Client Research

Client Research Finance Jobs

73 jobs found

Associate - Wholesale Credit Delivery - GovCon segment

Truist Bank McLean, VA

1mo ago

Full time Associate Bachelor's Degree Banking

Associate Bachelor's Degree Banking

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Job Description

Role overview

Wholesale Credit Delivery Associates and Analysts bring solid knowledge of market dynamics, credit, and product offerings across Commercial Banking, Commercial Real Estate, and Wealth Specialty segments. They perform financial analysis, risk assessment, and provide credit-structure recommendations for clients and prospects. They take ownership of project work in collaboration with a designated senior Credit Delivery leader and mentor junior teammates. They conduct prudent underwriting and ensure effective credit and risk administration with a focus on adhering to credit policy and requirements. They augment analysis with research from diverse sources to evaluate client, competitor, property segment, market, and industry risks and trends. As associates progress, they operate with less oversight, assuming greater ownership of assigned clients and opportunities and engaging confidently in independent client interaction.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Facilitates the diligence and underwriting documentation of the less complex and smaller credit relationships; supports credit presentation preparation and discussions with Credit Officer and other final approvers and coordinates legal documentation efforts through closing and funding phase.
Ensures loan agreement is in accordance with approval documents.
Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with Relationship Manager.
Analyzes financial statements/projections and documents client performance, along with identified risk and risk mitigants of less complex credits.
Ensures all Credit Process Metrics are within prescribed tolerances.
Accountable for the risk evaluation and associated compliance requirements within assigned portfolio and for prospects.
Identifies issues and follows through for remediation.
Serves as a client and internal point of contact in managing assigned portfolio (may include site visit and/or visit with client management team).
Supports and mentors Credit Delivery Analysts.

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.
2-3 years of Commercial Banking, Commercial Real Estate, or Wealth Specialty business experience.
Excellent verbal and written communication skills.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Strong analytical and problem-solving skills.
Knowledge of commercial real estate credit delivery principles.
Ability to handle multiple priorities under time constraints.
Demonstrated success working in a collaborative team environment.

Preferred Qualifications

Master’s in Commercial Banking or Real Estate or combined Commercial Banking/Commercial Real Estate experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree.
2 years of experience in a Commercial Banking or Commercial Real Estate Associate Development Program and/or equivalent experience in a Credit Delivery role.

Location

McLean, VA 22101

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Investment Banking Analyst - Media & Communications

Citi New York, NY

1mo ago

$110k - $135k/yr Full time Analyst Banking Capital Markets

Analyst Banking Capital Markets

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Job Description

Role Overview

The Investment Banking Analyst is an intermediate level role that supports clients in raising capital in the markets and provides strategic advisory services for mergers, acquisitions and other financial transactions in coordination with the Institutional Banking team. The analyst also acts as an intermediary in trading activities for clients, with the goal of serving as a strategic advisor by developing investment strategies and securing capital for clients.

Key Responsibilities

Collaborate with senior Corporate & Investment Bank officers and professionals, participating in client transactions, projects, or assignments as the junior member of the Investment Banking team.
Organize and analyze complex financial data used in client proposals and strategic plans.
Prepare written recommendations, valuation materials, and statistical exhibits for pitches and live deals.
Conduct economic and financial research.
Evaluate a company’s financial performance relative to industry and market trends.
Build sophisticated financial models for valuation purposes.
Assess risk in business decisions, ensuring compliance with laws and regulations, maintaining policy adherence, applying ethical judgment, and escalating, managing, and reporting control issues with transparency.

Qualifications

2-5 years of relevant experience
Bachelor's degree in Finance or closely related areas of Business Administration
Series 79 and 63 licenses
Clear and concise written and verbal communication skills
Ability to work under pressure in a rapidly changing environment to meet deadlines

Education

Bachelor's degree/University degree or equivalent experience

Job Details

Job Family Group: Institutional Banking
Job Family: Investment Banking
Time Type: Full time
Primary Location: New York, New York United States
Salary Range: $110,000.00 - $135,000.00

Benefits and Additional Information

In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards.

Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Entry Level Sales Representative

Northwestern Mutual of Northeast Iowa Dubuque, IA Hybrid

1mo ago

$63k - $85k/yr Full time Client Acquisition Entry Level Entry Level

Client Acquisition Entry Level Entry Level

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Job Description

Role: Entry Level Sales Representative. Location: Hybrid remote in Dubuque, IA 52001. Office address: 2728 Asbury Rd Suite 810, Dubuque, IA 52001.

Overview

Northwestern Mutual of Northeast Iowa pursues a clear mission: strengthen communities by helping individuals, families, and businesses achieve lasting financial security. We strive to assemble a team of highly skilled advisors focused on becoming the region’s most trusted financial professionals. Our culture centers on collaboration, growth, and delivering excellence in every client relationship. We are committed to giving back locally through charitable initiatives such as Special Spaces in Dubuque, Alex’s Lemonade Stand, and the University of Iowa Children’s Hospital cancer research and nurses’ fund. Joining us means contributing to a mission driven environment where you can advance your career while making a meaningful difference.

Our thriving office is located at 2728 Asbury Rd Suite 810, Dubuque, IA 52001. Hear about a Day in the Life of a Northwestern Mutual Advisor: Day in the Life video.

About Northwestern Mutual

Northwestern Mutual is a Fortune 500 company offering a broad range of financial services to more than 5 million people. As a mutual company, we answer to policy owners rather than to Wall Street. Founded in Wisconsin in 1857, we are among America’s leading firms and were named by Fortune in 2024 as one of the World’s Most Admired life insurance companies. Our unique culture emphasizes helping people achieve financial security and fostering professional growth.

Flexible work from home options are available.

Meet Our Local Leaders

Matt Schulte - Managing Director
How long with NM? Over 25 years, including 13 as Managing Director. Prior experience with NM spans much of his adult life beyond college. Passionate about serving people, working with numbers, and time with his wife Keri and their four teenage children. He enjoys hunting, fishing, and the 43-acre family property.
Kinsey Meyer - Development Director
How long with NM? Over 6 years. Prior experience includes Iowa State University graduate with a retail clothing background and founder of Miss Meyer’s Clothing Consignment. Passionate about staying active with running, biking, and hiking with her Corgi, Cash; values family and building relationships.
Lexie Meyer - Financial Advisor
How long with NM? Since April 2021. Prior experience in agriculture assisting dairy farmers with herd record management. Passionate about time with family, farm life, trail rides, summers on the Mississippi River, fitness, and reading fiction.
Dusty Jentz - Financial Advisor
How long with NM? Since May 2016, with experience in four offices (Ames, Des Moines, Minneapolis, and Dubuque). Prior to NM, he grew up on a family farm and was an athlete. Passionate about family time, farm work, disc golf, and following high level sports, especially Cowboys football.
Jacob Kluesner - Financial Advisor
How long with NM? Interned in August 2016 and became full-time in January 2018. Previous experience includes engineering at John Deere and serving as a finance manager at a car dealership before joining NM full-time. Passionate about family, time with loved ones, and outdoor activities such as hunting, fishing, and camping; he follows college and professional sports and has an interest in cars, particularly trucks and sports cars.

Role Details

As a Financial Representative, you will join a team dedicated to helping individuals and businesses reach their financial goals through personalized insurance solutions and financial planning. The role focuses on building long term client relationships and delivering tailored financial strategies.

Key Responsibilities

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive plans that incorporate investments, insurance, and retirement.
Insurance Solutions: Recommend and implement strategies to protect clients’ assets and income.
Ongoing Support: Monitor plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications

Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust with clients.
Licenses: Obtain necessary licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits

Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training and development
Vision insurance
Flexible work from home options available
Income Potential: Competitive compensation structure including performance incentives, with no ceiling

Notes: Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, Wisconsin. Matt Schulte is a General Agent of NM and not in legal partnership with NM or its subsidiaries. Flexible work from home options are available.

