Vice President Jobs At Barclays

CMA | Global Capital Markets | VP of Syndicate for Investment Grade Syndicate | NYC About ING: Ranked #8 on LinkedIn Top Companies in Financial Services Crain's 100 Best Places to Work Ragan's Top Places to Work in 2023 In Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients. When you come to work at ING, you're joining a team where individuality isn't just accepted, it's encouraged. We've built a culture that's fun, friendly and supportive - it's the kind of place where you can be yourself and make the most of whatever you have to offer. We give people the freedom to take risks, think differently, take ownership of their work, and make great things happen. We're here to help you get ahead. And with our global network, there's plenty of scope to take your career in new directions, perhaps even ones you've never considered. ING Americas follows a hybrid work model, allowing for in-office / work from home flexibility. Hybrid work arrangements vary based on business area. Sound like the kind of place you'd feel at home? We'd love to hear from you. About the position: ING is currently expanding its Fixed Income product offering and team in the US. As such, it is looking to add a syndicate professional with ample US experience within credit. His/her primary role is to help lead, in collaboration with other stakeholders, the build-out of the IG business within ING. As part of a larger multi -product syndicate desk, strong Investment Grade, FIG, or High Yield experience is important in order to complement, lead or assist in the execution of trades in these other asset classes Responsibilities: Lead and help orchestrate the growth of the US$ IG business: work with sales, investors, issuers, originators & structurers as well as ING's upper management to this effect. Complement, lead or assist in the execution of trades in other asset classes Provide support to Global Capital Markets across the asset classes covered by the desk: Corporate IG, FIG, High Yield, ABS, Emerging Markets and Project bonds. Assist in all aspects pertaining the ongoing functioning and growth of the desk. Qualifications and Competencies: Minimum of a BA/BS VP- level candidates must have at least 5 years' experience in credit Director- level candidates must have at least 10 years' experience in IG Minimum of 2 years complementary experience in other asset classes (ABS, USPP or HY) Series 7, 79 and 63 required MBA or CFA (desirable) You are an experienced, self-motivated individual capable of both independent activity and working in a team. You have extensive product knowledge, technical expertise and strong transaction execution skills in the US IG market. You possess superior client relationship, marketing presentation, communication and sales skills in addition to deep understanding of products and markets. You are proficient in the use of: MS Suite (Excel, PowerPoint, Word, etc.) Issue net, DirectBooks and similar book builders Bloomberg Trading System Salary Range $230,000-$270,000 In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with commuting and fitness. ING is a committed equal opportunity employer. We welcome applicants of diverse backgrounds and hire without regard to race, gender, religion, national origin, citizenship, disability, age, sexual orientation, or any other characteristic protected by law. We celebrate these differences and rely upon your unique perspective to innovate and seize new opportunities. Come as you are. ING Bank does not have a commercial banking license in the U.S. and therefore not permitted to conduct a commercial banking business in the U.S. Through its wholly owned subsidiary ING Financial Services LLC, and its affiliates, it offers a full array of wholesale products such as commercial lending and a full range of FM products and services.

Job Title: VP, Healthcare Investment Banking Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact. Responsibilities: The Healthcare Investment Banking Group of Cantor Fitzgerald is seeking highly motivated, successful candidates with investment banking (or related) experience for the vice president position in New York. The Investment Banking Group of Cantor Fitzgerald offers VP's the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. VP's play an essential role in developing and managing our client relationships. The VP's are an integral part of our client teams, taking an active role in developing, structuring and executing a broad range of advisory assignments and financial transactions for our clients. • Coordination of various processes, including capital raises and advisory transactions • Preparation of offering memoranda, proposals and other written materials for meetings with clients • Perform research and various analyses in support of new business generation • Organize and participate in marketing and client meetings • Leading and participating in drafting sessions for underwriting assignments • Conducting industry and company-specific due diligence related to transactions • Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: • Bachelor's degree PLUS minimum 6 years of experience in an investment banking analyst position or prior experience as an investment banking associate; OR MBA or equivalent graduate degree in a financial discipline PLUS minimum of 3 years of experience in investment banking • Current or recent experience in an investment banking role or equivalent position • Current or recent healthcare industry experience Preferred Qualifications: • Outstanding academic record • Exceptional communication skills, both verbal and written • Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools • Demonstrable commitment to and experience with working in teams • Demonstrated interest in finance and financial markets • Demonstrated interest in healthcare / medical field through professional and/or academic experience • Series 63 and 79 certified Salary: $ 225,000 - $250,000 The expected base salary for this position ranges from $225,000 to $250,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

Top-Tier Bank in Midtown, Manhattan is seeking Cyber Security Incident Vice President! Responsibilities: Responsible for leading and enhancing the bank's Security Operations strategy Lead the development and execution of the bank's incident response plan and associated playbooks Direct and manage Americas Cyber Security Incident Response Team to ensure timely monitoring, detection, and response to threats. Evaluate, implement, and optimize security processes and technologies to enhance detection and response capabilities. Collaborate with IT and engineering teams to integrate security into systems and processes. Qualifications: Bachelor's Degree Strong knowledge with information security technologies such as SIEM, SOAR, EDR, NDR, etc. Strong knowledge with leading security investigations. Deep understanding of frameworks such as NIST Cybersecurity Framework Proficiency in drafting and enforcing policies, procedures, and playbooks.

