154 Investment Specialists jobs in Columbus

*INVESTMENT CONSULTANT*
WHAT IS THE OPPORTUNITY?
Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
#LI-DN1
#CA-DN1

*INVESTMENT CONSULTANT*
WHAT IS THE OPPORTUNITY?
Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
#LI-DN1
#CA-DN1

*INVESTMENT CONSULTANT*
WHAT IS THE OPPORTUNITY?
Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
#LI-DN1
#CA-DN1

**Job Title: Portfolio Management Group (PMG) Associate**
**Position Description:** The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private Bank and U.S. Wealth Management.
**Roles and Responsibilities:**
+ **Investment Implementation Portfolio Management:**
+ Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products.
+ Review and trade client account portfolios, manage orders, and execute trades.
+ Manage cash and security activity/drift in client accounts.
+ Handle client account requests and maintenance.
+ Align client accounts for Manager Model Trades.
+ **Knowledge and Oversight:**
+ Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts.
+ Perform account oversight for model drift and strategy deviation.
+ **Client and Internal Relationship Management:**
+ Manage internal client relationships with Solutions Product Teams and Investors.
+ Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies.
**Essential Skills/Qualifications:**
+ Strong interest in and knowledge of financial markets and instruments.
+ High attention to detail and consistently demonstrates good judgment in risk and controls.
+ Ability to prioritize work independently and act with urgency to deliver accurate, timely results.
+ Capable of multitasking and thriving in a fast-paced, growing environment.
+ Demonstrates accountability and responsibility for actions and results.
+ Strong interpersonal and teamwork skills.
+ Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation.
+ Ability to utilize JPM AI resources and applications effectively.
+ Previous experience in alternatives, trading, or managed discretionary accounts implementation/management.
**Requirements:**
+ Bachelor's degree.
+ 2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience.
This position offers an exciting opportunity to work in a dynamic environment, contributing to the success of J.P. Morgan's wealth management services. We are looking for someone who is curious, eager to innovate, and ready to grow with us. If you are passionate about financial markets and have the skills and experience outlined above, we encourage you to apply.
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

Job Title: Portfolio Management Group (PMG) Associate

Position Description: The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private Bank and U.S. Wealth Management.

Roles and Responsibilities:

• Investment Implementation Portfolio Management:
  • Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products.
  • Review and trade client account portfolios, manage orders, and execute trades.
  • Manage cash and security activity/drift in client accounts.
  • Handle client account requests and maintenance.
  • Align client accounts for Manager Model Trades.
• Knowledge and Oversight:
  • Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts.
  • Perform account oversight for model drift and strategy deviation.
• Client and Internal Relationship Management:
  • Manage internal client relationships with Solutions Product Teams and Investors.
  • Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies.

Essential Skills/Qualifications:

• Strong interest in and knowledge of financial markets and instruments.
• High attention to detail and consistently demonstrates good judgment in risk and controls.
• Ability to prioritize work independently and act with urgency to deliver accurate, timely results.
• Capable of multitasking and thriving in a fast-paced, growing environment.
• Demonstrates accountability and responsibility for actions and results.
• Strong interpersonal and teamwork skills.
• Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation.
• Ability to utilize JPM AI resources and applications effectively.
• Previous experience in alternatives, trading, or managed discretionary accounts implementation/management.

Requirements:

• Bachelor's degree.
• 2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience.

This position offers an exciting opportunity to work in a dynamic environment, contributing to the success of J.P. Morgan's wealth management services. We are looking for someone who is curious, eager to innovate, and ready to grow with us. If you are passionate about financial markets and have the skills and experience outlined above, we encourage you to apply.

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

Description
The Senior Risk Officer - Investment Management colleague will operate within the Investment Management space, playing a key role in the delivery of risk strategy and execution for Huntington's Broker/Dealer, Registered Investment Advisor and Trust Investment Management businesses. Incumbents will be a key colleague responsible for risk activity in support. This colleague works with a team of experienced risk professionals and partners with senior leaders to ensure effective risk governance, regulatory compliance, and operational resilience.
Duties & Responsibilities:
+ Serve as a core advisor to Huntington Financial Advisors and Trust Investment Management, providing expert guidance on risk mitigation, policy development, and regulatory change impacts.
+ Ensuring sustainable first line risk programs are in place that will identify, assess and mitigate potential risks.
+ Communicating risk-related information to all relevant stakeholders, including senior management, initiative leaders and our compliance/legal partners.
+ Ensure thorough risk assessments are conducted, to identify potential risks across the Wealth organization.
+ Works with other Business Risk Officers to recommend risk mitigation strategies and controls to minimize the impact of identified risks.
+ Assesses Strategic Risk for the Segment, including the quarterly Risk and Control Self-Assessment (RCSA).
+ Assess policy compliance of the Segment with applicable frameworks and policies.
+ Proactively challenge and influence both business and risk partners on complex risk issues, ensuring that remediation strategies are not only timely but also effective and sustainable.
Basic Qualifications:
+ Bachelor's degree
+ 7+ years of related/focused experience and proven industry expertise/management within investment management/financial advisory
+ Strong written and verbal communication skills, with the ability to influence outcomes and deliver concise actions/outcomes
+ Ability to lead and motivate others, manage resources, and influence decision making
+ Risk Management expertise across multiple pillars; products; or business units
+ Ability to manage multiple priorities and work effectively in a fast-paced environment
+ Understanding of laws and regulations relevant to the Wealth organization's industry and operations
+ Knowledge and ability to work with MS Office products effectively and efficiently
Preferred Qualifications:
+ FINRA Series 7 and 24 Licenses or ability to obtain within 6 months
+ CFP, CFA or similar certifications
+ Broad industry and networking knowledge
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Our client, a prestigious investment banking firm, is seeking a highly driven and analytical Investment Banking Analyst to join their team in **Columbus, Ohio**. This challenging role provides an exceptional opportunity to gain exposure to a wide range of financial advisory services, including mergers and acquisitions (M&A), capital raising, and strategic advisory. You will be responsible for conducting in-depth financial analysis, building complex financial models, preparing pitch books and client presentations, and supporting senior bankers in executing transactions. Your duties will include market research, valuation analysis, due diligence, and maintaining client relationships. The ideal candidate will possess a strong academic background in finance, economics, or a related field, coupled with a solid understanding of corporate finance, accounting principles, and financial markets. Excellent quantitative, analytical, and communication skills are essential. You should be proficient in financial modeling software and have a meticulous attention to detail. This position demands a high level of commitment, the ability to work effectively under pressure, and a proactive approach to learning and problem-solving. You will be an integral part of deal teams, contributing significantly to client success and firm growth. Join our dynamic and collaborative environment to build a successful career in investment banking.

