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Control Unit in driving effective and consistent business line execution against the Enterprise Risk Management Framework.. Issue and Event Management : Log, track, and support remediation of operational risk events, near misses and financial losses.. Participate in the development of and delivery of risk training materials for key Operational Risk, Enterprise Risk and testing programs across the investment banking teams.. Perform control testing across non-financial risk domains (including AML) as part of the firm's RCSA framework, focusing on control effectiveness evaluation.. Operational Risk Management Experience
The Client Facing Event Manager for Global Banking and Markets will bring investment banking corporate clients together with investors and strategic partners in one-on-one meeting formats at investment banking hosted events.. This manager will partner with various divisions of Goldman Sachs, including Investment Banking / Equity Capital Markets, and Equity Sales, and serve as our corporate clients’ point of connectivity to the investor community at client-facing events.. Understand and execute prioritization strategy for driving high value one-on-one meetings at investment banking client events. Oversee & execute all steps of planning a conference, including logistics (when applicable) & work closely with internal teams (Event Management, Investment Banking / ECM and Equity Sales) on Conference-related tasks/execution. Maintain direct contact with investing clients (Mutual funds, Venture Capital, Private Equity and Strategics) and corporate managements (US and int’l) on meeting allocations
Senior Treasury Manager - Payments page is loaded. The Treasury Manager will be an integral part of expanding a best-in-class Treasury department with a focus on cash forecasting, bank fees, deposit coverage, risk management, management reporting, SOX Controls, and strategic projects.. Work with Treasury Operations and FP&A team to oversee and forecast product volume and cash balances.. Work cross-functionally and establish strong working relationships with Treasury Operations, Accounting, Financial Planning & Analysis, and Payments Compliance departments.. 3-5 years of experience in Treasury, Finance, or Accounting with sufficient experience in cash forecasting and treasury operations; banking operations knowledge helpful.
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.. 7+ of progressive experience in private equity, public accounting, or a combination of experience at an alternative asset investment firm and public accounting experience. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.g., Jersey, Guernsey, Isle of Man).. We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world’s leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation.. Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset
One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws.. Asset & Wealth Management, Private, Risk Structuring & Finance Analyst - DallasRisk (Capital, Liquidity, and Market) | Analyst | DallasInvestment Banking - Mid-Cap Investment Banking - Analyst. Global Banking & Markets - Private - Dallas - Associate / Analyst - Private Equity Capital Call (PECC). Asset & Wealth Management, Multi-Asset Solutions, Trading & Risk Solutions, AnalystAsset & Wealth Management, Fixed Income - Research Analyst, High Yield and Bank Loans / Global High Yield Credit Analyst, Vice President
3-5 years of experience; prior experience in an operating role in the crypto industry, at a top-tier management consulting firm, an asset management / private equity / venture capital firm, or in investment banking. Extensive experience with blockchain technology and digital assets, along with an understanding of their technical underpinnings. CFA and/or FRM certifications a plus. The Asset Management Senior Risk Manager will support general risk oversight for Digital Assets, Equity, High Income, Fixed Income, Managed Accounts, and Asset Allocation Investment Teams, with a focus on blockchain and cryptocurrency related business capabilities, products, and services.. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Macdonald & Company is pleased to be exclusively retained by a well-regarded real estate private equity firm focused on acquiring and developing industrial assets across the U.S. to identify and appoint a Vice President of Asset Management for their Fort Worth office.. Reporting to the Senior Vice President of Asset and Portfolio Management, this position will work closely with senior leadership, including the President and CEO, while collaborating with internal teams across property management, construction, finance, and legal.. Lead asset disposition efforts, including IC approval, buyer selection, PSA negotiations, and transaction execution.. Assist in property acquisitions, participate in tenant interviews for major tenants during due diligence, verifying due diligence reports and reviewing Market Leasing Assumptions (MLAs).. Bachelor's Degree required, MBA Preferred.
Continental Battery Systems, a rapidly growing PE-backed company, is looking to add a highly-skilled, energetic, and collaborative Senior Financial Analyst to join its Corporate FP&A team. Cash Reporting, Management & Forecasting: Manage and develop the short- and long-term cash flow forecasts, liquidity models, and treasury reports to ensure sufficient liquidity and support financial planning. 2+ years of experience in finance, accounting, investment banking, consulting, or a related field. Experience with cash forecasting, banking operations, or treasury systems is required.. Advanced proficiency in financial modeling and analysis (e.g. Advanced Excel, VBA, Macros).
To facilitate the CCB's wholesale lending activities, Commercial Lending Management (CLM) serves as an in-business credit risk function organized around our strategic industries and global target market approach. The CLM Assistant Vice President facilitates the end-to-end lending process for a covered industry vertical directly supporting the responsible Credit Officer. This can include working capital solutions, term loans, treasury and liquidity management services, foreign exchange, trade finance and interest rate derivatives. The CLM Assistant Vice President is responsible for the underwriting and monitoring of credit risk associated with capital deployed across a variety of lending products appropriate for commercial banking relationships. Transactional Paralegal, Legal Assistant - Entity Management
Job Summary: The Deputy Chief Financial Officer (Deputy CFO) supports the Chief Financial Officer (CFO) in overseeing the financial strategy, operations, and reporting of the organization.. This senior-level role provides leadership in key areas such as financial planning, treasury, internal controls, and compliance.. The Deputy CFO partners across departments to ensure accurate reporting, drive financial performance, and support business decisions with actionable insights.. Oversee cash flow management, banking relationships, and treasury operations. Ensure strong internal controls, risk management, and regulatory compliance
Our investments are centered on seniors housing, outpatient medical facilities, and age-restricted multifamily properties, aiming to scale innovative care delivery models and enhance the wellness and healthcare experience.. A minimum of 2-3 years of relevant work experience in commercial real estate or healthcare investing, asset management, lending, investment banking, or investment sales.. Student Debt Program – we’ll contribute up to $10,000 towards your student loans!. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults inthe United States,United Kingdom, andCanada.. Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors – ourNorth Star.