Investment Banker Jobs in Monsey, NY

Our client is an alternative asset manager that provides financing to corporations, individuals, lawyers, law firms and other parties to support litigation worldwide. They are looking for a 2021-2023 graduate working in investment banking, private equity or private credit to join their investment team. The position is 4 days a week in Stamford. Responsibilities The position of Quantitative Investment Associate supports the investment team, in all aspects of analysis, research, deal execution and portfolio management, with a primary focus on rigorous financial structuring analysis. Responsibilities include: Produce relevant quantitative analysis and build and maintain proprietary datasets to assess potential investments and to supplement the qualitative and legal due diligence process across existing and new investments, using both financial and legal research tools Create and maintain quantitative financial models for individual investments including cash flow models, probability-weighted models, and proceeds waterfall models Communicate results from modeling and quantitative analysis to the broader team Qualifications 2-3 years of total work experience in a complex finance role, particularly on the quantitative side (i.e., Investment Banking, Leveraged Finance, Restructuring, Private Equity, Hedge Fund, etc.) Excellent academic credentials, Bachelor's degree or above, preferably within a finance, economics or mathematics related discipline, industry qualifications such as CFA certification preferred Strong interest in the litigation finance field as a rising financial asset class Advanced financial modeling skills and proven proficiency in Microsoft Excel; VBA proficiency is also a plus Detailed knowledge of financial securities including alternative investments

Employment Type: Full-time Application Requirement: Screening Test (See details below) About Lumida Lumida is a New York-based, venture-backed, AI-driven wealth management startup at the intersection of finance and cutting-edge technology. We are revolutionising wealth management using AI, automation, and high-performance engineering to serve high-net-worth clients. If you're passionate about pushing boundaries, join us in shaping the future of wealth management. Role Description Lumida Wealth is seeking a highly driven and adaptive Trader to join our team in New Jersey. The ideal candidate will demonstrate a strong passion for studying markets, excel in high-pressure environments, and bring a proven track record of generating their own Profit & Loss (P&L). This role requires an “athletic” mindset, mental flexibility, and disciplined processes-along with the ability to pivot and learn quickly in fast-evolving market conditions. Key Responsibilities: Analyze and interpret market trends to inform trading strategies. Execute trades with precision and efficiency in a high-pressure environment. Continuously monitor and assess financial news, social media, and market data. Develop and refine trading processes to optimize performance. Document trading decisions and rationale with clarity and detail. Collaborate with team members to share insights and enhance strategies. Requirements Several years of trading experience with a demonstrated personal P&L. Deep enthusiasm for studying markets and identifying opportunities. Prolific consumer of news with a strong ability to synthesize information. Social media savvy, leveraging platforms for real-time market insights. Proficiency in Microsoft Excel and Google Sheets for analysis and documentation. Athletic mindset: competitive, resilient, and energized by challenges. Quick learner with the ability to adapt to evolving market conditions. Exceptional process discipline and attention to detail. Mental flexibility to pivot strategies and manage risk effectively. Strong analytical skills and comfort with data-driven decision-making. Ability to document trading views and rationales in a clear, structured manner. Excellent communication skills and a collaborative spirit. Preferred Qualities Proficiency with trading platforms, tools, and technology (e.g., Bloomberg, Python, or similar). A curious and proactive approach to uncovering new market edges. Emotional stability to handle volatility and high-stakes decisions. Time management skills to balance analysis, execution, and reflection. A passion for continuous self-improvement and professional growth. Why Join Lumida? Be part of a dynamic and innovative company at the cutting edge of finance. Work with a passionate and talented team dedicated to transforming wealth management. Opportunities for professional growth and development. Competitive salary, equity, and benefits package. At Lumida, you will join a team that values the holistic growth of both clients and employees. We offer an environment conducive to continuous learning, intellectual development, and impactful community engagement-all built on a foundation of exceptional investment expertise. Interested? Attempt our screening test to apply. Link: **************************************

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mellon, Fidelity, or Bank of America, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Business Fundamentals - Helpdesk/Desktop Support - Investment Operations - Banking - Data Analytics - Quality Assurance - Project Management Support - Cyber Security Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:General, Location:Jersey City, NJ-07311

