What Investment Banking Consultant Jobs are in the United States?
Showing 5000+ Investment Banking Consultant jobs in the United States
Job Description
Accenture Consulting: Your Unique Place in our Global Collective
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 Management Consulting Consultant may include:
+ Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change.
+ Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
+ Conduct research and analysis by gathering and synthesizing data to generate insights that inform strategic decision-making and strategy development.
+ Support sell-side clients in developing high-performance, future-ready solutions, including initiatives related to digital assets, tokenization, and emerging market infrastructure.
+ Ability to understand evolving sell-side industry trends, client needs, develop relevant solutions and delivery high impact technology-enabled initiatives.
Basis Qualifications:
+ 2+ years of relevant work experience in consulting or relevant roles specializing in Investment Banking, including experience and understanding of the end-to-end trading lifecycle and products including equities, fixed income, FX, commodities and derivatives.
+ 2+ years of external consulting/program management experience on large scale programs at sell-side institutions with a proven track record of successful engagement delivery within the industry.
+ Bachelor's Degree.
Preferred Qualifications:
+ Exposure to or experience supporting major, complex transformation programs at investment banks, including regulatory, operational, or technology-driven change initiatives.
+ Knowledge of the capital markets industry, including an understanding of Investment Banking client segments, product taxonomy and trading processes.
+ Knowledge of digital assets and emerging financial market infrastructure, such as crypto markets, tokenized assets, digital custody, or blockchain-enabled platforms.
+ Understanding of operational resilience concepts within banking, including operational risk, business continuity, third-party risk management, and regulatory resilience expectations.
+ Experience managing relationships with stakeholders across Front Office, Technology, Operations, and Risk.
+ Experience contributing to new business development opportunities.
+ Experience with sell-side trading platforms and / or regulations, such as Murex or Calypso.
+ Proven ability to work independently and as a team member.
+ Excellent communication (written and oral) and interpersonal skills.
+ Good organizational, multi-tasking, and time-management skills.
+ Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.
+ Strong client relationship development and client management skills.
+ Eagerness to collaborate with a team.
+ Experience contributing to new business development opportunities.
+ Experience working with onshore and offshore delivery teams.
+ 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 06/18/2026.
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 $70,350 to $205,800
Cleveland $59,100 to $164,600
Colorado $63,800 to $177,800
District of Columbia $68,000 to $189,300
Illinois $59,100 to $177,800
Maine $54,400 to $151,400
Maryland $63,800 to $177,800
Massachusetts $63,800 to $189,300
Minnesota $63,800 to $177,800
New York $66,300 to $205,800
New Jersey $68,000 to $205,800
Virginia $59,100 to $189,300
Washington $80,200 to $189,300
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.
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 Management Consulting Consultant may include:
+ Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change.
+ Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
+ Conduct research and analysis by gathering and synthesizing data to generate insights that inform strategic decision-making and strategy development.
+ Support sell-side clients in developing high-performance, future-ready solutions, including initiatives related to digital assets, tokenization, and emerging market infrastructure.
+ Ability to understand evolving sell-side industry trends, client needs, develop relevant solutions and delivery high impact technology-enabled initiatives.
Basis Qualifications:
+ 2+ years of relevant work experience in consulting or relevant roles specializing in Investment Banking, including experience and understanding of the end-to-end trading lifecycle and products including equities, fixed income, FX, commodities and derivatives.
+ 2+ years of external consulting/program management experience on large scale programs at sell-side institutions with a proven track record of successful engagement delivery within the industry.
+ Bachelor's Degree.
Preferred Qualifications:
+ Exposure to or experience supporting major, complex transformation programs at investment banks, including regulatory, operational, or technology-driven change initiatives.
+ Knowledge of the capital markets industry, including an understanding of Investment Banking client segments, product taxonomy and trading processes.
+ Knowledge of digital assets and emerging financial market infrastructure, such as crypto markets, tokenized assets, digital custody, or blockchain-enabled platforms.
+ Understanding of operational resilience concepts within banking, including operational risk, business continuity, third-party risk management, and regulatory resilience expectations.
+ Experience managing relationships with stakeholders across Front Office, Technology, Operations, and Risk.
