Investment Banking Specialist Jobs

Job Title: Investment Analyst Company: Prudential   Location: San Francisco, CA Description: Investment Analyst-ORI00020DescriptionThe San Francisco office of Prudential Mortgage Capital is actively seeking a highly motivated recent (or soon-to-be) graduate from a top undergraduate business program for placement as an entry-level analyst on the firm Western Region National Accounts mortgage origination team. Prudential Mortgage Capital origination teams are directly responsible for sourcing and originating commercial mortgage investments secured by properties located ...

Job Title: Investment Consultant Company: Ameritrade Holding Corporation Location: Boston, MA Description: Investment Consultant - Copley Square (ES) Category: Branch Network Location: Boston, MA Shift: Remote Branch - Varies Req #: tdam-00006936TD 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 2479346 when responding to this ad.

Job Title: Business Analyst - Investment Banking Company: Manpower Professional Location: New York, NY Description: Manpower Professional has several opportunities for Business Analysts within Investment Banking/FInancial Services/Wealth Managment . Intermediate to Senior level business analysts. 3 - 10+ years experience. The focus on strategic Investment Management MIS projects. The candidate will support multiple project streams across various geographic locations, partnering with technology, operations, finance, and the business. Business Analyst role to execute project related deliverables for Investment Management Finance initiative agenda. Key responsibilities include: Participate/lead business interviews to gather and document business requirements, including business definitions and rules, current and future state process flows Create and maintain data dictionary for IM Finance MIS Quickly analyze information to develop insights and conclusions Analyze data, with a focus on current reports and databases Assist with cost benefits analysis, partnering with line of business and technology project teams Write and execute test scripts Coordinate UAT testing with business users Perform detailed financial reconciliations using advanced excel and access skills Develop target state operating models and document operating processes Prepare projects status reports and management presentations Qualifications: Strategic Business Analysts must bring a relentless focus on execution and enjoy taking ownership for the delivery of measurable results. They must also be able to: 5+ years experience with exposure/involvement in one or more of the following areas: MIS reporting, management consulting, financial analysis, project management, process improvement, other quantitative analysis, business requirements definition, data analysis, investment management business Financial services/Business consultancy background preferred Strong understanding of project lifecycle Highly motivated, and results-oriented Strong leadership and relationship management skills Work independently, and know when to ask for guidance Outstanding written and communication skills Work well in a team based and geographically disbursed environment Effective issue resolutions and problem solving abilities Ability to be flexible, follow tight deadlines, organize and prioritize work Excellent presentation skills Strong PC skills, including MS Power Point, MS Project, MS Excel and MS Access If you are interested in these opportunities, please send your resume to Register to View

Job Title: Quantitative Investment Analyst-Core Analytics Specialist Company: T. Rowe Price Location: Baltimore, MD Description: This position will be within the core analytics team within the fixed-income quantitative research group. The role of the analyst will be to function as a core analytic specialist - focusing on portfolio risk and performance attribution. The individual will also be called upon to provide assistance on issues related to security and portfolio analytics (duration, OAS, YTM, etc.).1. The analyst will work with the members of the quantitative research, investment team and the front-office application teams to monitor and enhance quality of analytics for both security and portfolios.2. The analyst will be expected to understand details about risk and performance attribution in regards to both the models, inputs/outputs, and the applications in use or being developed.3. The analyst should be able to manage projects in support of analytics, risk, and attribution across the investment and front-office teams.4. The analyst should be actively contributing in the education, training, and/or mentoring of individuals within the various team(s) to ensure their knowledge of risk, attribution, and analytics.5. The analyst should be able to communicate/liaison between the front-office solutions, quantitative, and the investment teams around policies, questions, and other various discussions to ensure the understanding, usage, and promotion of application usage for risk, attribution, and analytics.QUALIFICATIONSRequired:BS in engineering, quantitative finance, math or other scientific degree with a minimum of 3 years of related fixed-income experience.Substantial knowledge in statistics and fixed-income analytics, along with the ability to apply the concepts to solve practical modeling and application problems.Detailed understanding of attribution and risk models for fixed-income.Highly self-motivated and detail-oriented.Ability to work independently as well as a part of a team.Ability to solve problems creatively.Excellent communication and inter-personal skills with the ability to excel in a dynamic and interactive team environment.Preferred:Prior experience in fixed-income asset management, preferably in quantitative research.Experience with Matlab and/or Splus is a significant advantage, as is knowledge of database management systems and advanced programming languages.Agraduate degree such as Ph.D., MBA / MS in Finance or an MBA with a Quantitative Finance specialization.T. Rowe Price is an Equal Opportunity Employer.