Bank in Midtown, Manhattan is seeking a Director of Data Governance! Responsibilities: Responsible for establishing and maintaining a robust data governance framework and ensuring accurate and timely compliance reporting, with a specific focus on managing compliance data from third parties. Monitor and analyze compliance reporting metrics related to third-party data to identify trends, patterns, and potential areas of concern, and provide recommendations for improvement. Collaborate with cross-functional teams, including IT, Operations, and Risk Management, to ensure the effective implementation and ongoing maintenance of the third-party data governance framework. Establish and maintain a third-party data inventory and data lineage documentation to ensure a clear understanding of data sources, flows, and dependencies. Design and implement automated compliance reporting processes, leveraging data visualization and business intelligence tools to provide accurate and timely insights. Collaborate with the compliance team to identify and prioritize data requirements for internal compliance monitoring, and the development of KRIs and KPIs. Develop and execute data governance and reporting strategy that aligns with business goals and growth plans. Drive innovation and continuous improvement efforts to meet evolving demands. Develop and implement a comprehensive third-party data governance framework, including policies, procedures, and standards for compliance data management, quality, and security. Qualifications: Bachelor's degree in Computer Science, Information Systems, or a related field. Master's degree preferred. 10+ of experience in compliance, with at least 5 years in a management role. Exceptional communication and stakeholder management skills, with the ability to effectively collaborate with senior management, regulators, and cross-functional teams. Strong leadership and mentoring skills, with the ability to develop and inspire a high-performing data governance and reporting team. In-depth knowledge of data governance frameworks, data quality management practices, and data security principles. Strong understanding of compliance regulations, reporting requirements, and performance monitoring practices, particularly in the financial services industry. Excellent project management skills, with the ability to lead cross-functional teams and drive data governance initiatives. Strong analytical and problem-solving skills, with the ability to translate complex data requirements into actionable insights. Proficiency in data analysis, data visualization, and business intelligence tools, such as Tableau, Power BI, Snowflake or QlikView.

Top-Tier Bank in Midtown, Manhattan is seeking a Credit Review Vice President! Responsibilities Assist the Team in completing the annual review plan by conducting independent credit reviews to ensure compliance with Bank policies and procedures as well as adherence with regulatory guidelines thereby minimizing losses. Assess the sufficiency of credit risk monitoring programs, relevant performance covenants and monitoring guidelines and trigger events. Evaluate borrower financial performance through the assessment of financial statements and credit risk metrics, including income statement, cash flow statement, balance sheet and capital structure analysis. Evaluate the financial performance against all base and stress-scenario financial projections as required. Verify the adequacy of the Allocation for Loan and Lease Losses (ALLL) procedures as required. Maintain in-depth knowledge of all policies and procedures related to lending, credit rating and problem loan monitoring. Maintain in-depth knowledge of assigned portfolio segments as assigned. Perform regular Risk Assessments for assigned portfolio segments to accurately document Credit Review's current opinion of the quantity, quality and direction of credit risk in the portfolio. Maintain regular contact with front office, credit, audit and compliance colleagues, and utilize third-party resources and professional networks, to provide as accurately and timely an assessment as possible. Perform Continuous Monitoring reviews on assigned portfolio segments to enhance the early detection of credit risk in the credit portfolio and enhance Credit Review's Risk Assessment process. Performing individual credit reviews, use professional expertise to opine on the adequacy of facility underwriting and documentation, including, but not limited to, collateral, repayment sources, risk appetite, leverage, enterprise valuations, discounted cash flow analysis. Determine the accuracy of U.S. Regulatory Classifications and internal risks ratings / Head Office Customer Categorization, Recommend, document and fully support all changes to the same in the accordance with Credit Review's position as final arbiter. Use knowledge of industry best practices, regulatory requirements and professional experience to identify deficiencies and/or areas of improvement in credit risk management processes, procedures and policies. Draft potential review issues for discussion with relevant Reviewer-in-Charge, Credit Review management and with review targets as directed. Use portfolio knowledge and expertise to assist in the planning, preparation and training of review team members prior to the start of review fieldwork as directed. Qualifications 7+ years of credit related experience with a major financial institution and/or equivalent experience with a U.S. bank regulatory agency (FRB, OCC, etc.). Bachelor's degree Ability to work independently with minimal supervision. Successful completion of a formal financial services credit training program. Able to arrive at creative solutions; a self-starter Familiarity with a variety of credit products (i.e. corporate credit, acquisition financing, project finance, etc.) and willingness to learn new credit products. Excellent interpersonal and negotiation skills. Excellent verbal and written communications skills. Advanced knowledge of the Microsoft Office suite of products. Some travel required.