+ Experience contributing to new business development opportunities.
+ Experience with sell-side trading platforms and / or regulations, such as Murex or Calypso.
+ Proven ability to work independently and as a team member.
+ Excellent communication (written and oral) and interpersonal skills.
+ Good organizational, multi-tasking, and time-management skills.
+ Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.
+ Strong client relationship development and client management skills.
+ Eagerness to collaborate with a team.
+ Experience contributing to new business development opportunities.
+ Experience working with onshore and offshore delivery teams.
+ 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 06/18/2026.
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 $70,350 to $205,800
Cleveland $59,100 to $164,600
Colorado $63,800 to $177,800
District of Columbia $68,000 to $189,300
Illinois $59,100 to $177,800
Maine $54,400 to $151,400
Maryland $63,800 to $177,800
Massachusetts $63,800 to $189,300
Minnesota $63,800 to $177,800
New York $66,300 to $205,800
New Jersey $68,000 to $205,800
Virginia $59,100 to $189,300
Washington $80,200 to $189,300
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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0
Community Mortgage Bank Consultant (SAFE)
90006 Los Angeles
Wells Fargo
Posted 8 days ago
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a.
**In this role, you will:**
+ Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required
+ Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities
+ Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs
+ Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines
+ Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
+ Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
+ Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process
+ Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Required Qualifications for Europe, Middle East & Africa only:**
+ Experience in sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
**Job Expectations:**
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$0.00 - $0.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
19 Sep 2026
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a.
**In this role, you will:**
+ Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required
+ Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities
+ Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs
+ Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines
+ Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
+ Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
+ Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process
+ Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Required Qualifications for Europe, Middle East & Africa only:**
+ Experience in sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
**Job Expectations:**
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$0.00 - $0.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
19 Sep 2026
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
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1
Vice President, Business Development - Investment Banking & Consulting
Woodmere
MarshBerry
Posted 5 days ago
Job Viewed
Job Description
MarshBerry is currently seeking a Vice President, Business Development . The VP is primarily focused on new business origination but may also manage and execute certain investment banking or consulting projects. The VP will become a trusted advisor to prospects and clients by developing relationships and becoming an expert in all of MarshBerry’s products and services. They will focus on personal branding through networking, speaking engagements and authoring articles for MarshBerry and industry publications.
Responsibilities:
- Generate new business for all of MarshBerry’s products and services nationally to achieve new business goals.
- Develop prospect and client relationships that drive value for our clients and lead to future business for MarshBerry.
- Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues/concerns.
- Manage and execute client projects such as strategic planning, perpetuation planning, merger and acquisition transactions, due diligence and valuations or identify appropriate team members to fulfill projects.
- Regularly attend Sales Meetings and complete business plans as directed by MarshBerry Sales Leadership.
- Collaborate with leaders and consultants across the company to understand their lines of business and initiate new business opportunities.
- Develop deep and trusted relationships with clients and other team leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions.
- Ensure that the CRM is kept up to date with current and prospective account, client and opportunity information. Provide updates on current pipeline activity at sales meetings.
- May serve as facilitator for Strategic Issue Groups (SIGs) for MarshBerry’s Connect Peer-Exchange Network. Develops relationships with SIG members and identifies opportunities to consult and up-sell/cross-sell MarshBerry services.
- Assist with development of marketing strategies and materials that align with service delivery strategies, as well as assist with external and internal branding execution.
- Publish articles and deliver presentations on timely topics affecting the insurance and wealth management industries.
- Stay abreast of industry news, trends and changes incorporating "proven practices" in the development of services, quality standards, policies, and programs.
- Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
- Special projects and other tasks as assigned.
- Bachelor’s degree in Business Management, Finance, or related degrees. Master’s degree is a plus.
- Related professional designations and licenses are preferred.
- Proficient in Microsoft Office Word, Excel, Access, PowerPoint and Salesforce and other software as it applies.
- 10+ years of business development leadership experience and a proven track record of success in achieving sales goals. Experience in financial services, insurance, consulting or professional services industries.
- Experience in financial consulting, merger and acquisition advisory or wealth management is desired.
- Formal sales training is preferred such as, Challenger, Sandler, Wilson, IMPAX or equivalent.
- Experience with Salesforce is preferred.
- Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
- Strong analytical and problem-solving skills; techniques to identify and resolve issues in a timely manner.
- Ability to travel 50-60% of the time; includes overnight and weekend travel.
- Ability to work flexible and/or extended hours as needed.
MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.
What We DoMarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.
It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:
- Crain’s Best Employers in Ohio
- The Nation’s Best and Brightest in Wellness
- North Coast 99
- Top Work Places - The Plain Dealer
- Weatherhead 100
- West Michigan’s Best and Brightest Companies to Work for
To learn more about MarshBerry, visit .
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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2
Remote Investment Banking Consultant: AI‑Powered M&A & IPO
98127 Washington / Remote
Turing
Posted 5 days ago
Job Viewed
Job Description
A leading tech and finance consulting firm is seeking a Remote Investment Banking Specialist to guide AI systems on financial transactions. This flexible consulting role requires 2+ years of Investment Banking experience, specifically in M&A and IPOs. Successful candidates will review AI analyses of LBOs and valuations, and collaborate with a global team. This position pays $100 per hour and offers a fully remote work environment.
#J-18808-Ljbffr
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3
Corporate Development Associate (FIG investment banking - Financial Services Consulting)
30309
Truist
Posted today
Job Viewed
Job Description
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
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._**
EEO is the Law ( ( Right to Work (
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._**
EEO is the Law ( ( Right to Work (
Is this job a match or a miss?
Apply Now
4
Consultative Offerings - Investment Banking Analyst - Corporate Finance
Posted 2 days ago
Job Viewed
Job Description
Are you ready to go beyond your potential and reach something greater? At Deloitte, we believe in more than just growth-we believe in exponential possibilities. Here, your unique talents and ambitions are amplified by the power of our collaborative teams, innovative thinking, and mentorship. When you join Deloitte, you don't just build a career-you unlock unlimited opportunities, shaping your future and the world around you. Take the power of you and put it to the power of Deloitte. Reach your exponential!
Our Investment Banking Analyst program seeks bright, ambitious individuals who embrace challenges and are prepared to learn quickly. As an Investment Banking Analyst, you will work side by side with experienced and execution-focused investment bankers, as well as clients from a wide range of industries including consumer & retail, healthcare, business services, and global industrials. With a focus on Mergers & Acquisitions ("M&A"), our practice advises clients through critical stages of the transaction process and is intimately involved each step of the way. As an Analyst, you will quickly become a core execution team member and will be asked to assume significant responsibility commensurate with your ability. You will be required to interact regularly with company executives and professional investors, and accordingly our Analyst program will help to prepare you for a career on a variety of potential paths. Recent Analyst alumni have progressed to reputable private equity firms and highly-ranked business schools. Our program is competitive and challenging, while also highly rewarding. Upon hire, Analysts participate in a comprehensive training program led by seasoned Wall Street professionals.
Work You'll Do
Working closely with clients, you will provide recommendations that are aligned with an organization's business goals and overall strategic and transactional objectives. Constructing financial models to help clients assess growth strategies, capital structure decisions, and transaction alternatives, will help you develop a comprehensive technical skill set at an early career stage. Concurrently, you will employ a number of core valuation methodologies to help businesses evaluate their worth in the marketplace and advise them on appropriate ranges at which to conduct transactions. Also, you will have the opportunity to learn how to appropriately position businesses in the investor community by articulating value propositions and anticipating potential concerns. Across these responsibilities, you will receive considerable exposure to senior bankers and clients as you participate in each phase of the transaction process. From preparing a pitchbook to win an assignment, to traveling across the country to conduct financial and operational due diligence on behalf of a client, Analysts on our platform have an immediate opportunity to add significant value on their teams.
Regardless of project type, your work will require:
+ Ability to analyze companies from a financial, operational, and industry perspective and make recommendations aligned with business objectives
+ Proficiency in verbal and written communication skills essential to interacting with clients and teams
+ Ability to work independently and manage multiple projects/assignments/ responsibilities in a fast-paced environment
+ Problem solving and critical thinking skills in support of both innovative and operational enhancement opportunities
+ Ability to collaborate and communicate across Deloitte team members and client stakeholders
+ Ability to identify, learn, understand, and implement new concepts, frameworks and emerging technologies
+ Ability to manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experience
+ A strong understanding of Windows Based systems and proficiency with Microsoft Excel, Word, and PowerPoint
+ This program is structured as a two-year opportunity, specifically designed to provide comprehensive exposure to the field of investment banking.
