Graduate Career Management Center

Finance and Financial Risk Management Postings on Handshake

Senior Underwriter at Biz2Credit

Employer: Biz2Credit Expires: 07/31/2022 About US:Biz2Credit, a financial technology company founded in 2007, that provides funding to small business and Biz2X, a rapidly growing, high-growth Series B ($52M), SaaS digital lending platform start-up disrupting a $1.4 Trillion dollar industry. Biz2X’s fully configurable SaaS platform incorporates artificial intelligence & machine learning to provide a full end-to-end solution in the SMB, Commercial, and Consumer lending space. As our partners embark on a digital transformation of their business, our solution increases operational efficiencies, enhances risk controls, and enables overall business growth.About this role:Currently, we seek to hire a Senior Underwriter for our NY Office that will perform detailed, full-cycle underwriting for small businesses. A team player with the ability to take the initiative and mentor junior underwriters.Responsibilities:Work with the Relationship Managers in structuring, analyzing, and negotiating credit transactions.Responsible for full-cycle underwriting of assigned small business financing.Determine the ability of the client to repay financing based on analysis of the client’s cash flow statements, tax returns, and other financial information.Perform detailed financial analysis on the small business, including trend and ratio analysis, and interpret the financial information to determine credit quality and cash flow adequacy.Perform credit analysis and financial statement analysis on co-owners, guarantors, and individuals to determine assets coverage for requested loan amounts.Coordinate with Relationship Managers regarding customer calls and site visits.Perform other due diligence as needed to determine the creditworthiness of a small business owner.Requirements/Key Attributes:Required Bachelor's Degree in Finance, Accounting, or similar discipline.Must have a minimum of 3+ years’ “Hands-On” experience working in a Merchant Cash Advance / “Fast Pace” environment. SBA experience would be preferable.Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, and competitive analysis and projections.Proficient in various spreadsheet and word processing applications (Excel and Word are preferred) including the use of graphs/charts, and Moody's financial analysis software.Basic knowledge of credit principles, lending operations, loan research, and general credit policies.Formal credit training preferred.Team player with the ability to take the initiative and mentor junior underwriters.Strong written and verbal communication skills.Some Benefits & Perks:Generous medical, dental, and vision insurance401K match, commuter benefits, and employee incentive planCatered lunch and team eventsIn the News:Named to Deloitte Technology Fast 500Inc 5000 - fastest growing private companies in 2020Crain’s New York Fast 50Great Place to Work CertifiedBiz2credit is an equal opportunity employer

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Sr. Financial Compliance Analyst at NJ Transit

Employer: NJ Transit Expires: 08/01/2022 NJ TRANSIT  CAREER OPPORTUNITY ANNOUNCEMENT  POSITION:               Senior Financial Compliance Analyst GRADE: 28  DEPARTMENT:      Capital Programs                                   SALARY RANGE:                                  $ – $ ELIGIBLE FOR O/T:                  No SUPERVISOR:        Dir. SS/Resilience Project Admin & WORK LOCATION: Penn Plaza                                   Capital Control                                                                                                       PRINCIPAL ACCOUNTABILITIES: 1.           Working with Senior Management as well as department Project Managers, Accountants and other Financial Analysts at NJ TRANSIT to develop operating forecasts2.           Performs analyses on select operating expenses and related statistics to ensure the integrity in the data being reported3.           Assist in providing Capital Programs data for the preparation of the Federal Transit Administration (FTA) quarterly reports4.           Manages operating budget for Capital Programs and prepares forecast reports on budget5.           Oversees the analytical reviews of Resilience Program financial data, systems and third party contractors to form opinions and assure compliance. Forecast project spending and provide analytical review and recommendations6.           Responsible for preparing financial and/or other related work papers, including schedules, expenditures and obligations vs. approved funding. Supports Project Managers on all aspects of the capital program process and proposes alternatives to variances.7.           Ensures the accuracy of data charged to funded programs through payroll, inventory, purchase orders and direct financial entries, and initiatives corrective action to validate data 8.           Performs special projects as directed9.           Other duties as assigned  KNOWLEDGE & SKILLS REQUIRED: Baccalaureate degree in Auditing, Accounting, Finance, Business Administration or related area or three (3) years of auditing, compliance, and/or project management experience.   One year of closely related experience can be substituted for each year of education required. Knowledge of NJ TRANSIT operating policies and procedures with financial controls desired. Knowledge of statistical sampling and PC skills desired. Must be able to communicate effectively both orally and in writing.  To apply please follow the link:https://njtransit.secure.force.com/FCMS__CMSLayout?jobIds=a295x0000093qd6&page=CorporateDetailPage&sessionId=&JobSite=Default;Internal&p=Candidate&ApplPage=Corporate

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Financial Analyst Intern at Lord Cultural Resources

