress
**?** **Required Skills**
+ **5+ years (Mid-Level)** or **7+ years (Senior-Level)** in Data Engineering roles
+ Strong command over **SQL** and hands-on experience with ETL development
+ Experience using **AutoSys** or comparable job control systems
+ Proven background in supporting **finance, banking, or enterprise tech environments**
+ Clear, concise communication, especially for client-facing or lead-level engagements
**?** **Preferred Qualifications**
+ Experience with **Python** or **Apache Spark**
+ Exposure to CI/CD, version control, and performance tuning of data workflows
+ Familiarity with data quality, governance, and compliance expectations
**?** **Not a Fit If You Are:**
+ Primarily a **Big Data specialist** (e.g., Hadoop, Hive, Kafka-heavy roles)
+ Lacking recent hands-on experience with SQL and traditional ETL systems
+ Unable to confidently communicate with technical and business stakeholders
**?** **Location & Schedule**
+ **Hybrid Onsite** : 3-4 days/week in Charlotte, NC or Dallas, TX
+ **Interview Slots Available Daily (1-5 PM ET)** - quick turnaround guaranteed
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
**About ManpowerGroup, Parent Company of:** **Manpower, Experis, Talent Solutions, and Jefferson Wells**
_ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
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Banking Closer

75062 Irving, Texas Accenture

Posted 4 days ago

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Job Description

Location: Negotiable
Travel: None
The Banking Closer is responsible for performing closing calls, scheduling, signing appointments and meeting monthly productivity goals in a mortgage setting.
Key Responsibilities:
+ Serve as primary point of contact during the closing process
+ Responsible for reviewing loan approval details with applicants which includes HELOC product, rate, term, loan amount, payoffs, vesting etc.
+ Focused on achieving customer delight through successfully establishing customer rapport, setting appropriate expectations, asking probing questions, relationship deepening and executing on all commitments.
+ Ability to meet production, quality and service standards with emphasis on delivering exquisite customer service. Able to articulate difficult and/or complex information in a manner that is clear while conveying compassion to drive customer retention and sales partner confidence.
Role Requirements:
+ This position requires a flexible schedule, including the ability to work evenings, weekends, and overtime as needed to meet business demands.
+ Hours are typically 8:00 am - 5:00 pm PT or 11:00 am - 7:00 pm ET depending on your location and business needs
+ While remote the individual must reside within 100 miles of the Accenture office for the posted locations
What You Need:
+ Minimum of 1 year of experience with mortgage specific customer service experience
+ Minimum of 2 years of customer service experience
Preferred Qualifications:
+ NMLS licensed strongly preferred, if not licensed must be able acquire license within 30 days of employment
+ Ability to work well in a fast-paced, multi-task environment
+ Self-starter that thrives in a team environment
+ Strong organizational and time management skills
+ Professional communication both written and verbal
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Hourly Salary Range
California $21.97 to $7.26
Colorado 21.97 to 40.82
District of Columbia 23.37 to 43.46
Illinois 20.34 to 40.82
Minnesota 21.97 to 40.82
Maryland 21.97 to 40.82
New York/New Jersey 20.34 to 47.26
Washington 23.37 to 43.46
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here ( Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement ( .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 ( , send us an email ( or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
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Investment Banking - Mid-Cap Investment Banking - Associate

75219 Dallas, Texas JPMorgan Chase

Posted 5 days ago

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Job Description

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Dallas.
Group Description: Opportunity to join JPM's Investment Banking Division based in Dallas, TX. Current team consists of 15+ investment banking professionals, from analyst to Vice Chairman, generating over $200mm in annual fee revenue. Sectors of focus include Consumer & Retail, Diversified Industrials, Healthcare, and Media & Communications. Clients include a combination of publicly-listed and privately-held companies. As a full-service global investment bank, our assignments include a broad mix of sell-side and buy-side M&A, as well as both equity and debt capital markets executions. Illustrative clients include:
+ Bass Pro Shops / Cabela's
+ Neiman Marcus
+ PetSmart
+ PGA Tour Superstores
+ Fender Guitar
+ Tecovas
+ Under Armour
**Job Summary**
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
**Job Responsibilities**
+ Develop content for strategic meetings with clients regarding M&A or capital market transactions
+ Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
+ Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
+ Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
+ Provide leadership, mentorship and supervision to Associates and Analysts
+ Participate in graduate recruiting
**Required qualifications, capabilities, and skills**
+ Prior work experience in an investment banking front office role.
+ A well-rounded academic background from a top tier educational institution.
+ Strong financial modelling skills
+ Understands transaction cycle and the steps in the process and is execution oriented.
+ Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
+ Self-directed, highly motivated, and able to work independently
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
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Investment Banking - Mid-Cap Investment Banking - Analyst