The Team
Our Deloitte team plays a major role in directly embedding technology insights into our clients' organizational goals. At Deloitte, our consultants create sharply-focused solutions within an organization's operating model, accounting for its people, intellectual capital, technology, and processes. Engagement teams at Deloitte drive value for our clients but also understand the importance of developing resources and contributing to the communities in which we work. We make it our business to take issue to impact, both within and beyond a client setting.
Required Qualifications
+ Must be currently enrolled in an accredited college or university and expected to graduate by Spring or Summer 2027 or have completed a Bachelor's degree or higher in Finance, Accounting, Economics or a related/equivalent program
+ Strong academic track record (3.0 cumulative GPA required)
+ Must live within a commutable distance to your assigned office (g. 100-mile radius) with the ability to commute daily, if required, upon start date
+ Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve
+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
+ Candidates must be at least 18 years of age at the time of employment
+ Upon commencement of employment, have or obtain all required FINRA licenses within sixty (60) days
Preferred Qualifications
+ Cumulative GPA of 3.2 or above
+ Relevant work experience or work experience in a professional environment (e.g. internships, summer positions, school jobs)
+ Demonstrated recent leadership, such as in a campus club, society, sports teams or other activity
+ Demonstrated recent social impact or volunteer activity
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate is $100,000.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Our Investment Banking Analyst program seeks bright, ambitious individuals who embrace challenges and are prepared to learn quickly. As an Investment Banking Analyst, you will work side by side with experienced and execution-focused investment bankers, as well as clients from a wide range of industries including consumer & retail, healthcare, business services, and global industrials. With a focus on Mergers & Acquisitions ("M&A"), our practice advises clients through critical stages of the transaction process and is intimately involved each step of the way. As an Analyst, you will quickly become a core execution team member and will be asked to assume significant responsibility commensurate with your ability. You will be required to interact regularly with company executives and professional investors, and accordingly our Analyst program will help to prepare you for a career on a variety of potential paths. Recent Analyst alumni have progressed to reputable private equity firms and highly-ranked business schools. Our program is competitive and challenging, while also highly rewarding. Upon hire, Analysts participate in a comprehensive training program led by seasoned Wall Street professionals.
Work You'll Do
Working closely with clients, you will provide recommendations that are aligned with an organization's business goals and overall strategic and transactional objectives. Constructing financial models to help clients assess growth strategies, capital structure decisions, and transaction alternatives, will help you develop a comprehensive technical skill set at an early career stage. Concurrently, you will employ a number of core valuation methodologies to help businesses evaluate their worth in the marketplace and advise them on appropriate ranges at which to conduct transactions. Also, you will have the opportunity to learn how to appropriately position businesses in the investor community by articulating value propositions and anticipating potential concerns. Across these responsibilities, you will receive considerable exposure to senior bankers and clients as you participate in each phase of the transaction process. From preparing a pitchbook to win an assignment, to traveling across the country to conduct financial and operational due diligence on behalf of a client, Analysts on our platform have an immediate opportunity to add significant value on their teams.
Regardless of project type, your work will require:
+ Ability to analyze companies from a financial, operational, and industry perspective and make recommendations aligned with business objectives
+ Proficiency in verbal and written communication skills essential to interacting with clients and teams
+ Ability to work independently and manage multiple projects/assignments/ responsibilities in a fast-paced environment
+ Problem solving and critical thinking skills in support of both innovative and operational enhancement opportunities
+ Ability to collaborate and communicate across Deloitte team members and client stakeholders
+ Ability to identify, learn, understand, and implement new concepts, frameworks and emerging technologies
+ Ability to manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experience
+ A strong understanding of Windows Based systems and proficiency with Microsoft Excel, Word, and PowerPoint
+ This program is structured as a two-year opportunity, specifically designed to provide comprehensive exposure to the field of investment banking.
