Showing 40 Banking jobs in Madison
Investment Banking Associate
Posted 25 days ago
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Investment Banking Analyst
Posted 10 days ago
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Key Responsibilities:
- Develop complex financial models for valuation, LBOs, DCFs, and merger analysis.
- Conduct industry and company-specific research to support transaction strategies.
- Prepare high-quality pitch books, presentations, and other client materials.
- Assist in the due diligence process for ongoing transactions.
- Support senior bankers in client negotiations and deal execution.
- Monitor market trends and identify potential investment opportunities.
- Manage information flow and maintain deal documentation.
- Coordinate with legal counsel, accountants, and other advisors.
- Bachelor's degree in Finance, Economics, Business, or a closely related field from a top-tier university.
- Minimum 1-2 years of relevant internship or full-time experience in investment banking, private equity, or corporate development.
- Exceptional financial modeling and valuation skills.
- Strong understanding of accounting, finance, and capital markets.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
- Ability to work long hours and manage multiple competing priorities.
- High level of attention to detail and accuracy.
- Strong work ethic and a passion for financial markets.
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Investment Banking Analyst
Posted 18 days ago
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Responsibilities:
- Develop and maintain financial models for valuation, LBOs, and M&A transactions.
- Conduct in-depth company and industry research.
- Prepare pitch books, presentations, and other client-facing materials.
- Assist in due diligence processes for transactions.
- Support senior bankers in deal execution and client management.
- Analyze financial statements and market data.
- Monitor industry trends and identify potential investment opportunities.
- Communicate effectively with deal team members and external parties.
- Manage multiple tasks and projects efficiently in a fast-paced environment.
- Adhere to strict confidentiality and compliance standards.
- Bachelor's degree in Finance, Economics, Accounting, or a related field, with a strong academic record.
- 1-3 years of relevant internship or prior experience in investment banking, private equity, or corporate finance.
- Exceptional financial modeling and valuation skills.
- Proficiency in Microsoft Excel, PowerPoint, and Word.
- Strong understanding of accounting principles and corporate finance theory.
- Excellent analytical, quantitative, and problem-solving abilities.
- High level of motivation, attention to detail, and work ethic.
- Strong communication and interpersonal skills.
- Ability to work effectively under pressure and meet tight deadlines.
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Banking Customer Support (Remote)
Posted 2 days ago
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Are you passionate about delivering exceptional customer experiences in the financial sector? We are looking for **Banking Customer Support Representatives** who excel in **clear, professional communication** and possess a solid understanding of **banking processes and account services** . In this role, you will guide clients, including high-value and elderly customers-through banking procedures with patience, accuracy, and empathy. Your ability to explain financial concepts clearly and troubleshooting basic issues will ensure a seamless experience for every client interaction.
As a Banking Customer Support Representative, you will serve as the first point of contact for internal branch staff and external clients. Your primary responsibility is to provide **exceptional service** , resolve inquiries promptly, and educate clients on account features and digital tools. This role requires **strong communication skills** , attention to detail, and the ability to work efficiently in a fast-paced environment while maintaining professionalism and compliance
**Location:** Remote (Eastern Standard Time Zone)
**Start Dates:**
+ December 1, 2025
+ January 5, 2026
**Training Schedule:**
+ Duration: 3 weeks training + 2 weeks nesting
+ Hours: Monday to Friday, 9:00 AM - 5:30 PM EST
**Work Schedule:**
+ Must be available to work weekends
+ Hours of operation: **8:00 AM - 11:00 PM EST**
+ Flexible shifts within this time frame
+ Rest Days: Always back-to-back
**Background Requirements:**
+ Comprehensive background check, including personal financial review and standard checks
**Key Responsibilities:**
+ Answer inbound calls from customers
+ Delivering outstanding customer service by resolving inquiries promptly and professionally
+ Educate clients on account services, features, and digital capabilities
+ Guide clients through banking procedures with patience and clear communication
+ Troubleshoot basic banking issues (card activation, account reset)
+ Maintain detailed records and follow up on client requests
+ Adapt to a fast-paced environment with changing priorities
**Required Skills & Qualifications:**
+ **Customer Service Expertise:** Strong verbal and written communication skills
+ **Banking Knowledge:** Familiarity with financial products and account services
+ **Technical Skills:** Proficiency in Microsoft Office Suite; familiarity with Citrix, Active Directory, or similar tools is a plus
+ **Problem-Solving:** Ability to troubleshoot basic computer issues and assist clients with navigation
+ **Experience:**
+ Call center experience preferred
+ Banking or financial services experience highly desired
+ **Personal Attributes:**
+ Patient and empathetic, especially when assisting elderly clients
+ Customer-centric mindset with strong follow-up skills
+ High School Diploma
**Salary and Other Compensation** :
The hourly rate for this position is **$19.00** per hour. Applications will be accepted until 11/21/2025,
This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
**Benefits** : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
+ Medical/Dental/Vision/Life Insurance
+ Paid holidays plus Paid Time Off
+ 401(k) plan and contributions
+ Long-term/Short-term Disability
+ Paid Parental Leave
+ Employee Stock Purchase Plan
**Disclaimer:** The hourly rate, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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Consumer Banking Market Leader
Posted 6 days ago
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Mequon, Wisconsin;Madison, Wisconsin; Milwaukee, Wisconsin
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for managing a team comprised of Financial Center Managers and Relationship Managers. Key responsibilities include driving local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational excellence at the market and financial center levels. Job expectations include working across the organization to develop business knowledge and cultivate one team partnership to collectively achieve results.
