Lead strategic accounts in the financial services industry, driving AI, cloud, and digital transformation initiatives for major banks and securities firms.
Responsibilities
Lead account strategy and execution for major banks and securities firms
Develop and implement mid- to long-term account plans
Define growth strategies for individual customers
Lead Microsoft account teams and cross-functional stakeholders
Seeking an Investment and Corporate Banking Analyst to join the Real Estate Team. This role is to support a team that advises real estate companies and sponsors on capital raises in the public and private markets, strategic endeavors and partnerships and optimal capital structure.
Compensation
The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
Responsibilities
Become an expert in the real estate sector and in particular this group’s core specialization within real estate (Shopping Center, Net Lease, Mall, and Industrial)
Follow industry trends and client developments
Become an expert in capital markets and the financial products real estate companies utilize to support their strategy and growth
Conduct extensive research and analysis to support projects and advisory efforts
Financial modeling, valuation, comparable & relative value analyses and market-specific analysis
Requirements
Bachelor's degree in Finance or Economics or Engineering or Quantitative Major
Resolve client enquiries related to securities and global asset transfers, support operations, and contribute to continuous improvement in client service.
Compensation
Salary commensurate with experience
Responsibilities
Resolve client enquiries via telephone, email, and online chat
Work closely with back office to manage and resolve securities-related queries
Support operations services in day-to-day securities/global custody transactions
Ensure timely and complete resolution of queries in accordance with service levels
Contribute to a culture of continuous improvement focused on client service
A key leadership role in the Wholesale Financial Control team, responsible for managing a team of accounting professionals to provide critical governance and control functions over the financial results of the Central Funding Group and Global Equities business lines within RBC Capital Markets.
Responsibilities
Establishing the control and governance framework over the financial reporting for each business area
Ensuring flawless execution of close processes, including review of financial and regulatory submissions
Oversee the financial and regulatory reporting for all supported business lines to ensure the timely production of accurate financial and regulatory results and disclosures
Ensure that new products and new transactions are appropriately captured, and that appropriate accounting methodologies are applied
Prepare analyses that take into account IFRS accounting implications and external and internal reporting requirements including MD&A, B/S, P&L, note disclosures & supplemental formats
Requirements
CPA designation or equivalent
Nice to have: Experience with financial IT systems
Design and support technical infrastructure solutions for client onboarding and connectivity projects, presenting designs to external stakeholders and managing cross‑functional troubleshooting.
Responsibilities
Design technical solutions for client onboarding, connectivity, or infrastructure integration projects
Present technical designs to external clients, vendors, and partners
Support and manage technical troubleshooting efforts across cross‑functional teams
A strategic role focused on selling account services and finance products to corporate clients, managing relationships in securities, derivatives, FX, and commodities.
Responsibilities
Sell separate account services or finance products directly to Corporate clients
Will help team to service clients in the buying and selling of securities, derivatives, FX and commodities
Help drive the team's developed strategy across specified product lines
Aid to achieve specified goals in both market and wallet share for the identified client franchise
Originate and execute meaningful and landmark transactions
A strategic professional focused on selling account services and finance products to corporate clients, driving growth, and managing securities, derivatives, FX, and commodities.
Responsibilities
Sell separate account services or finance products directly to Corporate clients
Help team to service clients in the buying and selling of securities, derivatives, FX and commodities
Help drive the team's developed strategy across specified product lines
Aid to achieve specified goals in both market and wallet share for the identified client franchise
Originate and execute meaningful and landmark transactions
Assist corporate clients in banking needs, providing relationship management support and treasury solutions.
Responsibilities
Work closely with senior bankers to provide overall relationship management support
Support banking in internal requirements such as audit and compliance processes, records management, KYC requirements, local regulatory credit requirements, continuity of business, capital management and pipeline updates
Provide a wide range of treasury and corporate finance solutions, including day‑to‑day cash management, trade, vendor finance, foreign exchange, loans, debt capital markets, share repurchase, and interest rate and equity derivatives
Support bankers in cross‑selling Citi’s full spectrum of products and services to generate revenue
Conduct marketing and execution activities in coordination with Bankers, Relationship Analysts and Associates, Citi’s international offices and product/investment banking partners
Client Services Specialist – Security TransfersInteractive Brokers Group · Zug, Switzerland