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The Vice President of Financial Planning & Analysis (FP&A) and Investor Relations will be responsible for leading the company’s financial planning, forecasting, strategic analysis, and investor relations functions.. 10+ years of experience in FP&A, investor relations, corporate finance, or investment banking.. Strong knowledge of financial modeling, valuation techniques, and capital markets.. Deep understanding of regulatory requirements related to financial reporting and investor relations.. Experience working in a publicly traded company or high-growth private equity-backed environment.
Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading, and asset management capabilities to clients around the world.. As part of our team, you will support key operational functions and contribute to the firm's strategic goals through data-driven insights, process improvements, and risk mitigation efforts.. Manage monthly budget allocations, ensuring alignment with strategic priorities.. Leverage your risk & control mind-set to regularly review operational processes to mitigate risk and identify opportunities to further strengthen the control environment.. Bachelor's degree with 1–3 years of relevant experience in financial services, operations, or risk management.
A fast-growing, institutionally backed sustainable infrastructure platform is hiring a Corporate Finance Associate or Senior Associate to support capital markets activity, strategic finance initiatives, and cross-functional planning.. This is a unique opportunity for a pre-MBA investment banking analyst to join a lean, entrepreneurial team working at the intersection of real estate, digital infrastructure, and sustainable energy.. The Associate will report to the SVP of Corporate Finance and work closely with senior executives across the firm—including the President & CFO—on transactions, capital structure optimization, lender and investor materials, and high-priority planning efforts.. Candidates with investment banking analyst experience who went on to private equity or corporate finance are encouraged to apply.. Real estate, REIT, energy, or infrastructure deal experience is required
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).
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.
Headquartered in Dallas, Texas, L&B Realty Advisors is a real estate investment advisor with approximately $9 billion in assets under management.. Founded in 1965, the firm provides real estate investment management services to institutional investors and high-net-worth individuals.. The position is located at L&B’s Headquarters, is full-time, and will require in-office attendance Monday – Thursday (with the ability to work remotely on Friday only).. Prior experience within real estate investment management, private equity, investment banking, asset management mortgage banking, structured finance, or valuation and transaction advisory.. Experience with Industrial, Retail and/or Office property types (preferred), including budgeting and/or Argus modeling
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
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
Support capital-raising initiatives and contribute investor-focused insights to business development and corporate strategy discussions.. 10+ years of experience in investor relations, corporate finance, investment banking, or capital markets, preferably within the data center, real estate, or infrastructure sectors. Deep understanding of capital markets, valuation methodologies, and financial modeling. Bachelor’s degree in finance, business, economics, or a related field; MBA or CFA designation strongly preferred. PlatformDIGITAL®, the company’s global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx®) solution methodology for powering innovation and efficiently managing Data Gravity challenges.
As Insurance Attorney: Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide critical leadership on legal guidance related to annuities, life insurance, long term care and wealth management-specific regulatory matters, ongoing support of product distribution issues, and the creation, review, and general support of relevant transactional and regulatory documents.. The Legal Department at JPMorgan Chase & Co. manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.. Experience in insurance and broker-dealer matters, including knowledge of state insurance laws and regulations, and FINRA rules and regulations.. Attorney must be licensed to practice law and a member in good standing in in the state/jurisdiction in which the position is based or otherwise in compliance with the in-house counsel registration rules of that state/jurisdiction.. 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.
Our client, a global banking organization, is currently looking to expand their respective Governance Remediation department with a AVP – Financial Analysis & Governance will play a key role in overseeing financial reporting, risk management, and governance processes within the bank.. Oversee internal controls and compliance with financial reporting requirements (e.g., SOX, Basel III).. Strong knowledge of regulatory requirements such as SOX, Basel III, and FDIC guidelines.. Proficiency in financial software and data analytics platforms (Excel, SQL, Power BI).. CPA, CFA, or FRM certification is a plus.
