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Investment Banking - Investment Grade Finance - Associate
Posted 5 days ago
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Job Description
As an Associate in Investment Grade Finance (IGF), you will function as a fully integrated team member, in a flat structure that allows for direct client interaction and working directly with MDs, EDs and VPs. You will be an integral part of the Investment Grade Finance team where team members rely on the Associate to drive processes including deal executions and pitching.
The IGF team is responsible for originating, structuring and executing syndicated bank facilities, bond issuances and liability management transactions. J.P. Morgan is the leader in Investment Grade Finance, leading offerings for clients across industries and geographies. We address both broad corporate finance topics as well as detailed execution advice for our clients.
**Job Responsibilities:**
+ Monitor global rate and credit market dynamics and how they affect our clients' debt portfolios and funding decisions
+ Analyze market data, investment grade deal flow and thematic events to provide information to internal teams and external clients
+ Prepare client pitches that address capital needs
+ Participate in the structuring and marketing of bond and loan executions as well as loan amendments and liability management
+ Coordinate with investment banking coverage, interest rate/FX risk management to provide clients with holistic corporate finance and capital structure solutions
+ Develop industry specific knowledge of the client base and awareness of key decision makers (i.e. CFOs, Treasurers, Capital Markets Directors)
+ Maintain direct dialogue with client coverage officers, debt and equity partners as well as banking syndicate
**Required qualifications, capabilities, and skills :**
+ Prior work experience in an investment banking front office role
+ Excellent accounting, finance, quantitative and business writing skills
+ Familiarity with the banking regulatory landscape and key trends
+ Bachelor's degree in Accounting, Economics, Finance, or related field
+ Impeccable communication skills with ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business
+ Comfortable working in a high pressure environment, possessing superior organizational skills and ability to efficiently multi-task across various deliverables
**Preferred qualifications, capabilities, and skills:**
+ Chartered Financial Analyst ("CFA"), Certified Public Accountant ("CPA"), Chartered Accountant ("CA") designations are all a plus
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
**Base Pay/Salary**
New York,NY $225,000.00 - $225,000.00 / year
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Attorney - Investment Banking and Capital Markets
Posted 4 days ago
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Job Description
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Truist is currently seeking a capital markets attorney to serve as an Associate General Counsel as a part of the Investment Banking and Capital Markets legal team. The Investment Banking and Capital Markets legal team provides legal services related to Truist Securities' investment banking business, including debt and equity capital markets, M&A advisory, equity and fixed income sales and trading, and equity research.
Maintain strong, productive relationships with key internal clients while serving as a trusted legal advisor, legal risk manager, and business partner. Serve as a subject matter expert in support of Truist's Investment Banking and Capital Markets line of business, with a particular focus on securities and M&A advisory.
This position requires in-office presence and may be based in Charlotte, NC; Washington, DC; Chicago, IL; or Atlanta, GA. Remote work is not available.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Provide significant internal client legal support day to day
2. Responsible for assessing legal risk, providing legal advice, and/or assisting in resolving legal problems which may represent potential exposure to the company.
3. Keeps abreast of legislation, regulations, and case law developments that affect the company and the banking industry in area of practice.
4. May prepare and/or review documents and other instruments, represent the company in transactions, perform legal research and analysis, and maintain files and records
5. Identify need for and when necessary, select, engage, and direct outside counsel to undertake specific matters.
6. Serve as an individual contributor but may provide ad hoc work direction and supervision to other legal staff regarding support on active cases or projects.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Juris Doctorate degree from an ABA accredited law school and licensed to practice law in good standing
2. Eight years of post-bar experience in a law firm, government, and/or corporate settings.
3. Possess superior written and verbal communication skills
4. Ability to prioritize matters, utilize time management skills, and move between matters fluidly
5. Ability to handle a heavy workload, manage stress effectively and meet critical deadlines
6. Able to work autonomously without close supervision
7. Team-oriented mentality and excellent interpersonal skills
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
1. Corporate securities experience at a large law firm, with substantial experience in equity capital markets
2. Some experience with M&A
3. Comfortable working in the entrepreneurial environment of a large, complex corporation
The annual base salary for this position is $192,000 - $230,000.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
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Chief Financial Officer - Investment Banking and Capital Markets
Posted today
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Job Description
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The CFO for Investment Banking and Capital Markets (IBCM) provides deep financial expertise, strategic partnership, and operational support to line leadership. This role owns financial planning, forecasting, and performance management, translating strategy into financial outcomes. It also leads reporting and analysis for key stakeholders including the Board of Directors, Investor Relations, and regulators, while ensuring financial integrity and strong controls across the Finance division. This role supports a large and complex business, requiring advanced financial leadership across multiple business units, products, and functions, as well as high-impact decision-making.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Lead financial strategy and execution for a large and complex line of business.
