• Mizuho Bank, Ltd. (San Francisco, CA)
    …years investment banking, corporate finance, and M&A experience with a top tier Investment Bank OR an MBA in concentrating on Finance or Economics Knowledge ... a part of Mizuho Americas, provides M&A, restructuring, and private capital advisory capabilities across the Americas, Europe, and...based Investment Banking group is seeking an Investment Banking Associate 1 or Associate more
    Upward (07/05/25)
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  • J Harlan Group, LLC (New York, NY)
    SENIOR FUND ACCOUNTANT NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated ... SENIOR FUND ACCOUNTANT at a prominent NYC Private Equity - Investment Manager. An exciting...and supporting schedules Record monthly journal entries and prepare bank reconciliations Facilitate and complete monthly close procedures Analyze… more
    Upward (07/02/25)
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  • TD Bank Group (Manchester, NH)
    …details for this role. Line of Business: TD Wealth Job Description: The Private Client Service (PCS) Income Tax Advisor is responsible for timely and effective ... of US Wealth trust and estate accounts and individual investment accounts. This role works closely with US Wealth...Form 1041 for Trusts and Estates, Form 990-PF for Private Foundations, Form 1042, Form 1042-S, Forms 1099-DIV, INT,… more
    Upward (07/21/25)
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  • BTIG (New York, NY)
    …( investment banking or equity research) at a bulge bracket or middle-market investment bank BA or BS in a finance, economics, or healthcare-related field ... team in New York. Associates are involved in all facets of BTIG's investment banking activities, including private and public offerings, M&A transactions, and… more
    Upward (07/06/25)
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  • State Street Corporation (Sacramento, CA)
    …more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & ... are looking for a Vice President (VP) for our Private Markets to service clients for our division of...Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients… more
    Upward (07/21/25)
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  • JPMorgan Chase & Co. (Boston, MA)
    …Opportunity Employer, including Disability/Veterans About the Team JP Morgan's Commercial & Investment Bank is a global leader across banking, markets, ... role Knowledge of US Generally Accepted Accounting Principles for Investment Funds Familiar with Private Equity &...business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital,… more
    Upward (07/14/25)
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  • Scotiabank (New York, NY)
    …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. ... team, committed to results, in an inclusive and high-performing culture. Title: Associate Director, Structuring & Execution - Infrastructure / Global Banking &… more
    Upward (07/26/25)
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  • PJT Partners, Inc. (New York, NY)
    PJT Partners is a global advisory-focused investment bank . Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, ... Park Hill, private fund advisory and fundraising services for alternative investment managers, including private equity funds, real estate funds and hedge… more
    Upward (07/19/25)
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  • Houlihan Lokey, Inc. (Houston, TX)
    …Advisory Industry: Portfolio Valuation Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, ... its advisory services. The firm is the No. 1 investment bank for all global M&A transactions...clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies,… more
    Upward (07/23/25)
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  • Crdit Agricole CIB (New York, NY)
    Vacancy details General information Entity About Crdit Agricole Corporate and Investment Bank (Crdit Agricole CIB) Crdit Agricole CIB is the corporate and ... investment banking arm of Crdit Agricole Group, the 10th...Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank 's clients, meeting their financial needs throughout the world.… more
    Upward (07/12/25)
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  • Citigroup, Inc. (Miami, FL)
    …reports Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Assist the Banker in deepening the existing client ... The Associate Banker is a seasoned professional role. Applies...to acquire new target clients, with a focus on Investments Assist the Banker with prospecting - conduct new… more
    Upward (07/15/25)
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  • Citigroup, Inc. (Dallas, TX)
    …Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Client/prospect meetings - Organize the pre-call planning, ... The Associate Banker SAFE Act is a seasoned professional...to acquire new target clients, with a focus on Investments Assist the Banker with prospecting - conduct new… more
    Upward (07/03/25)
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  • Apollo (El Segundo, CA)
    Position Overview At Apollo, we're a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. ... With over 30 years of proven expertise across Private Equity, Credit and Real Estate, regions and industries, we're known for our integrated businesses, our strong … more
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  • Hilltop Holdings (Champaign, IL)
    …promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. May serve as a partner to ... branch operations staff. Responsibilities Markets and promotes PrimeLending's financial products; Associate Originators will not be subject to the minimum personal… more
    Upward (07/25/25)
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  • Hilltop Holdings (Dallas, TX)
    Job Description Hilltop Securities is looking to hire an Associate Financial Consultant in Dallas, Texas. The Associate Financial Consultant is responsible for ... With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition… more
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  • Hilltop Holdings (Grand Prairie, TX)
    …promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. May serve as a partner to ... of residential mortgage loans. Markets and promotes PrimeLending's financial products. Associate Originators will not be subject to the minimum personal production… more
    Upward (06/27/25)
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  • Whittier Trust (Pasadena, CA)
    …focus of providing holistic, top-tier client service and highly personalized investment solutions to ultra-high-net-worth individuals and their families designed to ... families, offering a diverse range of services that span investment management, consulting, fiduciary expertise, philanthropic support, and comprehensive family… more
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  • LendingOne (Boca Raton, FL)
    LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. ... LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along with being rated one of the Top Workplaces in 2025 - for the… more
    Upward (07/20/25)
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  • Regions Financial Corporation (Memphis, TN)
    …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through… more
    Upward (07/10/25)
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  • Regions Financial Corporation (Clearwater, FL)
    …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... Households to include more complex, affluent solutions, wealth opportunities, investments , lending, debt consolidation, and in-depth saving conversations. Regions'… more
    Upward (07/01/25)
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