Financial Advisor - North Jersey Do you have a passion for making a difference in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe you have been thinking about switching career paths and moving into sales? A career with our firm provides money, mission, mobility, and a culture that fosters teamwork and collaboration. Whether you have some sales experience or are new to sales, our firm is here to set you up for success with best-in-class training. We are seeking individuals who are results-focused, with an entrepreneurial spirit, and exceptional work ethic to prospect, conduct face-to-face/virtual meetings, and build a clientele. Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Determine your client's current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan with appropriate solutions. Manage your client's financial plans to help them achieve their goals, and grow relationships to support them through every stage of life. Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans that helps you have a bigger impact on your clients and community. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. You could be right for this opportunity if you have: Strong work ethic & motivated Sales and business development skills Entrepreneurial ambitions Strong leadership and communication skills History of success in relationship-building or client-facing roles Desire for ongoing learning Knowledge of financial products and services Legal authorization to work in the US without sponsorship The ideal candidate for this position will want to be rewarded for their work. They will be motivated to guide their clients toward financial success. Background in the financial services industry is encouraged but is not required. Our training and development team is passionate about working with coachable individuals. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner designation support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers Unsurpassed financial strength with total company assets of $366 billion Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Engage actively in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Engage actively in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Wyndham Hotels & Resorts is now seeking a Investor Relations Intern to join our team at the Parsippany - 22 Sylvan Way location in Parsippany, New Jersey. Why Wyndham? By joining Wyndham Hotels & Resorts, you will play an integral role in our mission to make hotel travel possible for all. You'll be part of the largest hotel franchise company in the world, where we strive to deliver the best value to our owners and guests. Most importantly, you'll be entrusted to live our unique Count on Me culture, set by our core values of integrity, accountability, inclusive, caring and fun. At Wyndham, we provide all team members the opportunity to grow through best-in-class training and career development, leadership training, mentorship opportunities and educational support. Supporting our team members is a top priority, which is why we offer competitive compensation and benefits, vacation, team member appreciation days, workplace flexibility and much more. At Wyndham Hotels & Resorts, we value and embrace a culture of diversity, equity and inclusion that supports team members of all backgrounds and experiences. We can't wait to welcome you! The Role Wyndham Hotels & Resorts' Investor Relations intern will work on challenging assignments, both operational and strategic in nature. These functions will include financial analysis, investor presentations, earnings releases and website management. Interns also participate in developmental activities, while learning more about Wyndham Hotels and our industry. What you'll do Assist with various quarterly investor relations functions including financial analysis, investor presentations, earnings releases, and website management Supporting data points across earnings materials through financial analysis Assist with peer analysis and target shareholder analysis as requested by management Generate peer comparisons and analyze shareholder records using quantitative metrics Assist with quality improvement and have a shared role in building new processes and growing investor relationships Complete ad hoc investor relations requests which will include building new processes for shareholder and peer analysis You'll be successful if you have Microsoft office knowledge, including Excel Required Qualifications/Experience Undergraduate Finance or accounting. Be enrolled in an accredited college, university or trade school undergraduate or graduate degree program. Be an undergraduate Rising Senior or pursuing a graduate degree. COMPANY OVERVIEW: Wyndham Hotels & Resorts is the world's largest hotel franchising company by the number of properties with approximately 9,200 hotels across over 95 countries on six continents. Through our network of approximately 872,000 rooms appealing to the everyday traveler, Wyndham commands a leading presence in the hospitality industry. Headquartered in Parsippany, N.J. with offices around the world in London, Shanghai, Buenos Aires, Dubai and more, Wyndham employs more than 2,000 corporate team members worldwide who are dedicated to the Company's mission of making hotel travel possible for all. Supporting thousands of franchisees and a growing global portfolio of 24 hotel brands-think household names like Wyndham, La Quinta, Ramada, Days Inn and Super 8-Wyndham team members are a widespread group of individuals with diverse interests and backgrounds. Our unique Count on Me culture, commitment to flexibility and core values of Integrity, Accountability, Inclusivity, Caring and Fun are just part of what continues to make Wyndham an award-winning best place to work. Wyndham Hotels & Resorts is an Equal Employment Opportunity Employer. Job Location: Parsippany - 22 Sylvan Way, 22 Sylvan Way, Parsippany, New Jersey 07054 Employment Status: Full-time