The Team
Our Deloitte team plays a major role in directly embedding technology insights into our clients' organizational goals. At Deloitte, our consultants create sharply-focused solutions within an organization's operating model, accounting for its people, intellectual capital, technology, and processes. Engagement teams at Deloitte drive value for our clients but also understand the importance of developing resources and contributing to the communities in which we work. We make it our business to take issue to impact, both within and beyond a client setting.
Required Qualifications
+ Must be currently enrolled in an accredited college or university and expected to graduate by Spring or Summer 2027 or have completed a Bachelor's degree or higher in Finance, Accounting, Economics or a related/equivalent program
+ Strong academic track record (3.0 cumulative GPA required)
+ Must live within a commutable distance to your assigned office (g. 100-mile radius) with the ability to commute daily, if required, upon start date
+ Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve
+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
+ Candidates must be at least 18 years of age at the time of employment
+ Upon commencement of employment, have or obtain all required FINRA licenses within sixty (60) days
Preferred Qualifications
+ Cumulative GPA of 3.2 or above
+ Relevant work experience or work experience in a professional environment (e.g. internships, summer positions, school jobs)
+ Demonstrated recent leadership, such as in a campus club, society, sports teams or other activity
+ Demonstrated recent social impact or volunteer activity
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate is $100,000.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Is this job a match or a miss?
Apply Now
5
Consultative Offerings - Investment Banking Associate - Corporate Finance
28230 Charlotte
Deloitte
Posted 2 days ago
Job Viewed
Job Description
Are you ready to go beyond your potential and reach something greater? At Deloitte, we believe in more than just growth-we believe in exponential possibilities. Here, your unique talents and ambitions are amplified by the power of our collaborative teams, innovative thinking, and mentorship. When you join Deloitte, you don't just build a career-you unlock unlimited opportunities, shaping your future and the world around you. Take the power of you and put it to the power of Deloitte. Reach your exponential!
Our middle-market investment banking practice seeks ambitious, creative, and experienced leaders who enjoy an entrepreneurial work environment and look to accelerate their professional development. Our Associate role is an industry generalist program that exposes bankers to a variety of business models, transaction dynamics, and management styles through close interaction with senior bankers across the practice. As an Investment Banking Associate, you will coordinate the activities of the various members of the Deloitte Corporate Finance transaction team (and often those of other Deloitte specialists) and manage daily communications with clients.
Work You'll Do
You will be at the center of each transaction, providing leadership to your internal and client teams to meet the objectives of the process. As the quarterback of the transaction, an Associate will be responsible for working with senior bankers to manage the cadence and tactics core to the process. You will actively contribute to the strategic positioning of our clients to the market and, in the process, lead teams of analysts through models and analytics to support the creation of marketing and diligence documents. On the back end of the transaction, you will contribute to negotiation strategy and advise legal teams and clients on business issues in definitive agreements. Associates can expect to travel to pitches for new business, due diligence meetings with clients, and negotiations with strategic and private equity buyers.
Regardless of project type, your work will require:
+ Superior leadership and management skills
+ Superior organizational and project management skills
+ Strong verbal and written communication skills
+ Strong understanding of financial statements
+ Ability to design and provide research-based financial recommendations as well as develop actionable solutions
+ Experience working both independently and collaboratively with a team on multiple tasks and assignments
The Team
Our Deloitte team plays a major role in directly embedding technology insights into our clients' organizational goals. At Deloitte, our consultants create sharply-focused solutions within an organization's operating model, accounting for its people, intellectual capital, technology, and processes. Engagement teams at Deloitte drive value for our clients but also understand the importance of developing resources and contributing to the communities in which we work. We make it our business to take issue to impact, both within and beyond a client setting.