2. Provide strategic financial consultation to senior leadership, including pricing, profitability, investment cases, and M&A opportunities.
3. Own financial planning, forecasting, and performance management processes.
4. Lead reporting and analysis for key stakeholders including the Board of Directors, Investor Relations, and regulators.
5. Ensure financial integrity and strong internal controls across the Finance division.
6. Manage a team of finance professionals, providing coaching, development, and performance oversight.
7. Influence cross-functional decisions and drive high-impact financial outcomes.
**Qualifications**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Finance or Accounting, or equivalent education and related training.
2. Fifteen years of relevant finance or accounting experience that includes complex financial analysis and leadership/supervision of finance teams
3. Incumbent must possess the significant industry experience and business vision to provide leadership to support to the division manager and Executive leadership and demonstrated ability to deal with ambiguity.
4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
6. Strong analytical and problem-solving skills.
7. Sound and logical decision-making abilities.
8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
9. Familiarity with GAAP, with specific knowledge of GAAP related to supported LOBs. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.
**Preferred Qualifications:**
1. Supervisory experience of multiple teams
2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
3. Master's degree of MBA
4. Specific financial services or specialized industry experience including corporate development.
5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
6. Experience with macros/VBA.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
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Investment Banking - Investment Grade Finance - Vice President
Posted 5 days ago
Job Viewed
Job Description
**Job Responsibilities**
+ Originating fixed income securities as part of the capital raising activities undertaken by our clients (both corporate and financial institutions)
+ Address both broad corporate finance topics as well as detailed execution advice for our clients
+ Align with the bond originators to provide integrated solutions to our clients.
**Required qualifications, capabilities, and skills**
+ 5+ years of investment banking/capital markets or related experience is strongly preferred.
+ Strong communication skills both oral and written.
+ Successful candidate will be able to comfortably interact with clients, coverage bankers and other product partners
+ Strong analytical skills both qualitative (credit analysis) and quantitative (bond math, pricing)
+ Ability to work efficiently in a high pressure environment
+ Strong organizational skills with ability to multi-task and prioritize deliverables
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
**Base Pay/Salary**
New York,NY $225,000.00 - $285,000.00 / year
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Corporate Development Associate (FIG investment banking - Financial Services Consulting)
Posted today
Job Viewed
Job Description
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Position key function is FIG investment banking or financial services consulting.
This role will support corporate development, mergers and acquisitions, strategic partnerships and venture investment activities by leading financial analysis, valuation, diligence, and execution efforts related to acquisitions, divestitures, and strategic minority investments.
Partner closely with senior leaders to evaluate inorganic growth opportunities that deliver strategic and financial value.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Position key function is FIG investment banking or financial services consulting.
+ Lead financial modeling, valuation, and analytical support for acquisition, divestiture, partnership and venture investment opportunities, including ownership of financial models and forecasts.
+ Support end-to-end transaction execution, including sourcing, diligence, structuring, closing, and post-close monitoring of acquired or invested companies.
+ Conduct complex financial and strategic analysis, including interpretation of GAAP and regulatory financial statements, bank financial metrics, and valuation methodologies (DCF, comparable transactions, etc.).
+ Coordinate and lead due diligence efforts across internal teams and external advisors; track progress against diligence schedules and ensure timely completion of deliverables.
+ Prepare investment and transaction materials, including teasers, confidential information memoranda, valuation decks, diligence summaries, and investment recommendations for executive and stakeholder review.
+ Manage transaction-related workflows, including data rooms, buyer or investor communications, information requests, and project status reporting.
+ Support strategic planning efforts by developing materials that evaluate Truist's inorganic growth options and emerging technology or industry trends.
+ Track and report on transaction and investment activity across the organization; maintain reporting related to active and completed projects.
