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Review and update portfolio Argus models, including detailed review of complex lease structures and cash flows. Drive analytical and project support for all asset management activities; construct financial models, sensitivity analyses, comparable analyses, and other discrete financial analyses, as well as financial and asset due diligence and industry research. Support and manage investor reporting requirements. A minimum of 3 years of relevant experience in real estate principal investing in asset management, portfolio management and/or real estate investment banking. Strong modeling (both in Excel and Argus), analytical, valuation, and problem-solving skills Meaningfully contributes
Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries ("Newmark"), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle.. Combining the platform's global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum.. Join our team as a highly motivated Mortgage Banking Associate/Analyst!. Conduct financial modeling and analysis for various commercial real estate transactions.. 3+ years in the commercial real estate sector, preferably mortgage banking.
Job Family: Finance & Accounting Consulting Travel Required: Up to 10% Clearance Required: Ability to Obtain SecretWhat You Will Do: The Audit Remediation Senior Consultant helps clients optimize all the internal controls throughout all elements of their organization, including financial reporting, accounting, logistics, property management, civilian pay, and procurement. TWO (2) years of Department of Defense experience in accounting, auditing, audit remediation, internal controls or other Federal Financial Management and Reporting discipline. What Would Be Nice To Have: An ACTIVE and MAINTAINED SECRET Federal or DoD security clearance Experience working as an Accountant, Auditor or DOD Financial Improvement and Audit Remediation (FIAR) Specialist performing the following: Navy financial, systems and audit process understanding DoD accounting. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. By applying, you consent to your information being transmitted by Monster to the Employer, as data controller, through the Employer’s data processor SonicJobs.
We are partnering with a well-established, 20+ year-old sell-side advisory firm that offers proven M&A and private equity alternatives to middle-market companies.. In doing so, this boutique investment bank helps companies maintain independence, enhance cash flow, and create tax-advantaged shareholder liquidity events.. Lead and scale middle-market sales operations for a premier ESOP Investment Bank.. Fully remote role with travel. If you’re a Director of Sales eager to drive sales and revenue growth for a leading boutique Investment Bank, please apply today!
Our client, a private investment firm in the venture capital space, is seeking a Fund Accounting Consultant to support their finance operations during a team member's upcoming leave.. This role offers the opportunity to work with a high-caliber finance team on fund operations, investor reporting, and audit support.. While the company has a hybrid work environment with offices in the Bay Area, they are open to candidates who need a fully remote arrangement.. Support investor reporting, audits, and tax processes. Experience supporting audits and investor reporting
We are an American renewable energy company committed to pioneering sustainable solutions.. Maintain and update accurate financial records, including accounts payable, accounts receivable, and general ledger entries.. Certified Public Accountant (CPA) designation is a plus.. Join us in our mission to lead the way in sustainable energy solutions.. If you are a dedicated and detail-oriented professional with a passion for finance and sustainability, we invite you to apply for this exciting opportunity to contribute to our mission in advancing solar energy solutions.
We are seeking an executive leader to manage the Corporate Development & Strategy group for our investment firm with a focus on high volume transactions. A track record in investment banking, private equity, or corporate development is required for this role. Coordinate with internal teams in diligence, finance, legal, and external advisors to shepherd potential transactions through acquisition. Minimum of 15 years of experience in corporate development, investment banking, private equity, or corporate strategy with a track record of deal origination and transaction execution. Venture Capital and Private Equity Principals, Financial Services, and Investment Banking
Vice President, Portfolio Management - Juris Banking. Our Juris Banking team is seeking a Commercial Underwriter responsible for analyzing, structuring, underwriting, and coordinating the closing of new loan requests and renewals for various lending products to law firms and related businesses.. The Underwriter will work with the Relationship Manager to manage loans, monitor credit risks, and ensure compliance with banking regulations.. Work closely with the Relationship Manager to develop and maintain client relationships and ensure a timely credit process.. Handle underwriting, portfolio management, and related tasks for new and existing loans.
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date. MBA, JD, CFA, or CFP preferred. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of individual achievements and contributions.
The Chief Risk Officer/General Counsel provides legal advice to the credit union regarding a variety of matters including regulatory compliance, contracts, litigation, insurance and risk management, intellectual property, governance, consumer and commercial lending and deposit transactions and loan documentation, mergers and acquisitions, real estate, and general corporate matters. Develops and administers the credit union's regulatory compliance program and evaluates its effectiveness which encompasses a review of internal controls and adherence to lending, BSA/AML and consumer laws and regulations. Keeps abreast of changes in lending, BSA/AML, consumer and credit union regulations to maintain compliance and communicate as appropriate. Supervises the AML/BSA, OFAC, and FinCEN responsibilities and AML/BSA/OFAC Officer. Juris Doctorate degree from an American Bar Association-accredited law school required.