Employer: Lord Cultural Resources Expires: 07/31/2022 ROLE OVERVIEW:Lord Cultural Resources is seeking Financial Analyst Intern for the Summer of 2022. The ideal candidate would be a current graduate-level student, pursuing a degree in business administration, finance, accounting, economics, or a similar field of study, with a background and interest in international business, finance, and infrastructure/energy. Candidates should have a good understanding of financial statements, strong writing and research skills, and solid financial modelling/MS Excel skills. The internship period is from late June to September, with some flexibility regarding the starting and ending dates. The internship is part-time, with a requirement of 35 hours per week.Interns provide assistance to the firm’s staff across all levels, including the most senior team members. Staff rely heavily on interns to complete substantive work and be trusted members of the team. Successful interns may have an opportunity to transition to a full-time position.KEY RESPONSIBILITIES:The Financial Analyst Intern’s responsibilities include, but are not limited to, the following:Conducting economic, market, and other research.Assisting capital raising transaction teams throughout the project cycle (initial information gathering for new transaction, preparing teasers, decks and info memos , reviewing financial statements and performing financial analysis, assisting with financial modeling and valuation, assisting with lender/investor due diligence process, etc.).Monitoring databases for relevant Request for Proposals.Assisting with client proposals.Performing other administrative and clerical duties (usually less than 10% of the workload).Other miscellaneous tasks as requested by full-time staff.REQUIREMENTS:· Education: Current graduate student with a focus in business administration, international affairs, finance, economics, etc.· Required Qualifications include, but are not limited to, the following:Strong interest in international business, finance, and infrastructure/ energy.Good understanding of financial statements.Basic understanding of project finance.Strong technical writing, research, and editing skills.Solid financial modelling skills.MS Word, Excel, PowerPoint expertise.Strong organizational management skills and the ability to work independently in a fast-paced environment and under tight deadlines.Excellent written and oral communication skills and fluency in English.POSITION DETAILS:· Compensation: This is a paid internship. Hourly rates will be determined based on the candidate’s experience and qualifications.· Opportunities: There is potential for successful interns to transition to a full-time position.

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Risk and Control Self Assessment Analyst at Liberty Bank

Employer: Liberty Bank Expires: 07/30/2022 OVERALL OBJECTIVEThe Risk & Control Self-Assessment (RCSA) Analyst reports to the Operational Risk Manager and works closely with that individual in developing, executing, and administering Liberty Bank’s RCSA Program within the GRC tool.  ESSENTIAL FUNCTIONSThe RCSA Analyst will assist with the development and the implementation of the RCSA Program in Liberty Bank’s GRC tool. The Analyst will work with the identified process owners to confirm key risks and controls and will assist in the process owner’s assessment of the design and effectiveness of those controls. The Analyst will assist in developing remediation plans for control gaps/weaknesses and will track them to resolution. The Analyst will be responsible for developing RCSA reporting that documents results and progress to plan.PRINCIPAL ACCOUNTABILITIES •Support the Administration of the RCSA Program within the GRC tool.•Review and maintain centralized RCSA Risk and Control Repository for the Bank.•Review and maintain the RCSA Process Inventory and Prioritization process. Assist in developing RCSA schedule.•Monitor RCSA Execution Progress. •Track RCSA self-identified issues to resolution. •Manage RCSA Change Management process in GRC tool. Work with System Administrator as required.•Assist with creating and maintaining RCSA related procedures, job aids, templates, etc.•Develop Management Reporting. •Provide risk and control guidance to the process owners.•Other duties as assigned.MINIMUM KNOWLEDGE/SKILLSPrior experience in a high profile, executive office environment requiring a professional presentation and strong business acumen, strong relationship building skills, and a demonstrated ability to interact diplomatically and with integrity, while maintaining the highest level of confidentiality.  •BA/BS degree or equivalent experience.•5-7 years minimum industry experience in a professional, corporate organization, preferably with Internal Audit or Operational Risk Management experience.•Certification (CIA, CRMA, CRM, CRMP, etc.) is a plus.•In-depth knowledge of risk identification, control evaluation, and remediation plan development.•Previous GRC tool related experience is a plus.•Strong oral & written communication skills and proficient technical skills (Microsoft Office Suite: Word, Power Point, Excel, etc.)  •Strong attention to detail, problem solving and analytical skills, and a high level of organization and enthusiasm. •Proven ability to work well under pressure on multiple tasks, manage priorities, workload, and deadlines. PHYSICAL DEMANDSOperation of general office equipment. Prolonged sitting.In order to be considered an applicant, you must meet the minimum requirements of the position.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability, protected veteran status.