The BBVA Group is a customer-centric global financial services group with EUR769.3 billion in total assets and over 125,000 employees. BBVA Group has a leading position in the Spanish market, is the largest financial institution in Mexico, and boasts leading franchises in South America and Turkey. It also has an important investment, transactional and capital markets banking business in the US. The institution rests on solid values: customer first, think big and one team. Its responsible banking model aspires to achieve a more inclusive and sustainable society. BBVA Corporate & Investment Banking (“BBVA CIB”) encompasses investment banking, market activities, loans and transactional services for international corporate clients and institutional investors. BBVA CIB clients can choose from a wide range of value-added products and financial solutions and access expert advisory services to achieve their business, transformation and sustainability objectives in line with their strategic plans. This robust global franchise services clients in 24 countries, with an extensive network of financial experts, investment-banking specialists and advisers in specific industries and sectors. This is an opportunity for a qualified candidate to join a growing team. Summary of Responsibilities: The Portfolio Monitoring (“PM”) team at BBVA is an integral part of Investment Banking & Finance within BBVA CIB. PM is responsible for working with front office teams to execute loan documentation and monitor the performance of the loan portfolio. PM provides agency services when BBVA acts as the administrative agent on syndicated loans and manages all waivers and amendments on loan transactions. PM US works closely with the global PM team and coordinates activities on the NY Branch book, with a view to building a team that can manage all of the activity of the US teams. The loan book in the US consists of corporate syndicated revolving credit facilities, term loans, bilateral loans, and club loans to both US companies and international clients who borrow from BBVA NY Branch. In addition, the US portfolio includes both lead roles and participations in project finance transactions, real estate loans, securitizations, and capital call facilities. PM is involved in the early stages of loan execution, including the structuring stage of a facility. Once a loan transaction is closed, signed, and uploaded into the operations system, PM manages any and all events relative to the transaction, including covenant monitoring, amendments and waivers. The PM team also monitors the loan book for information on a borrower that could impact repayment and communicates with the front office and risk teams regarding loan performance metrics and activity. The PM team utilizes a variety of applications and tools to perform its duties, including several internally developed applications. For loans where BBVA acts as a lead bank (“Administrative Agent”), PM is integral in working with the borrower to distribute required covenant compliance documents and communicate with the club or banking syndicate. As a participant bank, PM acts as the key contact point with the administrative agent and manages the loan activity post-closing. For complex transactions like project finance construction loans, PM is responsible for credit monitoring reviews of the loan. As a first line of defense for credit quality, PM is also responsible for recommending involvement of the restructuring teams, if the case may be. General responsibilities for the role include, but are not limited to, the following: Work closely with risk and front office teams to successfully structure and close loan transactions Proactively manage the loan portfolio, including covenant compliance reporting, amendments and waivers Monitor borrowers for key events that could have impact the credit quality of the portfolio Engage with restructuring teams as needed for loans at risk of default Interact with Collateral Agents, Account Agents, Internal / External Legal Counsel, Trustee, Advisors Interface with internal loan operations and funding desks in the closing and management of the loan book Work with Loan Syndicate & Sales teams in the purchase and sale of assets as needed Regularly report loan metrics and performance indicators List Major/Essential Job Duties: Interact with internal and external parties to ensure successful execution/maintenance of the US loan book Provide Agency Services function for loan transactions where BBVA acts as lead bank or sole lender Perform first line of defense on credit quality of the loan portfolio including covenant monitoring and early warning indicators Level of Complexity and Risk Involved: Moderate level of complexity - especially related to monitoring of project finance and real estate loans First line of defense Skills, knowledge, and abilities/competencies: Degree in Economics, Accounting, Finance or related field 7+ years of experience including roles in loan operations, loan monitoring, and/or agency services Experience with project finance, securitization, capital calls and/or real estate Strong understanding of the loan closing process and administrative agent roles Demonstrated experience and proficiency in loan documentation, loan structures, models, covenants, and loan structures, especially related to project finance transactions Excellent English written and verbal communication skills Working knowledge of Spanish is beneficial but not required Ability to work in a team environment and under tight deadlines Proficient in Excel and Power Point Strong analytical skills All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $170,000 to $220,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Overview: Top European Bank with significant New York operations is looking for a Commercial Real Estate (“CRE”) credit risk VP to SVP. The primary objective of this position is to drive material and visible improvement in Credit Risk Management's (CRM) ability to effectively risk underwrite CRE transactions and manage an existing portfolio, consistent with industry best practices. We are seeking an experienced Senior Credit Risk for a VP/SVP role with a robust background in the commercial real estate industry. The ideal candidate will have a minimum of 10-15 years of experience in credit risk management, with a proven track record of assessing, mitigating, and managing risks associated with commercial real