Client Coverage

Client Coverage Finance Jobs

103 jobs found

Manager, Strategic Finance & AI

Swim International Recruiting Inc New York

1mo ago

$133k - $180k/yr Full time Manager AI Automation

Manager AI Automation

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Job Description

Overview

Strategic Finance & Transformation Manager – SaaS / High-Growth. This is an excellent opportunity for a finance-savvy, strategic professional to join a fast-growing, globally recognized SaaS organization. The role blends strategic planning, AI enablement, and finance operations, offering the chance to lead high-impact initiatives and collaborate closely with senior leadership.

Our client is a leading provider of cloud-based legal technology, helping professional services firms manage operations, improve profitability, and deliver superior client experiences. The organization operates globally with offices across North America, Europe, and Australia and is known for a collaborative, innovative, and fast-paced culture that emphasizes teamwork, transparency, and operational excellence.

What You'll Do

Lead strategic initiatives from problem definition through solution design, using data and financial insights to support recommendations.
Identify opportunities to implement AI and automation to enhance planning, forecasting, reporting, and operational decision-making.
Partner with cross-functional teams to remove blockers, streamline processes, and advance initiatives.
Support leadership with scenario modeling, business cases, and decision-making frameworks.
Integrate insights from business operations and SaaS metrics to drive efficiency, scalability, and performance.
Collaborate on transformation efforts, including implementing new systems, processes, or tools to reduce manual work.
Mentor and manage a small team (1–2 direct reports), guiding on strategy and execution.

Who You Are

5–10+ years of experience in strategy, finance operations, consulting, or analytics, ideally within a SaaS/tech environment.
Strong understanding of SaaS business models and key performance metrics.
Experience in strategy consulting or transformation roles, with the ability to define problems, analyze data, and deliver actionable recommendations.
Hands-on experience with financial modeling, analytics, or scenario planning.
Curiosity and experience with AI tools, automation, or workflow improvement.
Ability to manage cross-functional projects and influence stakeholders without formal authority.
Comfort working in a fast-paced, high-growth environment with competing priorities.
Excellent communication and presentation skills, capable of explaining complex concepts to senior leaders.

Compensation & Benefits

Highly competitive compensation, commensurate with experience:

Base: $132,900 – $166,100 USD (US, excluding Bay Area & NYC)
Base: $144,000 – $180,000 USD (US, Bay Area & NYC)
Equity/Stock: $56,000 – $84,000 USD (4-year vesting, 1-year cliff)

Health, dental, and vision coverage

Flexible PTO (minimum 20 days)

RRSP/401k match or equivalent

$2,000 annual wellness/counseling benefit

Employee recognition programs

Location & Work Arrangement

New York State. Remote-friendly within the US and Canada, with a preference for East Coast cities. Hybrid model requiring a minimum of 2 days in-office per week. Some flexibility needed for early morning or evening meetings to collaborate with global teams.

How to Apply

If you are excited about driving strategy, AI, and transformation in a leading SaaS environment, please apply promptly as this search is moving quickly. Candidates may submit their resume directly or contact a SWIM Recruiting Consultant.

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Investment Banking Associate

Chronic Capital LLC Boston, MA

1mo ago

$140k - $350k/yr Full time Associate Banking Capital Markets

Associate Banking Capital Markets

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Job Description

Role Overview

We are seeking a high-performance Market Coverage Banker whose primary focus is sourcing proprietary deal flow and cultivating deep market expertise within targeted industries. This role is not about execution support; it is a front-line, revenue-generating position.

The successful candidate will own and develop a defined industry vertical, build enduring relationships with CEOs and founders, source debt, equity, and M&A mandates, establish themselves as a market authority in their sector, and drive steady origination activity into the firm’s capital markets team.

Core Responsibilities

Deal Origination & Pipeline Development: Proactively source middle-market transactions ($5M-$250M+), develop relationships with founders, sponsors, and executives, identify financing and M&A opportunities early, secure signed engagement letters, and collaborate with Capital Markets to build financial models, data rooms, and investor materials.
Vertical Market Expertise: Own and continuously develop a defined industry vertical, maintain current knowledge of capital markets trends, valuation metrics, active buyers and lenders, and regulatory developments, and publish internal market insights to contribute to thought leadership.
Relationship Development: Build a long-term network of professionals (IB and commercial bankers, attorneys, CPAs, insurance brokers, etc.), represent the firm at conferences and industry events, and serve as the primary point of contact for clients through mandate execution.
Strategic Coverage: Develop target lists within the assigned vertical, maintain disciplined CRM tracking, conduct ongoing outreach and relationship nurturing, and build multi-year, trust-based advisory relationships.