+ Build strong internal partnerships to understand strategic priorities and align corporate development and venture investment activity accordingly.
+ Represent the Corporate Development & Ventures team in internal meetings and select external events as needed.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor's degree in finance, Accounting, Economics, Business, Engineering, or a related analytical discipline.
+ 5-8 years of experience in corporate development, mergers and acquisitions, venture capital, private equity, investment banking, or related financial roles.
+ Strong experience in financial modeling, valuation, and underwriting of complex transactions.
+ Demonstrated ability to analyze and forecast financial statements and evaluate strategic and financial tradeoffs.
+ Strong business acumen and ability to interact effectively with senior executives and external partners.
+ Excellent written, verbal, and presentation skills, with the ability to clearly communicate complex concepts.
+ Demonstrated proficiency in Microsoft Excel and PowerPoint.
+ Ability to manage multiple priorities and adhere to deadlines in a fast-paced environment.
**Preferred Qualifications:**
+ Master's degree (MBA or equivalent).
+ CPA, CFA, or progress toward certification.
+ Prior banking or financial services experience.
+ Experience interpreting legal agreements related to acquisitions, divestitures, or equity investments.
+ Strong understanding of fintech, technology, or emerging industry ecosystems.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
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Investment Banking Manager
Posted 2 days ago
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Job Description
Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all about the wise pivot that turns constant disruption to continuous reinvention. If you want to be a leader in a thriving digital transformation powerhouse that is in a constant state of reinvention, then look no further. We work at the heart of our clients' organizations so that no matter how complex the situation, no matter how tough the issue, they can face the future today with confidence.
If you love solving challenges and not just studying them, then Accenture Consulting is the right place for you. As a leader, you'll join us in creating the future of consulting at the intersection of business and technology. You'll get to work with an amazing mix of world class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access. Together, you'll do so much more than consult.
Coming here means future-proofing your career as a leader. Becoming tech savvy, well-rounded, and market-relevant leaders with an ownership and founder mindset doesn't happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe that we are greater than me and possess an unwavering commitment to inclusion and diversity. Joining Accenture Consulting means you will learn, innovate, and lead, and together we will improve the way the world works and lives.
Key responsibilities of the Investment Banking Consulting Manager may include:
+ Lead and manage major, complex transformation programs at global investment banks across business, operational, regulatory, and technology change initiatives.
+ Lead complex consulting engagements with significant client interaction across the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
+ Synthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements.
+ Serve as a trusted advisor to sell-side clients, partnering with senior stakeholders to develop high-performance, future-ready solutions that advance their industry position.
+ Ability to understand sell-side industry trends, client needs, develop relevant solutions and deliver high impact technology initiatives.
Basis Qualifications:
+ Minimum 7+ years of experience in Financial Services specializing in Investment Banking, with strong leadership experience and a deep understanding of the end-to-end trading lifecycle and products including equities, fixed income, FX, commodities, and derivatives.
+ Minimum 5+ years of external consulting/program management experience leading complex, large-scale transformation programs at sell-side institutions with a proven track record of successful engagement delivery.
+ Bachelor's Degree.
Preferred Qualifications:
+ Demonstrated experience leading major transformation initiatives at investment banks, including regulatory-driven change, operating model redesign, and technology-enabled transformation.
+ Knowledge of the capital markets industry, including a deep understanding of Investment Banking client segments, product taxonomy and trading processes.
+ Strong understanding of digital assets and emerging financial market infrastructure, such as tokenized assets, crypto markets, digital custody, and distributed ledger technologies.
+ Proven experience advising banks on operational resilience, including operational risk, business continuity, third-party risk management, and regulatory resilience frameworks.
+ Experience managing and influencing senior and executive client stakeholders across Front Office, Technology, Operations, and Risk.
+ Experience contributing to business development and sales efforts, including shaping client opportunities and supporting proposal responses.
+ Excellent written and verbal communication skills, with the ability to create clear, compelling, and executive-ready materials.
+ Experience leading teams across onshore and offshore delivery models.
+ Demonstrated ability to mentor, develop, and inspire high-performing consulting teams.
+ Proven ability to work independently and as a team member.
+ Good organizational, multi-tasking, and time-management skills.
+ Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.
+ Experience with sell-side trading platforms and / or regulations, such as Murex or Calypso.