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FP&A Manager at SupplyHouse.com

Employer: SupplyHouse.com Expires: 07/31/2022 SupplyHouse.com, an e-commerce heating, plumbing, and HVAC supply company, is searching for a FP&A Manager to join our Finance Team! In this high visibility role, you will partner with teams across the company to support operational and financial planning. You will be able to influence decisions, have exposure to senior leadership, drive strategic projects, and will contribute to solving challenging problems which will drive growth.This is a remote-based role within select states in the United States. At this time, we are only able to employ those located in the following states: Florida, Georgia, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Washington.This position will require travel to our NY office headquarters for up to four times per year for internal meetings and team-building activities. The cost of travel for employees out of the area will be covered by the company. Additionally, our offices are always available for staff to use as much as desired.A company laptop and other necessary equipment will be provided along with a $250 stipend for your work from home space.Role Type: Full-Time, ExemptLocation: Remote (Florida, Georgia, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Washington)Hours: 8:00 a.m. to 5:00 p.m. (Ask us about our "Flex-Time" Policy)Salary: $100,000-120,000/yearResponsibilities:Budget planning and analysisPartner with key stakeholders across the business to drive monthly and quarterly forecastsProvide insights on monthly performance; track and understand historical trends, macro factors, and competitor and supplier trends that can impact performanceVisualize and present key metrics on an ongoing basis to various key stakeholdersAssist in the development, preparation, and presentation of both annual and long-range (3-5 year) financial budgetsBuild cross-functional relationships and provide strategic finance partnership to leadership across the organizationAd-hoc analysesSupport ad hoc financial analysis projects, including investment cases, product profitability, and pricing analysis; support scenario-planning and risk/opportunity assessmentsCommunicate with requesters to clarify analysis goals, data sources, and terminology definitionsCollect, model, and analyze data to identify areas of issues and opportunitiesDeliver insights and actionable findings to cross-functional stakeholders to enable continuous improvement and quick turnaroundsData exploration and validationDemonstrate a high level of originality and creativity when developing solutions to improve the existing business processesCreate and deploy scalable and robust models to help make data-driven decisionsExplore existing and new processes to validate deliverable findings on various topics to increase operational efficiency, revenue, profitability, and customer satisfactionRequirements:3-5 years of relevant experience in Investment Banking, Private Equity, or Finance (FP&A)Bachelor's degree in Finance/Statistics or other relevant fieldAdvanced Excel skills and working knowledge of SQLStrong communication and interpersonal skillsExcellent analytical abilities and attention to detailPreferred Qualifications:MBA / Master's degree in quantitative fieldIn-depth knowledge of Python/R or other massive data/statistical softwareExperience working with data visualization tools such as Tableau or Power BIHighly self-motivated and capable of multi-tasking and prioritizationStrategic thinker with an understanding of e-commerce businessesWhy work with us:We have awesome benefits – We offer 401k with company match, 100% company-paid medical insurance, optional dental and vision add-ons, life insurance, vacation, and sick days.We promote a work/life balance – We value your time! We encourage a healthy separation between your professional and personal life with our flex-time work policy and health & wellness initiatives that allow employees to feel refreshed and recharged.We give back – We provide many virtual opportunities to help our local communities such as our Adopt-a-Family initiative, fundraising initiatives for trade schools, and mentorship programs with local schools.We stay engaged – We maintain our company culture in a remote setting with engaging virtual events including our Core Values Weeks, Employee Appreciation Day, optional Out-of-Office Monthly Events, and virtual clubs. Look out for our Football Knockout Pool, Book Club, and Craft Nights!We listen – We encourage collaboration, feedback, and new ideas through our monthly town halls, departmental team lunches, and regular check-ins with upper management. It is our priority to make sure you enjoy coming to work every day.What our employees are saying:"The people here are amazing. In this tough phase of the pandemic, the people and the company have handled the situation very well. They take really good care of the team, and they always try to make sure employees stay in touch by organizing virtual events!" -Yash, IT Team"I love the teamwork, the caliber of people who are employed here, and the way everyone is so supportive, caring, and welcoming. This truly is a company that strives to grow and evolve and continue to be even better and is open to new ideas and innovative concepts from employees. You feel valued because your opinions are welcomed and encouraged. Your strengths are cultivated, and you feel real growth in your position." -Katy, Customer Service Team"I enjoy working at SupplyHouse.com because they truly value generosity and the act of giving back to our community. With many being significantly affected by the pandemic, the company has gone to great lengths to not only be there for its employees, but also our surrounding communities. I'm looking forward to the day when we can do that again all together." -Anna, HR TeamCheck us out! https://www.supplyhouse.com/our-company

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Financial Analyst at Weill Cornell Medical College

