Deal Execution

Deal Execution Finance Jobs

9 jobs found

Relationship Associate - Corporate Bank - Industrials - AVP

Citi New York, NY

26d ago

$99k - $148k/yr Full time Associate AVP Bachelor's Degree

Associate AVP Bachelor's Degree

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Job Description

Responsibilities

Develop and maintain relationships with diverse internal and external stakeholders to ensure timely issue resolution and support a broad range of client needs.
Conduct financial and operational investigations, including credit, foreign exchange, cash management, and trade services, ensuring prompt resolution and high client satisfaction.
Support the Banker in preparing relationship reviews and client portfolios.
Collaborate with Product Partners and Relationship Managers to execute Know Your Customer (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels.
Manage credit originations, credit allocations, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit; justify exceptions and coordinate credit allocation with Parent Account Management teams and Credit Risk Management.
Identify revenue opportunities, position relevant products with clients, monitor billing and service queries, and ensure correct mapping and marketing hierarchies in Citi Investment Strategies (CIS) to reflect revenues accurately.
Represent the banking coverage team in client meetings.
Assist with Banker activities in the absence of the Banker, including decision making and helping close transactions as needed.
Assess risk in business decisions, prioritizing the firm's reputation and safeguarding Citigroup, its clients and assets by following applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency.

Qualifications

5-8 years of experience
Bachelor’s degree in Finance or closely related areas of Business Administration
Credit skills/experience (e.g., financial accounting, commercial lending theories, industry awareness, loan structuring) preferred
Proven ability to learn and exert sound judgment
Client focused and results oriented
Strong follow-up and organizational skills
Clear and concise written and verbal communication
Proven planning, negotiation and analytical skills
Professional attitude
Series 7 and 63 licenses preferred

Education

Bachelor's degree or university degree, or equivalent experience in Finance or closely related areas of Business Administration.

Additional Information

This job description provides a high-level overview of the types of work performed. Other related duties may be assigned as required.

Salary and Benefits

Salary range: $98,960.00 - $148,440.00. In addition to base pay, Citi’s offerings may include discretionary and formulaic incentive and retention awards for eligible employees. Citi provides competitive benefits including medical, dental and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off includes planned time off (vacation), unplanned time off (sick leave), and paid holidays. Availability of offerings may vary by jurisdiction, job level, and date of hire.

Location and Work Type

Primary Location: New York, NY United States

Time Type: Full time

Additional Posting Information

Anticipated Posting Close Date: Jun 06, 2026

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Associate, Natural Resources (Energy) Mid-Corporate Banking

Citi Houston, TX

26d ago

$130k - $145k/yr Full time Associate Bachelor's Degree Banking

Associate Bachelor's Degree Banking

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Job Description

Role Overview

We are seeking a highly motivated Associate to join the front-office Natural Resources (Energy) coverage team in Houston. This role offers a strong pathway for a career in energy finance. The group covers a mix of public and private North American companies, with a focus on Upstream (E&P) and Midstream Oil & Gas, along with Power, Utilities, and the Clean Energy Transition sectors.

The Associate will receive structured training, hands-on experience, and meaningful contributions to the team. The position emphasizes developing core skills in financial analysis, credit risk assessment, and client management within the dynamic energy industry.

Key Responsibilities

Portfolio Management: Manage a portfolio of 10-20 clients in collaboration with deal teams composed of Analysts, Associates, Vice Presidents, and senior Credit Officers.
Transaction Execution: Serve as a primary contributor and reviewer in all aspects of deal execution, including in-depth financial analysis, complex financial modeling, risk analysis, and due diligence for credit extensions to new and existing clients.
Client and Partner Interaction: Support senior bankers in maintaining client relationships and coordinate with internal partners such as Loan Structuring & Syndications, Commodities, Treasury & Trade Services, and various operations functions to deliver integrated financial solutions.
Team Development: Assist with the training and professional development of junior Analysts on the team.
Industry Analysis: Conduct thorough company research and industry analysis to identify key trends, risks, and opportunities within the energy sector.
Risk Management: Assess risk in business decisions, uphold the firm’s reputation, and safeguard the bank, its clients, and assets. This includes ensuring compliance with laws, rules, and regulations, following policy, applying ethical judgment, and transparently escalating, managing, and reporting control issues.

