Talent.com

Investment banking Jobs in Phoenix, AZ

Create a job alert for this search

Investment banking • phoenix az

Last updated: 8 hours ago

Middle Office Investment Banking Analyst

MUFGTempe, AZ, United States
$70,000.00 yearly
Full-time

Corporate Banking Middle Office Loan Trading Analyst.The Corporate Banking Middle Office Invest Banking Analyst is broadly responsible for coordinating and supporting the closing corporate/Investme... Show more

Managing Director, Investment Banking // Mergers & Acquisitions (M&A)

Portage Point PartnersPhoenix, AZ, United States
Temporary

Managing Director, Investment Banking // M&A.At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for ... Show more

Recruiter (Branch Banking)

Veterans Sourcing GroupTempe, AZ, United States
Temporary

A global financial services company is seeking a Recruiter (Branch Banking) on a long-term temporary basis.Duration: 6 months Locations: Chicago, Delaware, Tampa, Tempe, Jacksonville, Columbus.Mana... Show more

Investment Accountant

U-HaulPhoenix, AZ, United States
Full-time

This position is not eligible for employer sponsorship.To ensure a fair and consistent evaluation process, candidates are expected to complete all interviews and assessments independently and witho... Show more

Banking Operations Specialist

Talent BridgePhoenix, AZ, United States
Full-time

Commercial Loan Operations Specialist.We are seeking a detail-oriented Commercial Loan Operations Specialist to support commercial loan booking, funding, and loan administration activities.In this ... Show more

 • New!

Public Finance Investment Banking AVP/VP - Special District Group

Piper SandlerPhoenix, AZ, United States
$125,000.00 yearly
Full-time

Assistant Vice President Or Vice President.At Piper Sandler, we connect capital with opportunity to build a better future.We enable growth and success of our clients through deep sector expertise, ... Show more

Investment Accountant

MRINetworkPhoenix, AZ, United States
Full-time

Rapidly growing investment services company in Phoenix and looking to hire a Sr.This will offer a great place to work with a culture that supports your career growth, development and encourages tea... Show more

Manager, Banking Operations

Northern TrustTempe, AZ, United States
$117,230.00 yearly
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

Wealth and Investment Associate

CAPTRUSTPhoenix, AZ, United States
Full-time

Wealth And Investment Associate.A Wealth and Investment Associate a highly motivated associate to support our Private Wealth practice and local investment team.This functional hybrid role is expect... Show more

Investment Operations Research Associate

Initio CapitalPhoenix, AZ, USA
Remote
Full-time
Quick Apply

Initio Capital is hiring for this role and related opportunities across consulting, finance, product, software, AI, operations, market research, and growth-focused workstreams.As a Investment Opera... Show more

West Coast Supervisor - Investment Banking

RR DonnelleyPhoenix, AZ, United States
$68,500.00 yearly
Full-time

West Coast Supervisor - Investment Banking.RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey.T... Show more

Manager, Fund & Investment Operations - Investment Book of Records

VanguardScottsdale, Arizona, US
Full-time

Portfolio Control sits within the Fund Ecosystem and is comprised of the Equity Investment Book of Record and Fund Reconciliations.The focus within Portfolio Control is ensuring operational accurac... Show more

Investment Portfolio Analyst

Columbia BankPhoenix, AZ, United States
$68,000.00 yearly
Full-time

The Investment Portfolio Analyst supports the day-to-day management, analysis, and reporting of the Bank's investment securities portfolio (primarily fixed income securities) under the direction of... Show more

Corporate & Institutional Banking Undergraduate Intern - Commercial & Corporate Banking (West)

Arizona StaffingPhoenix, AZ, United States
$18.00 hourly
Full-time

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ... Show more

Senior Investment Consultant

Mercer FrancePhoenix, AZ, United States
$122,400.00 yearly
Full-time

We are seeking a talented individual to join our Wealth at Mercer, a Marsh business.This role will be based in Denver, Irvine, Los Angeles, Phoenix, San Francisco or Seattle.This is a hybrid role t... Show more

