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Global Corporate Strategy Summer Analyst Program
Bank of America
location-iconBoston MA

WHAT YOU'LL DO As part of the Wealth Management Summer Analyst Program, interns will join the business for a period of 10 weeks in our Global Strategy organization. Summer analysts will be placed in one of four groups - (1) Global Corporate Strategy, (2) Global Principal Investments, (3) Wealth Management Strategy or (4) Wealth Management Data & Analytics - GLOBAL CORPORATE STRATEGY: Global Corporate Strategy is responsible for guiding BAC's overall strategy by driving ongoing dialog with senior management, the board of directors, and the bank's eight lines of business to evaluate and execute strategic initiatives, equity investments, M&A and other strategic transactions. Global Corporate Strategy is composed of approximately 40 employees located primarily in New York and Charlotte, with teammates in London, Chicago, and San Francisco. - GLOBAL PRINCIPAL INVESTMENTS: The Global Principal Investments team pursues highly selective equity investments that are aligned with the bank's strategic priorities. The team is responsible for originating, structuring, executing, and managing these direct equity investments. Its members work closely with Bank of America's eight lines of business to ensure strategic alignment and tangible benefits which can only be achieved through equity ownership. Global Principal Investments is composed of approximately 12 employees located primarily in New York and Charlotte, with teammates in London and San Francisco. - WEALTH MANAGEMENT STRATEGY: The Wealth Management Strategy team provides objective, actionable, and trusted strategic recommendations to the Wealth Management leadership team. The team is responsible for the development of business strategies that drive responsible growth and deliver value for shareholders. Its members work directly with Wealth Management executives and business leaders, and often in collaboration with other lines of business, to ensure strategic integration across BAC. Wealth Management Strategy is composed of approximately 15 employees located in New York. - WEALTH MANAGEMENT DATA & ANALYTICS: The Wealth Management Data & Analytics team partners with senior leaders across Wealth Management and the Wealth Management and Corporate Strategy teams to assist with thedevelopment of business strategies. The team does so by providing data, analysis and reporting solutions that help design and implement business strategies as well as monitor the progress of initiatives and other key performance metrics. Wealth Management Data & Analytics is composed of approximately 20 employees located in New Jersey. All three groups will expose interns to senior leaders across BAC as part of developing and executing against the bank's strategic priorities. Interns will build expertise in financial analysis, develop acumen in Corporate or Wealth Management strategy, and closely monitor key industry trends to keep the team and management informed. Given the relatively small size of both groups, interns will have the opportunity to assume diverse responsibilities and work closely with senior members of their teams. As part of the internship program, Summer Analysts will be responsible for: - Assist with the strategic planning process - Analyze, create and develop comprehensive company and industry insights - Perform data analyses to drive insights and inform strategic recommendations - Synthesize research/analyses, and develop concise and effective presentations - Work with senior team members to develop and maintain detailed financial analysis - Assist with deliverables for senior leaders across the organization

Full Time
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Global Corporate Strategy Summer Analyst Program
Bank of America
location-iconCambridge MA

WHAT YOU'LL DO As part of the Wealth Management Summer Analyst Program, interns will join the business for a period of 10 weeks in our Global Strategy organization. Summer analysts will be placed in one of four groups - (1) Global Corporate Strategy, (2) Global Principal Investments, (3) Wealth Management Strategy or (4) Wealth Management Data & Analytics - GLOBAL CORPORATE STRATEGY: Global Corporate Strategy is responsible for guiding BAC's overall strategy by driving ongoing dialog with senior management, the board of directors, and the bank's eight lines of business to evaluate and execute strategic initiatives, equity investments, M&A and other strategic transactions. Global Corporate Strategy is composed of approximately 40 employees located primarily in New York and Charlotte, with teammates in London, Chicago, and San Francisco. - GLOBAL PRINCIPAL INVESTMENTS: The Global Principal Investments team pursues highly selective equity investments that are aligned with the bank's strategic priorities. The team is responsible for originating, structuring, executing, and managing these direct equity investments. Its members work closely with Bank of America's eight lines of business to ensure strategic alignment and tangible benefits which can only be achieved through equity ownership. Global Principal Investments is composed of approximately 12 employees located primarily in New York and Charlotte, with teammates in London and San Francisco. - WEALTH MANAGEMENT STRATEGY: The Wealth Management Strategy team provides objective, actionable, and trusted strategic recommendations to the Wealth Management leadership team. The team is responsible for the development of business strategies that drive responsible growth and deliver value for shareholders. Its members work directly with Wealth Management executives and business leaders, and often in collaboration with other lines of business, to ensure strategic integration across BAC. Wealth Management Strategy is composed of approximately 15 employees located in New York. - WEALTH MANAGEMENT DATA & ANALYTICS: The Wealth Management Data & Analytics team partners with senior leaders across Wealth Management and the Wealth Management and Corporate Strategy teams to assist with thedevelopment of business strategies. The team does so by providing data, analysis and reporting solutions that help design and implement business strategies as well as monitor the progress of initiatives and other key performance metrics. Wealth Management Data & Analytics is composed of approximately 20 employees located in New Jersey. All three groups will expose interns to senior leaders across BAC as part of developing and executing against the bank's strategic priorities. Interns will build expertise in financial analysis, develop acumen in Corporate or Wealth Management strategy, and closely monitor key industry trends to keep the team and management informed. Given the relatively small size of both groups, interns will have the opportunity to assume diverse responsibilities and work closely with senior members of their teams. As part of the internship program, Summer Analysts will be responsible for: - Assist with the strategic planning process - Analyze, create and develop comprehensive company and industry insights - Perform data analyses to drive insights and inform strategic recommendations - Synthesize research/analyses, and develop concise and effective presentations - Work with senior team members to develop and maintain detailed financial analysis - Assist with deliverables for senior leaders across the organization