Qualifications

3-6 years of relevant work experience
Theoretical and practical application of financial knowledge to Oil & Gas companies and the broader Energy industry
Strong analytical, quantitative, and problem-solving skills
Proficiency in financial modeling and financial data analysis; advanced MS Excel and PowerPoint skills
Excellent written and verbal communication abilities
Obtain Series 63 and 79 licenses, and pass SIE, within 150 days of joining
Bachelor's/University degree

Preferred Qualifications

Formal credit training from a reputable financial institution
Experience with syndicated and leveraged finance transactions

Job Family and Employment Details

Job Family Group: Management Development Programs
Job Family: Graduate
Time Type: Full time
Primary Location: Houston, Texas, United States

Compensation and Benefits

Primary salary range: $130,000.00 - $145,000.00. In addition to base compensation, Citi may provide discretionary and formulaic incentive and retention awards for eligible employees. Citi offers comprehensive benefits, including medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; and wellness programs. Paid time off includes vacation, sick leave, and holidays. For more information about Citi benefits, please visit citibenefits.com. Availability of offerings may vary by jurisdiction, job level, and date of hire.

Equal Opportunity and Accessibility

Citi is an equal opportunity employer, and qualified candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Citi's accessibility resources. View Citi’s EEO Policy Statement and the Know Your Rights poster for additional information.

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Transaction and Relationship Manager, VP

Citi Tampa, FL

26d ago

$130k - $195k/yr Full time Manager Agency & Trust Bachelor's Degree

Manager Agency & Trust Bachelor's Degree

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Job Description

Overview

The role oversees the management and administration of select capital markets and specialized agency transactions, including bond issues, corporate escrow accounts, M&A/Exchange and Paying Agent activities, Medium-term Notes, programs, and Commercial Paper Issuing and Paying Agent capacities. It requires strong client service and problem-solving skills, with the ability to independently manage a transaction workload and client relationships while contributing to special projects.

Responsibilities

Administer day-to-day activities for specialized agency deals such as M&A/Exchange & Paying Agent, Medium-term Notes, programs, and Commercial Paper Issuing & Paying Agent roles.
Collaborate with Sales and Product teams to support existing client relationships and nurture opportunities for new business.
Address client inquiries and coordinate with functional partners on any servicing requirements or issues.
Provide backup coverage to other administrators within the transaction management group.
Support the client lifecycle from acquisition through initial engagement, implementation, and ongoing maintenance of transactions.
Assist clients and other transaction stakeholders (bankers, counsel, lenders, noteholders) with day-to-day activities related to their transactions.
Review and process day-to-day transaction activity.
Answer inquiries from internal and external Agency & Trust clients in connection with transactions.
Adhere to A&T/Citi policies and procedures for client onboarding, deal implementation, account opening, and deal maintenance.
Coordinate with Operations for transaction setup, activity, and reporting; handle inquiries from clients and other stakeholders.
Demonstrate commitment to the bank's reputation and safeguarding Citi, its clients and assets by ensuring compliance with applicable laws and regulations, applying ethical judgment, and escalating and reporting control issues with transparency.
Participate in routine client calls with existing and prospective Agency & Trust customers.

Qualifications and Experience

Minimum five years of Corporate Trust or comparable relevant experience in corporate banking.
Proven experience in deal implementation and ongoing maintenance.
Solid knowledge of Corporate Trust concepts.
Ability to analyze and interpret complex Corporate Trust legal documents.
Capacity to manage a diverse set of internal and external demands.
Ability to work unsupervised and adjust priorities quickly as circumstances dictate.
Ability to work under pressure and meet deadlines or adapt to changing requirements.
Strong problem-solving and decision-making capabilities.
Analytical and influencing skills with clear written and verbal communication.

Education

Bachelor’s degree or equivalent professional experience; Master’s degree is preferred.