Qualifications

Required

2-7+ years of experience in investment banking, private credit/equity, commercial banking, or capital markets
Demonstrated ability to source or co-source transactions
Deep industry knowledge within at least one sector
Strong executive presence and communication skills
Ability to independently manage pipeline development

Preferred

Existing portable network within a defined vertical
FINRA Series 79 / 63 (or ability to obtain)
Prior experience at a boutique or middle-market platform
Experience structuring debt, equity, or structured finance transactions

Performance Metrics

Engagement letters signed
Quality and size of sourced mandates
Pipeline consistency
Long-term client retention
Revenue generated from sourced transactions

Compensation & Benefits

Ideal Profile: Compensation comprises Base Salary, deal bonus, and discretionary bonus.

Pay: $140,000.00 - $350,000.00 per year

Benefits: Dental insurance, Health insurance, Paid time off

Ideal Profile

Relentless drive: Willingness to work long hours, travel, and outwork others to win mandates, build relationships, and uncover opportunities
Communication: High level of comfort speaking with executives and the ability to advocate and lead within the firm
Organization: Disciplined use of CRM, Outlook, OneDrive, and structured management systems
Willingness to learn: Market-obsessed with a strong desire to improve skills, industry knowledge, and capital markets fluency daily

Role Details

Job Type: Full-time
Location: Boston, MA 02108
Experience: 1 year (Required) in IB, capital markets or asset management
Ability to Commute: Boston, MA 02108 (Required)
Work Location: In person

Application Questions

Do you have an existing network that will allow you to generate leads within the first 30 days?
How many hours per week do you expect to work for this position?
Can you build a three-statement model from scratch without AI assistance?

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U.S. Private Bank – Banker Professional - Associate

JPMorganChase Cleveland, OH

1mo ago

$100k - $135k/yr Full time Account Administration Associate Banker

Account Administration Associate Banker

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Job Description

We are actively seeking highly capable professionals who are collaborative, confident, and motivated to deliver a first-class client experience within J.P. Morgan’s U.S. Private Bank. If you possess an entrepreneurial mindset and enjoy ongoing challenges, this is the ideal environment to advance your career. You’ll join a team of talented colleagues from across markets, businesses, and functions to help you grow professionally.

In the role of Banker Professional within the U.S. Private Bank, you will provide essential daily support to Client Advisors as they manage client relationships. You will collaborate with a team of professionals and other support groups, while handling the confidential nature of Private Banking clients with discretion.

Key responsibilities

Support Client Advisors with Know-Your-Client documentation, process adherence, and suitability assessments and reporting.
Assist in the account opening process and prepare internal materials to facilitate subsequent investments.
Monitor client accounts and maintain basic client information management.
Perform daily account administration tasks.
Serve as the point of contact with Account Opening teams, Supervisory Management, Risk Management, and Investor Support teams.
Coordinate with Operations and Client Service Specialist teams.
Monitor exceptions and collaborate with Client Advisors to conduct scenario-based analyses; partner with the Team Leader to track risk metrics across the team.

Required qualifications, capabilities, and skills

Series 7, Series 66, and Insurance licenses are required. Unlicensed candidates will be considered but must obtain licenses within 90 days of the start date.
Bachelor’s Degree is required.
At least 1 year of industry-related experience.
Exceptional follow-up and follow-through skills.
Proficiency with PowerPoint and Excel.

Preferred qualifications, capabilities, and skills

Familiarity with JP Morgan Private Bank systems such as Workstation, Connect, DDR/KYC, or the ability to learn proprietary software.
Experience and interest in financial markets and related concepts.
Excellent interpersonal skills.
Self-starter, highly organized, and detail-oriented with a strong commitment to accuracy.

Location

Cleveland, Ohio 44114

About us

JPMorganChase, one of the oldest financial institutions, delivers 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 more than 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Compensation and benefits

We offer a competitive total rewards package with base salary determined by the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, based on individual achievements and contributions. Our benefits portfolio includes comprehensive health care coverage, on-site health and wellness facilities, 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.

Equal opportunity and diversity

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. 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.

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Asset Management - Financial Advisor Services - Analyst

JPMorganChase Columbus, OH

1mo ago

Full time Advisor Analyst Asset Management

Advisor Analyst Asset Management

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Job Description

Location

Columbus, Ohio 43240

Overview

As a Financial Advisor Services Analyst within JPMorgan, you will support prospecting opportunities, manage client relationships, educate clients on our products, and help identify top advisors through outreach, mail/email campaigns, and referrals.

Responsibilities

Collaborate with internal and external Client Advisors to drive revenue growth and strengthen client retention, including promoting JPMorgan mutual funds.
Answer incoming calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services.
Prepare client presentations; develop prep and follow-up materials for client meetings.
Assist Financial Advisors with JPMorgan Funds website questions.
Coordinate with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and contribute to the Product Strategy drive for tracking and compliance purposes.
Create proposals and illustrative models for key sales representatives as needed.
Collaborate with team members, internal partners and investment professionals across asset classes on various projects.

