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The Managing Director of Capital Markets and Syndications is a senior leadership role responsible for overseeing the origination, structuring, and execution of capital markets transactions, including syndications, interest rate hedging and other capital market products.. Deep understanding of related regulatory frameworks and credit risk management. Provide expertise in commercial lending, structured finance and capital markets execution within a regulated banking environment.. Review and negotiate operational and regulatory terms within legal loan documentation. 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.
This role is central to the daily management of the companys currency positions, arising from its money transfer and business payments products. The primary responsibility is to manage Converas foreign exchange (FX) risk by hedging client trade activity with our bank counterparties, in line with prescribed interest rate and currency risk limits. You will also handle a wide range of operational functions, including the execution of FX options, spot, swap, and forward deals, entering trade data into the Treasury Risk Management System, booking exotic currencies, processing returns, and managing daily and ad hoc reporting activities. Progress toward or completion of an advanced financial qualification (e.g. CFA, MBA) is a plus.. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Converas financial network spans more than 140 currencies and 200 countries and territories.
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending.. Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients.. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Licensing: Series 7 & 66 (or 63 & 65) & 31.. Banking, Financial Services, and Investment Banking
This role is central to the daily management of the companys currency positions, arising from its money transfer and business payments products.. The primary responsibility is to manage Converas foreign exchange (FX) risk by hedging client trade activity with our bank counterparties, in line with prescribed interest rate and currency risk limits.. You will also handle a wide range of operational functions, including the execution of FX options, spot, swap, and forward deals, entering trade data into the Treasury Risk Management System, booking exotic currencies, processing returns, and managing daily and ad hoc reporting activities.. Progress toward or completion of an advanced financial qualification (e.g. CFA, MBA) is a plus. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Converas financial network spans more than 140 currencies and 200 countries and territories.
This role involves working with fund sponsors and institutional investors to provide strategic advice and support on the structuring, management, and compliance of various private investment funds, including venture capital, private equity, real estate, and other alternative funds. Provide counsel on fund formation across various types, including venture capital, growth equity, buyout, fund-of-funds, and specialized investment vehicles. Requirements Minimum of 3 years of experience working with private investment funds, including venture capital, private equity, and real estate funds. Education Juris Doctor (J.D.) degree from an accredited institution. Flexible work arrangements, unlimited PTO, sabbaticals for eligible team members, and wellness support programs.
Provide thought leadership on how to best architect and leverage Maximo to deliver operational and strategic outcomes. Support pre-sales activities, including scoping, solution demonstrations, and proposal development. Extensive consulting experience in designing and implementing IBM Maximo Enterprise Asset Management solutions. BCG Platinion | Senior Consultant, Risk Management Golden, CO $120,000.00-$150,000.00 3 weeks ago.. Managing Director | Head of Technology Investment Banking We’re unlocking community knowledge in a new way.
The Managing Director of Capital Markets and Syndications is a senior leadership role responsible for overseeing the origination, structuring, and execution of capital markets transactions, including syndications, interest rate hedging and other capital market products.. Deep understanding of related regulatory frameworks and credit risk management. Provide expertise in commercial lending, structured finance and capital markets execution within a regulated banking environment.. Review and negotiate operational and regulatory terms within legal loan documentation. 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 Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests. Such requests include obtaining initial approval for new credit exposure (i.e., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Familiarity with corporate banking products such as Enterprise Commercial Payments ("ECP"), Foreign Exchange ("FX"), Derivatives, etc. Minimum of five (5) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management.. Minimum of seven (7) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management
We specifically focus on self-storage projects capitalizing on amazing deals in other asset classes.. In 2021, we were listed as the 5th fastest growing real estate company in the US and joined the list of the top 100 owners of self-storage.. Proactive Risk and Compliance Management: Establish a proactive risk management framework that identifies and mitigates risks related to assets, transactions, and debt, ensuring adherence to loan covenants and corporate policies while protecting organizational assets and reputation.. Experience: 10 to 15+ years in real estate asset management or related fields, ideally in self-storage or CRE.. Industry Knowledge: Extensive knowledge of the self-storage, CRE, debt, equity, and investment sectors.