We are seeking a Senior Financial Analyst looking to join a well-established and dynamic company in Dallas with great leadership and great growth potential.. The ideal candidate will have 2-5 years of finance experience and good exposure to building financial statements (someone that can help build from the ground up) and experience with consolidations, forecasting and budgeting.. Perform data analysis to support business decisions by utilizing advanced Excel formulas, utilizing Tableau, and other analytical tools to create reports and build presentations. Advanced proficiency in financial modeling (advanced Excel, Macros, VBA). Bachelor's degree or equivalent in Finance or Accounting
Selby Jennings has been retained to find an asset management/acquisitions analyst for a $3bn AUM Commercial Real Estate Firm here in Dallas.. This individual will be focused on the firms residential assets so having experience within those asset classes will set you apart.. This team you will join is lean in nature, allowing ample opportunity to move up and through the firm.. 2 - 3 years in residential real estate private equity or RE investment banking. Strong underwriting, due diligence and modeling abilities (experience preferred from an institutional sized organization)
Collaborate with IT, Finance, and Procurement teams to ensure proper acquisition, deployment, and retirement of assets. Minimum 2 year’s experience with ServiceNow Software and Hardware Asset Management. Minimum 1 year of experience with Tangoe Mobile Device Management. Familiarity with procurement, vendor management, and contract compliance. Familiarity with ServiceNow Performance Analytics for metrics and dashboarding
Candidate must be located within commuting distance of Pennington, NJ / Dallas, TX location or be willing to relocate to the area.. Experience in Regulatory reporting / Capital Markets / Derivatives/Investment Banking.. Atleast 6 years of Business Analysis experience in Financial industry specifically in regulatory reporting or capital markets.. Experience working in Financial Services industry, preferably Regulatory reporting Risk/Investment Banking/Capital Markets/ Trade Surveillance.. Should be is well versed with SDLC methods like Agile / SCRUM and Waterfall methodologies.
You will work a client base of leading real estate, lodging, gaming, homebuilding and real estate service companies.. Conduct credit analysis and facilitate senior credit officer approval of lending and trading related transactions, including operating exposures, individually or as part of a deal team. Review and assign risk ratings and maintains updated credit research on their portfolio of clients. Academic training in the principals of accounting, corporate finance, capital markets products and macro economics. Prior experience with major corporate bank credit team and or credit rating agency
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.. As a Vice President in the Middle Market Banking Group, you will support general C&I industry clients with revenues generally between $20 million and $500 million.. Completion of a major credit training program or equivalent experience with a thorough understanding of bank credit policies.. Strong knowledge of accounting, finance, and loan documentation.. JPMorgan Chase is an equal opportunity employer, valuing the diverse talents of our global workforce.
The Commercial Credit Officer (CCO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients.. Products include lines of credit, term loans, real estate loans, and syndicated loans.. The CO maintains knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect.. This role reports to the Commercial Credit Manager or Executive and will be aligned to an Underwriting Team that supports the market.. Experience in financial analysis, structuring, underwriting and portfolio management
Working with the firm's trading, operations, finance, sales, banking and investing businesses, engineers use their mathematical and scientific training to create financial products, advise clients on transactions, identify market opportunities, assist managing risks, and provide technical solutions to facilitate all business activities.. Goldman Sachs Asset and Wealth Management Division (AWM) is one of the key revenue generating Divisions of the Firm. AWM Alternatives is the private side of Asset Management and invests in a wide range of global asset classes including: Private Credit, Real Estate, Corporate Private Equity, Growth Equity and Infrastructure worldwide.. Strong programming skills in at least one language such as Python, R, C. Founded in 1869, we are a leading global investment banking, securities and investment management firm.. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Job Description:Likewize is seeking an experienced Global Treasury Manager primarily focusing on the Company's US and Canada treasury operations, including cash management, liquidity planning, debt management, and banking relationships.. By closely working with treasury team members in the EMEA and APAC regions, this role ensures optimal capital structure, efficient cash flow, and compliance with debt covenant while supporting Likewize' global business. day-to-day responsibilities include but are not limited to:Manage daily cash positioning, forecasting, and liquidity with a primary focus on Likewize Corp and its US and Canada subsidiaries while working closely with the Likewize global treasury teams in EMEA and APACAdminister corporate debt facilities, including term loans, revolving credit lines, and trade payable facilities.. Optimize treasury technology solutions (e.g., TMS, SWIFT, ERP integrations)Ensure compliance with GAAP, tax regulations, and internal controls.. Maintenance of an in-house bank modelOwnership of compliance (debt agreements, financial reporting, and internal controls) related to Treasury.