Location

Tampa, Florida

Details

Work Type: Full time
Salary Range: $129,840.00 – $194,760.00
Time Type: Full time
Primary Location: Tampa, FL, United States

Benefits and Compensation

In addition to base salary, Citi may provide discretionary and formulaic incentive and retention awards. Citi offers a comprehensive benefits package, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off includes planned vacation, sick leave, and paid holidays. For more detail on Citi benefits, please visit citibenefits.com. Availability of offerings may vary by jurisdiction, job level, and date of hire.

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Senior Manager, Investment & Risk Management

Pattern Energy Group LP San Francisco, CA

26d ago

$128k - $173k/yr Full time Manager Senior Bachelor's Degree

Manager Senior Bachelor's Degree

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Job Description

Location: San Francisco, CA

Company Overview

Pattern Energy Group LP is a premier renewable energy company focused on the development, construction, ownership, and operation of wind, solar, transmission, and energy storage facilities. Our mission is to accelerate the global shift to clean energy through sustainable development and responsible operations that respect the environment, communities, and cultures where we operate. We prioritize trust, accountability, and transparency, guided by values of creative spirit, pride of ownership, diligent follow-through, and a team-first mindset. Headquartered in the United States, Pattern Energy manages a global portfolio of more than 30 power facilities and transmission assets delivering low-cost clean energy to millions of customers.

Job Purpose

The Senior Manager, Investment and Risk Management strengthens Pattern Energy’s investment and risk management framework. The role is responsible for designing, enhancing, and maintaining processes, tools, and analytical models that support capital allocation, portfolio optimization, and enterprise risk governance. It works cross functionally to ensure investment decisions are rigorous, transparent, and aligned with long-term objectives. Additionally, the Senior Manager advances the Enterprise Risk Management (ERM) program by integrating enterprise-level risk insights into investment evaluation, portfolio strategy, and governance processes. The position reports to an AVP-level leader within the investment and risk management organization.

Key Accountabilities

Investment and Risk Evaluation
- Assess risk-adjusted returns, critical assumptions, and downside exposures across development, acquisition, financing, and operating assets.
- Prepare and review materials for investment committees and governance forums, ensuring clear and consistent risk-return communication.
- Analyze portfolio-level risks including concentration, diversification, scenario outcomes, and correlations across technologies, geographies, markets, and counterparties.
Enterprise Risk Management
- Identify, assess, and monitor enterprise-level risks related to investments, market dynamics, counterparties, capital structure, and liquidity.
- Maintain enterprise risk registers, key risk indicators, scenario analyses, and leadership-level reporting.
- Support ongoing improvements to ERM processes, tools, and analytics as the company scales.
Cross-Functional Collaboration
- Collaborate with Finance, Commercial, Legal, Tax, Insurance, Treasury, Asset Management, and other teams to ensure consistent risk evaluation and governance throughout the asset lifecycle.
- Work with subject matter experts to quantify risks for investment decisions and integrate the Project Risk Committee (PRC) into the capital approval process.
Capital Allocation and Portfolio Strategy
- Lead the ongoing enhancement of the Capital Allocation Request (CAR) process and supporting materials in partnership with Business Development and other teams.
- Support milestone capital allocation for development projects.
- Contribute to the long-term portfolio strategy, including construction, optimization, and performance evaluation.
- Develop and implement a historical investment review process to identify opportunities to increase value across operating assets and future development projects.
Process Improvement and Systems Development
- Promote the adoption of improved investment processes, tools, and automation initiatives.
- Support updates to underwriting standards, model templates, and analytics for new business lines.
- Partner with the Salesforce team to implement system enhancements for Investment and Risk functions.
Transactional Finance
- Lead and support transactional finance activities across development, acquisition, financing, refinancing, and divestment transactions.
- Evaluate transaction structures, financial terms, risk allocation, and value drivers throughout the transaction lifecycle.
- Contribute to financial due diligence and assess alternative structures with a focus on risk-adjusted value and alignment with the company’s risk appetite.