Required Qualifications, Skills, and Capabilities

4-year degree (BA/BS).
2+ years of financial services experience including strong knowledge of JPMorgan Funds’ products and services, and all aspects of the distribution channels through which they are sold.
Specialized knowledge of JPMorgan’s Insights programs – Guide to the Markets, Guide to Retirement and Portfolio Insights.
Effective communication (verbal and written) with a wide range of stakeholders, including external and internal partners.
Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and a high-pressure environment.
Exceptional time management and organization skills; able to produce high-quality work in a deadline-driven environment.
Intermediate to advanced computer skills (e.g., Salesforce, Microsoft Suite).
FINRA/NASAA licenses - Series 7; Series 63.

About Us

JPMorgan Chase, one of the oldest financial institutions, delivers innovative financial solutions to millions of consumers, small businesses, and a broad spectrum of corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With a history spanning more than 200 years, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. We are an equal opportunity employer and highly value the diversity and talents of our global workforce.

Compensation and Benefits

We offer a competitive total rewards package, with base salary determined by the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

In addition, a broad range of benefits is provided to meet employee needs, including 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.

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Account Executive Officer/Sr. Underwriter, Specialty Group Captives

The Travelers Companies, Inc. Hartford, CT Hybrid

1mo ago

$115k - $189k/yr Full time Account Broker Relations Captive Insurance

Account Broker Relations Captive Insurance

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Job Description

Compensation Overview

The base salary for this nationwide role reflects a market range and encompasses a broad span of potential salaries across the country. The final figure will be determined by factors such as the scope and complexity of the role, location, the candidate’s qualifications, and relevant experience, along with other employment considerations. In addition to base pay, employees are eligible for performance-based cash incentive awards as part of the total compensation package.

Salary Range: $114,700.00 - $189,200.00
Target Openings: 1

What Is the Opportunity?

Within Specialty Group Captives, you’ll support group captive coverage so clients can access appropriate protection. The Account Executive Officer (AEO) for Specialty Group Captives will collaborate with agents and brokers to secure coverage for both new and renewal business aligned to client needs. The role is positioned as a technical resource, and the AEO brings decisiveness, meticulous attention to detail, and strong relationship-building skills to drive results. Your ability to independently evaluate complex risk and effectively promote our products in challenging markets will contribute to the organization’s profitability and success.

What Will You Do?

Oversee profitability, growth, and retention for an assigned book of business.
Underwrite and negotiate complex client accounts to minimize risk and maximize profitability.
Build and sustain internal partnerships to craft sales plans and identify cross-selling opportunities.
Maintain relationships with external partners by regularly meeting with agents and brokers in person to market and sell Travelers products, with travel required for these engagements.
Identify and pursue new business opportunities using consultative marketing and sales techniques.
Independently develop and execute agency sales plans; frequently collaborate with the Managing Director to shape regional or group sales strategies.
Potentially assist in mentoring and training less experienced Account Executives.
Perform other duties as assigned.

What Will Our Ideal Candidate Have?

Bachelor’s degree.
Six to eight years of relevant underwriting experience in commercial lines.
Deep knowledge of commercial lines products, regulatory considerations, and the local insurance market.
Strong critical-thinking abilities with the capacity to proactively identify underwriting, marketing, or financial challenges and make timely decisions aligned with risk appetite.
Excellent communication skills with demonstrated ability to negotiate effectively in difficult situations with agents and brokers.
CPCU designation.

What is a Must Have?

Four years of experience in underwriting, claims, operations, risk assessment, actuarial, sales, product, or finance.

What Is in It for You?

Health Insurance: Coverage for employees and eligible family members—spouses, domestic partners, and children—effective from day one of employment.
Retirement: The organization matches 401(k) contributions dollar-for-dollar up to 5% of eligible pay, subject to an annual maximum. For student loan debt, enrollment in the Paying it Forward Savings Program enables an annual 401(k) contribution by the company when you make a loan payment. A Pension Plan is also 100% funded by Travelers.
Paid Time Off: Start your career at Travelers with

Location

Hybrid remote in Hartford, CT 06101

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VP, Portfolio Management - CIB

Bank OZK Houston, TX

1mo ago

Full time Banking CIB Commercial Lending

Banking CIB Commercial Lending

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Job Description

Overview

Bank OZK possesses a banking legacy spanning over 120 years and stands as a nationwide leader in financial services. The firm combines exceptional client service with innovative technology to deliver smart financial solutions across the country. In support of local economies and small businesses, the organization contributes to community growth and urban development in major cities. This role is part of a culture that values career growth and a strong team environment. The benefits package is comprehensive, designed to support physical, mental, and financial wellbeing, and includes generous paid time off, 401(k) matching, health, dental, and vision insurance (pet coverage available), along with exclusive perks and discounts.