Full Time
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Credit and Wholesale Banking Summer Analyst Program
Bank of America
location-iconBoston MA

**WHAT YOU'LL DO** The Credit and Wholesale Banking Summer Analyst Program is designed to offer candidates the opportunity to work within the Wholesale Credit organization. Wholesale Credit partners closely with the front-line banking sales teams across Business Banking, Commercial Banking, Corporate and Investment Banking, and Wealth Management Banking to deliver optimal credit solutions to help our clients succeed. The business puts an emphasis on innovation and digital technology to continue to deliver for our clients both locally and internationally. - Analyzing industry, collateral, and financial trends of clients in various industries - Analyzing and updating data on collateral, financials, projections, covenant compliance, free cash flow, audit and appraisal statistics and more - Assisting in the underwriting, credit risk analysis, negotiation, and closing of new transactions or existing transactions - Partnering with experienced Credit Officers and Client Managers to evaluate credit risks, and formulate the loan structure - Spreading financial statements, assessing client's compliance with financial covenants & confirming the accuracy of risk ratings or offering changes

Full Time
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Global Corporate Strategy Summer Analyst Program
Bank of America
location-iconBabson Park MA

WHAT YOU'LL DO As part of the Wealth Management Summer Analyst Program, interns will join the business for a period of 10 weeks in our Global Strategy organization. Summer analysts will be placed in one of four groups - (1) Global Corporate Strategy, (2) Global Principal Investments, (3) Wealth Management Strategy or (4) Wealth Management Data & Analytics - GLOBAL CORPORATE STRATEGY: Global Corporate Strategy is responsible for guiding BAC's overall strategy by driving ongoing dialog with senior management, the board of directors, and the bank's eight lines of business to evaluate and execute strategic initiatives, equity investments, M&A and other strategic transactions. Global Corporate Strategy is composed of approximately 40 employees located primarily in New York and Charlotte, with teammates in London, Chicago, and San Francisco. - GLOBAL PRINCIPAL INVESTMENTS: The Global Principal Investments team pursues highly selective equity investments that are aligned with the bank's strategic priorities. The team is responsible for originating, structuring, executing, and managing these direct equity investments. Its members work closely with Bank of America's eight lines of business to ensure strategic alignment and tangible benefits which can only be achieved through equity ownership. Global Principal Investments is composed of approximately 12 employees located primarily in New York and Charlotte, with teammates in London and San Francisco. - WEALTH MANAGEMENT STRATEGY: The Wealth Management Strategy team provides objective, actionable, and trusted strategic recommendations to the Wealth Management leadership team. The team is responsible for the development of business strategies that drive responsible growth and deliver value for shareholders. Its members work directly with Wealth Management executives and business leaders, and often in collaboration with other lines of business, to ensure strategic integration across BAC. Wealth Management Strategy is composed of approximately 15 employees located in New York. - WEALTH MANAGEMENT DATA & ANALYTICS: The Wealth Management Data & Analytics team partners with senior leaders across Wealth Management and the Wealth Management and Corporate Strategy teams to assist with thedevelopment of business strategies. The team does so by providing data, analysis and reporting solutions that help design and implement business strategies as well as monitor the progress of initiatives and other key performance metrics. Wealth Management Data & Analytics is composed of approximately 20 employees located in New Jersey. All three groups will expose interns to senior leaders across BAC as part of developing and executing against the bank's strategic priorities. Interns will build expertise in financial analysis, develop acumen in Corporate or Wealth Management strategy, and closely monitor key industry trends to keep the team and management informed. Given the relatively small size of both groups, interns will have the opportunity to assume diverse responsibilities and work closely with senior members of their teams. As part of the internship program, Summer Analysts will be responsible for: - Assist with the strategic planning process - Analyze, create and develop comprehensive company and industry insights - Perform data analyses to drive insights and inform strategic recommendations - Synthesize research/analyses, and develop concise and effective presentations - Work with senior team members to develop and maintain detailed financial analysis - Assist with deliverables for senior leaders across the organization

Full Time
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Global Corporate Strategy Summer Analyst Program
Bank of America
location-iconBrockton MA

