Investment Banking Analyst Jobs

Job Title: Investment Operations Specialist - Investment Data Company: T. Rowe Price Location: Baltimore, MD Description: This position ensures that accurate and timely data is set up and maintained for all securities and that daily operational deadlines are met. The position monitors adherence to firm-wide policies and procedures to minimize risk. In addition, this position is responsible for identifying opportunities for process improvements and for training and developing associates in security data knowledge and procedures.1. Acts as liaison to Fixed Income Trading Desks and ensures the accurate and timely set-up of securities in accounting and trading systems. Sets up securities resulting from portfolio management trading, corporate actions, employee trading, and accounting group requests. Guides new team members in setting up complex security instrument types. Timeliness of system inputs is critical due to the possibility of market fluctuations.2. Monitors audits and quality check reports that have been created to protect and maintain the data. Troubleshoots, researches, and resolves complex security master data issues that requires extensive business, system, and data feed (e.g., Bloomberg) knowledge. Performs quality control checks of work completed by group. Identifies areas for process improvement. Acts as subject matter expert for both internal customers and the IDG group.3. Monitors maintenance requests from various groups; ensures requests are valid before allowing updates to be processed; determines which groups will be impacted by proposed changes and communicates accordingly to ensure accurate processing.4. Leads or participates in projects and coordinates associated communication and data clean-up efforts. Participates in system and interface testing initiatives.5. Develops procedures and training for team members as needed. Provides feedback on progress of new-hires.QUALIFICATIONSRequired College degree, or Associate degree and 2 years related work experience, or High school diploma or equivalent and 3 yrs related work exp Strong technical aptitude and abilities Good problem-solving skills Ability to work effectively in a high-pressure environment with strict deadlines Excellent attention to detail Ability to follow issues through to resolution Effective communication skillsPreferred Bachelors degree 3 years of relevant experience Knowledge of the securities industry Project management experienceT. Rowe Price is an Equal Opportunity Employer

Job Title: STOCKBROKER/ASSOCIATE Company: Location: Long Island City, NY Description: COME GROW WITH US. SEEKING MOTIVATED INDIVIDUALS TO FUEL LARGE EXPANSION. HIGH 6 FIGURE POTENTIAL PAID ONE ON ONE TRAINING TEST FEES INCLUDED BROKERS WELCOME CALL MARC: Register to View

Job Title: Investment Consultant - Tri State Region Company: Citigroup Location: New York, NY Description: Role and Responsibilities Assess, assist, and advise clients as they choose the services best suited for their needs; serving as the client advocate Develop relationships with existing clients and build relationships with new clients Demonstrate to clients and prospects the value of Citi Personal Wealth Management, resulting in asset accumulation and retentionResponsibilities include: Proactive, business development calls to prospects and clients, Present solutions to clients and prospects through face-to-face meetings, Respond to sales leads generated through business partners Recommend the best offering to clients based on client profiling and suitability assessments (resulting in a recommendation to a Citi Registered Investment Advisor (RIA), Independent RIA, or the National Investor Center) Make securities recommendations (advice) to clients who best fit the National Investor Center offeringCritical Success Factors: Registered Investment Advisor (RIA) referrals Asset growth Client retentionCompensation: Competitive base salary and are eligible for quarterly sales incentives based on performance against both asset and new account targets

Job Title: Investment Analyst ? $50K + Company: Location: Boston, MA Description: Investment Analyst ? $50K + A Boston based investment research firm is looking for an Analyst to work in collaboration with other team members to provide analytical support in the publication of its quarterly and annual research publications. These publications are distributed worldwide to asset managers, banks, and brokerage and insurance organizations. In this role you will analyze key trends across a variety of investment programs, including qualitative and quantitative analysis, writing, and chart creation. The ideal candidates will have a Bachelor's degree (finance, economics, engineering, management, or mathematics) and at least 3 years of financial services experience preferably in an analytical role, with a strong interest in financial services-related market research. A background in researching Retirement (IRA, 401k, defined contribution), Annuities (variable and fixed income) is preferred. Must be proficient in Excel and able to manipulate large amounts of data. For More Information, CONTACT: Sara Smith Register to View Register to View or fax resume to Register to View or E-mail Register to View -boston.com Fanning Personnel is a full service professional staffing agency specializing in financial services, administrative support and legal recruiting. Our success is our ability to find the right job for each candidate and to become a partner with our client companies in their search for that individual who will make a positive, enthusiastic contribution. Boston Staffing Agency