75219 Dallas, Texas JPMorgan Chase

Posted 5 days ago

Job Viewed

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Job Description

We are seeking a highly skilled and experienced Analyst to join our dynamic Mid-Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
**Job Summary**
As an Analyst in the Mid-Cap Investment Banking team in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Opportunity to join JPM's Investment Banking Division based in Dallas, TX. Current team consists of 15+ investment banking professionals, from Analyst to Vice Chairman, generating over $200mm in annual fee revenue. Sectors of focus include Consumer & Retail, Diversified Industrials, Healthcare, and Media & Communications. Clients include a combination of publicly-listed and privately-held companies. As a full-service global investment bank, our assignments include a broad mix of sell-side and buy-side M&A, as well as both equity and debt capital markets executions. Illustrative clients include:
+ Bass Pro Shops / Cabela's
+ Neiman Marcus
+ PetSmart
+ PGA Tour Superstores
+ Fender Guitar
+ Tecovas
+ Under Armour
**Job Responsibilities**
+ Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
+ Working with J.P. Morgan product and sector teams
+ Building and using complex financial models, completing valuation and analytical exercises
+ Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
+ Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
**Required qualifications, capabilities, and skills**
+ 1 year work experience in a investment banking front office, or related, role.
+ Strong accounting, finance, quantitative and business writing skills.
+ Bachelors' degree in Finance, Economics, Business Administration, or a related field.
+ Understanding of the transaction cycle and the steps in the process and is execution oriented.
+ Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
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
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Investment Banking - Mid-Cap Investment Banking - Analyst

75201 Dallas, Texas JPMorgan Chase Bank, N.A.

Posted 17 days ago

Job Viewed

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Job Description

Permanent
We are seeking a highly skilled and experienced Analyst to join our dynamic Mid-Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.

Job Summary

As an Analyst in the Mid-Cap Investment Banking team in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.

Opportunity to join JPM's Investment Banking Division based in Dallas, TX. Current team consists of 15+ investment banking professionals, from Analyst to Vice Chairman, generating over $200mm in annual fee revenue. Sectors of focus include Consumer & Retail, Diversified Industrials, Healthcare, and Media & Communications. Clients include a combination of publicly-listed and privately-held companies. As a full-service global investment bank, our assignments include a broad mix of sell-side and buy-side M&A, as well as both equity and debt capital markets executions. Illustrative clients include:

  • Bass Pro Shops / Cabela's
  • Neiman Marcus
  • PetSmart
  • PGA Tour Superstores
  • Fender Guitar
  • Tecovas
  • Under Armour

Job Responsibilities
  • Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
  • Working with J.P. Morgan product and sector teams
  • Building and using complex financial models, completing valuation and analytical exercises
  • Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
  • Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics

Required qualifications, capabilities, and skills
  • 1 year work experience in a investment banking front office, or related, role.
  • Strong accounting, finance, quantitative and business writing skills.
  • Bachelors' degree in Finance, Economics, Business Administration, or a related field.
  • Understanding of the transaction cycle and the steps in the process and is execution oriented.
  • Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.

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

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Investment Banking - Mid-Cap Investment Banking - Associate

75201 Dallas, Texas JPMorgan Chase Bank, N.A.

Posted 17 days ago

Job Viewed

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Job Description

Permanent
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Dallas.

Group Description: Opportunity to join JPM's Investment Banking Division based in Dallas, TX. Current team consists of 15+ investment banking professionals, from analyst to Vice Chairman, generating over $200mm in annual fee revenue. Sectors of focus include Consumer & Retail, Diversified Industrials, Healthcare, and Media & Communications. Clients include a combination of publicly-listed and privately-held companies. As a full-service global investment bank, our assignments include a broad mix of sell-side and buy-side M&A, as well as both equity and debt capital markets executions. Illustrative clients include:

  • Bass Pro Shops / Cabela's
  • Neiman Marcus
  • PetSmart
  • PGA Tour Superstores
  • Fender Guitar
  • Tecovas
  • Under Armour

Job Summary

As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.

Job Responsibilities

  • Develop content for strategic meetings with clients regarding M&A or capital market transactions
  • Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
  • Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
  • Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
  • Provide leadership, mentorship and supervision to Associates and Analysts
  • Participate in graduate recruiting

Required qualifications, capabilities, and skills
  • Prior work experience in an investment banking front office role.
  • A well-rounded academic background from a top tier educational institution.
  • Strong financial modelling skills
  • Understands transaction cycle and the steps in the process and is execution oriented.
  • Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
  • Self-directed, highly motivated, and able to work independently

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

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Associate Banking Advisor

75215 Park Cities, Texas Northern Trust

Posted 1 day ago

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Job Description

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Associate Banking Advisor:

Serving over 25% of the Forbes 400 Wealthiest Americans, our advisors bring unrivaled insight into the complexities of managing wealth. Our firm is recognized for innovative technology, service excellence and depth of expertise across all aspects of financial planning, including wealth transfer, banking, lending, insurance, investments, tax management, philanthropy, family communication and more. Today, we manage more than $1.6 trillion in assets (as of March 31, 2025) for our clients.

Northern Trust customizes and executes complex credit facilities through a variety of assets and structures, including commercial real estate, private operating businesses, marketable securities, alternative investments, private stock, executive aircraft, yachts, fine art, life insurance, and subscription & capital call facilities.

The Associate Banking Advisor will provide the lending team with credit support for a variety of items, including but not limited to, acting as a liaison between the lenders and the underwriting team, assisting lenders with due diligence for new loan requests, monitoring financial covenants and financial reporting tracking, reviewing loan documents, communicating with clients, and general business development activities.