Employer: Weill Cornell Medical College Expires: 07/11/2022 An alum's team seeks a Financial Analyst with 1-2 years' experience.The financial analyst position is essential for the business planning functions for NYPE with a primary focus on the regional hospital network. In addition, the Medical Groups have increased significantly over the past three years despite COVID business disruption, and future plans include further growth in these groups to support the overall post-COVID goals of the NYP enterprise. The financial analyst will be integral in assisting in the following areas: • Medical Group ROIs • Business Plan Analysis & Tracking • CON filings • Long Term Forecasting • Ad Hoc reporting as needed • Other tasks and projects dependent on the needs of the team Required : A bachelor’s degree or equivalent experience Preferred Criteria: Degree or major in Finance

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INTERNSHIP - Program Management, Compliance at Societe Generale

Employer: Societe Generale Expires: 07/29/2022 RESPONSIBILITIESMAIN ACCOUNTABILITIESDay to day responsibilities include but not limited to:Preparing, distributing, analyzing responses, and responding to communications with Key Stakeholders.Helping prepare forms for team to evaluate controls across SG Businesses.Assisting in supporting data analytics activities across Compliance testing and monitoring.Supporting team in leveraging analytic techniques and leveraging visualization tools.Other responsibilities include but are not limited to:Adhoc presentations/reports for Senior Management;Adhoc projects as required. PROFILE REQUIREDCOMPETENCIESStrong analytical and problem-solving skillsStrong attention to detailAbility to work independentlyExcellent oral and written communication skillsAbility to work a minimum of 40 hrs/wkFluent English speakerTECHNICAL SKILLSRequired:MS Office Outlook, Word, Excel and PowerPoint proficiencyFamiliarity with data analytics/management toolsPRIOR WORK EXPERIENCERequired:Prior internship or work experience in financial services or legal industryEDUCATIONRequired:College/University Graduate from a Top InstitutionBUSINESS INSIGHTThe Compliance 2nd Line Monitoring and Testing team (CTL) provides regular and independent testing and monitoring of key controls and processes related to the management of those compliance risk associated with the business activities of Société Générale in the U.S. (“SGUS”). CTL is a key component of the SGUS overall Compliance program and is part of an effective compliance risk management program

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Manager/Senior Manager -Risk Management at American Express

Employer: American Express - Risk & Information Management Expires: 07/11/2022 You Lead the Way. We’ve Got Your Back. At American Express, we know that with the right backing, people and businesses have the power to progress in incredible ways. Whether we’re supporting our customers’ financial confidence to move ahead, taking commerce to new heights, or encouraging people to explore the world, our colleagues are constantly redefining what’s possible - and we’re proud to back each other every step of the way. When you join #TeamAmex, you become part of a diverse community of over 60,000 colleagues, all with a common goal to deliver an exceptional customer experience every day. Unleash your skills to define the future of how we serve our customers. How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you’re finding new ways to prevent identity fraud or enabling customers to start a new business, you have a platform to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. This critical team is responsible for managing enterprise risks through the customer lifecycle and across all our global products. We develop industry-first data capabilities, build profitable decision-making frameworks, create machine learning-powered predictive models, and improve customer servicing strategies. This team has delivered industry-leading results year after year while enabling profitable growth and delivering a best-in-class customer experience. This team is structured under four core functions: Credit Risk Strategy: Monitor credit portfolios and optimize profit-based risk management decisions at all stages of the customer credit lifecycleFraud Risk Strategy: Develop fraud prevention strategies on behalf of our customersRisk Capabilities: Develop technical solutions and capabilities to manage data and execute credit and fraud risk strategies You will work in a highly dynamic and exciting environment and will have the opportunity to shape strategies and policies for American Express products and services. You will play an influential role working closely with colleagues in other Risk Management teams, Marketing, Finance, Servicing, Legal, Compliance, Banking, and Technology to create world-class strategies and capabilities. The key responsibilities for Managers in Credit or Fraud Risk Strategy include:Develop and continuously enhance policies, processes, and controls for mitigating credit risk exposure and preventing fraudConduct quantitative analysis to decide the thresholds within which consumers and businesses can access funds (for example: who is approved for a card, how much credit line do they receive, and when they swipe their card, is their transaction approved?)Design customer communication and servicing strategies to support risk management strategies, ensuring a positive experience across every customer touchpointIdentify, evaluate, and integrate new data sources and capabilities into decision-makingAnalyze large volumes of data to identify emerging credit trends and uncover new fraud patternsPartner with other teams across the company to standardize methodologiesMaintain an effective control environment and respond to operational breakdowns with disciplineQualificationsAdvanced degree (e.g., MS, PhD, or MBA) in a quantitative field such as Econometrics, Statistics, Mathematics, Operations Research, Engineering, or Computer ScienceAdvanced degree is preferred but not required given a suitable combination of formal education and work experienceCredit/Fraud risk management experience and understanding of credit lifecycle is preferredBlend of analytical skills, process expertise, project management, and relationship-building skillsAbility to handle large datasets using SAS, SQL, R, Python or another similar programming languageThought leadership and solution-oriented mindsetAbility to think strategically and apply both quantitative methods and business insights to drive resultsAbility to build strong relationships in a cross-functional environmentClear, effective written and oral communication skills   American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law.