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Sales Representative Entry Level

Loper District - Northwestern Mutual Fresno, CA Hybrid

1mo ago

$63k - $87k/yr Full time Marketing Client Acquisition Entry Level

Marketing Client Acquisition Entry Level

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Job Description

Overview

Join Loper District – Northwestern Mutual during a dynamic growth period that fosters ambition. We offer a fresh office environment with a culture built from the ground up, providing a rare opportunity to contribute from the very start. Our team prioritizes professional development and offers a clear path to leadership with the resources needed to succeed. We are also committed to giving back, proudly hosting the Cure-Funding Golf Classic, which raised over $50,000 last year to advance childhood cancer research and make a lasting impact in our community.

Location and Work Arrangement

Hybrid remote position based in Fresno, CA 93704. Flexible work from home options are available. Our thriving office is located at 6715 N Palm Ave, Suite 116, Fresno, CA.

About Northwestern Mutual

Northwestern Mutual is a Fortune 500 company delivering a broad range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners rather than Wall Street. Founded in 1857 in Wisconsin, we are recognized by Fortune as one of the World’s Most Admired Companies in 2024. Our culture is deeply devoted to helping people achieve financial security.

Meet Our Local Team

Rick Abell, Managing Director — Time with NM: 29 years. Prior Experience: Began his career with Northwestern Mutual after completing his MBA at Clemson University. Passion: A dedicated husband and father of four; enjoys giving back to the community and led the team to raise over $50,000 for childhood cancer research through the annual charity golf tournament.
Scott Loper, Growth & Development Director — Time with NM: 2 years. Prior Experience: Estimator for irrigation company Gar Bennett; grew up on a family orchard. Passion: Married with two kids and four dogs; values family time and spent the past decade as a varsity baseball coach at Lemoore High School.
Gina Loza, Director of Training, Philanthropy & Events — Time with NM: 23 years. Prior Experience: PR & Marketing for Chico Performances at CSU, Chico; promoted world music, dance, theatre, lectures, and other performance art. Passion: Enjoys time with her two boys and their Yellow Lab, Opie; music lover and devoted Peloton rider.
Toka Mwondela, Chief Development Officer — Time with NM: 8.5 years. Prior Experience: Joined Northwestern Mutual right after college and has progressed since. Passion: Enjoys sports, riding motorcycles, exploring the outdoors, spending time with loved ones, and cooking with friends.

About the Financial Representative Role

As a Financial Representative at Northwestern Mutual, you will join a team dedicated to helping individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive planning. Your responsibilities include building long-term client relationships, understanding unique needs, and delivering tailored financial solutions.

Key Responsibilities

Client Consultation: Engage with clients to understand financial goals, aspirations, and concerns
Financial Planning: Develop comprehensive plans covering investments, insurance, and retirement
Insurance Solutions: Recommend and implement strategies to protect clients' assets and income
Ongoing Support: Monitor plans and provide regular updates, adjusting as needed
Networking: Grow and maintain a client base through referrals, community involvement, and professional associations

Qualifications

Education: A bachelor's degree is preferred
Experience: Prior experience in financial services, insurance, or business development is beneficial but not required
Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to build trust with clients
Licenses: Obtain necessary licenses such as Series 6, Series 63, and state insurance licenses (training and sponsorship available)

Benefits and Compensation

Bonus based on performance
Professional Development: Ongoing training and development programs, including sponsorship for advanced certifications
Income Potential: Competitive compensation structure with performance incentives and no cap
Support and Mentorship: Dedicated planning team, marketing resources, and experienced mentors
Work-Life Balance: Flexible scheduling to fit your lifestyle and goals
Retirement Benefits: Company-funded pension and contributions to PFGF, our profit-sharing retirement plan
Impact: Help individuals and families in the community achieve financial security and success
Company activities: Company parties and community involvement opportunities

Notes on Northwestern Mutual

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell serves as a Managing Director for NM and is not in a legal partnership with NM or its subsidiaries. Flexible work-from-home options are available.