WHAT YOU'LL DO As part of the Wealth Management Summer Analyst Program, interns will join the business for a period of 10 weeks in our Global Strategy organization. Summer analysts will be placed in one of four groups - (1) Global Corporate Strategy, (2) Global Principal Investments, (3) Wealth Management Strategy or (4) Wealth Management Data & Analytics - GLOBAL CORPORATE STRATEGY: Global Corporate Strategy is responsible for guiding BAC's overall strategy by driving ongoing dialog with senior management, the board of directors, and the bank's eight lines of business to evaluate and execute strategic initiatives, equity investments, M&A and other strategic transactions. Global Corporate Strategy is composed of approximately 40 employees located primarily in New York and Charlotte, with teammates in London, Chicago, and San Francisco. - GLOBAL PRINCIPAL INVESTMENTS: The Global Principal Investments team pursues highly selective equity investments that are aligned with the bank's strategic priorities. The team is responsible for originating, structuring, executing, and managing these direct equity investments. Its members work closely with Bank of America's eight lines of business to ensure strategic alignment and tangible benefits which can only be achieved through equity ownership. Global Principal Investments is composed of approximately 12 employees located primarily in New York and Charlotte, with teammates in London and San Francisco. - WEALTH MANAGEMENT STRATEGY: The Wealth Management Strategy team provides objective, actionable, and trusted strategic recommendations to the Wealth Management leadership team. The team is responsible for the development of business strategies that drive responsible growth and deliver value for shareholders. Its members work directly with Wealth Management executives and business leaders, and often in collaboration with other lines of business, to ensure strategic integration across BAC. Wealth Management Strategy is composed of approximately 15 employees located in New York. - WEALTH MANAGEMENT DATA & ANALYTICS: The Wealth Management Data & Analytics team partners with senior leaders across Wealth Management and the Wealth Management and Corporate Strategy teams to assist with thedevelopment of business strategies. The team does so by providing data, analysis and reporting solutions that help design and implement business strategies as well as monitor the progress of initiatives and other key performance metrics. Wealth Management Data & Analytics is composed of approximately 20 employees located in New Jersey. All three groups will expose interns to senior leaders across BAC as part of developing and executing against the bank's strategic priorities. Interns will build expertise in financial analysis, develop acumen in Corporate or Wealth Management strategy, and closely monitor key industry trends to keep the team and management informed. Given the relatively small size of both groups, interns will have the opportunity to assume diverse responsibilities and work closely with senior members of their teams. As part of the internship program, Summer Analysts will be responsible for: - Assist with the strategic planning process - Analyze, create and develop comprehensive company and industry insights - Perform data analyses to drive insights and inform strategic recommendations - Synthesize research/analyses, and develop concise and effective presentations - Work with senior team members to develop and maintain detailed financial analysis - Assist with deliverables for senior leaders across the organization

Full Time
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Credit and Wholesale Banking Summer Analyst Program
Bank of America
location-iconBrockton MA

**WHAT YOU'LL DO** The Credit and Wholesale Banking Summer Analyst Program is designed to offer candidates the opportunity to work within the Wholesale Credit organization. Wholesale Credit partners closely with the front-line banking sales teams across Business Banking, Commercial Banking, Corporate and Investment Banking, and Wealth Management Banking to deliver optimal credit solutions to help our clients succeed. The business puts an emphasis on innovation and digital technology to continue to deliver for our clients both locally and internationally. - Analyzing industry, collateral, and financial trends of clients in various industries - Analyzing and updating data on collateral, financials, projections, covenant compliance, free cash flow, audit and appraisal statistics and more - Assisting in the underwriting, credit risk analysis, negotiation, and closing of new transactions or existing transactions - Partnering with experienced Credit Officers and Client Managers to evaluate credit risks, and formulate the loan structure - Spreading financial statements, assessing client's compliance with financial covenants & confirming the accuracy of risk ratings or offering changes

Full Time
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Remote Accounting Manager [Financial Services/Banking]
Beech Valley Solutions
location-iconBoston MA

Compensation: $70-120/hour  Duration: 4 months with potential to extend Weekly Commitment: 40 hours/week Location: Fully Remote Nationwide (WFH) About Beech Valley:  Beech Valley is a technology-based staffing firm that connects top-tier public accountants to highly sought-after freelance consulting opportunities. We've curated a network of cutting-edge clients that are embracing the gig economy.  With project opportunities delivered to your inbox, we help to build your client list. We seek qualified accounting and finance professionals to connect with clients across the country in need of your expertise. These opportunities are remote, career-building projects that match interests, industries, and experience levels. Description:  We have a number of clients seeking consultants with financial services/banking/credit union industry experience. If you have accounting experience within these industries, then this may be a great fit for you! You will be a team member within our client's consulting team. Requirements: Bachelor degree in Accounting, Finance, Business Administration, IT, or related analytical fieldFinancial services/banking experienceExcellent communication and leadership skillsRegulatory reporting experience SEC reporting experience  Preferred Experience:  Big-4 financial services consulting, large banks, investment banks, etc. Anti-Money Laundering (AML)Know Your Client (KYC)Financial services internal audit Financial Industry Regulatory Authority (FINRA)Fund accounting Mortgage backed securitiesCommodities  If you have experience at any of the following banks we would love to speak with you!  JPMorgan Chase & Co. Bank of America Corp. Wells Fargo & Co. Citigroup Inc.U.S. BancorpTruist Bank PNC Financial Services Group Inc. TD Group US Holdings LLC Goldman Sachs Group Inc. Bank of New York Mellon Corp. Capital One Financial Corp.State Street Corp.Fifth Third Bank HSBC Silicon Valley Bank Responsibilities: Assist with monthly, quarterly, and year-end financial reporting for various financial services and banking industry clients Year-end GAAP and SEC reportingBanking and financial services regulatory reporting Other accounting/financial duties as assigned by client  Why Beech Valley? Flexibility: CPAs who work as consultants have the ability to accept and reject projects, freeing time to travel, start their own business, or spend more time with family. Compensation: Get paid for every single hour you work. Growth: Make an impression as a top advisor at sought-after companies while diversifying your technical skills on new, exciting projects and expand your professional network. Experienced professionals love working with us! Our interesting contract positions help professionals that want to spend more time with family travel the world or start their own side business, all while making money for every hour they work. If you are available for project work and excited to increase your earning potential, apply today! 