We are a purpose-built biomarker discovery organization headquartered in San Diego, CA providing industry-leading services for supporting pharmaceutical R&D to move “beyond the genome”, including proteomics, metabolomics, and lipidomics data generation and analysis.. As our Head of Finance, Planning, and Analysis, you will be a trusted leader in our finance and accounting team, responsible for working with the CEO and other department leaders to execute against companywide goals and responsibilities including budgeting, forecasting, financial planning and analysis, and other growth-oriented tasks.. Mindset of continuous improvement to evolve existing ERP and management information systems.. Finance, economics, or related quantitative degree with 10+ years of work experience in investment banking, advisory/consulting, FP&A, corporate finance.. Familiarity with ERP and CRM systems (Netsuite, Salesforce), and ability to work with in-house software team to develop bespoke applications and KPIs.
Title: Chief Financial Officer (CFO). On behalf of our client, a non-profit delivering hunger-relief charity and food bank services in San Diego County, we are seeking a Chief Financial Officer.. The CFO will oversee accounting, financial reporting, budgeting, forecasting, risk management, and investment strategies, with a strong emphasis on nonprofit accounting.. Lead the implementation and optimization of NetSuite Enterprise Resource Planning (ERP) tool, ensuring streamlined financial operations and reporting.. Commitment to the mission of fighting hunger and serving the community.
Job Title: Senior Branch Manager Location: Kearny Mesa What you'll do: As a leader in the Preferred and Small Business Banking team, the Senior Branch Manager (Preferred Banking Manager) will lead an in-person client-facing branch sales and service team to achieve performance and productivity goals in sales, service, and operations.. Drive cross-line-of-business partnerships to deliver the full value of the Western Alliance brand to clients through each of our distribution channels, including leading value-producing partnerships with small business bankers, AmeriHome mortgage, treasury management, and SBA lending and support teams.. What you need to have: 6+ years of direct, related experience in Treasury Management Sales, Treasury Management Service, and Senior Banking Operations Leadership roles.. Knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or other commercial banking products and services.. Strong knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or other commercial banking products and services.
Location: Remote Salary: $40 - $70/hr Type: Full-time This is a remote, full-time, summer analyst role for undergraduate students.. You will complete tasks similar to those of an investment banking, private equity, or hedge fund analyst.. This is a remote Summer Analyst role for undergraduate students.. The work will be done asynchronously and on a project-by-project basis.. This position offers high pay, valuable finance experience, and is an excellent opportunity to gain real-world finance experience.
We deliver grid-scale power: wind (onshore and offshore), solar photovoltaic, and storage projects; distribution-scale power: solar and storage; asset optimization: technical, operational, and commercial expertise to maximize the performance of generating projects, and onsite solutions, through the Company’s PowerFlex affiliate, offering a full suite of onsite energy solutions for commercial and industrial customers: solar, storage, EV charging, energy management systems, and microgrids.. Duties also include managing investor relationships, marketing of assets, execution of transactions and as well as overseeing post-closing deliverables.. Drives negotiations, oversees diligence processes, closes on transactions, oversees post-closing deliverables, and conducts post-mortems.. Strategic consulting, investment banking, or project finance experience preferred.. Strong understanding of the renewable energy industry in North America, including Tax Equity Financing, power markets.
Field Medical is a medical device start-up, headquartered in beautiful Cardiff by the Sea in San Diego County.. Founded by Dr. Steven Mickelsen, founder of Farapulse which sold to Boston Scientific for estimated $800 million.. Field Medical has raised $40 million to date and backed by multiple strategics and venture capital funds.. This is a unique opportunity for a finance professional with ambitions to grow into a CFO or COO role within a medical device startup in the next 10 years.. · Excel Expertise Level: Ninja.
& SummaryAt PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibility and reliability of this information with a variety of stakeholders.. In digital assurance at PwC, you will focus on providing assurance services over clients' digital environment, including processes and controls, cyber security measures, data and AI systems, and their associated governance, to help organisations and their stakeholders build trust in their technology while complying with relevant regulations.. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success.. - Bachelor's Degree in Accounting, Finance, Management Information Systems, Management Information Systems & Accounting, Computer and Information Science, Computer and Information Science & Accounting, Economics, Economics and Finance, Economics and Finance & Technology, Business Administration/Management, Engineering, Accounting & Technology, Mathematics. Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy:.
Experience working with asset manager clients (private equity, hedge funds, fund to funds and/or venture capital) firms is required.. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency.. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc. Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets.. Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.. Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.. Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.