Job Title: Investment Consultant - Twin Cities Area (TN) Company: TD AMERITRADE, Inc. Location: Minneapolis, MN Description: TD AMERITRADE is a leading organization that has provided brokerage and investment services for over 30 years. Listed in Forbes as one of America's 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 for our Twin Cities Area Branches (Minneapolis and St. Paul). As an Investment Consultant at TD AMERITRADE, 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 through our supplemental business development efforts Requirements: Bachelor's degree preffered 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, and Have the ability to present complex information in a way that enables clients to make informed investment decisions TD 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.

Job Title: Director, Investment Analysis Company: John Hancock Location: Sacramento, CA Description: Investment analyst position purchasing public bonds and sourcing private placements for the Bond and Corporate Finance Group's Food and Commodities team. Specific Responsibilities include: Participatein the field office's direct origination of food and commodity related investments. Take part in all steps of the investment process including initial marketing, credit analysis, due diligence, credit approval, documentation and deal closing. Assist in managing the investment portfolio including: Monitoring financial performance and covenant compliance Analyze and process amendments, waivers and other legal document modifications Analyzing requests for additional capital, and Managing for improvement of under-performing investments Prepare annual reviews on all investments in the region that highlights credit performance and notes areas of risk and change. Create and maintain various financial models to support investment decisions and portfolio maintenance. Participate in the drafting of internal credit approval memos, investor, and rating agency presentations and offering memorandums for high yield and syndicated loan offerings. Qualifications: Bachelors Degree with major in business, finance or accounting, CPA, CFA or MBA required 10+years of relevant financial, credit and accounting analysis experience preferred, preferably gained in the financial services sector. Excellent working knowledge and practical application of financial principles, policies, procedures and accounting. Proficient in Excel, Access, Word and PowerPoint. Strong analytical and modeling skills. Excellent interpersonal, written/verbal communications and presentation skills, with close attention to detail. Demonstrated ability to be a self-starter, team player, and problem solver. Some travel required JOHN HANCOCK IS AN EQUAL OPPORTUNITY EMPLOYER - AA/F/M/D/V .