Full Time
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Remote Accounting Manager [Financial Services/Banking]
Beech Valley Solutions
location-iconCambridge MA

Compensation: $70-120/hour  Duration: 4 months with potential to extend Weekly Commitment: 40 hours/week Location: Fully Remote Nationwide (WFH) About Beech Valley:  Beech Valley is a technology-based staffing firm that connects top-tier public accountants to highly sought-after freelance consulting opportunities. We've curated a network of cutting-edge clients that are embracing the gig economy.  With project opportunities delivered to your inbox, we help to build your client list. We seek qualified accounting and finance professionals to connect with clients across the country in need of your expertise. These opportunities are remote, career-building projects that match interests, industries, and experience levels. Description:  We have a number of clients seeking consultants with financial services/banking/credit union industry experience. If you have accounting experience within these industries, then this may be a great fit for you! You will be a team member within our client's consulting team. Requirements: Bachelor degree in Accounting, Finance, Business Administration, IT, or related analytical fieldFinancial services/banking experienceExcellent communication and leadership skillsRegulatory reporting experience SEC reporting experience  Preferred Experience:  Big-4 financial services consulting, large banks, investment banks, etc. Anti-Money Laundering (AML)Know Your Client (KYC)Financial services internal audit Financial Industry Regulatory Authority (FINRA)Fund accounting Mortgage backed securitiesCommodities  If you have experience at any of the following banks we would love to speak with you!  JPMorgan Chase & Co. Bank of America Corp. Wells Fargo & Co. Citigroup Inc.U.S. BancorpTruist Bank PNC Financial Services Group Inc. TD Group US Holdings LLC Goldman Sachs Group Inc. Bank of New York Mellon Corp. Capital One Financial Corp.State Street Corp.Fifth Third Bank HSBC Silicon Valley Bank Responsibilities: Assist with monthly, quarterly, and year-end financial reporting for various financial services and banking industry clients Year-end GAAP and SEC reportingBanking and financial services regulatory reporting Other accounting/financial duties as assigned by client  Why Beech Valley? Flexibility: CPAs who work as consultants have the ability to accept and reject projects, freeing time to travel, start their own business, or spend more time with family. Compensation: Get paid for every single hour you work. Growth: Make an impression as a top advisor at sought-after companies while diversifying your technical skills on new, exciting projects and expand your professional network. Experienced professionals love working with us! Our interesting contract positions help professionals that want to spend more time with family travel the world or start their own side business, all while making money for every hour they work. If you are available for project work and excited to increase your earning potential, apply today! 

Full Time
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Branch Manager(Float), Boston Downtown District, MA
Santander Holdings USA Inc
location-iconBoston MA

Branch Manager(Float), Boston Downtown District, MABoston, United States of AmericaWHAT YOU WILL BE DOING English Primary Location:Boston, Massachusetts, United States of AmericaOther Locations:Massachusetts-BostonOrganization:Santander Bank N.A.RequiredPreferredJob IndustriesTransportation

Full Time
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Branch Manager, Union Avenue, Framingham, MA
Santander Holdings USA Inc
location-iconWakefield MA

USA Manager, Branch Manager (008409)Framingham, United States of AmericaWHAT YOU WILL BE DOINGWHAT WE ARE LOOKING FOREXPERIENCEEDUCATIONCOMPETENCIES English Primary Location:Framingham, Massachusetts, United States of AmericaOther Locations:Massachusetts-FraminghamOrganization:Santander Bank N.A.RequiredPreferredJob IndustriesTransportation

Full Time
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Admin/Events Coordinator
M&T Bank
location-iconBoston MA

Overview:   Provides high level, more complex secretarial/administrative support to senior management employees or groups in the Bank Primary Responsibilities:     Serve as a liaison between manager and bank personnel, responding to questions and issues on departmental matters.Creates non-routine correspondence and communications on behalf of manager.Perform high level administrative / project assignments, relieving management of many day-to-day operations and ensuring smooth functioning of department.Prepare and arrange business presentations, management letters, and other communications to include agendas, meeting minutes.Schedule appointments and maintain calendar for manager.  Coordinate all travel arrangements.Prepare disbursements and billings for approval.  Maintains financial expense records.Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.Promote an environment that supports diversity and reflects the M&T Bank brand.Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Complete other related duties as assigned. Education and Experience Required:        Associate's degree or equivalent in experience       4 years progressive secretarial/administrative support experience with demonstrated development of skills on-the-job #LI-LP1 LocationBoston, Massachusetts, United States of America

Full Time
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Branch Manager(Float), Boston Downtown District, MA
Santander Holdings USA Inc
location-iconSharon MA