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2023 Investment Banking Summer Analyst - Boston, MA at Stifel

Employer: Stifel - Investment Banking Expires: 07/06/2022 2023 Investment Banking Summer Analyst – Boston Company Description:At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125 year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients.Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers’ deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients.Stifel’s success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds – specifically those who have a desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work. Stifel is an Equal Opportunity Employer and our employees, across all subsidiaries and affiliates, are people with different strengths, experiences and backgrounds, who share a passion for Finance. We view diversity holistically – it includes race, gender identity, age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. The range of our employees’ points of view are key to our success, and inclusion is everyone's responsibility.Position Description: IB Summer Analyst ProgramStifel’s Investment Banking Summer Analyst Program provides students with a hands-on introduction to the role of an Investment Banking Analyst. You will work alongside our banking professionals, from the Analyst through the Managing Director level, and will gain exposure to a variety of transactions, including merger and acquisition advisory services, debt and equity financings, and financial restructuring services.The Summer Analyst internship program is designed to support students’ potential. Summer Analysts participate in a robust training program during the first week of the internship. Additionally, the program is structured to provide each Summer Analyst with the support needed for a successful summer. There is a formal mentorship program, social networking events, mid and end of summer reviews, and significant learning opportunities outside of your day-to-day projects.   ResponsibilitiesA Summer Analyst’s specific responsibilities may include conducting industry research, building financial models to analyze company projections or potential transactions, drafting client presentation materials, and participating in client calls or meetings. The primary role of the Summer Analyst includes:• Support deal teams in creating, maintaining and utilizing complex financial models• Perform financial and valuation analysis such as discounted cash flow analysis and multiple valuation analysis• Conduct company and industry research and gain in-depth understanding of sector trends• Prepare client presentation materials in coordination with internal deal team and clients• Develop a deep understanding of Investment Banking product and services  QualificationsSummer Analyst candidates should possess outstanding academic records and have demonstrated strong leadership ability through involvement in extracurricular endeavors such as student government, athletics, and cultural and entrepreneurial activities. The ideal candidate will possess the following:• Strong quantitative and analytical skills• Superior attention to detail• Disciplined work ethic• Excellent verbal and written communication skills• Ability to effectively manage multiple simultaneous project deadlines• Proficiency in Excel and PowerPoint• Significant exposure to finance and accounting• Experience with financial modeling and analysis preferred• Ability to work in teams• Highly-motivated and energetic• Must be graduating in 2024 Please note: To be eligible, applicants must be authorized to work in the United States without requiring visa sponsorship now or in the future. Additional Information & Next StepsSummer Analyst opportunities may be available in a variety of locations including: New York, Baltimore, Boston, Chicago, Houston, Saint Louis, Silicon Valley, Tampa, and Washington DC. Please learn more about our firm by using the following website links:·        https://stifelinstitutional.com/capabilities/investment-banking/·        http://www.kbw.com/investment-banking·        http://www.millerbuckfire.com/investment-banking/investment-bankingStifel Company Information Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com. For global disclosures, please visit https://www.stifel.com/investor-relations/press-releases.

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2023 Algorithmic Trading Summer Internship- New York City at Stifel

