Collecting information
Organizing data
In addition to publishing timely market insights, we also partner closely with our Product, Engineering, and Data Operations teams to continually enhance our datasets and develop unique tools that have a material impact on our customers’ workflows.. Our Institutional Research Group is looking for an experienced analyst to lead our coverage of Healthcare Services and Healthtech, while also acting as a team lead for our broader Healthcare and Life Sciences coverage.. Drive PitchBook’s private market healthcare coverage, which leverages our proprietary data to track venture capital and private equity deal activity, market trends, and product innovation. 7+ years of research experience in equity research, investment banking, venture capital, or other related financial services roles. Demonstrated experience writing investment research and regularly conversing with clients about investment opportunities
Treasury Banking Manager, Strategic Initiatives. We are seeking an experienced Treasury Banking Manager to join our Strategic Initiatives division in New York, #Remote.. Develop and maintain a relationship management framework and cadence for all banks, ensuring a consistent approach across the Treasury team and broader Finance team.. Develop and implement strategies to optimize Treasury's banking structure, liquidity management, and cash flow allocation.. Provide advice and recommendations to the Group Treasurer on complex banking and finance matters, and collaborate to identify and escalate pricing opportunities and challenges.
Our network & solution partners have grown to include British Telecom, EE, Virgin Media O2, Ericsson, Rogers, Bell Canada, MasMovil, Telenor, FICO, Twilio, and more.. Reporting to the CEO, the Vice President of Finance will lead financial and accounting functions at Hiya globally, which include accounting and finance operations, financial and tax reporting, treasury, financial planning and analysis, and investor relations support.. The role is a high impact role and will require a deep working partnership with the CEO, President and other key functions including HR, Legal, Product and Go-to-Market.. Leading financial aspects of mergers and acquisitions (M&A) and other strategic initiatives to drive growth and expansion.. Proven work experience as a VP of Finance or similar role
Our client’s strategic mission is to discover, develop and commercialize its deep and diverse pipeline of first-in-class small-molecule and antibody therapeutics f.. Advanced degree (PhD, MD, MBA, or equivalent) preferred, or significant relevant industry experience and scientific acumen. Experience in immunology (both innate and adaptive) as well as oncology strongly preferred. Director level:Minimum 4-6 years of sell-side business development or corporate development experience in biotech or pharmaceutical industry, and/or industry related investment banking, venture capital, private equity, management consulting experience will be considered (7-10 years for Sr Director). Strong understanding of the drug development process, including early-stage research through clinical development and commercialization.
The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests.. Such requests include obtaining initial approval for new credit exposure (i.e., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure.. Familiarity with corporate banking products such as Enterprise Commercial Payments (ECP), Foreign Exchange (FX), Derivatives, etc.. Minimum of five (5) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management. Minimum of seven (7) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management
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.
2390 East Camelback Road - Phoenix, Arizona 85016.. The Portfolio Manager provides relationship management support for assigned portfolio of clients who are clients and prospects who are primarily active commercial real estate owners, investors and developers. Portfolio Managers help drive the financial performance of the team's revenue and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business development and lending/sales support, and operational support. Identifies opportunities to provide the client with knowledge and access to the breadth of Key's product platform which includes: interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance, etc. Broad knowledge of key product areas, such as interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance, etc.
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.. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Since its formation in 1969, Security Properties and its partners have invested over $2.0 billion of equity in multifamily real estate, representing a portfolio value of nearly $6.0 billion.. Today, the Security Properties portfolio reflects interests in 110 assets encompassing nearly 22,540 multifamily housing units – including properties under construction – making it one of the largest owners of residential real estate in the country.. The Analyst, Real Estate Private Equity is responsible for performing a variety of financial analysis of multifamily investment properties and preparing recurring and one-off reports for investors and senior management.. Support the Investments team by underwriting new investments, including cash flow modeling, finance and joint venture structuring, and investment analyses (IRRs, sensitivity tables, etc.). Perform yield on cost/return on investment analysis of unit renovation projects.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.. Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.. 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.