estate portfolios. Responsibilities: • Conduct thorough credit risk assessments of commercial real estate transactions, including the evaluation of borrower creditworthiness, property value, cash flow projections, and market conditions. • Oversee and manage a portfolio of commercial real estate loans, ensuring that risk exposure is within the company's risk appetite. • Lead the underwriting process for complex commercial real estate deals, providing expert judgment on credit risk factors and structuring recommendations. • Enforce credit risk policies and procedures specific to commercial real estate, ensuring alignment with regulatory requirements and best practices. • Monitor market trends, economic indicators, and property performance to identify potential risks and opportunities within the portfolio. • Work closely with origination teams, legal, and senior management to ensure that credit risk considerations are fully integrated into business decisions. • Prepare and present detailed credit risk reports to senior management and stakeholders, highlighting key risks, mitigants, and recommendations. • Ensure compliance with all relevant regulations and internal policies, staying informed of changes in the regulatory environment that could impact the commercial real estate portfolio. Qualifications: • Minimum of 10-15 years in credit risk management, with a significant portion of that time focused on commercial real estate. • Strong understanding of commercial real estate underwriting, credit analysis, and market evaluation. • Proficiency in financial modeling and risk management tools. • Exceptional analytical and problem-solving skills, with the ability to make sound judgments based on complex data. • Excellent written and verbal communication skills, with the ability to articulate complex risk concepts to non-specialists. • Proven ability to lead projects, manage teams, and collaborate effectively across departments. • In-depth knowledge of relevant regulations and regulatory frameworks affecting commercial real estate lending. • Bachelor's degree in Finance, Real Estate, Economics, or a related field; MBA or CFA designation preferred, but not required. The Bank is one of the leading proponents of Sustainable investing, helping clients in the transition to a sustainable future by promoting environmental protection, economic growth and social development (“ESG”). The Bank contributes to various Sustainable Development Goals through the development of its business by generating a positive impact through All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $180,000 to $225,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Top European Bank with a strong and growing U.S. presence is seeking a highly skilled Corporate Credit Analyst with minimum of 12 years of experience working with in corporate/investment banking environment. As an Corporate Credit Analyst/Underwriter, you will play a crucial role in assessing the creditworthiness of corporate clients seeking financing in a number of transactions spanning from loan to structured finance to derivatives. This role requires a deep understanding of financial analysis and risk assessment within a corporate lending context, spanning various sectors, but primarily focused on energy, capital goods, commodities sectors. The objective of this position is to drive material and visible improvement in Credit Risk Management's (CRM) ability to effectively risk underwrite transactions and manage an existing client portfolio, consistent with industry best practices. SVP is expected to contribute to leading the internal execution and risk management process within CRM group. The Bank is one of the leading proponents of Sustainable investing, helping clients in the transition to a sustainable future by promoting environmental protection, economic growth and social development (“ESG”). The Bank contributes to various Sustainable Development Goals through the development of its business by generating a positive impact through the multiplier effect of banking, the direct impact of its activity, as well as through its investment in the community. Knowledge in risk management with a focus on climate and sustainability (i.e. GARP SCR or CFA ESG Investing certified) is highly preferable, but not a requirement for the opportunity. Responsibilities: • Conduct thorough financial analysis (analyzing financial statements, cash flow projections, and other financial data) to evaluate credit risk for corporate loans, trade finance deals, structured finance, and sponsored and leveraged finance transactions. • Review and interpret loan documents, trade finance documents, and ISDA agreements. • Conduct thorough due diligence on sponsored finance and leveraged finance transactions, evaluating financial structures and credit terms. • Collaborate with internal stakeholders and external counterparties to analyze and interpret complex credit and other transactions documents. • Monitor and report on the performance of corporate loan portfolios, ensuring risk is adequately mitigated. • Prepare risk assessments and recommendations for credit committees and senior management. • Identify early warning signs and potential credit issues; recommend appropriate actions. • Assist in the periodic review and renewal of existing credit facilities. Qualifications: • 12 to 15 years of credit risk management, with focus on corporate and structured finance within a corporate or commercial banking environment. • Strong knowledge of loan documentation, trade finance, and ISDA agreements. • Proven experience in leveraged finance and sponsored finance transactions. • Analytical orientation, critical thinking skills, and autonomous decision-making ability. • Strong communication and business writing skills. • Solid level of credit risk skills, including the ability to work across complex structures and products. • Ability to create a strong network of relationships among peers, internal partners, external constituencies and decision makers to deliver end products. • Strong understanding of policies, procedures, compliance and approval process at a Corporate Bank, including comprehension of US lending regulations. • Undergraduate degree in Finance or Accounting; MBA is a positive but is not required. • Certified with GARP SCR or CFA ESG Investing highly preferable, but not required. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $180,000 to $225,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Responsibilities As part of the Structured Trade Finance team, the successful candidate will be responsible for arranging, structuring and executing complex large-scale Export & Agency finance mandates (transactions covered by ECAs, Multilaterals and private insurers) with corporates, public sector entities and project finance structures. The candidate will have principal responsibilities comprising the following: Actively contributing to the origination and execution of Export & Agency finance mandates for US & Latam companies and/or public counterparties Analysis of projects (feasibility, risks); identification of key issues and proposal of improvements to achieve successful financing. Elaborate risk proposals detailing the underlying transaction structure. Actively engage with ECAs, Multilaterals and private insures in the approval process. Development of financing documentation (contracts) and management of insurance policies in collaboration with Legal services and/or external law firms Negotiation with borrowers, exporters and financing institutions related to the terms & conditions applicable to the transaction and financial document clauses. Collaboration with internal departments to originate and sign project. Preparation of Information Memos and Lender Presentations for lead role opportunities and coordination of bank meetings Position Requirements Minimum 7 years of relevant experience in Export & Agency finance deals or a comparable background in investment banking or other industry. Proven experience in winning and executing large scale mandates and/or lead arranging positions with main ECAs and Multilateral Agencies Preferable knowledge and experience in ECA project finance structures Business School/University degree in economics or business administration, law, or engineering Preferably international working experience Fluency in English and Spanish Personal: Structured and organized, strong analytical skills. Well balanced team player International mindset Goal oriented individual with initiative and leadership Client focus Lateral thinker who likes to come up with outside-the-box-solutions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $170,000 to $220,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Top-Tier Bank in Midtown, Manhattan is seeking a Senior Credit Vice President for a permanent position! Responsibilities: Responsible for underwriting a financial institution and public finance loan portfolio, with a particular focus on Funds Recommend credit/rating requests and review quarterly covenants in our global credit management system. Write credit assessments for new requests and annual reviews in a timely fashion Present credit requests to credit committee and prepare credit minutes Effectively interact with front office on new credit requests, annual reviews, and amendments Prepare and contribute to quarterly watchlist and leverage lending reports as needed Recommend credit/rating requests and review quarterly covenants in our global credit management system. Engages in lending to corporates, commercial real estate and project finance Qualifications: Bachelor's Degree 5+ years working experience in Financial Institutions in either a risk and credit role Strong credit risk and analytical skills Solid understanding of credit lending and financial products Effective interpersonal, communication and writing skills Self-motivated with the ability to take on more responsibility and new initiatives Proficient in Excel, Word, and PowerPoint MBA, CPA, or CFA is a plus

Eastdil Secured is the foremost provider of financial advisory services to real estate owners. We combine superior capital markets expertise with a deep understanding of real estate fundamentals to execute a wide range of transactions to produce superior results for our clients. Our integrated platform combines conventional real estate advisory and brokerage with the corporate finance and capital markets expertise of an investment bank. This allows Eastdil Secured to create value for clients through unparalleled advisory services, individually tailored structures, and marketing programs that set the industry standard. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. We are currently seeking an Associate or Vice President with 3-7 years of relevant industry experience to join our Office Investment Sales team in our San Francisco office. This individual will be afforded new challenges with the opportunity to develop expertise in their discipline. The position also involves a significant role in business transactions including client and investor communication, supervision of Analysts and the underwriting process, creation and execution of marketing collateral, as well as continued hands-on training. Essential Functions Working closely with senior team members on presentations and financial analysis Assisting team in underwriting for asset sales and debt placement across all property types Performing comprehensive and in-depth company, real estate, and market analysis Due diligence collection and review Participating in the creation of pitches and marketing materials (depending on office location) Participating in client interactions to gain exposure to key executives and senior bankers Education and Qualifications 3-7 years of commercial real estate experience Bachelor's degree is required, with a preference for candidates concentrating in business, real estate, finance and/or accounting Candidates must have at least 2 years of Argus experience Experience, Skills and Competencies Required Proficient in financial modeling within Excel and preparing presentations within PowerPoint Strong communication, analytical, and writing skills Strong ARGUS, financial analysis and excel modeling skills Demonstrated ability to consistently produce high quality work under tight time frames Eastdil Secured requires each non-administrative exempt staff member (Analyst and above) to be licensed as appropriate real estate salesperson in California Dedication to building a career in the financial services industry with a focus on real estate finance Experience in commercial real estate with a focus on capital markets Demonstrated ability to develop and maintain client relationships Willingness to work long hours in a demanding, highly focused, collaborative, and team environment Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.

