Collecting information
Organizing data
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.
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.
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
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.
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
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
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).
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.
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
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.
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)
This is a remote, full-time, summer analyst role for undergraduate students.. You will complete tasks similar to those of an investment banking, private equity, or hedge fund analyst.. This is a remote Summer Analyst role for undergraduate students.. The work will be done asynchronously and on a project-by-project basis.. This position offers high pay, valuable finance experience, and is an excellent opportunity to gain real-world finance experience.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.. As a Real Estate Credit Risk Associate on the Commercial and Investment (CIB) Real Estate Credit Risk Team, you will work closely with top product bankers and other risk professionals.. Your primary tasks will encompass independent risk assessment and credit approval of loans and lending-related commitments.. You will work a client base of leading real estate, lodging, gaming, homebuilding and real estate service companies.. The portfolio of credit products we manage, and monitor includes corporate recourse traditional credit products (revolving credit facilities and term loans), real estate asset level financings, whole loan repos, risk retention, derivatives and treasury lines.
We are seeking a highly skilled Senior Accountant to join our private equity-backed restaurant group, which operates across multiple states.. Monitor accounts payable, accounts receivable, and payroll processes to ensure accuracy and timeliness.. Partner with the Controller and CFO on budgeting, forecasting, and cash flow management.. Support mergers and acquisitions (M&A) activity, including due diligence and integration efforts.. Experience with accounting software, preferably systems like NetSuite, Sage Intacct, or QuickBooks.
The Financial Analyst is responsible for regulatory reporting and will produce and submit multiple regulatory filings in compliance with credit union legal and regulatory requirements, the organization’s policies and procedures, and accepted accounting principles. Oversees and completes Federal Home Loan Bank and Federal Reserve reporting requirements within the required timelines.. Monitors changes in financial and regulatory reporting requirements in the financial services industry and provides feedback and recommendations to finance leadership. Bachelor's degree (B.S.) from four-year College or university in either Finance or Accounting and four years of experience in a Finance position, including experience in regulatory reporting, month-end reporting, budgeting, and financial analysis. Demonstrated experience using financial reporting software and tools as well as budget software to include but not limited to Prophix Budget Software, and Microsoft Great Plains and Management Reporter.
Job DescriptionThe Manager, Finance Transformation and Analysis, provides support to Finance leadership in the Controller's Office.. The role is responsible for performing financial modeling and valuation for routine impairment analyses, drafting technical accounting memos, assisting with financial reporting, participating in and managing process improvement and automation initiatives, and other ad-hoc projects as directed.. Annually, prepare the FINRA required annual audited financial statement for USPI's broker-dealer entity.. Qualifications:The ideal candidate will be a CPA with 5+ years of progressive experience in accounting (Big 4 public accounting experience in audit or advisory strongly preferred) who is interested in a diversified role supporting a high growth Company in the areas of technical accounting, operational accounting, financial reporting, and process improvement.. Ability to perform financial analysis, economic research, and research skills to synthesize and summarize information into a coherent story.
Conducting due diligence on potential primary fund investments and co-investment opportunities, including: i) meeting with fund managers in Fund and Co-Investment opportunities, ii) performing quantitative and qualitativepany and industry research, and iii) preparing investment memoranda to be presented to Neuberger Berman's Investmentmittee. Participating in special projects such as product development and asset allocation analyses. Candidates with 0-2 years of work experience ( corporate finance, private equity, investment banking, management consulting) or May 2025 Bachelor's degree candidates with excellent academic credentials (Undergraduate GPA of or higher). Exceptional quantitative abilities, including hands-on experience with financial modeling and valuation analyses. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.
The business forms an integral part of Goldman Sachs' private equity advisory, lending, and servicing ecosystem.. The PECC Team operates in the Americas, EMEA and Asia, has team members in New York, Chicago, London, and Dallas and works closely with colleagues across all divisions of the firm (e.g., Global Banking & Markets, Asset Management and Consumer Wealth Management).. Responsibilities Work closely with the PECC Team and client finance teams to advise and develop credit solutions within the Firm's risk parameters Diligence private equity fund and sponsor track records, financials, LPs, PPMs, and LPAs across various strategies (e.g., buyout, real estate, infrastructure, etc.). 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.