Our client, a prestigious investment bank in Cincinnati, Ohio, US , is seeking a highly skilled and driven Investment Banking Associate to join their M&A advisory team. This role is fundamental to executing complex financial transactions and providing strategic advice to corporate clients. The Associate will be responsible for financial modeling, valuation analysis, market research, and the preparation of client presentations and marketing materials. You will play a key role in managing deal processes, coordinating with clients, legal counsel, and other advisors. Key responsibilities include conducting due diligence, analyzing financial statements, and developing transaction strategies. The successful candidate will have a strong understanding of corporate finance, capital markets, and mergers and acquisitions. You will work closely with Managing Directors and Vice Presidents to pitch new business and advise clients on strategic initiatives such as mergers, acquisitions, divestitures, and capital raising. This role demands exceptional analytical skills, meticulous attention to detail, and the ability to perform under pressure in a demanding, fast-paced environment. The ideal candidate will possess a Bachelor's degree in Finance, Economics, or a related field, with 2-4 years of relevant experience in investment banking, private equity, or corporate finance. A strong academic record and a proven ability to build complex financial models are required. Excellent written and verbal communication skills, along with superior presentation abilities, are essential for client interaction and deal execution. This is a challenging and rewarding opportunity for ambitious professionals looking to advance their careers in the high-stakes world of investment banking.

Our client, a distinguished financial institution, is seeking a highly accomplished Senior Investment Banker to join their elite, fully remote advisory team. This role is critical for providing strategic financial guidance and executing complex transactions for corporations, financial institutions, and private equity firms. You will be responsible for leading deal teams, managing client relationships, developing intricate financial models, and advising on mergers and acquisitions, capital raising, and corporate restructuring. This position offers the flexibility of remote work, allowing you to operate from anywhere within the United States while collaborating with a high-caliber team and global client base. You will play a key role in originating new business, structuring innovative financial solutions, and ensuring the successful closing of transactions. The ideal candidate possesses a deep understanding of capital markets, corporate finance, and valuation methodologies, coupled with a robust network within the financial industry. You must demonstrate exceptional analytical skills, strategic thinking, and the ability to manage multiple demanding projects simultaneously. Responsibilities include preparing pitch books, valuation analyses, due diligence processes, and transaction documentation. A strong work ethic, meticulous attention to detail, and superior client management skills are paramount. The successful candidate will hold an MBA or advanced degree in Finance or a related field, with a minimum of 8-10 years of progressive experience in investment banking or corporate finance. Proficiency in financial modeling software and strong negotiation skills are essential. This is an unparalleled opportunity to contribute to significant financial events and advance your career within a prestigious, remote-first banking environment.

Responsibilities:

• Lead and manage M&A, capital raising, and advisory transactions.
• Develop and execute strategic financial advisory services for clients.
• Build and maintain strong relationships with corporate clients and financial sponsors.
• Create sophisticated financial models and valuation analyses.
• Prepare compelling pitch books, presentations, and transaction documents.
• Conduct due diligence and manage the transaction process from origination to closing.
• Mentor and guide junior banking professionals.
• Originate new business opportunities and expand client relationships.
• Stay abreast of market trends and regulatory changes.

Qualifications:

• MBA or advanced degree in Finance, Economics, or a related field.
• Minimum 8-10 years of experience in investment banking, corporate finance, or private equity.
• Demonstrated success in executing M&A and capital markets transactions.
• Expertise in financial modeling, valuation, and corporate finance principles.
• Proven client relationship management and business development skills.
• Excellent analytical, strategic thinking, and problem-solving abilities.
• Strong negotiation and communication skills.
• Ability to thrive in a demanding, remote work environment.

Our client is located in Columbus, Ohio, US , but this role is fully remote.