Coverage of Insurance in the US. Leverage network and industry knowledge to onboard new clients and originate transactions in coordination with CIB product factories. Develop market intelligence and analysis to support risk management financial programs. Key Responsibilities Senior relationship manager for Insurance Lead commercial plans and top management relations with clients under coverage Introduction to client accounts and facilitate new deal origination Coordination with product units: Global Markets, GTB and IB & Finance Analysis and support of Financial Programs with Risk Onboarding new clients and monitoring of legal contracts necessary for deal execution Lead a team of junior bankers Full alignment with the insurance global sector head and lead the implementation of the CIB Institutions Plan in USA Qualifications University Graduate, Master in finance or MBA preferred Minimum 20yrs' experience covering Insurance / Financial Institutions in the US Experience with similar entrepreneurial projects with other leading banks in the US Knowledge & Skills Broad experience in Financial Institutions Coverage with leading franchise(s) in the US A high degree of competence with 20 years of experience in the region An understanding of debt capital markets, global markets products and investment banking Proficiency in additional languages (e.g. Spanish) would be considered a plus Other Skills Ability to work efficiently Demonstrable commercial awareness when engaging with clients Responsible and dedicated to the job, committed to compliance with internal procedures Strong interpersonal and communication skills Able to work in a matrix reporting structure, in a multi-functional role with close collaboration with teams out of the region. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $300,000 to $350,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Corporate & Investment Banking (CIB) handles BBVA's investment banking, global markets, global lending and transactional businesses for international and domestic corporate clients and institutional investors. BBVA CIB is a full-service provider of high value-added products and thanks to its proven business model it can deliver solutions for the most complex needs of its clients anywhere in the world. The Global Institutional Business (GIB) within the CIB Division, is composed of members distributed across BBVA's main hubs in Europe, Americas and Asia. The Wealth & Asset Managers sector is in charge of developing and building relationships with Asset Managers, Pension Funds, Hedge Funds and Wealth industry. Our Mission is to promote BBVA CIB tailor-made financial solutions and services: Global Markets, DCM, Global Transaction Banking, Lending and Advisory The role reports to the Global Sector Head of Wealth & Asset Managers. Main responsibilities: The person will manage the relationship with Hedge Funds based in the USA. providing the best added-value solutions that match the clients' needs. Responsible for managing the client relationship across CIB products and geographies (global perimeter) Elaborate the sales strategy and business plan for this client segment in partnership with other CIB units (products, risk, legal...) Submit and present high-quality proposals to the relevant Risk and commercial committees. Closely monitor the Risk profile of assigned clients. Build and maintain a frequent communication with Risk units Maximize (risk-adjusted) profitability of current clients by managing exposure, pricing strategy and cross-selling other BBVA products Expand the business by increasing capillarity with existing clients and onboarding new clients in the region in line with BBVA's strong ambition to increase its market share with financial institutions Engage clients at a senior level to elevate BBVA's strategic dialogue Stay abreast of national and international regulation and trends Mobilize the company to tailor our value proposition to the Hedge Funds needs by leveraging business market intelligence What are we looking for? Degree holder or above with major in Business Administration, Finance and Accounting or a related discipline At least 15 years of relevant front office experience Strong understanding of the financial industry main trends and drivers Good knowledge of corporate and investment banking products particularly of Global Markets including Debt Capital Markets Very solid network/connections with main players in the region. (Other geographies could be valued) Strong leadership, sales and customer orientation Proactive to drive business and adapt to dynamic environment - Entrepreneurial mindset Fluent in English. Spanish will be valued All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $300,000 to $350,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Capital Advisors Group, Inc. (************************* an independent institutional investment advisor specializing in cash investment management and debt finance placement, is seeking to expand its business development team. The Vice President of Business Development will be responsible for generating sales opportunities and driving revenue growth for cash and liquidity focused investment management solutions, within the early-stage life science and technology markets. The role will focus on building new relationships with CFO's, controllers, treasury teams, board members, venture capital firms/partners, and others in the target market to drive new business growth. Additionally, they will assist in managing and developing existing client relationships. The role provides the opportunity to collaborate as a team, with a seasoned group of investment and debt finance professionals in a dynamic, innovative, and entrepreneurial environment. Preferably, the candidate will be located in the San Francisco Bay area. Requirements · 5 to 10 years of consultative business development and relationship management experience; · Proven ability to enter new markets and build meaningful relationships to drive growth; · Familiarity with the CFO and/or venture capital communities, particularly with respect to the life science, medical device, and technology industries, is an advantage. · Experience in investment management, corporate treasury/finance, cash investments and liquidity solutions is a plus; and · The ability to be take initiative while working in a team environment and partnering with various internal business constituents. Benefits* Capital Advisors Group offers a competitive benefits package that includes: · A flexible work environment; · Medical, dental, and vision insurance; · Life insurance; · Short-term and long-term disability insurance; · A 401(k) plan with matching contributions; · A healthcare flexible spending account plan; and · Education assistance. *Benefits are subject to eligibility requirements and other provisions.