Our client is a leading manufacturing firm that is seeking their next Senior Finance Manager.. This individual has the potential to advance to a Director of Finance role in the future.. Supports product management financial requirements and rebate agreement controls. Drives consistent financial processes across plant sites, including cost accounting, budgeting, and inventory costing. Ensures compliant internal controls and SOX compliance
The Director of Interest Rate Derivatives leads the structuring, pricing, and execution of interest rate derivative products for institutional or corporate clients.. This role is pivotal in managing interest rate risk, developing hedging strategies, and supporting the firm's trading and risk management objectives.. Design and execute interest rate derivative strategies (e.g., swaps, options, futures) tailored to client needs.. Advise corporate and institutional clients on interest rate risk management.. Provide expertise in commercial lending, structured finance and capital markets execution within a regulated banking environment.
The position works collaboratively with the Vice President, Accounting and Controller, who leads corporate accounting, financial reporting, and transactional finance functions, to ensure alignment between internal management reporting, external disclosures, and statutory compliance. Partner with the Vice President, Accounting to ensure consistency between management reporting and external financial statements. Leverage and further optimize the company's financial systems (OneStream, SAP), driving automation and process improvement. Collaborated with Treasury, IT, and external partners on corporate financing initiatives, with a focus on overseeing the reintegration of spun-out functions (such as metal sales) into the FP&A / Chief Financial Officer remit, ensuring a seamless transition of responsibilities as appropriate. Strong analytical and modeling skills, including proficiency with financial systems (such as OneStream, SAP) and planning tools.
We are seeking a strategic and experienced Director, Risk & Compliance to lead and enhance our enterprise risk management and compliance programs. Assist in maintaining the enterprise risk management (ERM) framework. Evaluate and manage corporate insurance policies (e.g., cyber liability, D&O, E&O, general liability). Bachelor’s degree in Risk Management, Business, Finance, Law, Information Security, or related field or equivalent military experience (Master’s or JD preferred). Professional certifications such as CCEP, CCEP-I, ACO, CCO, CRCMP, GRCP, CISA, CISM, CRISC, CISSP, CPA, CIA, or CRCM are highly desirable.
We are looking for a candidate to exemplify senior leadership qualities and support our established architecture and engineering business in a variety of markets, including municipal, commercial, education, healthcare, research, and advanced manufacturing.. Implement growth strategies by attending client meetings, events, and conferences to build new relationships.. Director of Business Development and Client Relations VP of Business Development - Denver & Seattle Denver, CO $225,000.00-$250,000.00 3 weeks ago. Director of Business Development - B2B / Investment Banking Greenwood Village, CO $70,000.00-$100,000.00 3 weeks ago. Managing Director, Private Equity Business Development Broomfield, CO $450,000.00-$550,000.00 2 weeks ago
Join Aprio's Corporate Development Team and you will help the business continue to grow through mergers and acquisitions.. 5–8 years of experience in M&A, corporate development, investment banking, private equity, or a related field.. Ability to manage, develop, and oversee junior staff both onshore and offshore. Entrepreneurship : Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
The Managing Director will collaborate with our clients and internal project teams across the entire deal life cycle.. Support a full range of transaction advisory work; including services for buyers, sellers, and lenders.. Typical work products include: Quality of Earnings (EBITDA), Working Capital, Quality of Net Assets, Forecast Analysis, Debt and Debt Like Items, Customer/Product/Channel/Category sales and margin analysis, inventory costing and bill of materials.. 10 + years in assurance/audit in a Big 4 or national accounting firm, specifically in Transaction Advisory Practice.. A strong aptitude for quantitative and qualitative analysis and the ability to link business strategy to performance and due diligence findings.
RSM is looking for a Audit Manager to join our Private Equity practice.. RSM serves a wide range of clients, including approximately 1,500 private equity and venture capital clients.. Supervise Audit Seniors and Supervisors on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment. Understanding of audit services with knowledge of GAAP, GAAS and FASB or IFRS regulations. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance.
The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests.. Such requests include obtaining initial approval for new credit exposure (i.e., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure.. Familiarity with corporate banking products such as Enterprise Commercial Payments (“ECP”), Foreign Exchange (“FX”), Derivatives, etc.. Minimum of five (5) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management.. Minimum of seven (7) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management.
128706; Visa: Open to USC, GC, H1B Transfers. Strong Capital Markets knowledge: securitization, MBS, private credit, derivatives. Deep understanding of investment banking concepts: capital turnover, risk, hedging, credit. Proven success in financial oversight, risk management, and agile project execution. Defining and executing strategic programs within the Capital Markets domain
The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activities.. Experience in consumer lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.. Pursuant 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.