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Sales Representative Entry Level

P&W Financial Group - Northwestern Mutual Jackson, MS Hybrid

1mo ago

$62k - $87k/yr Full time Client Acquisition Entry Level Entry Level

Client Acquisition Entry Level Entry Level

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Job Description

Join the P and W Financial Group, representing Northwestern Mutual across Greater Jackson to Mississippi's Gulf Coast and everywhere in-between. We are investing heavily in growth by developing new internal leaders and are eager to hear your story. Our district office is located at 107 Merchant Street, Suite 2A, Madison, MS 39110.

Overview

Northwestern Mutual is a Fortune 500 company delivering a broad range of financial services to more than 5 million people. As a mutual company, it answers to policyowners rather than Wall Street. Founded in Wisconsin in 1857, it now operates with a culture focused on helping individuals achieve lasting financial security. You will join a team that places priority on service, integrity and disciplined action.

Learn More

Visit to hear a Day in the Life of a Northwestern Mutual Advisor: Day in the Life video.

Community Involvement

Our Mississippi district supports several local charities, including:

Young Life: regular pickleball tournaments and board involvement
Fellowship of Christian Athletes (FCA): active board participation supporting initiatives
The Mind Center: board involvement supporting brain health and research
Children’s Hospital of Mississippi in Jackson: major donors with team involvement

Our Values

Service — delivering exceptional client service and proactive communication
Integrity — acting with honesty and respect in every interaction
Discipline — applying time-tested financial strategies and processes

Meet Some of Our Local Leaders

Chase Patrizzi, Managing Director
- Time with NM: 9 years
- Previous experience: Military background, served in the National Guard
- Passionate About: Family, Children’s Hospital of Mississippi, golf
Gates Willson, Growth & Development Director
- Time with NM: 5 years
- Previous experience: Mississippi State graduate, HS football and powerlifting
- Passionate About: Young Life, fitness, strength training
Julie Colbert, Financial Advisor
- Time with NM: 36 years
- Previous experience: Millsaps College graduate, lifetime Million Dollar Round Table member
- Passionate About: Swimming, athletics, community service
Christopher Johnston, Wealth Management Advisor
- Time with NM: 18 years
- Previous experience: University of Mississippi graduate in Psychology
- Passionate About: Family, coaching, Ole Miss Alumni Association, basketball, deer hunting

About the Financial Representative Role

As a Financial Representative with Northwestern Mutual, you will contribute to helping individuals and businesses reach their financial goals through customized insurance solutions and comprehensive financial planning. The role focuses on building long-term client relationships, assessing their needs, and delivering tailored financial strategies.

Key Responsibilities

Client Consultation: Engage with clients to understand financial goals, aspirations, and concerns
Financial Planning: Create comprehensive plans covering investments, insurance, and retirement
Insurance Solutions: Recommend and implement protection strategies for assets and income
Ongoing Support: Monitor and adjust plans as clients' circumstances change
Networking: Grow a client base through referrals, community involvement, and professional associations

Qualifications

Education: A bachelor’s degree in finance, business, or a related field is preferred
Experience: Prior work in financial services, insurance, or business development is beneficial but not required
Skills: Strong interpersonal and communication abilities, analytical thinking, and the capacity to build trust with clients

Licenses and Certifications

Licenses: Required licenses such as Series 6 and 63, plus state insurance licenses; training and sponsorship are available

Benefits and Compensation

Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications
Income Potential: Competitive compensation structure with performance incentives and no ceiling
Support and Mentorship: Dedicated planning team, marketing resources, and experienced mentors
Work-Life Balance: Flexible scheduling to fit your lifestyle and goals
Impact: Opportunity to guide individuals and families toward financial security and success

Work Arrangement and Location

This is a hybrid position based in Jackson, Mississippi 39212, with flexible work-from-home options available.

Additional Details

Chase Patrizzi is a General Agent of Northwestern Mutual and not in a legal partnership with Northwestern Mutual or its subsidiaries.