Branch Manager(Float), Boston Downtown District, MABoston, United States of AmericaWHAT YOU WILL BE DOING English Primary Location:Boston, Massachusetts, United States of AmericaOther Locations:Massachusetts-BostonOrganization:Santander Bank N.A.RequiredPreferredJob IndustriesTransportation

Full Time
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Branch Manager, Greater Worcester Area, Worcester, MA
Santander Holdings USA Inc
location-iconSudbury MA

Branch Manager, Greater Worcester Area, Worcester, MAWorcester, United States of AmericaWHAT YOU WILL BE DOINGSantander is one of the largest banks in the world, and one of the top banks in the United States based on deposits. With a principal presence in the northeast U.S., Santanders retail division serves nearly 2 million customers and more than 5% of small businesses in the US.The Branch Manager is responsible for the administration of sales, service, operational efficiency, risk applications, internal control and HR management activities to meet bank objectives for the branch. Incumbents develop a culture within the branch in which quality and continuous improvement on all performance accountabilities are understood and utilized by all team members. Ensures the team is focused on the acquisition of new business and personal relationships and the retention and expansion of existing relationships.This is a Float position for the Greater Worcester Area.ResponsibilitiesImplements strategies to reduce overhead, and is responsible for managing branch P & L.Directs the development, implementation and use of productive sales strategies and techniques, generating additional bank business through any mean or channel provided by the Company.Focuses on increasing Bank products and services, sales and number of clients, by executing customized strategies related to people and client management.Coaches and motivates branch team members.Participates in branch functions and community activities to promote the organization's image and growth, ensuring that the Company maintains a strong local presence.Delivers exceptional customer service and coaches/motivates team to deepen existing customer relationships and acquire new customers.Manages performance of all branch staff. Responsible for the hiring, retention, motivation, and success of branch colleagues across all job families within the branch.WHAT WE ARE LOOKING FOREXPERIENCEEDUCATIONCOMPETENCIES English Primary Location:Worcester, Massachusetts, United States of AmericaOther Locations:Massachusetts-WorcesterOrganization:Santander Bank N.A.RequiredPreferredJob IndustriesTransportation

Full Time
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Commercial Relationship Manager
M&T Bank
location-iconBoston MA

Overview: Responsible for an assigned portfolio of loan and/or deposit relationships with major businesses in the community. Solicits new business, cross sells, administers and services existing business relationships. Primary Responsibilities: Services customers seeking loan and/or deposit relationships with the Bank, interviews applicants to develop information concerning their businesses and requirements, evaluates credit information and makes relationship recommendations.Maximizes the Department's profitability through the maintenance of a high quality loan portfolio. Follows current loans to ensure conformity with terms; maintains current and complete credit file.Participates in a formal call program to develop new loan, deposit and fee based business.Follows market trends and developments to increase the Bank's business in established and developing markets.Represents the Bank in civic and community activities. Bachelors Degree or four years relevant experience. Five to seven years credit experience, sales preferred.Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.Promote an environment that supports diversity and reflects the M&T Bank brand.Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Complete other related duties as assigned. Scope of Responsibilities: Services customers seeking loan and/or deposit relationships.  Works closely with internal contacts to service clients.Manage and retain existing clients. Supervisory/ Managerial Responsibilities: Not Applicable. Education and Experience Required: Bachelors Degree or four years relevant experience.  Five to seven years credit experience, sales preferred.Financial analysis and knowledge of credit principals. Excellent communication and interpersonal skills with the ability to interact with all levels of personnel using diplomacy.  Ability to sell effectively to prospects and clients.  Excellent presentation skills. Education and Experience Preferred: General knowledge of banking and the Bank’s various commercial fee based products.Applied knowledge of Bank policies and procedures.LocationBoston, Massachusetts, United States of America

Full Time
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Equity Trade Support - AVP
Mizuho
location-iconCambridge MA

The Equity Domestic Operations provides support for domestic equity; assisting traders with issues, supervising and facilitating trade allocations, trade configurations and input, troubleshooting P&S and settlement problems by researching, taking corrective actions and solving root cause **TRADE SUPPORT - KEY RESPONSIBILITIES** - Coordinate across different areas, including Technology, Product Control, Business Management, Market Risk, and Settlements to implement process, system and product changes. - Liaise with traders and counterparties to ensure accuracy in trade capture. - Provide support or resolve any adhoc queries pertaining to the booking, p/l or risk representation for traders in the books. - Work with Traders, Finance and other groups to resolve various issues affecting PnL. - Accurately capture trades. - Investigate and resolve issues causing breaks or failures for the supported business. - Monitor various controls implemented to mitigate risk to the business. - Identify areas for improvement and drive change to enhance control and reduce manual intervention **REQUIREMENTS** - 2-5+ Years of experience supporting Domestic Equities and settlements. - System experience is a plus - BPS / DTC / CTM / ALERT. - Detail oriented with exceptional quality and productivity. - Team player with capability to help maintain a positive work environment. - Strong analytical and decision-making skills. - Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes. - Strong verbal and written interaction skills **OTHER REQUIREMENTS** In accordance with New York City law, employees based in Mizuho’s New York City office are required to be fully vaccinated against COVID-19 to work on-site (unless a legally-required accommodation has been approved). Mizuho has in place a pilot remote working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. **COMPANY OVERVIEW** Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. Mizuho’s operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG), which is comprised of offices in nearly 40 countries, approximately 60,000 employees, and assets of more than USD 1.8 trillion. Learn more at mizuhoamericas.com. Mizuho Bank Ltd. offers a competitive total rewards package. We are an EEO/AA Employer -M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Full Time
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Private Banking Client Services Specialist
M&T Bank
location-iconDanvers MA

