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Participate in a 10-week investment banking summer associate program supporting live client engagements. Build valuation models, conduct company and industry research, prepare pitch presentations and client materials, participate in diligence and client meetings, and collaborate with senior bankers on strategic transactions and capital raising. Candidates receive training, mentorship, coaching, and feedback while developing investment banking, analytical, communication, and teamwork skills.

The Summer Associate supports investment banking engagements through valuation modeling, transaction execution, company and industry research, client presentations, due diligence, and financial analysis. Associates collaborate with senior bankers across sectors and geographies, participate in client meetings, and receive training, mentorship, and feedback. The program is intended for MBA students between their first and second year and requires strong analytical, communication, teamwork, and Microsoft Office skills.

Participate in a 10-week investment banking summer associate program supporting live client engagements. Responsibilities include building valuation models, conducting company and industry research, preparing pitch materials, supporting transaction execution and diligence, attending client meetings, and collaborating with senior bankers. Candidates will receive training, mentorship, and feedback while developing investment banking, analytical, communication, and client-support skills.

The Summer Associate supports investment banking engagements through valuation modeling, transaction execution, company and industry research, client presentations, due diligence, client meetings, and analytical deliverables. Associates collaborate with senior bankers across sectors and geographies while participating in training, mentorship, and networking. The program is designed for MBA students between their first and second years and requires strong analytical, communication, teamwork, and Microsoft Office skills.

Solicits and originates residential and jumbo mortgage loans for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank stores, and past customers. Reviews financial and credit information, matches clients with suitable loan programs, quotes rates and points, manages applications and lock-ins, and ensures compliant, timely customer communication. Requires SAFE registration, mortgage loan originator qualification, formal training, reliable transportation, and flexibility to work nights, weekends, or holidays.

Serve affluent customers as their primary banking partner—acquire and deepen relationships, deliver multi-product financial solutions across deposits, lending, investments, coordinate with internal partners, drive digital adoption, manage a book-of-business, ensure accurate documentation and compliance, and meet licensing and risk requirements.

Acquire and deepen relationships with affluent customers, deliver multi-product financial solutions (deposits, lending, investments), manage a book-of-business, coordinate referrals with Wealth/Home Lending/Business teams, promote digital adoption, ensure accurate documentation and regulatory compliance, and complete required licensing and SAFE registration.

Lead and grow a team of product solutions specialists for Financial Institutions within Global Payments & Liquidity. Drive revenue, develop product strategy, cultivate client relationships, create thought leadership, ensure regulatory compliance, influence cross-functional stakeholders, represent the firm externally, and build a talent-focused culture to expand client wallet share.

Solicit and originate residential mortgage loans, build referral relationships, analyze low-to-moderately complex financial and credit data, advise customers on loan products and underwriting requirements, ensure compliance with SAFE/NMLS and Regulation Z, and provide high-quality customer service through the loan process.

Originate and produce high-quality jumbo residential mortgage loans for affluent clients by building referral relationships, analyzing credit/financial data, reviewing appraisals and titles, recommending loan products, ensuring compliance with SAFE/Regulation Z, and delivering proactive customer service. Maintain market visibility, pursue training, and meet regulatory and underwriting requirements.