Trexquant is a growing systematic fund manager with a core team of highly accomplished researchers. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity, futures, and credit markets. As our Investor Relations Associate, you will play an integral part in our efforts to build awareness of our compelling narrative, coordinate targeted marketing materials, help execute investor outreach campaigns, as well as provide client service to our existing investors. Responsibilities Support and service existing investors, including preparing materials for periodic update calls, investor communications, and responses to investor due diligence. Coordinate scheduling of investor meetings with senior management, and produce necessary materials in preparation, as well as aspects of follow-up. Develop robust internal processes for streamlined engagement with prospective investors and internal stakeholders. Build and maintain relationships with existing investors while helping identify and engage prospective investors. Contribute to the development of comprehensive marketing strategies to attract new investors and develop relationships with existing clients. Enhance marketing materials such as pitch decks, website content, brochures, and thought leadership pieces Investigate changes in the investor landscape, and articulate how changes should inform our strategy. Prepare presentations and reports that articulate our fund's performance, strategy, and market insights. Coordinate with capital introduction teams and consultants to create a process of scheduling key conferences, roadshows, and one-on-one meetings. Conduct market research and competitor analysis to stay ahead of industry trends. Requirements Bachelor's degree in Marketing, Finance, Business Administration, or a related field; Master's degree or MBA preferred. 3+ years of experience in investor relations, or communications, preferably within the financial services or hedge fund industry. Strong understanding of systematic investment strategies and the hedge fund landscape. Analytical skills to prepare responses to investor inquiries Excellent communication, presentation, and writing skills. Ability to work independently and as part of a team in a fast-paced environment. Benefits Competitive salary plus bonus tied to your performance Comprehensive benefits including healthcare and insurance

Investment Associate People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enable a yet-to-be registered individual to thrive in the financial services industry. We pay you while you study and prepare to take the various exams needed to be a licensed financial advisor. Once you have passed the examinations, your salary continues while you begin learning and understanding the skills it takes to succeed as an advisor, or one of the other available roles, at Hennion & Walsh. Hennion & Walsh provides ongoing training and support to all of our advisors. We have a proven success model that enables you to build a long-term career. If you are a highly motivated individual and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you. We are looking for performance-driven personalities and entrepreneurs in spirit who are looking to build a career helping the individual investor achieve their financial goals and dreams. Overview Hennion & Walsh is an advocate to the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. We are searching for highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Investment Associates. Our ideal candidates thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. We have immediate openings! Opportunity • Work for a successful investment firm dedicated to performance, integrity, service, and innovation • Gain business expertise and market knowledge through our comprehensive training and mentoring program • Perform in an energetic, open environment • Succeed in an achievement-based culture Qualifications • Bachelor's degree or equivalent combination of education/experience • Personal or professional track record of achievement • Highly professional work ethic • Ability to handle multiple responsibilities and take initiative • Excellent organizational and time management skills Benefits • Competitive compensation • Open and supportive team-based environment • Full medical and dental benefits • 401(k) plan with company match