**Responsibilities:**
+ Champions organizational vision and values executing consistently to drive business results
+ Communicates and influences and leads through change
+ Manages time and priorities to create biggest impact and reduce variability
+ Manages risk and mitigates escalations and identifies resolutions
+ Manages strategic partnerships across the organization
+ Drives the client experience
+ Demonstrates professionalism, confidence, and respect in interactions with internal and external stakeholders to ultimately gain credibility and trust
+ In expansion markets,acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above·
+ Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
+ Collaborates effectively to get things done, building and nurturing strong relationships with key partners/clients across and outside of organizations.
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
+ Has 5+ years' of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team. In lieu of this requirement, has successfully completed the Bank of America Academy-led Market Leadership Development Program.
+ Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
+ Communicates effectively and confidently, and is comfortable engaging all clients.
+ Has the ability to learn and adapt to new information and technology platforms.
+ Applies strong critical thinking and problem-solving skills to meet clients' needs as well as escalate as needed with sense of urgency.
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
+ Can attract, recruit and retain an effective sales and operations team.
+ Efficiently manages your time and capacity.
+ Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
+ Can interpret performance results, find opportunities to drive success and hold others accountable to results.
+ Can be flexible to work weekends and/or extended hours as needed.
+ Travel required: Will vary depending on geography.
+ Is proficient in computer skills and professional programs (example: Microsoft Office).
+ Has the ability to pass compliance requirements.
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions.
+ Experience in mortgage, retail or hospitality.
+ Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
+ Undergraduate college degree.
+ Prior management experience.
+ Bilingual skills.
**Skills:**
+ Coaching
+ Customer and Client Focus
+ Leadership Development
+ Risk Management
+ Talent Development
+ Business Operations Management
+ Business Development
+ Client Management
+ Customer Service Management
+ Decision Making
+ Executive Presence
+ Sales Performance Management
+ Critical Thinking
+ Performance Management
+ Process Performance Management
+ Recruiting
+ Result Orientation
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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Director of Investment Banking
Posted 5 days ago
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Financial Analyst - Investment Banking
Posted 10 days ago
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Responsibilities:
- Develop and maintain complex financial models for valuation and transaction analysis.
- Conduct in-depth market research and industry analysis.
- Prepare client presentations, pitch books, and confidential information memorandums (CIMs).
- Assist in the due diligence process for M&A and capital markets transactions.
- Support senior bankers in all aspects of deal execution.
- Analyze financial statements and key performance indicators.
- Monitor market trends and identify potential investment opportunities.
- Collaborate with cross-functional teams to gather necessary information.
- Ensure accuracy and integrity of all financial data and analyses.
- Contribute to the development of strategic recommendations for clients.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
- 1-3 years of experience in investment banking, corporate finance, or a related analytical role.
- Strong financial modeling and valuation skills (DCF, LBO, etc.).
- Proficiency in Microsoft Excel and PowerPoint.
- Excellent analytical, quantitative, and problem-solving abilities.
- Strong understanding of corporate finance principles and capital markets.
- Ability to work under pressure and meet tight deadlines.
- Excellent written and verbal communication skills.
- Experience with Bloomberg, FactSet, or Capital IQ is a plus.
- High level of integrity and a strong work ethic.
