Collecting information
Organizing data
This job is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury. Negotiates and structures legal documentation related to loans and derivatives. BA Degree with concentration in Finance, Accounting or Economics.
Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational, financial and strategic perspectives to middle market stakeholders. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS). Restructuring role at Portage Point Partners offers an ideal opportunity for candidates to leverage the firm’s rapidly expanding platform to deliver restructuring investment banking services to middle market companies experiencing transformation, transition, stress and / or distress, including liability management, financing, M&A and / or restructuring solutions, whether implemented out-of-court or through bankruptcy. Preparing, reviewing and analyzing valuation analysis, debt capacity analysis, financial modeling, credit document analysis, restructuring analysis and modeling
The Vice President will join the Portfolio Management team at Blue Owl Digital Infrastructure, responsible for managing multiple investment vehicles and collaborating with a team of associates.. Manage portfolio level models, including capital expenditure forecasting and liquidity analysis.. MBA, CPA, CFA preferred but not required.. 6+ years of experience in private equity, investment banking, corporate finance, or related fields.. Strong experience in portfolio modeling and financial analysis, with advanced Excel skills.
The firm specializes in middle-market investments across various industries within Industrials and Business Services and is committed to fostering growth, innovation, and sustainability.. You will work closely with our senior leadership team, participating in the full spectrum of the private equity investment cycle.. Lead due diligence efforts, financial analysis, and market research for potential investments.. A minimum of 6 years of experience in private equity, investment banking, or management consulting.. Strong financial modeling, due diligence, and valuation skills.
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.. CLA is seeking a Managing Director of Investment Banking to lead our investment banking team in our office in Minneapolis, MN, Chicago, IL, or Oak Brook, IL. This role leads and oversees the investment banking at CLA, driving strategic initiatives, managing client relationships, and ensuring the successful execution of transactions.. Lead and manage the investment banking team, providing strategic direction and guidance.. Oversee the execution of mergers and acquisitions, capital raising, and other financial transactions.. FINRA Series 24 license
Join to apply for the Director - Strategy & Corporate Finance role at Guidehouse. Guidehouse’s Strategy & Economics team offers opportunities to serve clients in organizational strategy, sustainability, energy transition, smart cities, IoT, broadband, digital equity, economic development, industrial policy, and infrastructure strategy. We are recruiting a Strategy & Corporate Finance Director to join our team in Washington, DC or New York City. The successful candidate will lead teams working with federal, state, and local agencies to develop organizational strategies and innovative business models for public services and infrastructure delivery. Requirements include a Bachelor’s degree, at least 10 years of strategy or deals consulting experience, or equivalent experience in public sector finance, investment banking, or corporate strategy. Preferred qualifications include CFA, MBA, or other relevant Master’s degrees.
Director, Strategic Finance. We are looking for a dynamic team leader for our Strategic Finance practice with a strong background in financial modeling, reporting and processes, ideally gained from a career in consulting, private equity or a similar environment.. As a Director, you will be a key player within our “Office of the CFO” practice, leading the Strategic Finance group.. Contribute to Palm Tree’s thought leadership by publishing insights, speaking at industry events, and positioning yourself as an expert in strategic finance. A minimum of 10+ years of relevant professional experience in middle-market FP&A, corporate finance, investment banking, restructuring, or private equity
Our client, a leading Midwest-based regional bank with approximately $40B in assets, is seeking an experienced Portfolio Manager to join their Specialized Banking team in Chicago, Illinois. The Portfolio Manager will be responsible for managing complex credit relationships, focusing on specialized sectors including power and utilities and other targeted industries. 4-7 years of relevant banking experience, with a strong focus on credit analysis and portfolio management.. Bachelor's degree in Finance, Economics, or related field; MBA preferred.. They maintain a strong market presence in the Midwest and are committed to providing exceptional service to their clients while fostering employee development.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. These benefits include 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.