Position OverviewAt 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 to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investor Relations Associate within the Solebury Strategic Communications organization, you will be based in Stamford.Job Description Works with Solebury's senior advisory team to assist CEOs, CFOs and Investor Relations Officers in managing their relationships with investors, equity research analysts and other stakeholders. Performs ongoing competitive and strategic analysis on client companies, relevant peers, and the industry, as well as buy-side and sell-side trends to help inform client management team's of real time market developments and investor sentiment. Assists in development and maintenance of client investor relations strategies, plans, and activities. Organizes collected information and results to assist in developing content for quarterly financial results, including earnings presentations, press releases, scripts, and Q&A documents. Manages the investor relations portion of client's web site. Organizes logistics for investor conferences, non deal road shows, earnings calls, and investor meetings. Monitors and summarizes research analyst reports for senior management. Develops and maintains comprehensive buy-side database and investor call log and email distribution list. Researchs prospective clients and industries and develops presentations for business development meetings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccount Management, Client Relationship Building, Data Presentations, Financial Modeling, Go-to-Market Strategies, Influencing Change, Investor Relationship Management, Strategic PlanningCompetenciesAnalytical Thinking, Business Acumen, Customer Experience Management., Customer Relationship Management (CRM), Effective Communications, Industry Knowledge, Marketing Strategy and Positioning, Market Research, Selling., TeamworkWork ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job Classification: Investment Management - Investments At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions! Global Investment Strategy (GIS) is a unit of the Chief Investment Office (CIO) organization that is responsible for the management of the $400 billion General Account, which includes the domestic and international insurance investment portfolios of Prudential Financial Inc and affiliates. The GIS team is responsible for relative value assessment, new investment opportunities, cross portfolio strategy, active portfolio risk management, ALM strategy and analytics as well as environmental, social and governance (ESG) strategies for the insurance portfolios. We are seeking an Investment Associate to join our Investment Strategy team. In this role you will provide critical, hands-on support in the research, development, and implementation of the General Account's investment strategies. The individual will work closely with General Account portfolio managers, internal asset managers, and risk management to implement new investment strategies within enterprise risk appetite and external regulatory constraints across multiple jurisdictions. The current EWA for this position is Hybrid and requires your on-site presence on a reoccurring basis as determine by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site. What you can expect: • Participate in the development and implementation of General Account investment strategies including idea generation across a broad range of public and private asset classes. • Contribute to engagements with asset managers on new opportunities and provide insurance investment knowledge to optimize investments for insurance balance sheets. • Support cross portfolio initiatives such as analyzing new asset classes, understanding capital frameworks and their impact on investment initiatives, and optimizing new strategies under enterprise risk limits. • Support active portfolio construction process including risk positioning, identification and escalation of risk issues, and benchmarking of asset managers. • Coordinate and partner with other groups within CIO (e.g., Global Portfolio Management, Manager of Managers) and corporate functions (e.g., Enterprise Risk Management, Corporate Actuarial, Treasurer's Department, External Affairs, Tax and Finance) in understanding and addressing portfolio issues. • Engage in broad portfolio surveillance across multiple fixed income asset classes. • Contribute to strategic portfolio outlook and positioning through regular relative value and risk assessment discussion. What you'll need: • 4+ years of investment and/or risk management experience is required • Bachelor's Degree • Capital markets knowledge with experience in a variety of asset classes including corporate bonds, securitized products, and mortgage loans • Strong communicator, coordinator and thought partner; as well as ability to problem solve and explain solutions (both oral and written) • Excellent project management skills It'd be a plus if you: • Are pursuing a CFA designation and/or MBA • Had previous experience in investments, credit analysis or fixed income • Knowledge of insurance capital frameworks Prudential welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. At Prudential, you can: We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services including 1:1 Career advice, on demand resources and networking to propel your career forward. We're a global organization, full of outstandingly dedicated people who aren't afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $120,000 to $135,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Job Classification: Finance & Accounting - Finance & Accounting What you can expect We are seeking an individual to serve as a mutual fund tax specialist that will assist with all aspects of tax compliance and reporting. This person will coordinate workflow, assignments, and deadlines with both the tax and financial reporting teams. This individual will communicate with many internal and external partners, including