Job Title: Investment Consultant - Saratoga Branch Company: Citigroup Location: Saratoga, CA Description: Role and Responsibilities Assess, assist, and advise clients as they choose the services best suited for their needs; serving as the client advocate Develop relationships with existing clients and build relationships with new clients Demonstrate to clients and prospects the value of Citi Personal Wealth Management, resulting in asset accumulation and retentionResponsibilities include: Proactive, business development calls to prospects and clients, Present solutions to clients and prospects through face-to-face meetings, Respond to sales leads generated through business partners Recommend the best offering to clients based on client profiling and suitability assessments (resulting in a recommendation to a Citi Registered Investment Advisor (RIA), Independent RIA, or the National Investor Center) Make securities recommendations (advice) to clients who best fit the National Investor Center offeringCritical Success Factors: Registered Investment Advisor (RIA) referrals Asset growth Client retentionCompensation: Competitive base salary and are eligible for quarterly sales incentives based on performance against both asset and new account targets

Job Title: Investment Consultant Company: Ameritrade Holding Corporation Location: Hyannis, MA Description: Investment Consultant - Hyannis (ES) Category: Branch Network Location: Hyannis, MA Shift: Remote Branch - Varies Req #: tdam-00006937TD AMERITRADE is a leading organization that has provided brokerage and investment services for over 30 years. Listed in Forbes as one of Americas best big companies1, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system. Through our brokerage subsidiaries, we provide innovative, powerful online trading tools and services to individual investors.Our associates are at the heart of what we do. We believe in teamwork, putting clients first, building strong relationships, achieving quality results and working with integrity.Role: We are currently seeking a Series 7 and 63 licensed Investment Consultant.As an Investment Consultant at TD AMERITRADE, you will be based out of a TD Bank branch and you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of the TD AMERITRADE platform, resulting in asset accumulation and retention.We have built a successful, client-focused business model and an outstanding work environment where you can grow your career. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at TD AMERITRADE.Our Investment Consultants are paid a base salary and are eligible for quarterly sales incentives based on individual production and Branch performance against both asset and new account targets. In addition, we offer a comprehensive benefits program that includes medical, dental, and 401(k).Responsibilities: * Make proactive, business development calls to prospects and clients* Presentation of solutions to clients and prospects through face-to-face meetings* Tracking of your activities through our client relationship management system* Continuing to update your sales skills* Responding to leads generated by referrals from bank branch employeesRequirements:* Bachelors degree preferred* Series 7 and 63 or 66 (must pass Series 65 or 66 within 90 days of hire)* 3 or more years of proactive, successful sales experience in the financial services industry* Must be an outstanding communicator* Possess comprehensive industry and investment knowledge, andHave the ability to present complex information in a way that enables clients to make informed investment decisionsTD AMERITRADE is an Equal Opportunity Employer. We value diversity and offer a quality workplace.1Forbes award information available at www.forbes.com/platinum. TD AMERITRADE, Inc., member FINRA/SIPC is a subsidiary of TD AMERITRADE Holding Corporation. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company and The Toronto-Dominion Bank. Used with permission.Please refer to job code 2479349 when responding to this ad.

Job Title: Client Investment Analyst to 70K + bonus Company: Location: Boston, MA Description: Do you have a passion for investments? Would you like to join one of the top investment banking firms in downtown Boston? We are looking for a Client Investment Analyst to join our team. The Investment Analyst combines the analyitical skills of portfolio managers with the communication skills of consultants. This individual must have a depth of financial services experience, a flexibility of approach, and a capacity to represent a diverse range of investment products. This is a very analytical position with an emphasis on client relationship management, so the right candidate will be highly intelligent, thorough, detail oriented and possess strong communications skills. Qualifications - Bachelor's degree required (ideally in Economics, Finance, or Mathematics), Master's preferred - Candidates with CFA level 1 or higher will be given extra consideration

