Collecting information
Organizing data
Build rapport and partner with business banking relationship officers and others to identify, target and build opportunities for Treasury Management solutions to meet and/or exceed established referral, sale/cross sale revenue goals which are defined in outlined performance objectives set by manager
A leading AI-driven consulting firm is seeking a Remote Investment Banking Specialist with over 2 years of M&A or IPO experience. A strong background in deal modelling and valuations is required, along with knowledge of corporate finance. You will review AI-generated financial analyses and collabora
The Portfolio Finance Analyst will be a key contributor to portfolio operations at Lakeview by collaborating on the GNMA buyout strategy, concurrent warehouse financing and operational execution, agency repooling, data analytics, investor reporting, liquidity planning, modeling cash flows, and suppo
Finance Expert – Advanced Financial Modeling Compensation: $150 / hr. Requirements Bachelor’s or Associate’s degree in Business, Accounting, Finance, Financial, Marketing, Economics, Advertising, Communication. Have at least 2 years of experience working at top firms in investment banking or
The Portfolio Asset Management Professional will be responsible for overseeing a portfolio of assets, ensuring optimal financial performance, and compliance with contractual obligations. Excellent financial acumen and project management abilities. This role involves analyzing financial data, prepari
Req ID: 77534 Location: Denver -DEN Areas of Interest: Accounting; Commercial Banking; Commercial Credit Underwriter Pay Transparency Salary Range: $85,000 - $105,000 Application Deadline: 06/01/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. The Credit Product
Execute the Firm, Industry and Audit Service Line vision, strategy, and goals for the Asset Management audit practice, as well as support other leaders in their execution of the strategic plan. Prior audit experience in the Asset Management sector with a track record of successful advancement. The r
Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns, to allow for optimal strategic and investment decision-making. Develop financial and economic models for financial planning or monitoring
Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures. Minimum of 5 years' experience in commercial banking/lending including extensive credit a
Investment Analyst Commercial Real Estate Finance. Underwriting Prepare underwriting of commercial real estate properties based on historical financial statements, borrower models or projections, and market standards to determine a projected income and provide reliable valuation and loan analysis.
Corporate / Commercial Banking experience with a minimum of 3 years specific to portfolio management, finance/bank operations, and/or credit related to Structured Finance and/or the Equipment Finance market (required). Job Summary The Account Executive is responsible for managing a portfolio of loan
Corporate / Commercial Banking experience with a minimum of 3 years specific to portfolio management, finance/bank operations, auditing, and/or credit related to Structured or Project Finance, Commercial Lending and/or the Renewable Energy market. This role applies knowledge of lending products, syn
Position Overview: The Audit Leader Asset Management will guide a high-performing team serving investment fund clients, drive strategy across the practice, and support growth through collaboration with industry, audit, and tax leaders, while fostering a culture of development and excellence. Strong
The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services. This role serves as a key point of contact for clients regardin Client Service, Management, Treasury, Associate,
Asset Based Lending (ABL) is a form of financing that provides asset-based loans to a wide range of companies, particularly those with asset-rich balance sheets and working capital needs. We offer both traditional banking and investment banking products, delivering customized solutions through our n