Collecting information
Organizing data
Technical and/or Other Essential Knowledge: Proven commercial lending and credit experience, analyzing financial statements, reviewing loan documentation and administration Successful track record in sales and business development Effective verbal and written communication skills. Formal credit trai
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. Using a broad investment
Corporate Associate Attorney – Private Equity / Investment Management & Funds. Direct Counsel is seeking a Corporate Associate Attorney to join the Private Equity, Investment Management, and Funds team of a sophisticated East Coast–based law firm. Investment adviser regulatory compliance.
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
Core competencies include but aren’t limited to Risk Management, Regulatory Compliance, Process Improvement, Broker & Carrier Relations, Negotiations & Contracts, Project Management, Strategic Planning, etc. Lead enterprise risk management (ERM) initiatives, including risk identification, assessme
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
The ideal candidate should have a Bachelor's degree and 5-8 years of project management experience, particularly in cybersecurity or regulated IT environments, along with strong analytical and communication skills. A financial services firm in Coral Gables is seeking an experienced Information Secur
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
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and ser
Two years of experience in consulting, project management or process improvement related role. Project Management Professional (PMP) Certification. Responsible for supporting the business analyst and project management needs of the assigned portfolio.
Strong understanding of accounting, finance, and credit analysis. You'll collaborate with internal partners to meet client needs while managing risk and maintaining compliance with all regulatory standards. This role is ideal for a self-starter with strong credit skills, a passion for relationship m
Conducts or coordinates structuring and underwriting of new credit requests and preparation of credit approval packages, responsible for aggregating credit relationship details and quality control of any supporting analysis prepared by colleagues in conjunction with the underwriting process. Ensures
The Risk & Compliance Analyst is responsible for ensuring Educational Federal Credit Union's adherence to operational, regulatory, and compliance requirements through coordinated risk assessments, compliance monitoring, and support of enterprise-wide risk and compliance initiatives. America Credit U
Enhanced Compliance: Accurate incident reporting ensures that organizations meet their legal and regulatory obligations. Incident Reporting/Risk Management. Risk Management: Utilizing incident data to identify patterns, assess risks, and implement preventative measures to mitigate future incidents.
This role is responsible for preparing credit analyses and credit memos, performing financial statement and cash flow analysis, supporting underwriting and loan structuring, and completing credit risk assessment for commercial lending requests. The Senior Commercial Credit Analyst supports current a