Job Title: Global Investment Specialist - JP Morgan Private Bank - Seattle, WA Company: JPMorgan Chase Location: Seattle, WA Description: Title: Global Investment Specialist - JP Morgan Private Bank - Seattle, WALocation: WA-SeattleJPMorgan Private BankingInvestor Job DescriptionJP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.J.P. Morgan is a global leader in asset and wealth management services. We serve four distinct client groups through three businesses: institutions and retail clients through J.P. Morgan Asset Management; ultra high net worth clients through the Private Bank; and high net worth clients through Private Wealth Management. With assets under supervision of $1.7 trillion and assets under management of $1.2 trillion, we are one of the largest asset and wealth managers in the world.J.P. Morgan Private Banking, which includes both the Private Bank and Private Wealth Management businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recognized in February 2010 by Euromoney as the #1 Private Bank for High Net Worth and Ultra High Net Worth individuals in the United States. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.Primary FunctionAs part of our team of specialists, the Investor is responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advising on investment solutions.? Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products ? Develop investment policy statements and advise on asset allocation? Closes sales of complex investment products? Focus on qualified purchaser clients and act as primary resource for investment communication? Build excellent working relationships with internal clients? Adhere to internal and external policies and procedures regarding securities transactions and code of conduct? Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors? Provide guidance to junior staffQualifications? In depth experience and/or knowledge of hedge funds, private equity and alternative investments? Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity? Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals? Conducts operations within FINRA and other regulatory agency guidelines and requirements? Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning? Ability to work in a team based environmentPosition Requirements? Seven plus years experience in Private Banking or Financial Services industry? Ideal candidate has prior experience providing complex investment solutions to High Net Worth families and/or individuals? Licenses 7, 66 required for position? Bachelors degree required; MBA or CFA preferredJP Morgan Chase offers an exceptional benefits program and a highly competitive compensation package. JP Morgan Chase is an Equal Opportunity Employer and Affirmati

Job Title: Administrative Specialist - Investment Firm Company: Location: Portland, OR Description: Downtown boutique investment firm seeks professional, positive, and motivated Administrative Specialist. The firm operates two private equity funds investing mainly in manufacturing and business service companies. The principal office is located in downtown Portland, OR. The Administrative Specialist will report to the CFO and to the Managing Partner. Key responsibilities include the following: ? Responsible for answering, routing calls to employees. ? Assistance in general office management functions, such as coordination of office furniture and equipment purchases, assistance with corporate travel arrangements, organization of office events. ? Assist in maintaining website and perform periodic uploading of information to the website. Act as key liaison with website host/administrator. ? Planning and coordination of, and attendance at, Annual Limited Partners? Meetings and other office meetings. ? Coordinate meetings and calendars ? Organize, update, and maintain Limited Partner contact details. Gain familiarity with various Fund structures and associated Limited Partners. ? Prepare other Fund-related correspondence as needed. ? Coordination of marketing and other mailings. ? Assist in the preparation and e-mailing of Fund capital call and distribution notices to Limited Partners. ? Assist in the production and mailing of the fund quarterly and annual reports, independent audit reports, and other financial reports to the Limited and General Partners. ? Mailing of Schedule K-1s to all Limited and General Partners. ? Personal assistant duties for the office including meeting and travel planning, expense tracking, filing and other duties or special projects, as needed. Required Skills: ? Excellent proficiency in MS Office and Windows, including knowledge of preparing documents by using various formats, exporting/importing within MS Office ? Be proficient in using e-mail and the Internet ? Ability to multi-task and work well under pressure with energy and enthusiasm. ? Ability to meet and manage deadlines, display initiative, organization, and attention to detail. ? Maintain confidentiality of sensitive information and be a team player. ? Have excellent written and verbal communication skills, be detail oriented with strong organizational skills. ? Must be dependable, responsible and be able to work in a growth environment. ? Financial Services experience preferred ? College degree preferred We offer a competitive salary and bonus, participation in the firm?s 401(k) plan, profit-sharing and a competitive benefits package. Please email your resume and cover letter (include salary requirements) to the email address above.

Job Title: Investment Specialist Company: Company Confidential Location: Allentown, PA Description: Serves clients by obtaining and evaluating client financial situation; developing, recommending, and managing financial plans, services, and actions; developing and expanding business. Duties: * Develops relationship plans by evaluating clients' financial situation, objectives, requirements, and preferences; recommending and selecting service options; obtaining acceptance. * Provides financial services by serving as primary point of contact for clients; coordinating development and delivery of services among service team members; providing information to clients' other advisors, such as, attorneys and accountants; issuing and reviewing documents; completing account set-up and settlements. * Develops new business by contacting potential clients; explaining service benefits; preparing and closing contracts; presenting new products to existing clients. * Realizes and preserves asset value after taxes by determining and recommending asset ownership structures, diversification strategies, and related practices; developing asset allocations and financial plans; researching investment options; managing liquid assets; monitoring investment performance; recommending and implementing changes in strategies and investments; offering guidance and advice; obtaining, evaluating, and planning estate provisions. * Resolves client issues by providing information and explanations; responding to inquiries and requests. * Protects client and company interests by complying with federal, state, and foreign regulations; keeping information confidential. * Updates job knowledge by tracking and understanding emerging financial management practices and standards; participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. * Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Skills/Qualifications: Customer Service, Customer Focus, Financial Skills, Financial Software, Financial Planning and Strategy, General Math Skills, Analyzing Information, Verbal Communication, Building Relationships, Professionalism, Business Knowledge. Requires PA Life and Health Licenses as well as Series 6 or 7.