Employer: Stifel - Equity Trading Expires: 07/11/2022 About Stifel Equity TradingStifel’s experienced global equity trading team consists of coverage and sector traders in key global financial centers throughout the United States, United Kingdom, Europe and Canada. With over 8 billion shares traded in the US, over 1.6 billion shares traded in Canada, and over $43.6 billion in value executed in the UK/Europe in 2020, we offer competitive solutions in block trading, portfolio and algorithmic trading, ETFs, commission sharing arrangements, options trading, and convertible & preferred trading.  With a primary focus on best execution, we operate solely for the interest of our clients with no proprietary trading. Stifel is also the only U.S. regional broker to operate its own Alternative Trading System (ATS), offering institutional clients unprecedented access to Stifel’s retail flow. Position Description: Algorithmic Trading Summer Internship ProgramOur 9-week program provides undergraduates with a hands-on introduction to algorithmic trading. As a contributing team member, you will get real-world experience and be fully immersed in the day-to-day business activities of one of the world’s largest financial institutions. Algorithmic Trading Summer Interns will work closely with the U.S Electronic Trading Team, and specifically its developers and quantitative analysts, to assist in and support the development of equity trading algorithms, execution analytics and quantitative research. This position builds on the interns’ academic training in science, technology, engineering and mathematics related curriculums by exposing them to practical application of STEM concepts in equity trading. Interns will participate in tasks and projects involving data science, short-term forecasting, model factor research and testing, algorithm development and model/algorithm performance attribution. Additionally, once on board, Summer Interns not only participate in a robust training program, but the program’s structure provides each intern with the support they need for a successful summer. There are networking events, professional speaker series, end of summer reviews, and significant learning opportunities outside of your day-to-day projects. Summer interns work on multiple projects simultaneously to enhance analytical, practical financial, and professional skills, providing the broadest exposure to our firm and our capabilities.Stifel is an Equal Opportunity Employer and our employees, across all subsidiaries and affiliates, are people with different strengths, experiences and backgrounds, who share a passion for Finance. We view diversity holistically – it includes race, gender identity, age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. The range of our employees’ points of view are key to our success, and inclusion is everyone's responsibility.Role ResponsibilitiesA Summer Analyst’s specific responsibilities may include conducting qualitative research, applying scientific techniques to support trading operations, and reviewing research as a means to gather insight in support of developing processes.Essential Duties and Responsibilities• Apply scientific techniques in support of trading algorithm development and quantitative research. • Assist with the development and evaluation of core analytical capabilities or model libraries. • Interpret and communicate results of research and recommends new processes and or action plans.  QualificationsSummer Intern candidates should possess outstanding academic records and have demonstrated strong leadership ability through involvement in extracurricular endeavors such as student government, athletics, and cultural and entrepreneurial activities. The ideal candidate will possess the following:Pursuing a undergraduate degree in STEMInterested in pursuing a career in financial services ·        Exceptional ability to apply scientific techniques to problem solvingStrong capacity for problem solving and quick-thinking Driven, proactive, and team-orientedDemonstrated track record of achievement in academics and extracurricular activities·        Excellent verbal and written communication skills·        Ability to effectively manage multiple simultaneous project deadlines·        Highly-motivated and energetic·        Minimum GPA of 3.5·        An anticipated graduation date of Fall 2023 or Spring 2024 Additional Information & Next StepsEquity Trading STEM Development Internship opportunities are available in our New York, NY office. Please note: To be eligible, applicants must be authorized to work in the United States without requiring visa sponsorship now or in the future. About StifelEstablished in 1890, Stifel is one of the nation’s leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation’s seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry’s largest research franchises. In addition, our Stifel Bank subsidiary provides a comprehensive range of banking services. Stifel’s success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to hire smart, talented, and accepting people who have a desire to expand their skills and realize ambitious goals. We are committed to a diverse workplace that reflects the clients we serve and the communities where we live and work. At Stifel, we offer an entrepreneurial environment, comprehensive benefits package to include health, dental, and vision care, 401(k), wellness initiatives, life insurance, and paid time off. The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to “virtually” meeting you. Stifel is an Equal Opportunity Employer. Please learn more about our firm by using the following website links:www.stifel.comwww.stifel.com/institutional https://stifelinstitutional.com/capabilities/equities 

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Research Associate - Exchanges, Information Analytics and Asset Managers at Oppenheimer & Co. Inc.

Employer: Oppenheimer & Co. Inc. Expires: 07/29/2022 Oppenheimer & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support our coverage in Exchanges, Information Analytics, Digital Assets and Asset Managers. This team has a good mix of coverage in high quality companies and emerging financial technology such as blockchain and digital assets. The position is located in New York City and will be in partnership with the senior analyst to produce high-quality research for institutional investors.The research associate will support the senior analyst on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. This position requires the ability to hunt for company specific and macro data points to generate original ideas about stocks under coverage. The research associate will build and maintain both company and industry financial models, as well as take part in writing reports that distill both quantitative and qualitative insights.The position demands teamwork, independence, initiative, and entrepreneurship. Attention to detail, strong work ethic, ability to work with large data sets and ability to multi-task are also critical. In addition, qualified candidates must be able to demonstrate that they possess an ability to write and communicate clearly and concisely, and are able to work well under pressure. The ideal candidate will have a strong passion in stock picking, 3+ years of work experience in finance/accounting or comparable industry experience, and in pursuit of a CFA. Some exposure in financial technology such as capital markets technology, financial analytics and blockchain/digital assets is preferred but not required. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics:Intellectual curiosity. The position requires a passion for learning and figuring things out, as well as the intellectual nimbleness and integrity to change one’s view in the face of new fact patterns.Analytical and Quantitative skills. The candidate should have the ability to sift through large amounts of data and logically set up a framework for analyzing it.Accounting and valuation. The candidate should have a good understanding of accounting and valuation principals.Financial modeling. An Associate is responsible for building detailed models and for organizing and maintaining industry data. Attention to detail is critical.Independence. Ability to work independently and initiate and accomplish projects with minimal supervision.Writing. Presenting information and analysis in a clear, compelling and organized manner is key. The candidate will take part in writing and producing equity research reports, company initiations, and marketing presentations.Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism are a must.A passion for the stock market, and equity research. It is highly advantageous to have exposure to the financial markets and equity research.#LI-KG1