+ Demonstrated leadership in professional setting; either military or civilian.
+ Demonstrated teamwork and collaboration in a professional setting; either military or civilian.
+ Additional certified qualifications relevant to Investment Bank industry, including CFA®.
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 as set forth below.We anticipate this job posting will be posted until 06/17/2026.
Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:
U.S. Employee Benefits | Accenture ( Location Annual Salary Range
California $94,400 to $293,800
Cleveland $87,400 to $235,000
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Maine $80,400 to $216,200
Maryland $94,400 to $253,800
Massachusetts $94,400 to $270,300
Minnesota $94,400 to $253,800
New York $87,400 to $293,800
New Jersey $100,500 to $293,800
Virginia $87,400 to $270,300
Washington $100,500 to $270,300
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 such as for a disability or religious observance, please call us toll free at or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. 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. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement ( is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
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. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
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.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
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Investment Banking - Financial Institutions Group - Associate
Posted 5 days ago
Job Viewed
Job Description
**Job Summary**
As an Associate in the Financial Institutions 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
**Base Pay/Salary**
New York,NY $225,000.00 - $225,000.00 / year
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Investment Banking Vice President
Posted 2 days ago
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Job Description
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Job Summary:Wipfli Corporate Finance Advisors, LLC is looking for a talented and highly-motivated Vice President to join its team in the Twin Cities office! WCF is the investment banking and corporate finance arm of Wipfli Advisory LLC, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions.
Responsibilities
Responsibilities:
+ Support investment banking team on the execution of M&A transactions.
+ Assist in preparation of confidential information memos, pitch materials, and presentations.
+ Develop and maintain complex financial models to perform various financial and valuation analyses.
+ Conduct comprehensive and in-depth company and industry research.
+ Provide mentoring to junior associates, offering guidance and support in various tasks and career goals.
+ Play a key role in supporting origination, opportunity evaluation, and deal execution.
+ Occasional travel, up to 20%.
Knowledge, Skills and Abilities
Qualifications:
+ Bachelor's degree required with a major in business, finance, accounting, or economics preferred.
+ Minimum of 5 years of previous experience in investment banking.
+ SIE Exam, Series 79, and Series 63 licenses preferred, or must attain within 90 days of hire date required
+ Demonstrated ability to manage key workstreams within M&A transactions
+ Experience interacting directly with clients and supporting presentations and strategic discussions
+ Proven leadership experience, including overseeing junior team members and reviewing deliverables
+ Strong analytical and financial modeling skills, with the ability to translate insights into actionable recommendations
+ Experience contributing to business development efforts, including pitch materials or client pursuits
+ Strong project management skills with the ability to manage multiple deal timelines effectively
+ Must reside in or around the Twin Cities and able to commute to the office.
+ Willing to maintain a hybrid schedule of at least 4 days in office.
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $129,000-$174,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Investment Banking Associates at WCF receive a competitive base salary plus a substantial incentive component tied to successful transaction closings. Incentives are paid only when deals close, reinforcing alignment with performance.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
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Job ID
Category Financial Consulting
Remote No
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Job Description
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.
**Essential Duties and Responsibilities**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Plays an integral role in supporting new business development, due diligence, and/or transaction execution
2. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, modeling, due diligence, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis
3. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. BA/BS degree
2. Minimum of 5 years of related work experience
3. Strong knowledge of investment banking, market, industry sector, and/or financial products
4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
5. Strong organizational and leadership skills
6. Advanced skills in written and oral communications, and interpersonal relationship management
7. Solid analytical and sales skills
**Preferred Qualifications**
1. MBA degree, with a Finance focus
2. 6+ years of related work related experience
- The annual base salary for this position is $175,000
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( ( Right to Work (
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Investment Banking - Financial Institutions Group, Banks- Associate
Posted 5 days ago
Job Viewed
Job Description
**Job Summary**
As an Associate in the Financial Institutions 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
**Base Pay/Salary**
New York,NY $225,000.00 - $225,000.00 / year
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Explore opportunities in investment banking, a dynamic field encompassing financial analysis, strategic advisory, and capital markets expertise. Professionals in this sector play a crucial role in mergers and acquisitions, underwriting securities, and providing financial guidance to corporations and institutions. Investment banking jobs demand strong analytical skills, financial modeling proficiency, and excellent communication abilities.