Experience, Qualifications, and Education

Bachelor’s degree in Finance, Mathematics, Engineering, Economics or related field; MBA is a plus.
8+ years of relevant direct experience.
Experience in renewable energy or power project finance, tax equity, private equity, corporate M&A, consulting, power or renewable project development, or investment banking, including moving projects through development, transaction execution, closing, and beyond.
Ability to work in a results-oriented, project-driven, real-time team environment and to prioritize multiple projects while delivering quality results under tight deadlines.
Strong analytical, financial modeling, and process implementation skills, with the ability to identify primary value and risk drivers within projects and transactions, and familiarity with terms that maximize value while managing risk exposure.
Extensive knowledge of renewables project development and ownership of operational projects; demonstrated ability to implement process improvements for investment decision making and risk management in the renewables sector.
Proven ability to collaborate across functions and manage internal and external stakeholders.
Proficiency in optimizing team operations within a broader organization.
Highly motivated team player committed to excellence.

Compensation and Benefits

The anticipated starting salary range for this role is $128,000 to $173,000 USD. This range is an estimate, and base pay may be above or below the ranges based on factors such as location, experience, certifications, and education. In addition to base pay, Pattern Energy offers a bonus program for full-time employees at all levels. The benefits package includes medical, dental, and vision coverage; short and long-term disability; life insurance; voluntary benefits; family care benefits; employee assistance program; paid time off and bonding leave; paid holidays; a 401(k) or RRSP retirement savings plan with employer contributions; and employee referral bonuses.

Work Arrangement and Eligibility

Pattern Energy supports a hybrid work arrangement. This position is based in San Francisco, California, and may involve collaboration across teams and locations as needed.

Equal Opportunity Employer

Pattern Energy Group is an Equal Opportunity Employer.

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Corporate Deals Technology Manager

PRICE WATERHOUSE COOPERS Atlanta, GA

27d ago

$99k - $232k/yr Full time Manager Bachelor's Degree Big 4

Manager Bachelor's Degree Big 4

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Job Description

Location: Atlanta, GA

Overview

PwC deals professionals provide strategic guidance and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. You will help clients navigate complex transactions and maximize value in their business deals. The role focuses on deal integration and valuation realization, assisting clients in successfully integrating acquisitions and maximizing the value of their investments. You will conduct valuations, financial analysis, and develop strategies for post‑merger integration. As a leader, you motivate, develop, and inspire others to deliver quality work, coaching team members and managing performance to meet client expectations. With growing knowledge of how business operates, you will identify opportunities that contribute to the Firm’s success, leading with integrity and authenticity while articulating our purpose and values. You will embrace technology and innovation to enhance delivery and encourage others to do the same.

Responsibilities

Lead teams through the entire deal process and secure successful project execution while upholding quality standards
Inspire and motivate team members to achieve excellence
Manage cross functional business process integration
Oversee systems integration and transformation initiatives
Analyze synergy opportunities and enhance cost structures
Collaborate with stakeholders throughout the deal cycle
Drive continuous improvement in team performance

The Opportunity

As part of the Deals team, you will support the IT function within M&A, engaging in large scale, cross functional business process and systems integration. As a Manager, you will lead teams across the deal spectrum, ensuring project success and maintaining high standards while motivating and inspiring team members to deliver quality results.

What You Must Have

Bachelor's Degree
5 years of experience

What Sets You Apart

Master's Degree in Accounting & Finance, Engineering, Operations Management/Research, or Information Technology preferred
Proven leadership in managing integration and separation projects
Developing and reviewing financial models for IT
Recommending enterprise architecture and solutions
Building relationships to influence peers and stakeholders
Scoping and managing client engagements and economics
Leading large teams and multiple clients simultaneously
Possessing thorough project management skills

Salary and Benefits

The salary range for this position is $99,000 to $232,000. Actual compensation within the range will depend on the individual's skills, experience, qualifications, location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a comprehensive benefits package including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view benefits at a glance, please visit: https://pwc.to/benefits-at-a-glance

Equal Opportunity and Additional Information

PwC is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law.

PwC does not intend to hire experienced or entry level job seekers who will require PwC sponsorship through the H-1B lottery in the future, except as described in the H-1B Lottery Policy: https://pwc.to/H-1B-Lottery-Policy.

Learn more about how we work: https://pwc.to/how-we-work

For applicants affected by specific Fair Chance ordinances, arrest or conviction records may be considered in accordance with applicable laws. PwC recognizes that conviction records may impact responsibilities such as handling sensitive information and working closely with teammates, and we assess these factors thoughtfully to maintain a secure and trusted workplace.