Capital Advisors Group, Inc. (************************* an independent institutional investment advisor specializing in cash investment management and debt finance placement, is seeking to expand its business development team. The Vice President of Business Development will be responsible for generating sales opportunities and driving revenue growth for cash and liquidity focused investment management solutions, within the early-stage life science and technology markets. The role will focus on building new relationships with CFO's, controllers, treasury teams, board members, venture capital firms/partners, and others in the target market to drive new business growth. Additionally, they will assist in managing and developing existing client relationships. The role provides the opportunity to collaborate as a team, with a seasoned group of investment and debt finance professionals in a dynamic, innovative, and entrepreneurial environment. Preferably, the candidate will be located in the San Francisco Bay area. Requirements · 5 to 10 years of consultative business development and relationship management experience; · Proven ability to enter new markets and build meaningful relationships to drive growth; · Familiarity with the CFO and/or venture capital communities, particularly with respect to the life science, medical device, and technology industries, is an advantage. · Experience in investment management, corporate treasury/finance, cash investments and liquidity solutions is a plus; and · The ability to be take initiative while working in a team environment and partnering with various internal business constituents. Benefits* Capital Advisors Group offers a competitive benefits package that includes: · A flexible work environment; · Medical, dental, and vision insurance; · Life insurance; · Short-term and long-term disability insurance; · A 401(k) plan with matching contributions; · A healthcare flexible spending account plan; and · Education assistance. *Benefits are subject to eligibility requirements and other provisions.

Capital Advisors Group, Inc. (************************* an independent institutional investment advisor specializing in cash investment management and debt finance placement, is seeking to expand its business development team. The Vice President of Business Development will be responsible for generating sales opportunities and driving revenue growth for cash and liquidity focused investment management solutions, within the early-stage life science and technology markets. The role will focus on building new relationships with CFO's, controllers, treasury teams, board members, venture capital firms/partners, and others in the target market to drive new business growth. Additionally, they will assist in managing and developing existing client relationships. The role provides the opportunity to collaborate as a team, with a seasoned group of investment and debt finance professionals in a dynamic, innovative, and entrepreneurial environment. Preferably, the candidate will be located in the San Francisco Bay area. Requirements · 5 to 10 years of consultative business development and relationship management experience; · Proven ability to enter new markets and build meaningful relationships to drive growth; · Familiarity with the CFO and/or venture capital communities, particularly with respect to the life science, medical device, and technology industries, is an advantage. · Experience in investment management, corporate treasury/finance, cash investments and liquidity solutions is a plus; and · The ability to be take initiative while working in a team environment and partnering with various internal business constituents. Benefits* Capital Advisors Group offers a competitive benefits package that includes: · A flexible work environment; · Medical, dental, and vision insurance; · Life insurance; · Short-term and long-term disability insurance; · A 401(k) plan with matching contributions; · A healthcare flexible spending account plan; and · Education assistance. *Benefits are subject to eligibility requirements and other provisions.