Product, Legal, Compliance, custodian banks and external tax firms. In addition, the individual will be responsible for ongoing research for complex portfolio holdings and legislative changes. Responsibilities Review mutual fund tax compliance work. Review of return of capital distributions, corporate actions, and REIT adjustments for GAAP and tax purpose. Review financial statement tax disclosures. Review of federal, state, and local tax returns. Review year-end shareholder reporting. Support internal partners related to tax considerations and impacts. Responsible for review and research of complex holdings, including but not limited to partnerships, MLPs, swaps, options, foreign currency, shorts, notional principal contracts, convertible debt and passive foreign investment companies. Oversight of custodian banks tax reclaim services. Oversight of foreign jurisdictions taxation and impacts to mutual funds. What you will bring 3+ years of experience in mutual fund taxation CPA and/or Masters in Tax preferred Strong technical mutual fund tax skills Bachelor's degree in accounting Strong analytical skills with high attention to detail Ability to manage multiple priorities and deadlines Strong communication skills What will set you apart Experience specific to Chapter M Taxation knowledge across mutual funds, ETFs, and alternatives Work experience within a “big-4” firm PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Salary Range Disclosure The salary range for this role is from $90,000 to $110,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. About PGIM Investments PGIM Investments is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team welcomes new ideas and challenging the status-quo and are committed to developing talent for long-term success. A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

JobID: 210597232 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chappaqua,NY $25.00-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Who we are At Corebridge Financial, we believe everyone deserves financial security. We help people take action toward their future goals with our broad suite of retirement solutions and insurance products. Formerly AIG Life & Retirement, Corebridge is one of the largest and most established providers of retirement solutions and insurance products in the United States, with a long and proven track record of serving our clients. Our balanced portfolio across the Corebridge enterprise-Individual Retirement, Retirement Services, Life Insurance and Institutional Markets- enables us to manage risk, maximize growth opportunities, and help drive positive outcomes for those we serve. We proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow. For more information, visit ************************************ Get to know the business Investments manages over $300B of assets for Corebridge and their related insurance companies through separately managed portfolios and fund investments across a wide array of asset classes, including high grade and below investment grade corporate credit, private credit and direct lending, commercial and residential real estate, and private and real estate equity and hedge funds. The organization is comprised of experienced investment professionals who seek to create attractive risk-adjusted returns for the firm and its shareholders. Locations: Corebridge intern positions are available in Houston, TX and Jersey City, NJ. For applicants in Jersey City, NJ the hourly pay range is $30.00 - $33.00. Upon hire as a regular, full-time employee, the company offers a range of benefits. Summer Internship Program Description Joining the Corebridge Financial Summer Internship Program is a great way to enhance your business acumen and gain insight into our industry. Summer interns are placed into meaningful and interesting roles that are valued by the business. The Summer Internship Program lasts approximately 10 weeks and is targeted to students entering the final year of their undergraduate or graduate education. After initial orientation, summer interns will join one of our business lines, each of which offers a unique opportunity to obtain core technical knowledge and professional skills in a diverse environment. In addition to gaining on-the-job experience, summer interns have the opportunity to learn directly from senior management and participate in webinars, discussion forums, and networking receptions. Summer interns establish goals with their managers during the first week, and the goals are measured at the mid- and end- points of the summer. Successful summer interns may be considered for full-time analyst positions that become available in summer of 2026. Summer Internship Program Description * Commercial Real Estate Debt * Global Real Estate Equity * Alternatives * Private Credit * Chief Investment Office Qualifications What we're looking for: * Minimum Grade Point Average of 3.3 (unofficial transcript required with application). * Candidate for Undergraduate Bachelor's Degree at a top university or college. * Good academic and disciplinary standing at your university. * Candidates who have excelled in their previous work experience, demonstrated outstanding academic and extracurricular achievement, possess strong analytic, quantitative, interpersonal and communication skills, and are enthusiastic about the asset management industry. * Demonstrated interest in financial markets and asset