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International Private Bank- AWM Analyst Investor- LATAM North

JPMorganChase Miami, FL

1mo ago

Full time Analyst Asset Management AWM

Analyst Asset Management AWM

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Job Description

Overview

We are seeking highly talented, collaborative, and motivated individuals to deliver a premier client experience within JPMorgan Chase International Private Bank. This role is tailored for an entrepreneurial mindset and a drive to continuously challenge oneself, with the opportunity to work alongside colleagues from various markets, businesses, and functions to advance your career. As a Program Banker Analyst in the International Private Bank, you will join an integrated team of bankers, global investment specialists, capital advisors, and trust and estate professionals to attract new clients and support existing relationships. High performers may progress to an Associate role at the conclusion of the program. Promotions are determined by business needs and the Analyst’s performance. The two-year Analyst Program exposes you to multiple areas of the Private Bank, including credit and lending, multi-asset investments, wealth advisory, and estate planning. This role supports the LATAM North market focus within the International Private Bank.

Responsibilities

Help design customized financial strategies for current and prospective clients
Prepare pitch decks and meeting materials for client discussions
Collaborate with integrated team members to analyze balance sheets and clarify a client’s investment objectives to deliver tailored, risk-aware recommendations
Develop expertise in a range of proprietary models to inform solution recommendations
Conduct research and analysis; support product development and prospecting efforts
Research client inquiries and manage follow-up communications and materials
As you grow in the role, assume more responsibility by engaging with senior management and working directly with clients

Required Qualifications, Capabilities, and Skills

Bachelor’s degree with a minimum GPA of 3.2
No more than two years of work experience after completing undergraduate studies
Demonstrated aptitude for sales and client relationship management

Preferred Qualifications, Capabilities, and Skills

Strong multi-tasking and organizational abilities
Excellent communication skills and poise in presentations
Genuine interest in financial markets and macroeconomic trends
Ability to synthesize quantitative and qualitative information to address complex financial situations and present solutions

Compensation and Benefits

The total rewards package includes base salary determined by the role, experience, skills, and location. Eligible employees may receive commission-based pay and discretionary incentive compensation paid in cash and/or equity, based on individual achievement. A comprehensive benefits program is offered, including health care coverage, on-site health and wellness facilities, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Specific compensation and benefits details will be provided during the hiring process.

About Us

JPMorgan Chase & Co is a leading global financial institution delivering innovative solutions to millions of consumers, small businesses, and a broad range of corporate, institutional, and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years, and today we are a leader across investment banking, consumer and small business banking, commercial banking, payment processing, and asset management.

Team Overview

J.P. Morgan Asset & Wealth Management provides industry-leading investment management and private banking solutions. Asset Management serves individuals, advisors, and institutions with strategies spanning the full spectrum of asset classes through a global network of investment professionals. Wealth Management helps individuals, families, and foundations manage and realize their financial goals.

Location

Miami, Florida 33131

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Corporate Banking Relationship Manager - Associate

Santander US New York, NY

1mo ago

$109k - $175k/yr Full time Manager Associate Bachelor's Degree

Manager Associate Bachelor's Degree

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Job Description

Overview

Santander is a global leader in financial services, evolving from a high impact brand into a technology driven organization. Our people are at the center of this transformation, driving a customer‑centric shift that values bold thinking, innovation, and the courage to challenge what’s possible. This is an opportunity for driven professionals to grow, learn, and make a meaningful impact. Location is New York, NY.

Responsibilities

Support Senior Relationship Managers with client management, transaction execution, and portfolio management.
Participate in additional strategic activities, including industry sector analysis, market analysis, internal reporting, and budgeting initiatives.
Provide support to senior bankers and serve as a secondary banker for clients, with a focus on the insurance sector.
Lead client presentation preparation, including background research and analysis, and the drafting and production of client marketing materials and pitch books.
Assist senior bankers with follow-ups on identified cross-sell opportunities, coordinating Credit, Product, and stakeholders across the Global Network.
Act as the main point of contact with Risk Department, coordinating all relevant risk presentations.
Adhere to compliance procedures and internal/operational risk controls in line with regulatory standards, requirements, and policies.
Support product partners and monitor the end-to-end execution process for transactions to ensure timely delivery and client satisfaction.
Conduct client research to uncover opportunities to market bank products, develop industry views, perform industry peer and market research, and analyze trends and transformational events.

What You Bring

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with