Manage all regional tax compliance activities including corporate income tax, indirect taxes (VAT, GST, sales tax), and transfer pricing.. Collaborate with global FP&A, treasury, legal, operations, and regional business leadership to support business decisions and ensure financial governance.. Strong expertise in US GAAP and Americas regional tax laws (including US, Canada, and LATAM countries).. Fluent in English; additional language skills (e.g., Spanish or Portuguese or Mandarin) are a plus.. Eligible employees (and their families) are offered the following company-sponsored benefits: Medical, dental, and vision insurance, health savings account (HSA), short-term and long-term disability, employee assistance plan (EAP), and basic life and AD&D insurance
This is a remote, part-time associate role.. You will complete tasks that an investment banking, private equity, or hedge fund analyst/associate would complete.. This is a remote, part-time associate role designed for current MBA students.. You will complete tasks that an investment banking, private equity, or hedge fund analyst/associate would typically handle.. This is an excellent opportunity to apply your business school education to real-world finance challenges while building your network and resume.
Venture Capital AttorneyCareer Consulting Partners has partnered with an AM Law 100 firm that represents clients at the forefront of technological advancements, ranging from aviation to artificial intelligence, and possesses a thorough understanding of their industries and evolving needs.. Advise emerging companies and venture capital funds on business formation, financings, mergers & acquisitions, and corporate governance.. Comprehensive medical, dental, and vision insurance, mental health support (EAP, therapy, mindfulness apps), Peloton membership, and a Well-Being Program focused on mental health awareness.. Unlimited PTO, paid holidays, bereavement, jury duty, and leave of absence options.. Adoption assistance, back-up care, fertility coverage, elder care services, life and disability insurance, and pet insurance.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.. Bachelor's degree Certified Treasury Professional designation Strong creative solution and problem-solving abilities About UsJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.. 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.. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Merit Investment Bank delivers award-winning performance and boutique investment banking services, focusing on business sales, mergers, acquisitions, capital raising, and strategic ventures. This is a full-time hybrid role for a Managing Director in Investment Banking, located in the US, with some work-from-home / remote work flexibility. Managing Directors are responsible for originating, leading and executing investment banking transactions, including capital raising, mergers and acquisitions, and financial advisory services. Investment Banking experience, including transaction execution and client relationship management.. Skills in Capital Raising, Private Equity, and Finance
DaVita, a healthcare corporation and recognized leader in dialysis services, invites you to bring your financial expertise and passion for healthcare to our Polaris operating group in the role of Group Finance Director.. Chair the internal Polaris capital committee, guiding decisions on multimillion-dollar investments in new clinics and expansion projects. 3+ years post-graduate experience in corporate financial planning and analysis (FP&A), investment banking, private equity, corporate development (M&A) or strategy consulting.. Familiarity with financial planning, accounting, management, or other database systems such as Anaplan, Hyperion Essbase, Smartsheet, or SQL is an advantage.. Family resources, EAP counseling sessions, access Headspace, backup child and elder care, maternity/paternity leave and more
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 their employees.. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach.. Act as key relationship manager for ultra-high net worth clients. Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Company Overview: Join their dynamic and growing private equity firm, dedicated to investing in the services sector.. Position Overview: They are seeking a highly motivated and analytical Private Equity Associate to join their team in Seattle.. This role offers the opportunity to work closely with senior team members and gain hands-on experience in all aspects of private equity investing.. 2-4 years of experience in private equity, investment banking, or management consulting, with a focus on the services sector.. Industries Venture Capital and Private Equity Principals
Business Banking Relationship Manager (SB) At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities.. Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture.. Client Experience Branding.. About the company Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.
Develop and maintain business relationships with existing clients as well as cultivate business with prospective customers. Follow through bank policies and procedures relative to regulatory compliance. Bachelor’s degree in Business/Finance/Economics or equivalent work experience required. Must know depository and cash management services, basic financial analysis, basic loan products, Trade Finance, and Investment Banking Products. Bilingual in Japanese and English (reading, writing, and verbal) fluency required.