Collecting information
Organizing data
Lead and/or participate in client due diligence by way of attending client, bank and other meetings to develop a better understanding of client companies, management teams, and industry sectors, and using financial models to incorporate the impact of forward-looking risk assessment on key value driv
A leading cancer research institution based in Seattle is seeking a Clinical Trials Financial Analyst II to provide budget and financial support for clinical trials. Responsibilities include developing and managing budgets, ensuring compliance, and communicating effectively with study teams. The ide
A distinguished independent wealth management firm is seeking an experienced Senior Vice President, Portfolio Manager in Seattle, responsible for managing customized investment portfolios for high-net-worth individuals. This role also involves mentorship of junior team members and collaboration acro
Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax com
A distinguished independent wealth management firm is seeking an experienced Senior Vice President, Portfolio Manager in Seattle, responsible for managing customized investment portfolios for high-net-worth individuals. This role also involves mentorship of junior team members and collaboration acro
Strong understanding of energy markets, portfolio risk management concepts and commodity trading instruments including financial derivatives. This role is responsible for implementing, reviewing, and improving risk control and credit management policies and processes for consistency with the organiz
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
You will take a leading role in helping to create asset management plans, asset deterioration models, data and inspection standards, and business requirements that support more strategic and informed decision-making across diverse transportation asset portfolios. Knowledge of asset management framew
Utilize excellent credit analysis and financial modeling skills to analyze and structure new transactions and work independently on the assigned credit portfolio. Take ownership of all steps of the Credit Approval Process including preparing credit approval materials, ensuring all credit risk polici
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
Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the as
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
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
Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the as
Assist in developing financial risk analyses and stress testing for IRR, credit risk, concentration risk, liquidity risk, and capital risk and prepare management reports applicable to financial risks inherent to the credit union. Tenure: Assignment to the Financial Risk Analyst I (Category 10), Fina
Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. This exciting opportunity at O Bee Credit Union invites you to join our employee advisor model as a Wealth Advisor
Working with Kilroy's leasing and asset management teams to analyze strategic decisions including leasing analysis, return on capital investment evaluation, and other portfolio management analysis to assist in the decision making process. The base pay range for this role is between $87,000 and $108,
Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. A successful candidate must have experience with ETFs along with a strong understanding of capital mar
Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. Effective research and analysis skills. This exciting opportunity at Gesa Credit Union invites you to join our emp
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.