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The Director is accountable for creating and maintaining a premiere Private Banking client experience while generating core deposits, creating sound wealth management opportunities and generating fee income.. Experience in consumer and commercial lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.. 10+ years of banking or management experience requiredPursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS").. If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment.. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.
The ideal candidate will have private equity experience, healthcare experience, and their CPA.. Experience handling treasury activities including AP payment runs through banking institutions and the preparation and approval of wires and ACH payments, etc.. UHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams.. Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies.. We focus on finance and accounting, internal audit, IT audit and tax.
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.
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
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
RETS has been retained by one of the most prominent institutional Real Estate Investment Management firms in North America in search of a Vice President of Portfolio Management.. Prepare, distribute and ensure adherence to critical deadlines for fund and investor reporting;. Coordinate and write responses for investor/consultant due diligence requests;. Institutional real estate experience preferred; multifamily investment experience a plus;. High proficiency in Microsoft Office, especially in Excel, Word and Powerpoint; Argus experience a plus;
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 highly motivated and detail-oriented Treasury Manager to join our finance team.. Reporting directly to the Treasurer, the Treasury Manager will oversee several critical functions within the department, including cash transaction reconciliation, accounts payable collaboration, and ensuring the accuracy of financial records.. Maintain the integrity and accuracy of all financial records related to treasury operations.. Proven experience in a treasury, finance, or accounting role, with a strong understanding of treasury operations.. Master's degree or professional certification (e.g., CTP, CFA, CPA).
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.
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
Your role As the Sr. Director of Investor Relations, you will serve as the strategic leader responsible for shaping and executing our investor relations strategy for our closed-end hyperscale data center fund.. Market Intelligence & Reporting Monitor and analyze market trends, investor sentiment, and competitor positioning across the data center and infrastructure landscape.. Regulatory Compliance & Disclosure Ensure that all investor communications adhere to SEC regulations and internal disclosure policies, particularly during earnings seasons and material events.. Cross-functional Collaboration Partner with internal teams—portfolio management, finance, and marketing—to gather strategic data and craft cohesive investor messaging.. Support capital-raising initiatives and contribute investor-focused insights to business development and corporate strategy discussions.
This is a remote, part-time associate role.. You will complete tasks that an investment banking, private equity, or hedge fund analyst/associate would complete.. This is a remote, part-time associate role designed for current MBA students.. You will complete tasks that an investment banking, private equity, or hedge fund analyst/associate would typically handle.. This is an excellent opportunity to apply your business school education to real-world finance challenges while building your network and resume.
This opportunity is ideal for a seasoned professional looking to contribute to a mission-driven, high-performing team in a flexible, part-time role.. Depending on qualifications, the position may be offered at the Senior Manager or Director level.. Oversee all federal, state, and local tax filings; manage relationships with tax authorities and external advisors.. Qualifications Bachelor’s degree in Accounting, Finance, or a related field (CPA or CMA required).. Background in both public accounting and in-house corporate tax environments is highly valued.
Mid-size Dallas (Uptown) law firm seeks banking/finance associate with 2-5 years of experience. Ideal candidate will have strong competency in drafting and negotiating financing documents, intercreditor agreements, workout, restructure and related agreements. Previous banking/finance experience in real estate lending, commercial lending, asset-based lending, workouts, restructurings and foreclosures (both real and personal property) is essential. Requisite skills include title and survey review, familiarity with title insurance regulations, UCC search review, organizational document review, document drafting and negotiations, and due diligence coordination, research and analysis. Exceptional writing and oral presentation skills, detail-oriented, proactive, self-starter, with strong academic background;
In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate.. Underpinned by technology, data, analytics, AI, change management, talent and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention.. ,Credit risk data management, technology and platformsCounterparty Credit / Market risk management including IR, FX, Equity etc.. Market risk data management, technology and platformsResolution and Recovery Programs and 165D plans across Capital, Liquidity, Governance Mechanisms, Operational, Legal Entity Rationalization, Insured Depository Institution Resolution, Derivatives and Trading.. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
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
The Opportunity The Finance Specialist is part of the funding team in Corporate Treasury.. The position is tasked with activities that include, but are not limited to debt capital markets issuance, liability management, interest rate risk management, managing rating agency relationships, financial reporting, and capital structure analysis.. Communicates related laws and regulations regarding a specific financial market, such as foreign exchange.. Directs others work with financial and cash flow ratios and trend analyses.. Top Candidate Will Also Have: Knowledge of Treasury policies and procedures Experience in debt capital markets Good understanding of international finance, interest rate and foreign exchange markets Strong analytical and communication skills as well as personal computer expertise Good human relations skills are required to develop a cooperative work relationship with others inside and outside the department
As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.. Alternatives Capital Formation (ACF) is a part of the Client Solutions Group (CSG) within Asset & Wealth Management (AWM).. ACF manages capital raising and strategy for alternatives investments across the full spectrum of alternatives including private equity, private credit, real estate, infrastructure, growth equity, sustainability, secondaries, GP stakes, and hedge funds / liquid alternatives.. Within ACF, team members work within distinct product verticals and partner with investment teams, CSG, and wealth management, to drive and identify solutions for clients.. In addition, the Co-Investment Team plays a significant role in the structuring of the firm's investments, working with the investment deal teams and investor clients, as well as various functional areas within the firm and across AWM (Global Markets and Banking, wealth management, etc
In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate.. Underpinned by technology, data, analytics, AI, change management, talent and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention.. ,Credit risk data management, technology and platformsCounterparty Credit / Market risk management including IR, FX, Equity etc.. Market risk data management, technology and platformsResolution and Recovery Programs and 165D plans across Capital, Liquidity, Governance Mechanisms, Operational, Legal Entity Rationalization, Insured Depository Institution Resolution, Derivatives and Trading.. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important
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.