Collecting information
Organizing data
Join a high-stakes financial operations team where compliance is more than a checkpoint—it's a value driver.. As a Core Compliance Associate, you'll serve as the front line of defense in a complex investment banking and broker-dealer environment.. Serve as lead point of contact for FINRA, SEC, and global regulatory agencies; manage audit responses and regulatory exams. 3–7 years of compliance experience in investment banking or a broker-dealer. Proficiency with FINRA Gateway, NFA systems, and MyComplianceOffice (MCO)
Depending on qualifications, the position may be offered at the Senior Manager or Director level.. Compliance Management: Oversee all federal, state, and local tax filings; manage relationships with tax authorities and external advisors.. External Relations: Manage partnerships with auditors, consultants, and government entities.. 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.
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.
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.
Expertise in Digital Finance Transformation with proven implementation experience.. Track record in assessing finance and accounting functions and implementing digital technologies such as RPA, Finance Analytics, NLG, and Predictive Forecasting models to improve efficiency and transparency.. Experience with digital finance technologies like RPA, predictive forecasting, analytics, NLG, data visualization.. Over 12 years in finance, accounting, due diligence, restructuring, investment banking, or private equity.. CPA, CFA, MBA, or Master's degree preferred but not required
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
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;
Within the Global Financial Crimes Division (GFCD), the Head of Trade Finance AML Advisory reports into the Global Head of AML Advisory.. An AML/FCC subject matter expert on Trade Finance, he or she is responsible for advising the Head of Trade Finance AML Advisory, FCC Global Stakeholders and relevant first-line business leaders on issues identifying and managing AML risks posed by MUFG’s trade finance products and practices.. Oversees the timely identification, resolution, and as appropriate, escalation of client or control issues to the Head of Trade Finance AML Advisory.. Knowledge and experience with FATF and Wolfsberg guidance on AML and sanctions related to trade finance.. Knowledge and expertise in banking laws and regulations administered by the Federal Reserve bank, FDIC, OCC and state banking regulators, compliance risk management and regulatory oversight.
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.
Our client develops, builds, and operates utility-scale solar and energy storage projects that support grid resilience and sustainability goals.. This role will be at the center of their project finance, investment analysis, and corporate reporting functions.. 1–3 years of experience in financial analysis, project finance, or investment banking.. Strong modeling skills in Excel; familiarity with renewable energy finance a plus.. Understanding of tax equity, ITC/PTC, and energy incentives under the IRA is a bonus.
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).
This position will serve on a team of Regulatory Relations professionals who help manage Comerica's relationships and interactions with its banking regulators (e.g., Federal Reserve, Consumer Financial Protection Bureau ("CFPB"), Texas Department of Banking ("TDB"), and Office of the Comptroller of the Currency ("OCC"), and Federal Deposit Insurance Corporation ("FDIC". Experience in the banking industry, with respect to specific banking businesses or functional areas, such as finance, technology, privacy and cybersecurity, commercial or consumer products, payments and treasury management, and/or wealth management, is preferred.. Experience advising in the financial industry in any one or more of the following areas is preferred: finance, technology, privacy and cybersecurity, commercial or consumer products, payments and treasury management, or wealth management is preferred. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management.. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
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;
Financial Analysis & Modeling: Support and assist in the preparation of financial models and analyses (e.g., DCF, IRR, NPV), and portfolio-level financial models.. Skills: Strong proficiency in financial modeling, market analysis, and real estate financial software (e.g., Argus, Excel).. WHAT WE OFFERCompetitive Base Salary + Annual BonusGenerous Paid Time Off and HolidaysEmployer-matching 401(k) Program + Profit Sharing ProgramStudent 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 in the United States, United Kingdom, and Canada.. 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 - our North Star. Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people.
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.
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
We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.. Operations is a dynamic, multi-faceted area of the firm that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world.. Asset & Wealth Management made up of Goldman Sachs Asset Management (GSAM) and Goldman Sachs' Merchant Bank, and brings together Goldman Sachs' primary long term principal investing capabilities with the traditional money managing arm of the firm to offer a full suite of world-class investment solutions to the firm's clients.. These functions cover a wide range of clients and a complex product range, which include equities, fixed income, currency and derivatives.. 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.
Work with counsel to negotiate loan documentation.. Adheres to Risk Management policies and guidelines, i.e. regulatory compliance, portfolio and credit quality, and portfolio management.. treasury (ACH, Business deposit capture, etc.,) approvals and documentation.. Management of ad hoc and regulatory reporting within existing portfolio (both internal and external requests).. Provide day-to-day servicing of portfolio including credit risk monitoring.
Our team helps our clients maximise their available liquidity position and manage financial risk, such as foreign exchange rates, interest rate changes, and commodity price fluctuations, as well as make decisions around funding the core business operations and making investments to increase the value of the organisation to the shareholders.. CPA, CTP or CFA preferred; TMS Vendor Certification. Possessing a systematic understanding of corporate treasury (e.g., global cash management, payments, bank relationships, investments, debt, corporate finance, and currency and commodity hedging);. Implementing Treasury Management Systems and Payment tools including Kyriba, Quantum, Integrity, GTreasury, SAP Treasury, Ion, Trax, High Radius, Bottomline Technologies among others;. e.g. Alteryx, PowerBi, Tableau, Snaplogic and RPA technologies (UiPath, Automation Anywhere, PowerAutomate, etc), and machine learning/Artificial Intelligence;
As a Program Manager on the Commercial and Investment Wholesale Credit Risk Management Team, you will lead and manage strategic credit transformation initiatives.. Previous credit risk or consulting firm experience. 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.