Job Title: Associate Director- Investment Grade Credit Research Company: MetLife Location: Morristown, NJ Description: Job Location Morristown, NJ Job Category Finance Business Category Investments Education Required Masters Degree Preferred Experience Required Three to Five Years Number of Openings 1 Job Description MetLife Investments is a premier insurance asset manager with breadth across various asset sectors and global markets, and strong asset-liability management capabilities. With a $320 billion combined domestic and international general account portfolio and a multi-billion dollar annual cash flow, Investments is an important contributor to MetLifes financial performance. The primary objective of Investments is to maximize MetLifes long-term economic value by investing in assets that support the companys liabilities and produce a consistent stream of operating earnings. MetLife Investments Core Securities Unit manages approximately $240 billion of assets across public and private securities markets. Units within Core Securities manage structured finance (residential mortgage-backed securities, asset-backed securities and commercial mortgage-backed securities), investment grade corporate securities, municipals, and U.S. Treasury securities. Core Securities also manages MetLifes derivatives positions, achieving various hedging objectives across the enterprise. Also within Core Securities, the Private Securities unit manages a portfolio of private placements including conventional loans to both investment grade and below investment grade issuers and structures such as leveraged leases, synthetic leases and tax-driven products. Core Securities also maintains an internal research team, the cornerstone of managing MetLifes credit assets. Principal Responsibilities: The individual would have responsibility for coverage of one or more Industrial sectors and supporting senior analysts in analyzing and monitoring assigned credits in MetLifes public investment grade portfolios. Working closely with the senior analyst(s), portfolio manager, strategist and traders to properly position the portfolio at both the sector and individual credit level. The individual would also provide industry knowledge and expertise on a consulting basis to other areas of Investments, such as Real Estate Investments, international offices, private placements, and structured finance. Specific Responsibilities: * Perform in depth credit analysis of issuers and sectors to develop investment recommendations and maintain credit opinions on approximately 30-40 companies across various Industrial sectors to maximize riskadjusted returns. * Proactively monitor industry/sector developments and current holdings, providing input to help form opinions for sector positioning and support changes to exposures when warranted, both for own sectors covered and in support of senior analysts. * Add value in the investment process by building relationships with portfolio managers and analysts/traders through both verbal and written communication. * Build and maintain relationships with analysts at investment banks, other research entities. **MLMON LF Job Requirements * 3+ years of credit experience, and 5+ years of total experience * MBA and/or CFA desirable * Proven experience research within the Industrials Sector. * Ability to work well with people at all levels of the organization * Opinionated, decisive, and eager to engage in challenging credit dialogues * Excellent written and oral communication skills * Strong teamwork-driven attitude reasonable and flexible * Strong organization skills * Good technical/quantitative credit skills * The ideal candidate would have some combination of strong accounting and financial analysis skills * Demonstrated attention to detail and the proven ability to meet stringent time constraints * Knowledge of current events/trends impacting business issues (i.e. macro-economic, socio-political, industry, etc.) * Ability to read and evaluate complex documentation and structures * Experience in determining relative value In connection with this open position, MetLife will only consider job applicants who are legally authorized to work in the United States without an employer-sponsored petition for a visa, such as an H-1B visa. It will not file any visa applications in connection with this position. Equal Employment Opportunity MetLife is proud to be an equal opportunity/affirmative action employer. We are committed to attracting, retaining and maximizing the performance of a diverse and inclusive workforce. How To Apply For immediate consideration, click on the Apply Now button below. You will be directed to complete an on-line profile which may take 15 20 minutes to complete. Upon completion, you will receive an automated confirmation email verifying you have successfully applied to the job. Position Information Company: MetLife Location: Morristown, NJ Job Type: Full Time Employee Job Category: Accounting/Finance/Insurance Occupations: Credit Review/Analysis Financial Analysis/Research/Reporting Investment Management Industry: Insurance Work Experience: 2+ to 5 Years Career Level: Executive (SVP, VP, Department Head, etc) Reference Code: 54501

Job Title: Investment Banking - Analyst\\Associate Company: HighBank Advisors LLC Location: Baltimore, MD Description: Investment Banking - Analyst\ Associate Company Overview: Are you looking for a new "home" for your career where values mean much more than words on a page? At HighBank (www.highbank.com), we value both the team and the individual and recognize that if either is placed in an inferior position to the other then the whole suffers. What are we looking for and what do we expect from our people? Some common traits are typical dedicated, hard working, intellectual, and competitive. More important are the ones that are less typical, particularly in the investment banking and financial advisory industry. These include: Creative Entrepreneurial Willing to listen Fun and down to earth Team oriented Unselfish Willing to challenge the status quo We want people who want more than a job. We want people who want a career. In return, we make a commitment to those who join us. And we put the commitment in writing. ( http://highbankadvisors.com/careers.html ) Job Description and Requirements: We are currently looking to hire an Analyst/Associate in our Baltimore, Maryland office. Responsibilities: Work on a variety of investment banking and financial advisory mandates Support the preparation of marketing documents Handle due diligence investigations of client and prospect companies Support the preparation of detailed information memoranda, and presentations describing the key attributes of client companies Prepare financial analyses and models Research industry dynamics and potential buyers/investors Ensure quality of client deliverables by having a strong attention to detail Requirements: Bachelor's degree in Finance, Accounting, or Economics from an accredited college or university An ideal candidate would have 1 to 2 years of experience in investment banking or related industries Proficiency in MS Office, including Excel, Word, and PowerPoint Excellent research abilities including familiarity with Capital IQ FINRA Series 79 and 63 certification (current or able to obtain) If you are interested in becoming a HighBanker, please send your cover letter and resume to: Register to View We believe it's time for higher standards and results. Don't you? Welcome to HighBank HighBank is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, age, veteran status, or disability.