Senior Investment Consultant

Marsh & McLennanPhoenix, AZ, United States
$122,400.00 yearly
Full-time

We are seeking a talented individual to join our Wealth at Mercer, a Marsh business.This role will be based in Denver, Irvine, Los Angeles, Phoenix, San Francisco or Seattle.This is a hybrid role t... Show more

Senior Investment Consultant

Oliver Wyman, LLCPhoenix, AZ, United States
$122,400.00 yearly
Full-time

We are seeking a talented individual to join our Wealth at Mercer, a Marsh business.This role will be based in Denver, Irvine, Los Angeles, Phoenix, San Francisco or Seattle.This is a hybrid role t... Show more

Investment Specialist

First Citizens BankPhoenix, AZ, United States
Full-time

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures.From banking and lending to investments, insurance, and wealth planning, the First Citiz... Show more

Investment Specialist - Remote

BmoPhoenix, AZ, United States
$77,500.00 yearly
Part-time

This position is a remote opportunity.The work schedule is Monday-Friday, 10 am to 7pm Central Time.The BMO Investment Services (BIS) Investment Service Specialist's primary responsibility is to pr... Show more

Senior Investment Product Manager

AssetMarkPhoenix, AZ, United States
$150,000.00 yearly
Full-time

We are seeking an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help design, launch, and scale innovative wealth management services an... Show more

People also ask
Middle Office Investment Banking Analyst

Middle Office Investment Banking Analyst

MUFGTempe, AZ, United States
21 days ago
Salary
$70,000.00 yearly
Job type
  • Full-time
Job description

Corporate Banking Middle Office Loan Trading Analyst

The Corporate Banking Middle Office Invest Banking Analyst is broadly responsible for coordinating and supporting the closing corporate/Investment Banking transactions in various lines of business such as (but not limited to) Funds Finance, Asset-Based-Leasing, and Aviation. In this team, Analysts provide daily operational support to our Front Office Account Officers and coordinate with the Back Office to ensure proper booking of transactions. This role is crucial in facilitating smooth operation of closing activities, which directly impacts the bank's profitability and client satisfaction.

Major Responsibilities:

  • Maintain a pipeline of upcoming closings for new, amendment, renewal, and terminations.
  • Communicate with Front Office to collect required documents and material for closings, escalating issues if necessary.
  • Monitor the progress of closing process and ensure timely completion.
  • Process the initial facility set-up and booking of material data in the Bank's internal system(s).
  • Prepare Closing Memorandums accurately and promptly for AVP review and for distribution to the Back Office.
  • Maintain a high level of customer service with quick response time and accurate information to internal and external stakeholders.
  • Prepare various reports for reconciliation.
  • Liaise and coordinate pre-closing requirements with internal teams (Portfolio Management, Syndications, Credit, Loan and Agency Services, Finance, Legal, and Back Office).
  • Assist with ad-hoc inquiries.
  • Execute best practices of control, risk mitigation and escalation.
  • Participate in projects and provide input with various working groups, with the goal to continually enhance performance and efficiency.
  • Comply with Banking Regulations and Standard Practices daily.
  • Monitor and manage cases in ServiceCloud.

Qualifications:

  • Understanding of the Loan product/financial services, preferably within Corporate Banking.
  • Prior experience working in a Corporate or similar environment that emphasizes multi-tasking and prioritization.
  • Proven ability to collaborate with team members and senior management across and within the lines of business.
  • Keen attention to detail and ability to prioritize.
  • Efficient oral and written communication skills.
  • Ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments.
  • Ability to learn new principles and dynamic systems quickly.
  • Critical decision-making abilities to identify, escalate, and propose solutions to problems.
  • Ability to multi-task through strong organizational and time management skills.
  • Prior experience or willingness to learn to read credit agreements.
  • Proven ability to perform under pressure and produce results.
  • Commitment to perform at the highest level at all times.
  • Proven history of strong work ethics and office conduct.
  • Strong knowledge of MS Office applications.

Education:

  • An undergraduate degree plus 1- 3 years of Investment Banking and/or loan closing experience, or equivalent knowledge is preferred.

The typical base pay range for this role is between $70K - $85K depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonuses and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.