Collecting information
Organizing data
Zurich North America is hiring an Private Equity Underwriter, Middle Markets (Senior or AVP) to join our team!. You will leverage your Private Equity underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business. You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals.
We’ve earned coverage and awards from TechCrunch, CNBC, Bloomberg, Forbes, Business Insider, PYMNTS, American Banker, LendIt, and have been named to the Forbes Fintech 50 list for the last three years.. As the Strategic Finance Lead, you will report to our VP of Finance and be responsible for providing strategic and tactical financial planning and analytical support across the entire business.. Lead efforts to build a data-driven culture by providing real-time insights and actionable intelligence across the business, leveraging financial, operational, and market data.. 2+ years of investment banking or management consulting experience is strongly preferred.. High proficiency in Microsoft Excel, Google Sheets, and experience with BI tools such as Metabase, Tableau, etc.
Role Overview: Wealth Investment Solutions - Fixed Income Client Portfolio Management (CPM) Team. The Fixed Income CPM team is responsible for client engagement, marketing and product development of our customized fixed income solutions for the Wealth Management client base.. The team is looking for a client portfolio manager to focus on the growth of our leading fixed income Separately Managed Accounts (SMA) platform.. Client Coverage & Portfolio Management – Responsible for covering Sales Teams, Wealth Advisors and end clients with regard to their fixed income investments; advising on portfolio positioning, performance, product platform, markets etc.. Project Management – Engage on a variety of projects related to product development, portfolio management and our ability to leverage technology to scale and improve the client experience.
We provide a comprehensive range of financial services that leverage a unique blend of deep restructuring and advisory experience in combination with capital solutions and principal investing through our merchant banking capabilities.. Our growing team has an open role for a Director, Treasury who will oversee all Treasury Management with a special focus on debt, cash management, forecasting, reporting, analytics, and project management.. Support the SVP & Treasury team with research of new debt instruments, hedging opportunities, and options to minimize risk associated with financial instruments. Bachelor’s degree in Finance/Accounting or related field, Masters/MBA preferred. is a privately held diversified financial services company and the world's preeminent authority on maximizing the value of assets for both healthy and distressed companies.
Our client base is growing, and our existing clients are engaging the firm across the spectrum of our services offerings. Liaise with the clients’ external auditors, administrator, HR/payroll, and other service providers. Work with clients to deliver outsourced CFO and related services to Hedge Funds and Private EquityFunds. 4+ years of experience in alternative investment management industry (hedge fund, private equity, venture capital, real estate). Well versed in Microsoft Office Suite; familiarity with QuickBooks, OpenAir, Bill.com, Expensify are a plus
The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests.. Such requests include obtaining initial approval for new credit exposure (i.e., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure.. Familiarity with corporate banking products such as Enterprise Commercial Payments ("ECP"), Foreign Exchange ("FX"), Derivatives, etc.. Minimum of five (5) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management. Minimum of seven (7) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management
The Sr. Analyst, Fund Administration will be responsible for the review of fund valuations, capital activity, pricing, audit support, and tax compliance for our sponsored funds. Subject Matter expert on fund administration and operational functions for the firm.. You bring 5 – 7 years of Fund Administration, Tax Accounting, or Audit and Accounting experience of hedge or private equity funds. You have experience with Hedge Funds and Private Equity Funds. You have expanded knowledge of alternative investments, security analysis and industry related expertise.
The Vice President for Finance and Administration/Chief Financial Officer (VPFA/CFO) serves as the University's chief finance and business officer, reporting directly to the President and playing a critical role as a member of the Senior Leadership Team. This position provides strategic and operational leadership in key areas, including financial planning, budgeting and analysis, accounting, treasury and risk management, asset management, human resources and legal oversight. Supervise the Controller and Director of Financial Planning/Analysis. Master's degree or Certified Public Accountant (CPA) / Certified Financial Analyst preferred. Chief Financial Officer experience, or experience reporting to that level (Controller, Assistant CFO). Saint Xavier University (SXU) invites inquiries, nominations, and applications for a Vice President for Finance and Administration/Chief Financial Officer (VPF/CFO).
Chicago Office - Asset Management Senior-Mid-Level Associate.. Join to apply for the Chicago Office - Asset Management Senior-Mid-Level Associate role at Winston & Strawn LLP. Winston & Strawn is seeking a senior-mid-level associate with substantive asset management experience. The ideal candidate will have experience advising clients on investment management and compliance matters, as well as with the formation, structuring, and ongoing management of private investment funds (e.g., private equity and hedge funds). Familiarity with, and a desire to become a subject matter expert on, the Investment Advisers Act is required.
The Mergers and Acquisition Due Diligence Lead is responsible for overseeing and executing the due diligence process for potential mergers, acquisitions, and other strategic investments.. Lead and manage the due diligence process for potential M&A transactions, ensuring thorough analysis and evaluation of target companies, always acting as an ambassador of Gallagher’s culture.. Coordinate with internal teams and external advisors, including legal and compliance, IT, financial, HR, operational, and technical experts, to gather and analyze relevant information.. Minimum of [5-7] years of experience in M&A due diligence, investment banking, corporate finance, or a related field.. Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization.
We're seeking a hands-on seasoned CFO who can act as a strategic partner to our client's senior leadership team.. This is a critical role overseeing all financial aspects—from day-to-day accounting to broad investment and banking operations.. Oversee weekly cash management and Accounts Payable.. Proficiency with financial management software (ERP / NetSuite).. Get notified about new Chief Financial Officer jobs in Chicago, IL.