Overview: Supports the Private Banking team in all aspects of client service, account opening and maintenance, and office administration.  Services a full range of Private Banking products and services for high-net-worth clients to meet their needs and provide a superior service experience.Primary Responsibilities:Work independently to service the daily transaction needs of Private Banking clients, including problem resolution, overdrafts, account delinquency, wire transfers, book transfers, account maintenance, etc. to ensure they are addressed in a timely manner and to the satisfaction of the client, while looking for alternative options.Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or obtained from Private Bankers to resolve routine to complex service issues of Private Banking clients, with the goal of exceeding their expectations to contribute to the retention and expansion of client relationships.Open new deposit and loan accounts and modify existing accounts on the appropriate system to meet the needs of Private Banking clients.Build, manage and maintain strong client relationships through daily interactions with clients and internal business partners to contribute to the retention and expansion of client relationships.Remain current on products and services, internal policies and procedures and external developments, including regulations, which may affect the client and the Bank.Review daily department reports to ensure compliance with operation, security and audit procedures as well as a positive client experience. Follow established procedures when the report review identifies an issue to ensure it is resolved.Assist in the management of day-to-day service needs of Private Banking clients.Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.  Identify risk-related issues needing escalation to management.Promote an environment that supports diversity and reflects the M&T Bank brand.Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.Complete other related duties as assigned. Education and Experience Required:Bachelor’s degree and a minimum of 1 years’ experience in a private banking or wealth management customer service role,OR in lieu of a degree,A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ experience in a private banking or wealth management customer service role Strong customer service skillsStrong interpersonal skillsStrong verbal and written communication skillsStrong organizational skillsKnowledge of consumer and commercial banking products and servicesAbility to obtain and maintain state-specific Notary LicenseProficiency with personal computers as well as pertinent word processing, spreadsheet and presentation software Education and Experience Preferred:Minimum of 3 years’ private banking, wealth management, commercial banking and/or branch experience.Exposure to and knowledge of the Bank’s retail and commercial banking systems.Knowledge of Private Banking products and services.Ability to work independently and in a team-based environment.LocationDanvers, Massachusetts, United States of America

Full Time
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Equity Trade Support - AVP
Mizuho
location-iconWellesley MA

The Equity Domestic Operations provides support for domestic equity; assisting traders with issues, supervising and facilitating trade allocations, trade configurations and input, troubleshooting P&S and settlement problems by researching, taking corrective actions and solving root cause **TRADE SUPPORT - KEY RESPONSIBILITIES** - Coordinate across different areas, including Technology, Product Control, Business Management, Market Risk, and Settlements to implement process, system and product changes. - Liaise with traders and counterparties to ensure accuracy in trade capture. - Provide support or resolve any adhoc queries pertaining to the booking, p/l or risk representation for traders in the books. - Work with Traders, Finance and other groups to resolve various issues affecting PnL. - Accurately capture trades. - Investigate and resolve issues causing breaks or failures for the supported business. - Monitor various controls implemented to mitigate risk to the business. - Identify areas for improvement and drive change to enhance control and reduce manual intervention **REQUIREMENTS** - 2-5+ Years of experience supporting Domestic Equities and settlements. - System experience is a plus - BPS / DTC / CTM / ALERT. - Detail oriented with exceptional quality and productivity. - Team player with capability to help maintain a positive work environment. - Strong analytical and decision-making skills. - Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes. - Strong verbal and written interaction skills **OTHER REQUIREMENTS** In accordance with New York City law, employees based in Mizuho’s New York City office are required to be fully vaccinated against COVID-19 to work on-site (unless a legally-required accommodation has been approved). Mizuho has in place a pilot remote working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. **COMPANY OVERVIEW** Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. Mizuho’s operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG), which is comprised of offices in nearly 40 countries, approximately 60,000 employees, and assets of more than USD 1.8 trillion. Learn more at mizuhoamericas.com. Mizuho Bank Ltd. offers a competitive total rewards package. We are an EEO/AA Employer -M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Full Time
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Business Banking Senior Relationship Manager I
M&T Bank
location-iconDanvers MA

Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients.  Solicit new business, manage risk and credit decisions, and service existing clients through the bank’s relationship management program.  Work with branch partners to effectively sell to the business customer and cross sell other bank products. Primary Responsibilities: Develop new banking relationships with business prospects.Service existing business banking client base.Achieve established goals as outlined by manager.Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers.Network with centers of influence to develop business including accountants, attorneys and other referral sources.Manage the segment’s more complicated and important loan relationships.Evaluate credit information and requests and recommend appropriate loan structure to manage risk.Effectively negotiate with underwriters and clients to maximize revenue and minimize risk.Achieve sales goals with minimum expectations as follows:  Revenue of $300M to $500M.  Loan production of $7.5MM to $12MM.  Deposit balance production of $750M to $2.5MM.  Manage loan portfolio of $15MM to $40MM.  Oversee approximately 30 to 65 relationship managed clients.Actively participate in all business banking and retail sales sprints.Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned.Participate in civic and cultural organizations and programs.Utilize prescribed selling techniques to maximize sales opportunities.Scope of Responsibilities: Ability to sell effectively to prospects and clients.  Manage and retain existing clients.Work closely with internal contacts to service clients. Works under moderate supervision. Supervisory/ Managerial Responsibilities: May or may not have supervisory or mentoring responsibilities. Education and Experience Required:Bachelor’s degree or 3-5 years of relevant work experience5 plus years experience. Knowledge of personal computers and the software utilized by the departmentAbility to read and analyze financial statements and tax returns.Strong credit skills necessary to evaluate loan requests.Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets.Strong interpersonal and presentation skills required. LocationDanvers, Massachusetts, United States of America

Full Time
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Mortgage Originator
M&T Bank
location-iconBoston MA

Overview:Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer’s financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act. Primary Responsibilities:Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data. Independently assesses applicant’s credit worthiness.  Has authority to issue pre-qualification statement of borrowers’ eligibility.Determines which products best meet the customer’s needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs. Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed. Cultivates new mortgage business.  Markets, services and promotes the bank’s mortgage products.  This includes the solicitation of residential first mortgages through contacts with Realtors, builders, and developers. Regularly works at a bank facility, but may be required to travel to and work at prospective customers’ homes or business locations.  Follows-up on potential customers via travel or telephone.Negotiates terms and conditions of loan with mortgagors. Has authority to bind the bank in connection therewith.                            Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements. Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance. Independently monitors trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages.  Represents the bank in the community and related functions to identify, develop and promote additional business. May present seminars to general public and real estate agents to promote additional business and community outreach. Scope of Responsibilities:The incumbent always works under limited supervision, sometimes away from the office.The position requires extensive external contacts (potential and existing customers, Realtors, etc.), as well as internal contacts (other Bank personnel) primarily on sales calls outside the office.Will interact with individuals and teams internally and within the community assigned, developing new relationships and maintaining existing relationshipsResponsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Education and Experience Required:Associates degree and 2 years sales experience,OR in lieu of a degree,A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience. Thorough knowledge of FHA/VA regulations, conventional loan requirements and real estate law. Education and Experience Preferred:Technical SkillsGeneral knowledge of personal computers and software programs utilized by Residential Mortgage DepartmentProven sales ability.Strong mathematical skills.Self-motivated, well-organized individual.Excellent verbal and written communication skills.Ability to interact with individuals at all income levels and peers in a professional manner.Demonstrated ability to work independently and to follow through on details to completion.Ability to work under critical time constraints.LocationBoston, Massachusetts, United States of America

Full Time
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Equity Trade Support - AVP
Mizuho
location-iconBabson Park MA