management. * College students who are expected to graduate between December 2025 - August 2026 * Driven individuals who demonstrate strong academic and extracurricular achievement * Bold thinkers that possess solid analytical and quantitative skills * Enthusiastic about learning about the finance and insurance industry * Excellent organizational skills, ability to multitask and prioritize * Outstanding interpersonal and communication skills * Strong knowledge of MS Office, PowerPoint, Excel, Photoshop, Illustrator Corebridge Financial seeks candidates who have excelled in previous work experience, demonstrated outstanding academic and extracurricular achievement, possess strong analytical, quantitative, and interpersonal skills, and are enthusiastic about and committed to the insurance industry. The ideal candidates are bold thinkers with an entrepreneurial bent who possess a powerful blend of IQ (technical skills, consistent learning, statistical and financial acumen) and EQ (adaptive communication, empathy, listening skills, and the ability to challenge with humility). We also look for a diverse background of experience, culture, and thought. Successful candidates typically have a global perspective and a record of successful teamwork. We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: TH - Other Estimated Travel Percentage (%): Relocation Provided:

The Role Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we've earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors. From the very beginning, we've recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization. We're looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations. Now that you know our history, are you ready to be part of our future? Job Overview: Lord Abbett is currently seeking an Investment Risk Associate to join its Investment Risk Management team. In this role, the associate will monitor and report on capital markets and Lord Abbett strategies, analyze portfolio trading and holdings data, produce and enhance reports, assist other team members with investment risk analysis and research projects, and help maintain the team's documentation and knowledge base. This role offers the associate the opportunity to analyze investments across all asset classes Lord Abbett invests in, to collaborate with various functions across the firm, and to leverage their technical and quantitative skills to add value. We'll trust you to: Produce and deliver various daily, weekly, monthly, and quarterly reports on capital markets, Lord Abbett investment strategies, liquidity, derivative exposures, etc. Implement enhancements to existing reports and templates to improve data visualizations or update calculation methodologies. Organize and analyze large sets of portfolio and risk data from various systems. Support other team members with projects and investor engagements. Develop and maintain process documentation. Grow your knowledge set of Lord Abbett products and investment capabilities. You'll need to have: Bachelor's degree in a quantitative discipline; an advanced degree is a plus 0-5 years' experience in an investment-related field Expertise in programming languages such as Python (preferred), C++ and/or Java Strong intellectual curiosity and be self-driven Strong attention to detail Knowledge of statistical analysis techniques and comfort with analyzing large data sets High proficiency in Excel Experience with market data and analytics providers such as Bloomberg or FactSet is preferred Strong verbal and written communication skills Ability to work within a fast-paced team environment Collaborative, team-first attitude; growth mindset Ability to prioritize and progress multiple projects simultaneously Why Lord Abbett? Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture. Principles-Led - We empower our leaders to create an environment of trust. Performance-Oriented - We inspire our people to embody our values, excellence, responsibility, transparency & collaboration. Purpose-Driven - We instill a passion for always putting our clients' interests first. We are honored to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments and scored 100% on the Human Rights Campaign's Corporate Equality Index, a measure of LGBTQ+ workplace equality. Compensation Information: Annual base salary for this role is $100,000-$125,000. Salary is estimated for this role. Actual pay may be different. Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance. Benefits: Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visit Careers | Lord Abbett Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant's relevant experience, skills and qualifications. Important notice to Search Firms - Please Read Carefully Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (“Search Firms”) for employment opportunities. All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company. In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company. To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.

Responsibilities include but not limited to: * Learn about Salesforce/nCino. * Assist with loan portfolio management. * Assist and observe the commercial lending underwriting process. * Observe loan discussions and attend sales meetings. * Training on all deposit products offered by bank. * Learn about our treasury management process. * Assist Retail and Lending with analysis of new market. * Assist in identifying opportunities for sales in new market.