Collecting information
Organizing data
Analyze current and past financial data and performance to make recommendations on profit enhancement. Consistently analyze financial information based on both routine and ad-hoc reports. Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance in
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management. Assessing and effectively managing all of the risks associated with their business
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Aid the Advisors by building and mai
Provide insurance and contractual risk guidance for mergers and acquisitions, joint ventures, and major capital projects. The Director, Risk Management plays a pivotal role in understanding the strategic vision of the company to ensure comprehensive insurance coverage and adherence to risk. Establis
Design and pitch new products, services, and other initiatives to a leadership team consisting of serial entrepreneurs and seasoned executives and backed by a board of directors consisting of industry veterans of energy, finance, and government. Conduct market research and analysis to support invest
This role offers the opportunity to work on sophisticated mergers and acquisitions for both private and public companies in a dynamic, high-performing practice. Execute mergers and acquisitions transactions for private and public companies. Collaborate with attorneys and cross-functional teams to de
A leading wealth management firm in Miami is seeking a Risk and Controls Manager to oversee the design and implementation of financial controls. Candidates should have significant experience in financial services and proficiency in data analysis tools. The role involves ensuring compliance with SOX/
The successful candidate will partner closely with leadership across all disciplines, including sales, operations, and controllership to support the budgeting, forecasting, management reporting, and financial analysis processes. Develop trends or other ad hoc analyses to test forecast assumptions an
Bachelor's degree or higher, and Licensed Florida Adjuster 620 or Chartered Property Casualty Underwriter (CPCU) designation, and Certified Property & Casualty Lines instructor with the Florida Department of Financial Services, or Licensed Florida Agent 220 and Certified Property & Casualty Lines
Perform walkthroughs with process owners; document results in narratives/flowcharts; identify and document risks and controls; develop and execute testing strategy; prepare supporting workpapers; and document test exceptions and conclusions. Build strong relationships with key stakeholders in the bu
Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities of being a member of the firm. Have the opportunity to work on real responsibilities alongside fellow interns and our people.
Creates process mapping for changes resulting from strategic projects including risks and controls. Prepares and maintains necessary project materials and artifacts, including business cases, prioritization, project plans/task lists, business readiness materials, and post-project follow up. Helps to
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase
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. Manages multip
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Wealth Management and a demonstrated ability to manage a portfolio of high net and ultr
The Senior Financial Analyst will work directly with the Senior Director and the transactions team to evaluate acquisition opportunities, structure and size tax equity and debt facilities, analyze offtake arrangements, and prepare investment committee materials. Conduct first-pass screening and fina
Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team. Clerical duties such as handling telephones, mailing, filing and processing forms. Research and respond to client inquiries.
Ensures that appropriate continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs * Succe