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2023 Public Finance Summer Intern- Chicago, IL at Stifel

Employer: Stifel - Public Finance Expires: 07/11/2022 About Stifel Public FinanceStifel’s Public Finance professionals perform investment banking services for city, state and local government agencies, helping them raise capital to build and maintain essential infrastructure in the communities they serve. From some of the nation’s largest states, cities, convention centers and economic development projects to rural school districts and small towns and nearly everything in between, our municipal banking and underwriting groups work with public and not-for-profit entities to develop and implement financing strategies that allow them to operate and optimize the important work they do. In 2021, for the eighth consecutive year, Stifel ranked #1 serving as senior or sole manager for negotiated public municipal bond issues, annually pricing more than one in every ten issues in the nation on a Stifel desk. In 2021, Stifel became the first bank to underwrite more than 1,000 negotiated issues in a single year. Stifel Public Finance has a full scale national presence, and is comprised of about 250 professionals across 36 offices. Stifel is an Equal Opportunity Employer and our employees, across all subsidiaries and affiliates, are people with different strengths, experiences and backgrounds, who share a passion for Finance. We view diversity holistically – it includes race, gender identity, age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. The range of our employees’ points of view are key to our success, and inclusion is everyone's responsibility. Position Description: Summer Analyst ProgramStifel’s 9-week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from Analyst to Managing Director level, and will gain exposure to a variety of public finance transactions and sector types. Interns are expected to work on multiple projects simultaneously, with primary responsibilities in the research and analysis related to transaction generation and execution. ResponsibilitiesA Summer Analyst’s specific responsibilities may include conducting industry research, building financial models to analyze outstanding bonds or potential transactions, preparing client presentation materials, and working with banking teams to execute financing transactions. The primary role of the Summer Analyst includes, but is not limited to:·      Analyzing and researching municipal issuers and borrowers in a wide range of sectors (general governmental, K-12, pension, economic development, higher education, etc.)·      Conducting industry research and building out industry databases·      Preparing presentation materials such as PowerPoint slides and summaries for pitch books·      Working with teams to execute financing transactions·      Performing in-depth quantitative financial analyses QualificationsSummer Analyst candidates should possess outstanding academic records and have demonstrated strong leadership ability through involvement in extracurricular endeavors such as student government, athletics, and cultural and entrepreneurial activities. The ideal candidate will possess the following:·      Strong quantitative/analytical skills·      Superior attention to detail·      Disciplined work ethic·      Excellent verbal and written communication skills·      Ability to effectively manage multiple simultaneous project deadlines·      Proficiency in Excel and PowerPoint·      Exposure to finance and accounting and/or quantitative modeling·      Experience with financial modeling and analysis preferred·      Ability to work in teams·      Highly-motivated and energetic·      Demonstrated interest in finance and public policy·      Minimum GPA of 3.3·      An anticipated graduation date of Fall 2023 or Spring 2024 Additional Information & Next StepsPublic Finance Summer Analyst opportunities may be available in a variety of locations including:·      Chicago, IL·      Conshohocken, PA·      Dallas, TX·      Denver, CO·      Los Angeles, CA·      Phoenix, AZ·      San Francisco, CA·      St. Louis, MO Please note: To be eligible, applicants must be authorized to work in the United States without requiring visa sponsorship now or in the future. About StifelEstablished in 1890, Stifel is one of the nation’s leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation’s seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry’s largest research franchises. In addition, our Stifel Bank subsidiary provides a comprehensive range of banking services. Stifel’s success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to hire smart, talented, and accepting people who have a desire to expand their skills and realize ambitious goals. We are committed to a diverse workplace that reflects the clients we serve and the communities where we live and work. At Stifel, we offer an entrepreneurial environment, comprehensive benefits package to include health, dental, and vision care, 401(k), wellness initiatives, life insurance, and paid time off. The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to “virtually” meeting you. Stifel is an Equal Opportunity Employer. Please learn more about our firm by using the following website links:www.stifel.comwww.stifel.com/institutionalhttps://www.stifel.com/publicfinance

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Development Associate (Affordable Housing) at Albanese Organization, Inc.