Application Details

Applications will be accepted until the position is filled or the posting is removed, unless otherwise stated on the following page. For information about anticipated application deadlines, please visit: https://pwc.to/us-application-deadlines

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Corporate Banking Relationship Manager - Associate

Santander US New York, NY

1mo ago

$109k - $175k/yr Full time Manager Associate Bachelor's Degree

Manager Associate Bachelor's Degree

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Job Description

Overview

Santander is a global leader in financial services, evolving from a high impact brand into a technology driven organization. Our people are at the center of this transformation, driving a customer‑centric shift that values bold thinking, innovation, and the courage to challenge what’s possible. This is an opportunity for driven professionals to grow, learn, and make a meaningful impact. Location is New York, NY.

Responsibilities

Support Senior Relationship Managers with client management, transaction execution, and portfolio management.
Participate in additional strategic activities, including industry sector analysis, market analysis, internal reporting, and budgeting initiatives.
Provide support to senior bankers and serve as a secondary banker for clients, with a focus on the insurance sector.
Lead client presentation preparation, including background research and analysis, and the drafting and production of client marketing materials and pitch books.
Assist senior bankers with follow-ups on identified cross-sell opportunities, coordinating Credit, Product, and stakeholders across the Global Network.
Act as the main point of contact with Risk Department, coordinating all relevant risk presentations.
Adhere to compliance procedures and internal/operational risk controls in line with regulatory standards, requirements, and policies.
Support product partners and monitor the end-to-end execution process for transactions to ensure timely delivery and client satisfaction.
Conduct client research to uncover opportunities to market bank products, develop industry views, perform industry peer and market research, and analyze trends and transformational events.

What You Bring

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with

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Investment Banking - Media & Communications - Analyst

JPMorganChase New York, NY

1mo ago

$110k+/yr Full time Analyst Banking Capital Markets

Analyst Banking Capital Markets

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Job Description

Overview

We are seeking a highly skilled and experienced Investment Banking Analyst to join the Media & Communications Investment Banking team. This role offers an exceptional opportunity to contribute to high-profile transactions and help drive growth within a leading financial institution.

Location: New York, NY 10017

Responsibilities

Support all phases of transaction execution, including due diligence, document preparation, negotiations, and coordination with the client and other advisers such as accounting and legal teams.
Collaborate with J.P. Morgan product and sector teams to advance engagements.
Develop and apply sophisticated financial models, perform valuation analyses, and conduct analytical work.
Prepare presentation materials for M&A and capital markets transactions, including management presentations, Board materials, memoranda, and other client-ready decks for strategic discussions.
Stay informed about key market developments and build a solid understanding of target clients and relevant market dynamics.

Required qualifications, capabilities, and skills

Licensed to practice; SIE, Series 63, and Series 79.
Prior work experience in an investment banking front office or a related role.
Strong accounting, finance, quantitative, and business writing skills.
A well-rounded academic background from a top-tier educational institution.
Understanding of the transaction cycle and the steps in the process with an execution-oriented approach.
Excellent communication skills with the ability to interact effectively with senior professionals, clients, and stakeholders across lines of business.
Self-directed, highly motivated, and capable of working independently.

About Us

JPMorganChase is a long-established financial institution delivering innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With more than 200 years of history, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

We offer a competitive total rewards package including base salary determined by the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, recognizing individual achievements and contributions. A range of benefits and programs are provided to meet employee needs based on eligibility, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and that the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected by law. We also make reasonable accommodations for applicants and employees' religious practices and beliefs, as well as mental health or physical disability needs. For more information about requesting an accommodation, please refer to our FAQs. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. Corporations, governments, and institutions worldwide rely on us in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and offers liquidity in markets around the world.

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Mergers and Acquisitions Professional

First Choice Business Brokers West Charlotte Charlotte, NC

1mo ago

$85k - $150k/yr Full time Acquisitions Budgeting Business Valuation

Acquisitions Budgeting Business Valuation

Investment Banking Senior Analyst - Energy (Houston)

Raymond James Financial, Inc. Houston, TX

1mo ago

Full time Senior Analyst Banking

Senior Analyst Banking

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