Job Title: Investment Consultant - NE National Branch Company: TD Ameritrade Location: Indianapolis, IN Description: Job Title:Investment Consultant - NE National Branch Category:Sales Location:INDIANAPOLIS, IN Shift:8:00 a.m. - 5:00 p.m. Req #:tdam-00006586 THIS POSITION IS LOCATED IN OMAHA, NEBRASKA TD AMERITRADE is a leading organization that has provided brokerage and investment services for over 30 years. Listed in Forbes as one of America's 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 Series 7, 66, or 63 licensed Investment Consultants for our Omaha, Nebraska Location. The Investment Consultant is responsible for managing ongoing client relationships through scheduled follow-up calls and correspondence to clients. Investment Consultants will be responsible for performing portfolio reviews and providing transactional based advice on various investment products to TD AMERITRADE clients. In addition, this individual will be responsible for up selling current clients on TD AMERITRADE's advice offering. These activities will require a strong knowledge of the securities industry, portfolio management theory, TD AMERITRADE's products and services, and the ability to effectively develop relationships with clients over the phone. Responsibilities: Effectively manage a client base, ensuring that all clients receive the proper attention and response Strengthen the client relationship and expand existing client wallet share through effective presentation of TD AMERITRADE's investment products and services Receive inbound calls and effectively make outbound calls to current clients Perform advice transactions on a variety of investment products and services Ability to follow a standard advice methodology in the delivery to clients Record accurate client data and profile information that can be used to further assist clients Utilize technology to serve clients in a rapidly changing environment Requirements: Series 7, 66 or 63 registrations Minimum of two years experience in a financial service sales team position Must be self-motivated with an outgoing personality and work well in a team setting Outstanding communication, listening, relationship building and negotiating skills Possess the ability to excel in a competitive, fast paced environment. Capable of quickly building good rapport with clients, assessing their needs and presenting features and benefits of TD AMERITRADE's products and services The ability to work independently with a high degree of quality Well-developed communication skills with an assertive and dynamic personality are essential Must be self-motivated and client service oriented. Must be able to prioritize tasks and work well under pressure while remaining focused. Primary areas of responsibility will require a high level of knowledge regarding TD AMERITRADE products and services, policies and procedures, and new accounts Bachelor's degree highly preferred TD 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. TD AMERITRADE, Division of TD AMERITRADE, Inc. & TD AMERITRADE Clearing, Inc., members FINRA/SIPC. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. 2009 TD AMERITRADE IP Company, Inc. All rights reserved. Used with permission.

Job Title: - Investment Consultant - Oak Brook, IL (TN) Company: TD AMERITRADE IP Company, Inc. Location: Oak Brook, IL Description: Investment Consultant - Oak Brook, IL (TN)Category: Branch NetworkLocation: OAK BROOK, ILShift: Remote Branch - VariesReq #: tdam-00006891TD AMERITRADE is a leading organization that has provided brokerage and investment services for over 30 years. Listed in Forbes as one of America's 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 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 through our supplemental business development effortsRequirements:* Bachelor's 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, and* Have 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.