What Corporate Development Management contributes to Cardinal Health. The Corporate Development team is responsible for providing leadership, direction, and expertise to execute Cardinal Healths growth and business strategies through mergers, acquisitions, divestitures, joint ventures and other strategic transactions.. Deal Approval : Support communications with Corporate CEO, CFO, Segment CEOs and CFOs, Chief Accounting Officer, Treasurer, Business Unit GMs and other members of Cardinal Health leadership.. Compliance and Governance : Ensure compliance with all legal, regulatory and Cardinal Health requirements throughout the M&A process.. 3+ years experience in corporate development, investment banking, private equity, venture capital, strategy, finance, or accounting, preferred
Role/ Department: Senior Audit Manager, WM-AM/Audit ServicesSenior Audit Manager is responsible for the execution of audit engagements, which includes planning, developing the project’s scope, maintaining the budget and timeframes of the project to meet audit requirements, and ensuring department Standards are properly met. Maintains familiarization and technical expertise preferably in the Wealth Management and Asset Management businesses including organizational structure, personnel, activities and products, new product development, financial performance and risk and problem areas. Professional certifications (e.g., CPA, CISA, CIA, ACA, ACCA) and/or an MBA along with demonstrated technical abilities in select areas (e.g., accounting, regulatory compliance, etc. College or University degreeThe successful candidate will benefit from having:Knowledge of Wealth Management and/or Asset Management businesses Working Model: Hybrid (#LI-Hybrid)We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at.
Very reputable, Small - Midsized Private Equity backed Manufacturing company located in Oak Brook, Illinois, is looking for a VP of Finance for an immediate need.. Sign in to set job alerts for "Vice President Finance" roles.. Vice President of Financial Planning Analysis Chicago, IL $150,000.00-$175,000.00 1 week ago. VP of Accounting and Finance up to $200K (Hybrid/Loop) Vice President Finance (Retail industry required) Chicago, IL $165,000.00-$180,000.00 2 weeks ago. Director, Corporate Controller, (Hybrid) Chief Financial Officer for Private Equity Portfolio Company We're unlocking community knowledge in a new way.
Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses. JPMorganChase, one of the oldest financial institutions, offers 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.. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.. These benefits include 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.
We are partnering with a global industry leader headquartered in the Chicago area to identify an Associate Director of Investor Relations.. This confidential opportunity is ideal for a seasoned finance professional with a strong understanding of capital markets and a track record of managing public company investor relations.. Prior experience in equity research, investment banking, FP&A, corporate finance, or corporate strategy preferred. Managing Director, Performance Improvement Business Development Director for Retail Greater Chicago Area $120,000.00-$150,000.00 1 week ago. Managing Director, Investment Banking
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Job Title: Investment Banking Associate - TMT (Technology, Media, Telecommunications). We are seeking a highly skilled and motivated Investment Banking Associate to join our TMT (Technology, Media, and Telecommunications) group in Chicago.. Develop and maintain sophisticated financial models to evaluate mergers, acquisitions, divestitures, and other strategic initiatives, including Discounted Cash Flow (DCF) , Comparable Company Analysis (CCA) , and Precedent Transaction Analysis (PTA).. Stay up-to-date with key TMT trends (e.g., digital transformation, cybersecurity, 5G deployment, streaming services, etc.). Experience : 2-4 years of experience as an Investment Banking Analyst or Associate in a reputable investment bank, preferably with a focus on TMT sectors (Technology, Media, and Telecommunications).
Success will be determined by the ability to develop and deliver the appropriate management reporting, including but not limited to: internal margin reporting, risk limit monitoring, budgeting and forecasting, management reporting, performance metrics reporting, strategic planning, liquidity management, funds transfer pricing, business opportunity decision-making support, and to identify profit improvement initiatives.. Lead the Treasury team primarily responsible for funds transfer pricing, liquidity risk management, forecasting, and related reporting requirements.. Lead the development and maintenance of modeling processes including QRM Funds Transfer Pricing, and the Internal Liquidity Stress Testing (ILST) models.. 5-7 years Financial services industry, with a background in bank corporate treasury, ALM or FTP models, QRM, Empyrean, financial analysis, enterprise reporting, cost accounting or general accounting.. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence.
LaSalle Network has partnered with a fast-growing, industry-leading manufacturing company located in the heart of downtown Chicago to identify a. This is a high-impact role for a hands-on finance professional who thrives in fast-paced environments and is ready to take ownership of complex treasury operations.. Advanced Excel and experience with treasury management systems (TMS). LaSalle Network is the leading provider of direct hire and temporary staffing services.. LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets.
A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Liquidity & Working Capital Optimization.. Compile findings into cogent and digestible spreadsheet templates and presentation slides.. Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts.. 2-4 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.. Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions.. Evaluate and improve BIC content.. Prior investment banking experience required; 2+ years experience as an Investment Banking Analyst strongly preferred. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.