Series 79

Series 79 Finance Jobs

4 jobs found

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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Investment Banking Analyst - Media & Communications

Citi New York, NY

1mo ago

$110k - $135k/yr Full time Analyst Banking Capital Markets

Analyst Banking Capital Markets

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Job Description

Role Overview

The Investment Banking Analyst is an intermediate level role that supports clients in raising capital in the markets and provides strategic advisory services for mergers, acquisitions and other financial transactions in coordination with the Institutional Banking team. The analyst also acts as an intermediary in trading activities for clients, with the goal of serving as a strategic advisor by developing investment strategies and securing capital for clients.

Key Responsibilities

Collaborate with senior Corporate & Investment Bank officers and professionals, participating in client transactions, projects, or assignments as the junior member of the Investment Banking team.
Organize and analyze complex financial data used in client proposals and strategic plans.
Prepare written recommendations, valuation materials, and statistical exhibits for pitches and live deals.
Conduct economic and financial research.
Evaluate a company’s financial performance relative to industry and market trends.
Build sophisticated financial models for valuation purposes.
Assess risk in business decisions, ensuring compliance with laws and regulations, maintaining policy adherence, applying ethical judgment, and escalating, managing, and reporting control issues with transparency.

Qualifications

2-5 years of relevant experience
Bachelor's degree in Finance or closely related areas of Business Administration
Series 79 and 63 licenses
Clear and concise written and verbal communication skills
Ability to work under pressure in a rapidly changing environment to meet deadlines

Education

Bachelor's degree/University degree or equivalent experience

Job Details

Job Family Group: Institutional Banking
Job Family: Investment Banking
Time Type: Full time
Primary Location: New York, New York United States
Salary Range: $110,000.00 - $135,000.00

Benefits and Additional Information

In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards.

Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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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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Investment Banking Associate

Chronic Capital LLC Boston, MA

1mo ago

$140k - $350k/yr Full time Associate Banking Capital Markets

Associate Banking Capital Markets

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Job Description

Role Overview

We are seeking a high-performance Market Coverage Banker whose primary focus is sourcing proprietary deal flow and cultivating deep market expertise within targeted industries. This role is not about execution support; it is a front-line, revenue-generating position.

The successful candidate will own and develop a defined industry vertical, build enduring relationships with CEOs and founders, source debt, equity, and M&A mandates, establish themselves as a market authority in their sector, and drive steady origination activity into the firm’s capital markets team.

Core Responsibilities

Deal Origination & Pipeline Development: Proactively source middle-market transactions ($5M-$250M+), develop relationships with founders, sponsors, and executives, identify financing and M&A opportunities early, secure signed engagement letters, and collaborate with Capital Markets to build financial models, data rooms, and investor materials.
Vertical Market Expertise: Own and continuously develop a defined industry vertical, maintain current knowledge of capital markets trends, valuation metrics, active buyers and lenders, and regulatory developments, and publish internal market insights to contribute to thought leadership.
Relationship Development: Build a long-term network of professionals (IB and commercial bankers, attorneys, CPAs, insurance brokers, etc.), represent the firm at conferences and industry events, and serve as the primary point of contact for clients through mandate execution.
Strategic Coverage: Develop target lists within the assigned vertical, maintain disciplined CRM tracking, conduct ongoing outreach and relationship nurturing, and build multi-year, trust-based advisory relationships.

Qualifications

Required

2-7+ years of experience in investment banking, private credit/equity, commercial banking, or capital markets
Demonstrated ability to source or co-source transactions
Deep industry knowledge within at least one sector
Strong executive presence and communication skills
Ability to independently manage pipeline development

Preferred

Existing portable network within a defined vertical
FINRA Series 79 / 63 (or ability to obtain)
Prior experience at a boutique or middle-market platform
Experience structuring debt, equity, or structured finance transactions

Performance Metrics

Engagement letters signed
Quality and size of sourced mandates
Pipeline consistency
Long-term client retention
Revenue generated from sourced transactions

Compensation & Benefits

Ideal Profile: Compensation comprises Base Salary, deal bonus, and discretionary bonus.

Pay: $140,000.00 - $350,000.00 per year

Benefits: Dental insurance, Health insurance, Paid time off

Ideal Profile

Relentless drive: Willingness to work long hours, travel, and outwork others to win mandates, build relationships, and uncover opportunities
Communication: High level of comfort speaking with executives and the ability to advocate and lead within the firm
Organization: Disciplined use of CRM, Outlook, OneDrive, and structured management systems
Willingness to learn: Market-obsessed with a strong desire to improve skills, industry knowledge, and capital markets fluency daily

Role Details

Job Type: Full-time
Location: Boston, MA 02108
Experience: 1 year (Required) in IB, capital markets or asset management
Ability to Commute: Boston, MA 02108 (Required)
Work Location: In person

Application Questions

Do you have an existing network that will allow you to generate leads within the first 30 days?
How many hours per week do you expect to work for this position?
Can you build a three-statement model from scratch without AI assistance?

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Series 79 Finance Jobs

Associate, Natural Resources (Energy) Mid-Corporate Banking

Investment Banking Analyst - Media & Communications

Investment Banking - Media & Communications - Analyst

Investment Banking Associate

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