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Senior Investment Banking Analyst
Posted 26 days ago
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Responsibilities:
- Develop sophisticated financial models, including discounted cash flow (DCF), leveraged buyout (LBO), and accretion/dilution models.
- Perform company valuations using various methodologies, including comparable company analysis (CCA) and precedent transaction analysis (PTA).
- Conduct in-depth market research and industry analysis to identify trends and opportunities.
- Prepare high-quality pitch books, presentations, and other client-facing materials.
- Assist in the execution of M&A transactions, including due diligence, deal structuring, and negotiation support.
- Support capital raising activities, including debt and equity offerings.
- Liaise with clients, legal counsel, and other advisors throughout the transaction process.
- Monitor economic and market developments relevant to our clients and industry sectors.
- Mentor and guide junior analysts, contributing to their professional development.
- Ensure accuracy and attention to detail in all financial analyses and documentation.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. MBA or equivalent advanced degree is a plus.
- Minimum of 3-5 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
- Exceptional financial modeling, valuation, and analytical skills.
- Proficiency in Microsoft Excel and PowerPoint is essential.
- Strong understanding of accounting principles and financial statements.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Ability to work long hours and manage multiple priorities under pressure.
- High level of integrity, professionalism, and attention to detail.
- Team-oriented with strong interpersonal skills.
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Senior Quantitative Analyst - Banking & Finance
Posted today
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This position offers a hybrid work arrangement, allowing for a balance between in-office collaboration and remote flexibility. You will be responsible for the entire lifecycle of quantitative models, from conceptualization and development to implementation, validation, and ongoing monitoring. The ideal candidate will possess a strong academic background, exceptional problem-solving skills, and a proven ability to translate complex theoretical concepts into practical, data-driven solutions. Expertise in programming languages commonly used in quantitative finance, such as Python, R, or C++, is essential.
Key responsibilities include designing and calibrating pricing models for complex derivatives, developing risk measurement frameworks, and performing statistical analysis on large datasets. You will collaborate closely with traders, portfolio managers, and risk officers to provide insights and recommendations. A solid understanding of financial instruments, market microstructure, and regulatory requirements is highly valued. We are looking for a proactive individual who can contribute to innovation, mentor junior analysts, and maintain the highest standards of analytical rigor and ethical conduct.
Responsibilities:
- Develop, implement, and validate quantitative models for pricing, risk management, and trading strategies.
- Perform statistical analysis on large financial datasets to identify market trends and patterns.
- Design and calibrate models for derivatives, fixed income, equities, and other asset classes.
- Develop and enhance risk measurement frameworks (e.g., VaR, Expected Shortfall).
- Collaborate with front-office and risk management teams to provide analytical support and insights.
- Write efficient and well-documented code in languages such as Python, R, or C++.
- Stay abreast of the latest advancements in quantitative finance, machine learning, and data science.
- Contribute to the firm's quantitative research and development efforts.
- Mentor junior quantitative analysts and contribute to team development.
- Master's or Ph.D. in a quantitative field such as Finance, Mathematics, Statistics, Physics, or Computer Science.
- 5+ years of experience in quantitative analysis, financial modeling, or risk management in the banking or finance industry.
- Strong programming skills in Python, R, C++, or similar languages.
- Deep understanding of financial markets, instruments, and derivatives.
- Expertise in statistical modeling, econometrics, and time-series analysis.
- Experience with data manipulation and analysis tools.
- Excellent analytical, problem-solving, and critical-thinking skills.
- Strong communication and presentation abilities.
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Senior Financial Analyst - Investment Banking
Posted 6 days ago
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Key duties will involve performing due diligence, assessing financial risks, and providing recommendations based on comprehensive data analysis. You will collaborate closely with deal teams, legal counsel, and other stakeholders to ensure seamless execution of transactions. The ideal candidate will possess exceptional analytical and problem-solving skills, with a keen eye for detail. Strong communication and interpersonal skills are essential for effectively presenting findings and building relationships with internal and external parties. A proven track record of success in financial analysis, preferably within investment banking or a related field, is required. Candidates should be proficient in financial modeling software, Excel, PowerPoint, and Bloomberg Terminal. We are looking for a candidate who is proactive, detail-oriented, and capable of working under pressure in a fast-paced environment. A Bachelor's degree in Finance, Economics, or a related field is mandatory; a Master's degree or CFA charter is a significant advantage. This is an excellent opportunity to advance your career in a challenging and rewarding environment. The role is based at our client's modern offices in Madison, Wisconsin , with opportunities for hybrid work.
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