The Equity Domestic Operations provides support for domestic equity; assisting traders with issues, supervising and facilitating trade allocations, trade configurations and input, troubleshooting P&S and settlement problems by researching, taking corrective actions and solving root cause **TRADE SUPPORT - KEY RESPONSIBILITIES** - Coordinate across different areas, including Technology, Product Control, Business Management, Market Risk, and Settlements to implement process, system and product changes. - Liaise with traders and counterparties to ensure accuracy in trade capture. - Provide support or resolve any adhoc queries pertaining to the booking, p/l or risk representation for traders in the books. - Work with Traders, Finance and other groups to resolve various issues affecting PnL. - Accurately capture trades. - Investigate and resolve issues causing breaks or failures for the supported business. - Monitor various controls implemented to mitigate risk to the business. - Identify areas for improvement and drive change to enhance control and reduce manual intervention **REQUIREMENTS** - 2-5+ Years of experience supporting Domestic Equities and settlements. - System experience is a plus - BPS / DTC / CTM / ALERT. - Detail oriented with exceptional quality and productivity. - Team player with capability to help maintain a positive work environment. - Strong analytical and decision-making skills. - Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes. - Strong verbal and written interaction skills **OTHER REQUIREMENTS** In accordance with New York City law, employees based in Mizuho’s New York City office are required to be fully vaccinated against COVID-19 to work on-site (unless a legally-required accommodation has been approved). Mizuho has in place a pilot remote working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. **COMPANY OVERVIEW** Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. Mizuho’s operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG), which is comprised of offices in nearly 40 countries, approximately 60,000 employees, and assets of more than USD 1.8 trillion. Learn more at mizuhoamericas.com. Mizuho Bank Ltd. offers a competitive total rewards package. We are an EEO/AA Employer -M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Full Time
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Global Corporate Strategy Summer Analyst Program
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Full Time
location-iconBoston MA
Job Description
WHAT YOU'LL DO As part of the Wealth Management Summer Analyst Program, interns will join the business for a period of 10 weeks in our Global Strategy organization. Summer analysts will be placed in one of four groups - (1) Global Corporate Strategy, (2) Global Principal Investments, (3) Wealth Management Strategy or (4) Wealth Management Data & Analytics - GLOBAL CORPORATE STRATEGY: Global Corporate Strategy is responsible for guiding BAC's overall strategy by driving ongoing dialog with senior management, the board of directors, and the bank's eight lines of business to evaluate and execute strategic initiatives, equity investments, M&A and other strategic transactions. Global Corporate Strategy is composed of approximately 40 employees located primarily in New York and Charlotte, with teammates in London, Chicago, and San Francisco. - GLOBAL PRINCIPAL INVESTMENTS: The Global Principal Investments team pursues highly selective equity investments that are aligned with the bank's strategic priorities. The team is responsible for originating, structuring, executing, and managing these direct equity investments. Its members work closely with Bank of America's eight lines of business to ensure strategic alignment and tangible benefits which can only be achieved through equity ownership. Global Principal Investments is composed of approximately 12 employees located primarily in New York and Charlotte, with teammates in London and San Francisco. - WEALTH MANAGEMENT STRATEGY: The Wealth Management Strategy team provides objective, actionable, and trusted strategic recommendations to the Wealth Management leadership team. The team is responsible for the development of business strategies that drive responsible growth and deliver value for shareholders. Its members work directly with Wealth Management executives and business leaders, and often in collaboration with other lines of business, to ensure strategic integration across BAC. Wealth Management Strategy is composed of approximately 15 employees located in New York. - WEALTH MANAGEMENT DATA & ANALYTICS: The Wealth Management Data & Analytics team partners with senior leaders across Wealth Management and the Wealth Management and Corporate Strategy teams to assist with thedevelopment of business strategies. The team does so by providing data, analysis and reporting solutions that help design and implement business strategies as well as monitor the progress of initiatives and other key performance metrics. Wealth Management Data & Analytics is composed of approximately 20 employees located in New Jersey. All three groups will expose interns to senior leaders across BAC as part of developing and executing against the bank's strategic priorities. Interns will build expertise in financial analysis, develop acumen in Corporate or Wealth Management strategy, and closely monitor key industry trends to keep the team and management informed. Given the relatively small size of both groups, interns will have the opportunity to assume diverse responsibilities and work closely with senior members of their teams. As part of the internship program, Summer Analysts will be responsible for: - Assist with the strategic planning process - Analyze, create and develop comprehensive company and industry insights - Perform data analyses to drive insights and inform strategic recommendations - Synthesize research/analyses, and develop concise and effective presentations - Work with senior team members to develop and maintain detailed financial analysis - Assist with deliverables for senior leaders across the organization
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Global Corporate Strategy Summer Analyst Program
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Full Time
location-iconBoston MA
Job Description
WHAT YOU'LL DO As part of the Wealth Management Summer Analyst Program, interns will join the business for a period of 10 weeks in our Global Strategy organization. Summer analysts will be placed in one of four groups - (1) Global Corporate Strategy, (2) Global Principal Investments, (3) Wealth Management Strategy or (4) Wealth Management Data & Analytics - GLOBAL CORPORATE STRATEGY: Global Corporate Strategy is responsible for guiding BAC's overall strategy by driving ongoing dialog with senior management, the board of directors, and the bank's eight lines of business to evaluate and execute strategic initiatives, equity investments, M&A and other strategic transactions. Global Corporate Strategy is composed of approximately 40 employees located primarily in New York and Charlotte, with teammates in London, Chicago, and San Francisco. - GLOBAL PRINCIPAL INVESTMENTS: The Global Principal Investments team pursues highly selective equity investments that are aligned with the bank's strategic priorities. The team is responsible for originating, structuring, executing, and managing these direct equity investments. Its members work closely with Bank of America's eight lines of business to ensure strategic alignment and tangible benefits which can only be achieved through equity ownership. Global Principal Investments is composed of approximately 12 employees located primarily in New York and Charlotte, with teammates in London and San Francisco. - WEALTH MANAGEMENT STRATEGY: The Wealth Management Strategy team provides objective, actionable, and trusted strategic recommendations to the Wealth Management leadership team. The team is responsible for the development of business strategies that drive responsible growth and deliver value for shareholders. Its members work directly with Wealth Management executives and business leaders, and often in collaboration with other lines of business, to ensure strategic integration across BAC. Wealth Management Strategy is composed of approximately 15 employees located in New York. - WEALTH MANAGEMENT DATA & ANALYTICS: The Wealth Management Data & Analytics team partners with senior leaders across Wealth Management and the Wealth Management and Corporate Strategy teams to assist with thedevelopment of business strategies. The team does so by providing data, analysis and reporting solutions that help design and implement business strategies as well as monitor the progress of initiatives and other key performance metrics. Wealth Management Data & Analytics is composed of approximately 20 employees located in New Jersey. All three groups will expose interns to senior leaders across BAC as part of developing and executing against the bank's strategic priorities. Interns will build expertise in financial analysis, develop acumen in Corporate or Wealth Management strategy, and closely monitor key industry trends to keep the team and management informed. Given the relatively small size of both groups, interns will have the opportunity to assume diverse responsibilities and work closely with senior members of their teams. As part of the internship program, Summer Analysts will be responsible for: - Assist with the strategic planning process - Analyze, create and develop comprehensive company and industry insights - Perform data analyses to drive insights and inform strategic recommendations - Synthesize research/analyses, and develop concise and effective presentations - Work with senior team members to develop and maintain detailed financial analysis - Assist with deliverables for senior leaders across the organization