Collecting information
Organizing data
Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. You'll be joining our auditable reporting services team, which supports multiple products and services including 409A Valuations, Q
Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. Manage the n
Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We're committed to fostering and
Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We're committed to fostering and
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
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, well
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
Plans, coordinates, and establishes operating methods and procedures for accomplishment of project mission; as needed, directs the development and accomplishment of employee training relating to the project. Prepares action plans and schedules for various phases of project accomplishment, both short
You'll sell directly to senior decision-makers like CFOs, General Counsel, Corporate Secretaries, COOs, and Compliance leaders who understand the operational and legal risk of outdated compliance processes and have the authority to act. We're looking for someone who understands the corporate complia
The successful candidate will have a senior leadership background in credit and portfolio risk, with a strong foundation in commercial underwriting and credit policy governance. The CCO will be expected to contribute to organizational budgeting, and planning processes, and act as a steward of the co
You will collaborate with Amazon sales teams, leverage proprietary AI for private equity, and interact with technical architects, economic modeling, and performance optimization experts. At least 2 years of experience in sales, account management, or client management within startups, growing busine
Prepares action plans and schedules for various phases of project accomplishment, both short and long-range; ensures that plans are consistent with Departmental and Service goals, schedules, and policies. Plans, coordinates, and establishes operating methods and procedures for accomplishment of proj
Conducts complex analysis of internal and external initiatives affecting Taxpayer Services and operational continuity, and alerts leadership to adverse or disruptive factors. Coordinates input and feedback from internal and external stakeholders, including subject matter experts and front-line staff
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
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. Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management di
Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures. Take ownership of all steps of the Credit Approval Process including preparing credit app