Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning ...
Quick apply
Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning ...
Quick apply
Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning ...
Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning ...
Quick apply
Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning ...
$175K - $225K/yr
HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry ...
$175K - $225K/yr
HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry ...
Bethesda, MD ยท On-site
$20 - $28/hr
The Internet Banking Specialist is an energetic performer with a passion for customer service. They are familiar with consumer banking products and services, can multitask and stay organized, detail ...
Bethesda, MD ยท On-site
$20 - $28/hr
The Internet Banking Specialist is an energetic performer with a passion for customer service. They are familiar with consumer banking products and services, can multitask and stay organized, detail ...
Tysons Corner, VA ยท On-site
$175K - $200K/yr
Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance ...
Tysons Corner, VA ยท On-site
$175K - $200K/yr
Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance ...
Analyst - Investment Banking Los Angeles, CA The Analyst role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow ...
Analyst - Investment Banking Los Angeles, CA The Analyst role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow ...
$20 - $28/hr
Description The Internet Banking Specialist position is primarily responsible for customer service with emphasis on customer satisfaction and inquiries, online banking, bill payment, account opening ...
$20 - $28/hr
Description The Internet Banking Specialist position is primarily responsible for customer service with emphasis on customer satisfaction and inquiries, online banking, bill payment, account opening ...
HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry ...
New
HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry ...
New
Bethesda, MD ยท On-site
$20 - $28/hr
The Internet Banking Specialist position is primarily responsible for customer service with emphasis on customer satisfaction and inquiries, online banking, bill payment, account opening, and ...
Quick apply
Bethesda, MD ยท On-site
$20 - $28/hr
The Internet Banking Specialist position is primarily responsible for customer service with emphasis on customer satisfaction and inquiries, online banking, bill payment, account opening, and ...
2027Investment Banking Full-Time Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financialproducts ...
2027Investment Banking Full-Time Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financialproducts ...
Sterling, VA ยท On-site
$55K/yr
Automotive Banking & Floorplan Accountant Department : Accounting We are seeking an organized and detail-oriented Automotive Banking Accountant to join our accounting team. This role will be ...
Sterling, VA ยท On-site
$55K/yr
Automotive Banking & Floorplan Accountant Department : Accounting We are seeking an organized and detail-oriented Automotive Banking Accountant to join our accounting team. This role will be ...
Acquires and expands share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue. Achieves business results through leadership of and productive collaboration with a ...
Acquires and expands share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue. Achieves business results through leadership of and productive collaboration with a ...
Washington, DC ยท On-site
$150K - $245K/yr
Demonstrate the ability to build a brand within your market that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients" * Develop new ...
Washington, DC ยท On-site
$150K - $245K/yr
Demonstrate the ability to build a brand within your market that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients" * Develop new ...
Demonstrate the ability to build a brand within your market that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients" * Develop new ...
Demonstrate the ability to build a brand within your market that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients" * Develop new ...
Demonstrate the ability to build a brand within your market that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients" * Develop new ...
Demonstrate the ability to build a brand within your market that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients" * Develop new ...
Your role As an Industry Solutions, Banking & Capital Markets Senior Consultant you will work on engagements in a team-based environment, partnering directly with clients, fellow Industry Solutions ...
Your role As an Industry Solutions, Banking & Capital Markets Senior Consultant you will work on engagements in a team-based environment, partnering directly with clients, fellow Industry Solutions ...
Washington, DC ยท On-site
$18.25 - $23.25/hr
Complies with all department, bank, and regulatory policies and procedures. Requirements * Minimum one year cash handling and customer service experience with prior banking experience preferred.
Washington, DC ยท On-site
$18.25 - $23.25/hr
Complies with all department, bank, and regulatory policies and procedures. Requirements * Minimum one year cash handling and customer service experience with prior banking experience preferred.
KippsDeSanto - Investment Banking Associate KippsDeSanto is focused on providing comprehensive investment banking services - primarily M&A, private financing, and strategic advisory - to middle ...