Capital Advisors Group, Inc. (************************* an independent institutional investment advisor specializing in cash investment management and debt finance placement, is seeking to expand its business development team. The Vice President of Business Development will be responsible for generating sales opportunities and driving revenue growth for cash and liquidity focused investment management solutions, within the early-stage life science and technology markets. The role will focus on building new relationships with CFO's, controllers, treasury teams, board members, venture capital firms/partners, and others in the target market to drive new business growth. Additionally, they will assist in managing and developing existing client relationships. The role provides the opportunity to collaborate as a team, with a seasoned group of investment and debt finance professionals in a dynamic, innovative, and entrepreneurial environment. Preferably, the candidate will be located in the San Francisco Bay area. Requirements · 5 to 10 years of consultative business development and relationship management experience; · Proven ability to enter new markets and build meaningful relationships to drive growth; · Familiarity with the CFO and/or venture capital communities, particularly with respect to the life science, medical device, and technology industries, is an advantage. · Experience in investment management, corporate treasury/finance, cash investments and liquidity solutions is a plus; and · The ability to be take initiative while working in a team environment and partnering with various internal business constituents. Benefits* Capital Advisors Group offers a competitive benefits package that includes: · A flexible work environment; · Medical, dental, and vision insurance; · Life insurance; · Short-term and long-term disability insurance; · A 401(k) plan with matching contributions; · A healthcare flexible spending account plan; and · Education assistance. *Benefits are subject to eligibility requirements and other provisions.

Capital Advisors Group, Inc. (************************* an independent institutional investment advisor specializing in cash investment management and debt finance placement, is seeking to expand its business development team. The Vice President of Business Development will be responsible for generating sales opportunities and driving revenue growth for cash and liquidity focused investment management solutions, within the early-stage life science and technology markets. The role will focus on building new relationships with CFO's, controllers, treasury teams, board members, venture capital firms/partners, and others in the target market to drive new business growth. Additionally, they will assist in managing and developing existing client relationships. The role provides the opportunity to collaborate as a team, with a seasoned group of investment and debt finance professionals in a dynamic, innovative, and entrepreneurial environment. Preferably, the candidate will be located in the San Francisco Bay area. Requirements · 5 to 10 years of consultative business development and relationship management experience; · Proven ability to enter new markets and build meaningful relationships to drive growth; · Familiarity with the CFO and/or venture capital communities, particularly with respect to the life science, medical device, and technology industries, is an advantage. · Experience in investment management, corporate treasury/finance, cash investments and liquidity solutions is a plus; and · The ability to be take initiative while working in a team environment and partnering with various internal business constituents. Benefits* Capital Advisors Group offers a competitive benefits package that includes: · A flexible work environment; · Medical, dental, and vision insurance; · Life insurance; · Short-term and long-term disability insurance; · A 401(k) plan with matching contributions; · A healthcare flexible spending account plan; and · Education assistance. *Benefits are subject to eligibility requirements and other provisions.

The Director of Business Strategy is a senior level position on a Financial Advisor / Private Wealth Advisor team who is responsible for shaping and enhancing a modern client experience by proactively cultivating and maintaining deep relationships with new and existing clients. This industry professional focuses on the development, implementation, and management of the team's overall business processes to build longstanding client relationships, while achieving the team's overall business strategy. This role may attend client meetings regularly with the Financial Advisor / Private Wealth Advisor to discuss current offerings, implement new services, and resolve any open issues.. DUTIES and RESPONSIBILITIES: Business Strategy & Oversight Provides leadership and coordination on strategic business planning and development goals and the implementation of these strategies Takes accountability for optimizing business practices, while adhering to best business ethics and practices Seeks opportunities to grow the team's business by capitalizing on firm initiatives Develops investment recommendations in collaboration with the Financial Advisor / Private Wealth Advisor team and prepares reports and financial plans that align with clients' goals Focuses on building strong relationships with corporate departments and strategic partners May utilize knowledge, experience, and expertise obtained through the CFP or CFA qualification process to lead a comprehensive discovery analysis that identifies differentiating information and variables to be used in the financial planning process May allocate work among a team of employees Client Engagement Cultivates and enhances new and existing client relationships through active communication and problem resolution; this may include identifying new client needs and priorities and reviewing current investment goals Participates in quarterly/annual business performance reviews with clients to help optimize investment performance results Serves as client contact for administrative issues and fields general client questions on a broad spectrum of topics Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 10+ years of experience in a field relevant to the position required Advanced degree or professional certification or prior industry experience required Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) If required, obtain, and maintain CFP or CFA designation Additional product licenses may be required Knowledge/Skills Enjoys working with people and solving problems Financial industry and product knowledge Effective written and verbal communication skills Evidence of strong leadership skills or previous supervisory experience Strong understanding of applicable compliance rules and regulations and firm policies Team player with the ability to collaborate with others Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: • Complex Business Service Officer and/or Business Service Manager Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).