Employer: Albanese Organization, Inc. Expires: 07/28/2022 Affordable Housing Development AssociateThe Affordable Housing Development Associate (“Development Associate”) will assist in various phases of the affordable housing real estate development process. The Development Associate will report to the Vice President of Affordable and Workforce Housing and the President of the Albanese Organization. Primary responsibilities include, but are not limited to:Underwriting, Financial Analysis and Market DataPrepare detailed Excel financial underwriting models for prospective residential and mixed-use ground-up and preservation developmentsPrepare market research and analysis including pulling comparable rents, neighborhood demographic data, analysis (rental, condo, land, building sale comps), market conditions and dynamics, and matrix of competitive properties, both in- and outside NYC region.Participate in regular weekly pipeline meetings and monthly team meetings to discuss current and prospective projects for affordable housing development.Participate in the preparation of pre-development budgets, development budgets, and timelines (i.e., with critical milestones) for proposed projects.Assist in the preparation of application materials to public housing agencies for subsidy financing of projects. Assist in the preparation of both narrative and quantitative sections of RFP and RFQ responses.Assist with all due diligence efforts and closing affordable housing transactions.FinancingAssist with arranging debt and equity financing; reach out to and interact with lenders and investors; review and analyze debt/equity terms, perform sensitivity analysis on key deal terms, and prepare summaries for internal review.Design and DevelopmentAssist with the design of a project including working with Albanese’s Design and Construction team, project and design architects, landscape architects, interior designers, site planners, and other professionals and consultants.Attend meetings conducted by municipal officials and elected officials relevant to development projects and assist with crafting and giving presentations.Required Knowledge, Skills and AbilitiesBachelors’ DegreeMinimum two years’ relevant work experience.An understanding of all primary aspects of residential real estate and, more specifically, affordable housing development and terms.Experience with and strong knowledge of critical concepts, terms, and requirements around affordable housing development including LIHTC regulations and NYC and NYS affordable and supportive housing programmatic terms.Strong knowledge of the NYC Metro market including NYC, NJ, Long Island and Westchester.Strong knowledge of project budgeting and detailed financial analysis.High degree of proficiency with pro forma and cash flow analysis.Detail oriented, well-organized, high-energy, positive attitude. Excellent analytical and creative problem solver. Strong collaborative team player.Excellent written, speaking and organizational skills. Must be highly motivated, efficient, and willing to work hard to meet deadlines with a high level of accuracy.Ability to work proactively, both independently and in teams, and exhibit accountability of projects and deadlines.Proficiency in Excel, Project, and all MS Office applications. High degree of proficiency with Microsoft Excel and Microsoft Word and very strong proficiency in Power point.Company Goals and Other DutiesThe Company is interested in helping the Development Associate t expand their real estate knowledge and further their career, while assisting the Company in developing and executing exciting and unique real estate projects. Duties and responsibilities will be expanded as the Affordable Analyst continues to learn, expand his/her knowledge and expertise, and demonstrates the ability to take on additional responsibilities.

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Financial Analyst - Real Estate at Robert Half

Employer: Robert Half - Buffalo Expires: 07/08/2022 Entry level or analyst level opening for those interested in real estate investment. My client owns large multifamily investments across the country and has a long track record of success in the industry. This is a can't miss opportunity for anyone who is hungry to learn and grow. You will not only perform financial analysis but will also learn asset management. If you want to learn more email your resume to Jim.Meade@RobertHalf.com or connect with me on LinkedIn. Position is hybrid with both in office and work from home responsibilities. Must be commutable to Baltimore.

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Wealth Management Risk Reporting - Analyst at Morgan Stanley

Employer: Morgan Stanley Expires: 07/31/2022 Firm Risk Management Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks.Background on the Position The Wealth Management Enterprise Risk Management and Reporting Team reports on and helps to manage Credit specific risks and Enterprise-wide (Wealth Management) risks. This role is focused on enhancing and automating Credit risk reporting, as well as enterprise-wide risk reporting. The role offers an opportunity to work closely with Risk, Lending Businesses, IT, Project Management Office, Finance, and Operations as well as other stakeholders that support WM with a focus on automating manual reporting process.   Primary Responsibilities § Help drive the design and implementation of enhanced Credit reporting, as well as enterprise-wide risk reporting for Wealth Management. Identify opportunities to convey complex data insights in a consumable way. § Analyze large data sets to develop creative and critical insights for bank and board level committees. Generate reporting ideas and implement repeatable processes that support WM credit risk function. Assist in drive thoughtful discussions with senior management.§ Understand existing IT projects and work closely with IT and Project Management Office teams to remediate data gaps as part of existing projects or identify new projects. Provide status reports to senior management and other forums/working groups. Review and understand existing manual reporting processes and prepare detailed requirements for automation via Power BI. § Assist in analyzing data to identify key risk trends and identify areas where reports need to be improved or new reports need to be created§ Report data quality issues and adjustments to appropriate data stewards Experience § 1-2 years of full-time business and data analysis experience § Experience in developing and delivering complex reports leveraging large datasets§ Basic understanding of Credit Risk Management concepts preferred, but not required§ Experience with Excel, PowerPoint, Access, SQL, and PowerBI§ Ability to gather detailed requirements for automation and communicate with Project Management Office and IT§ Strong communication, problem solving, and organizational skills§ Previous experience in financial services preferred, but not required§ Understanding the basics in writing and optimizing SQL queries

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