Collecting information
Organizing data
Project Finance, Structured Finance, Corporate Banking, or a related lending environment. Support ongoing portfolio management efforts, including reviews of existing exposures and credit monitoring activities. OneSearch Group has partnered with one of the fastest-growing Corporate & Investment B
Conducting qualitative and quantitative analysis of various asset classes, financial instruments, and multi-asset portfolio models. Monitor client accounts (specifically cash positions) to ensure accounts are properly allocated per wealth management agreements and client-advisor-portfolio management
This individual will play a key role in portfolio monitoring, credit analysis, and transaction execution across a diversified portfolio of corporate clients. Assist in the ongoing monitoring of a diversified corporate banking portfolio, ensuring adherence to credit standards and risk guidelines. Thi
A private equity firm based in Miami is seeking a Principal to oversee finance-related activities, manage compliance with SEC requirements, and support fundraising efforts. The ideal candidate should hold a Bachelor's degree in finance or a related field, and possess strong analytical, leadership, a
The Portfolio Manager is responsible for proactively managing portfolios by identifying trends and alerting management to changes in portfolio conditions. Underwrites and services commercial loan portfolios including management of covenant compliance testing, financial reporting, and annual reviews.
A&M’s Private Equity Performance Improvement Services (PEPI) practice works with private equity‑held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. This role focuses on helping private equity portfolio companies accelerate digital
A leading financial institution is seeking a Private Banker in Miami to advise clients on managing their wealth. The role requires over three years of experience in Private Banking or Financial Services, strong sales skills, and the ability to develop client relationships.
The ideal candidate will possess over eight years in private banking, fluent in both English and Portuguese, and be adept in wealth management strategies. A leading international financial institution seeks an experienced Private Banker to manage and grow client relationships in Miami.
A leading financial institution headquartered in the United States is seeking an experienced Private Banking professional to manage client relationships and provide tailored financial solutions. Candidates must have a Bachelor's degree and six years of experience in Private Banking.
The Private Equity Strategies Global Fund Finance group is responsible for the fund performance reporting and all aspects of accounting related to Blackstone’s multi-asset private equity funds. In addition, the group provides support to the front office professionals, addressing a variety of inves
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th
The Associate, Commercial Asset Manager is responsible for managing a diversified portfolio of small balance commercial loans, non-performing loans (NPLs), and residential/commercial REO assets. Associate, Commercial Asset Manager. Evaluate and recommend loan modifications, forbearances, repayment p
A global alternative asset manager in Miami seeks a Fund Accountant to manage performance reporting for private equity funds.
Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services. Eight (8) year
Demonstrated proficiency in data analytics and analysis, as well as project management. Chubb is currently seeking individuals for multiple AVP, Commercial Insurance Portfolio Manager positions. Each individual will play a key role in driving performance and innovation within one Commercial Insuranc