Required Qualifications
+ Must be currently enrolled in an accredited college or university and expected to graduate by Spring or Summer 2027 or have completed an MBA degree or higher in Finance, Accounting, or Economics or a related/equivalent program
+ 3+ years of full-time work experience
+ Strong academic track record (3.0 cumulative GPA required)
+ Must live within a commutable distance (e.g. 100-mile radius) of your assigned office with the ability to commute daily, if required
+ Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve
+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
+ Candidates must be at least 18 years of age at the time of employment
Preferred Qualifications:
+ Relevant work experience or work experience in a professional environment (e.g. internships, summer positions, school jobs)
+ 3.2 cumulative GPA preferred
+ Demonstrated recent leadership, such as in a campus club, society, sports teams or other activity
+ Demonstrated recent social impact or volunteer activity
+ Previous investment banking or M&A execution experience
+ Experience performing financial modeling and analysis
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate is $150,000.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Our middle-market investment banking practice seeks ambitious, creative, and experienced leaders who enjoy an entrepreneurial work environment and look to accelerate their professional development. Our Associate role is an industry generalist program that exposes bankers to a variety of business models, transaction dynamics, and management styles through close interaction with senior bankers across the practice. As an Investment Banking Associate, you will coordinate the activities of the various members of the Deloitte Corporate Finance transaction team (and often those of other Deloitte specialists) and manage daily communications with clients.
Work You'll Do
You will be at the center of each transaction, providing leadership to your internal and client teams to meet the objectives of the process. As the quarterback of the transaction, an Associate will be responsible for working with senior bankers to manage the cadence and tactics core to the process. You will actively contribute to the strategic positioning of our clients to the market and, in the process, lead teams of analysts through models and analytics to support the creation of marketing and diligence documents. On the back end of the transaction, you will contribute to negotiation strategy and advise legal teams and clients on business issues in definitive agreements. Associates can expect to travel to pitches for new business, due diligence meetings with clients, and negotiations with strategic and private equity buyers.
Regardless of project type, your work will require:
+ Superior leadership and management skills
+ Superior organizational and project management skills
+ Strong verbal and written communication skills
+ Strong understanding of financial statements
+ Ability to design and provide research-based financial recommendations as well as develop actionable solutions
+ Experience working both independently and collaboratively with a team on multiple tasks and assignments
The Team
Our Deloitte team plays a major role in directly embedding technology insights into our clients' organizational goals. At Deloitte, our consultants create sharply-focused solutions within an organization's operating model, accounting for its people, intellectual capital, technology, and processes. Engagement teams at Deloitte drive value for our clients but also understand the importance of developing resources and contributing to the communities in which we work. We make it our business to take issue to impact, both within and beyond a client setting.
Required Qualifications
+ Must be currently enrolled in an accredited college or university and expected to graduate by Spring or Summer 2027 or have completed an MBA degree or higher in Finance, Accounting, or Economics or a related/equivalent program
+ 3+ years of full-time work experience
+ Strong academic track record (3.0 cumulative GPA required)
+ Must live within a commutable distance (e.g. 100-mile radius) of your assigned office with the ability to commute daily, if required
+ Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve
+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
+ Candidates must be at least 18 years of age at the time of employment
Preferred Qualifications:
+ Relevant work experience or work experience in a professional environment (e.g. internships, summer positions, school jobs)
+ 3.2 cumulative GPA preferred
+ Demonstrated recent leadership, such as in a campus club, society, sports teams or other activity
+ Demonstrated recent social impact or volunteer activity
+ Previous investment banking or M&A execution experience
+ Experience performing financial modeling and analysis
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate is $150,000.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Is this job a match or a miss?
Apply Now
6
Investment Banking - Mid-Cap Investment Banking - Analyst
60684 Chicago
JPMorgan Chase
Posted 18 days ago
Job Viewed
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.
**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
**Base Pay/Salary**
Chicago,IL $110,000.00 - $135,000.00 / year
**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.
**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
**Base Pay/Salary**
Chicago,IL $110,000.00 - $135,000.00 / year
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Apply Now
7
Investment Banking - Mid-Cap Investment Banking - Associate
Posted 8 days ago
Job Viewed
Job Description
**Job Description**
We are seeking a highly skilled and experienced Investment Banking Associate 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 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
**Base Pay/Salary**
Los Angeles,CA $175,000.00 - $175,000.00 / year
We are seeking a highly skilled and experienced Investment Banking Associate 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 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
**Base Pay/Salary**
Los Angeles,CA $175,000.00 - $175,000.00 / year
Is this job a match or a miss?
Apply Now
8