Location

Houston, TX 77092

Job Purpose & Scope

This position supports lending efforts by conducting analysis, underwriting, origination, monitoring, and servicing of loans across the Corporate & Institutional Banking (CIB) division, handling varying degrees of complexity with meticulous attention to detail. You will underwrite and review credit memorandums, ensure due diligence is complete and aligned with CIB policies and procedures in portfolio management, underwriting, and operations, and oversee the management of credit relationships within the CIB portfolio.

Essential Job Functions

Provide thorough, accurate, and timely loan servicing in accordance with the Bank’s Loan Policy.
Monitor portfolio risk to identify potential issues early and communicate findings to borrowers and senior leadership to facilitate prompt risk mitigation.
Ensure underwriting is comprehensive, precise, and incorporates detailed risk analyses that reflect the Bank’s standards, policies, and credit risk appetite.
Deliver financial analysis, analytics, and underwriting support to business lines within the CIB.
Collaborate on underwriting guidelines, create required loan presentation content, and establish standardized approaches while recommending updates as appropriate.
Manage assigned credit transactions, ensuring efficient handling of loan requests in a timely manner, consistent with Bank standards and service level agreements.
Maintain communication with lenders, credit officers, and management at all levels regarding approved and declined loans.
Track, monitor, and report activity on loan applications and decisions, maintaining records of applications received and booked.
Maintain the independence of the underwriting function and the initial credit risk rating recommendations.
Regularly exercise discretion and judgment in performing essential duties.
Review and propose updates to relevant sections of the Loan Policy for senior management consideration.
Maintain punctuality and dependable attendance in the workplace.
Adhere to Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities

Solid foundation in finance and credit analysis, with a strong grasp of lending activities and terminology.
Working knowledge of federal and state lending and compliance regulations.
Effective interpersonal and communication skills.
Strong business acumen and capability in business development.
Outstanding critical thinking, analytical, and problem-solving abilities.
Ability to collaborate across functional and organizational lines to achieve the Bank’s objectives and build relationships.
Capacity to multitask, prioritize, and meet demanding deadlines.
Commitment to accuracy and thoroughness in all work.
Maintain confidentiality at all times.
Ability to work without dir

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Credit Underwriting Associate - Institutional Credit Management

Citi New York, NY

1mo ago

$109k - $164k/yr Full time Asset-Backed Securities Associate Credit

Asset-Backed Securities Associate Credit

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Job Description

Responsibilities

Collaborate with the Origination team on pre-screening new deal opportunities, initial collateral analysis, preliminary financial analysis, and the preparation of greenlight memoranda.
Participate in due diligence sessions and document client/industry performance, financial trends, and collateral characteristics.
Propose internal risk ratings, update relevant scorecards, monitor limits, and oversee data accuracy to ensure compliance with business and institutional guidelines.
Draft credit approval memos for review by senior Underwriters and submit for Risk approval through internal processes and system workflows.
Review servicer reports for collateral eligibility, covenant compliance, data integrity, and Borrowing Base coverage; identify deteriorating asset performance and stay informed on asset industry trends and borrower-specific events.
Provide the Origination team with requested historical asset performance data and other ad hoc credit-related requests.
Validate Borrowing Base models for each new deal and for subsequent changes.
Serve as maker/checker for various internal databases; ensure data accuracy and complete reflection of facility changes across internal systems.
Play an integral role in the credit approval process for post-closing amendments, consents, and waiver requests.
Coordinate with the Audit manager and senior Underwriters on audit-related matters (e.g., scope revisions, timely review); support follow-up, negotiation, and implementation of remedial actions with servicers for major exceptions noted in audits.
Maintain organized credit files for credit, regulatory, and compliance purposes.
Prepare and present Quarterly Portfolio Reviews to business management and Risk.

Qualifications

Credit experience (preferably in structured finance/securitization) within a financial institution, rating agency, financial guarantor, or asset management firm.
Proficiency in Excel and PowerPoint.
Strong oral and written communications skills enabling effective interaction with internal and external stakeholders at all levels.
Attention to detail and a strong sense of ownership; diligent, capable of multi-tasking, and eager to learn and advance.
Ability to work independently within a team to meet deadlines and proactively escalate with other Underwriting or Origination team members to mitigate credit and operational risks.

Additional Qualifications

2–5 years of relevant Securitization / Consumer ABS experience.
Degree in quantitative fields such as Economics, Engineering, Operations Research, Business Finance, or Mathematics.
Previous experience in credit risk management or equivalent training, preferably in the financial services industry.
Ability to apply credit and risk principles toward business goals.
Demonstrated ability to synthesize, prioritize, and drive results with a high sense of urgency.
Highly organized with the capacity to work in a fast-paced environment, managing multiple projects, and possessing strong interpersonal, organizational, and analytical skills.