1. Assists Bankers with client portfolios and internal administration of accounts; communicates regularly with clients and attends client meetings. Also assists Bankers with business development plans and client presentations.

2. As appropriate, may manage a small portfolio of clients and makes presentations at Group and Senior Credit Committee meetings.

3. Coordinates and reviews loan documents for new and renewal fundings, submits loans documentation for evaluation and booking, follows up on missing loan documentation to ensure receipt and complete submission. Proactively engages in the renewal process by reviewing reports of maturing credits and coordinates the receipt and submission of required information from client for renewal process.

4. Coordinates commercial/custom approval process by submitting requests for underwriting and loan documentation. Assists Bankers to coordinate the preparation of loan documentation with internal and outside counsel.

5. Develops and maintains working knowledge of loan agreements, financial statements, compliance certificates and other documentation required to monitor client relationships. Coordinates with National Credit Center, with oversite by the Relationship Managers, the preparation of Credit Memos.

6. Coordinates with Account Managers, Treasury Management Consultants and Operations team on transactions including payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up to date; execution of client servicing events, communicating with clients and other internal and external partners.

7. Oversees development of appropriate action plans for client servicing and coordinates with other team members across the Trust and Investment disciplines to ensure execution and follow-up.

8. Develops clear understanding of client needs behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions.

9. Assists Bankers with internal administration of accounts (including internal Loan Review process) business development and client presentations for clients.

10. Assists Banking teams and Leadership with special projects as assigned.

11. Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures.

12. Is well versed in the compliance requirements for new accounts and relationships. Monitors loan document deficiencies and reviews compliance reports for adherence to policy and procedures.

13. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.

14. Will have direct interaction with committees and Senior Leadership.

Qualifications

  • Several years of experience, or equivalent, in financial servicing/accounting fields with client servicing background.
  • Formal credit training is required with a minimum of one year experience performing credit analysis and underwriting. This experience can be obtained through working at another financial institution.
  • Knowledge of banking products and services is required.
  • Excellent communication and presentation skills.
  • Analytical, problem solving, and organizational skills are required.


In office

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

#LI-LG1

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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SC - Banking & Payments

75219 Dallas, Texas Capco, a Wipro Company

Posted 5 days ago

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Job Description

**About the Team:**
Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to our clients. Our collaborative and efficient approach helps clients reduce costs and manage risk and regulatory change while increasing revenues. We are thinkers, innovators, and disruptors. We are small enough to care but large enough to matter.
We work in a fast-paced environment where we challenge and support one another? Individuality and ideation are encouraged? Our team strives for to be the trusted financial advisors to the firm.
**About the Job:**
As a Senior Consultant on the Banking and Payments team, you will work in a fast-paced team setting, alongside industry experts, to craft optimal strategies used to solve complex client problems. Your insights will influence actions taken by managers and executives, both proactively and in real-time problem-solving situations, within broad scale programs.
**What You'll Get to Do:**
+ Lead and support client discussions that center around sales, servicing and transacting processes across banking products and segments
+ Develop frameworks, approaches, solutions and recommendations that effectively and efficiently address the most impactful opportunities and challenges related to business process or technology systems, including their implementation, administration or optimization
+ Assist project teams in measuring current business or operational performance and forecasting improvements based on Capco's recommendations
+ Facilitate the collaboration and coordination between business and technology to deliver on client end-to-end objectives
+ Work as part of team leveraging agile and modern software delivery techniques
+ Produce insights, analyses, and recommendations to improve client business or operational performance, drive understanding of client issues and provide strategic guidance related to various financial products
+ Build new solutions, toolkits, documents, and consulting approaches that can be applied across Capco's Banking & Payments practice
**What You'll Bring with You:**
+ 5+ years of professional experience working in the financial services and/or management consulting industry required
+ Broad financial services knowledge including, but not limited to: consumer banking, business banking, lending (mortgage and non-mortgage), risk/fraud/compliance, digital channels, payments (cards and non-cards), transactions processing, and operational management
+ Strong analytical skill with respect to business management and problem solving
+ Ability to effectively lead team members to ensure the completion of project deliverables with requisite quality and in a timely manner
+ Ability to communicate in both written and verbal forms with confidence and clarity
+ Ability to work well in cross-functional teams and understand large programs
+ Advanced MS Excel and MS PowerPoint skills
+ Agile experience is a plus
+ Bachelor's degree required
**Why Capco?**
A career at Capco is a chance to help reshape the competitive landscape in financial services? We launch new banks, transform existing ones, and help our clients navigate complex change. ?As consultants, we work on the front-end business design all the way through to technology implementation.
We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering.
Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset, and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business? We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW.
We offer highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees?
**Ready to take the Next Step** ?
If this sounds like you, we would love to hear from you? This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory.
We have been informed of several recruitment scams targeting the public. We strongly advise you to verify identities before engaging in recruitment related communication. All official Capco communication will be conducted via a Capco recruiter.
Individuals seeking employment at Capco are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation.
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