Develop, plan, and manage the delivery of reports to the Leadership Team and the Audit Committee, providing an independent assessment of governance processes, risk management practices, or internal controls.. The role will evolve from Manager to Senior Manager based on seniority level achieved.. Contribute to the development of the internal audit plan supporting risk assessment.. Qualified CPA, ACA, ACCA, CIA, CFA, CISA, or equivalent.. Second language such as Spanish, French, German, Czech, Italian, Polish, or Dutch preferred.
The National Council States Boards of Nursing (NCSBN) is an independent, not-for-profit organization through which nursing regulatory bodies act and counsel together on matters of common interest and concern affecting public health, safety and welfare, including the development of nursing licensure examinations.. We are seeking an experienced leader to join NCSBN as our Chief Financial Officer (CFO).. This often includes developing cash management strategies, monitoring liquidity and making recommendations to optimize the organization's financial resources.. At least 15 years of progressively responsible experience in financial management, with at least 5 years in a senior or executive leadership role (CFO, Controller) for a not-for-profit organization.. Strong knowledge of and experience in non-profit fiscal management and financial compliance.
PreferencesAccounts Receivable Securitization, Asset Based Lending Field Exam, receivable underwriting, data analysis, or collateral monitoring experience.. Degree preferences- Finance, Accounting, Economics This role will be responsible for managing 3rd party Field Examination firms in their performance of ABF-Securitization field exams.. The core duties include:Coordinating field exam schedule with ABF Originations, PNC Trade Securitization clients, and engaging 3rd party Field Exam firms.. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.. CompetenciesAnalytical Thinking, Collateral Management, Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Investment Reporting, Portfolio Management - 1, Problem Solving, Regulatory Environment - Financial ServicesWork ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.
Please complete the application and share your CV. When we begin the hiring process for this opportunity, our Talent Acquisition team will contact you directly to discuss TITLE: Lead-IT Asset Management LOCATION: Westchester, IL REPORTS TO: Director, Global Infrastructure & Operations Primary Function: The Lead-IT Asset Management will be responsible for the strategic management of the company’s IT assets throughout their lifecycle.. Working in close coordination with technical teams and cross-functional stakeholders (e.g., Finance & Accounting, Procurement, Information Security), the IT Asset Management Lead establishes, enforces, monitors, and continuously improves asset management processes, standards, and controls.. Core Responsibilities: Innovation & Continuous Improvement •Develop and maintain ITAM policies, procedures, and systems.. Analyze ITAM data to provide strategic recommendations to leadership.. Facilitate operational governance to ensure global alignment on ITAM standards.
Tarvos Talent is searching for a Finance Director for a nationally recognized company headquartered in Austin, TX. This fully remote position offers high exposure to C-suite leadership, the opportunity to travel as needed, and the chance to shape the financial future of a growing, mission-driven organization.. As the Finance Director, you’ll lead company-wide financial planning and analysis efforts, including forecasting, reporting, financial modeling, and strategic support.. The ideal candidate will bring 10+ years of experience in finance, including a mix of investment banking, startup, or high-growth environments.. You should have strong F&A capabilities, advanced Excel and modeling skills, and a solid understanding of accounting fundamentals.. For immediate and confidential consideration, please apply online at www.
The Compliance Officer's primary role is to assist the Chief Administrative Officer and Chief Compliance Officer and coordinate with the Operations Team in the day-to-day administration and oversight of the Firms compliance program, including KYC/AML reviews in connection with investor onboarding, code of ethics monitoring and reporting, administering and monitoring the Firms cybersecurity program along with other Firm policies and procedures. Conduct KYC/AML reviews of incoming investors, manage and oversee due diligence follow-up requests in coordination with fund counsel and/or fund administrator. Manage third-party software platforms utilized by the Firm in the administration of its policies and procedures (e.g., KYC/AML, compliance, cybersecurity, and CLM platforms). Working knowledge and understanding of KYC requirements, AML laws and regulations, and applicable Federal Securities Laws concerning private funds (e.g., the Investment Advisers Act of 1940, Investment Company Act of 1940, and Securities Act of 1933). Venture Capital and Private Equity Principals
Jobs for Humanity is collaborating with Upwardly Global and with Affinity Search Limited to build an inclusive and just employment ecosystem. The Associate will work closely with Corporate Banking Analysts, Credit Analysts, Relationship Bankers, Portfolio Managers and Product Partners including Sponsor Finance, Leverage Finance and M&A on a range of projects including client pitches and meetings, financial modeling, credit lending, portfolio monitoring. In addition, perform a variety of tasks including modeling and credit analyst of corporate transactions, management of internal legal and compliance requirements and management reporting. Bachelor's Degree in finance, accounting, economics or related, Master's preferred.. This is a newly created position due to growth, our client is a premier global corporate and investment bank to the commodities, renewable energy, food and agribusiness.
Design and implement treasury operations, liquidity tracking, and deposit pricing strategies. Build cross-functional partnerships with finance, lending, IT, and compliance. Hire, train, and develop a high-performing treasury team over 12-18 months. 7+ years in treasury management, deposit ops, or commercial banking operations. Strong grasp of ALM, cash flow modeling, liquidity metrics, and deposit strategy
Stakeholder Relations: Manage relationships with investors, banks, and other financial institutions.. Bachelor's degree in Finance, Accounting, Business Administration, or related field.. Strong analytical skills and experience in financial modeling, budgeting, and forecasting.. Proficiency in financial software and advanced Excel skills.. Korean Language Skills: fluent Korean language proficiency in listening, speaking and writing