KippsDeSanto - Investment Banking Associate KippsDeSanto is focused on providing comprehensive investment banking services - primarily M&A, private financing, and strategic advisory - to middle ...
KippsDeSanto - Investment Banking Associate KippsDeSanto is focused on providing comprehensive investment banking services - primarily M&A, private financing, and strategic advisory - to middle ...
KippsDeSanto - Investment Banking Associate KippsDeSanto is focused on providing comprehensive investment banking services - primarily M&A, private financing, and strategic advisory - to middle ...
Washington, DC ยท On-site
$150K - $245K/yr
P. Morgan's Commercial Banking group in Commercial and Specialized Industries. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most ...
Washington, DC ยท On-site
$150K - $245K/yr
P. Morgan's Commercial Banking group in Commercial and Specialized Industries. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most ...
$11.4K - $21.8K
0% of jobs
$21.8K - $32.2K
0% of jobs
$32.2K - $42.5K
0% of jobs
$42.5K - $52.9K
13% of jobs
$63K is the 25th percentile. Wages below this are outliers.
$52.9K - $63.2K
13% of jobs
The median wage is $70.6K / yr.
$63.2K - $73.6K
35% of jobs
$73.6K - $83.9K
8% of jobs
$83.9K - $94.3K
3% of jobs
$101K is the 75th percentile. Wages above this are outliers.
$94.3K - $104.6K
5% of jobs
$104.6K - $115K
5% of jobs
$115K - $125.4K
18% of jobs
$11.4K
$84.9K
$125.4K
| Aspect | Banking | Loan Officer |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles require degrees in finance or related fields | High school diploma; often requires licensing or certification (e.g., NMLS) |
| Work Environment | Bank branches, offices, online platforms | Bank branches, client meetings, online communication |
| Employer & Industry Usage | Financial institutions, banks, credit unions | Banks, mortgage companies, lending institutions |
| Common Search & Comparison | General banking roles, customer service, financial services | Loan processing, mortgage lending, credit analysis |
Banking is a broad industry encompassing various roles in financial services, while a Loan Officer specializes in evaluating and approving loan applications. Loan Officers focus specifically on lending processes within the banking sector, often requiring specialized licensing. Both roles are integral to banking operations but differ in scope and responsibilities.

Full-time
Medical, Retirement
Re-posted 10 days ago
Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services. Our focus is the Architectural, Engineering, Environmental Consulting and Construction (AEC) industry, also encompassing Government Contracting. Our growing firm has openings for full-time Investment Banking/Valuation Analysts in our DC Area headquarters. Visit www.mathesonadvisors.com
As part of our expanding team, the analysts will have the opportunity to work on a variety of corporate finance and strategic engagements including:
ยท Business Valuation: ESOPs, M&A transactions, management buyouts, strategic planning, and other capital strategies purposes.
ยท Mergers & Acquisitions: M&A execution for buy-side acquisitions, sell-side representation; M&A valuation, deal structuring, market research, and financial due diligence.
ยท Ownership Transition Planning: Management buyouts, ESOPs, stock redemptions, equity incentive plans, and ownership expansion programs.
ยท Other strategic advisory, capital strategiesย and financial management services.
Qualifications: Bachelorโs degree in accounting, finance, business, or related field; 1-2 years of relevant experience in business valuation, investment banking, corporate banking, transaction advisory, public accounting, or relevant financial services experience only. MBA and/or certification/progress toward CFA, CPA, ASA, or other relevant credentials are preferred. Very strong verbal and written communication skills. High proficiency with Microsoft Excel and financial statement modeling. Quick on your feet, self-motivated, good team player, and strong attention to detail.
Priority consideration will be given to those applicants who submit a resume plus a written cover letter describing your goals and qualifications related to the position, including current compensation and expectations. Please send to your resume and letter to: hire@mathesonadvisors.com
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Investment banking and securities dealing
1 - 10 Employees
McLean, VA, US
2003