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The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Adviso
Internal Tax Manager - Research & Audit. Required Education & Experience: Bachelor's degree, CPA license, and 6+ years of solid tax research and income tax audit experience. The Internal Tax Manager is responsible for consulting with Firm partners, managers and staff on client tax issues, and will a
The Research & Development Analyst III conducts primary and secondary research, analysis, and reporting of the competitive landscape, credit union programs and services, member relationships, and emerging industry trends. Works with Manager of Research & Development and team members to conduct quant
Conduct fundamental credit research on high yield bonds, investment grade corporate bonds and leveraged loans in support of actively managed fixed income portfolios. Minimum of 2 years of experience assessing corporate credit risk, investment banking or other similar sectors is required. Actual comp
The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Adviso
Minimum of 5 years of experience in SOX, internal audit, external audit, or related internal control positions. Lead risk assessment management interviews and guide the development of comprehensive, risk?based internal audit plans tailored to each client's unique environment. Build and own strong ma