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We are seeking a Director to join our Corporate Development group which is responsible for transaction management activities within our investment firm.. Your ability to lead deal flow and shepherd relationships through successful acquisition will be instrumental in driving Tide Rock’s success.. Coordination with internal teams in diligence, finance, legal, and external advisors to shepherd potential transactions through acquisition.. Minimum of 7 years of experience in corporate development, investment banking, or private equity with a focus on manufacturing or industrials.. Venture Capital and Private Equity Principals
BUSINESS FINANCE ANALYST Company Overview: The Berkshire Eagle is a multimedia company located in Pittsfield, Massachusetts with additional brands including the Shopper's Guide, The B Magazine, Talon Media, berkshiresweek.com and the Berkshire Business Journal. Revenue divisions include subscriptions, print/digital advertising, commercial printing and shared services. We are seeking a Business Finance Analyst to join our team and play a key role in financial planning, analysis, and decision support. Position Overview: The Business Finance Analyst will be responsible for analyzing financial data, supporting budgeting and forecasting processes, and providing insights that drive business performance. Assist in financial reporting, ensuring accuracy and compliance with internal controls.
Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior Join to apply for the Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior role at EY. Join to apply for the Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior role at EY. Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior 1 week ago Be among the first 25 applicants.. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. Investment Banking - Mergers & Acquisitions - Analyst San Mateo, CA $99,704.00-$143,325.00 2 weeks ago
Own the accounting between the Treasury Management System (TMS) and the General Ledger , ensuring cash accounting data is accurate and reconciled prior to posting.. Provide project management support for treasury operations, system upgrades, and process improvements.. Professional designation (CTP or CPA) strongly preferred.. Proven experience with treasury systems (FIS Integrity) and ERP systems (Oracle), experience highly beneficial.. Strong understanding of cash accounting and the interaction between Treasury Management Systems and the General Ledger.
We are seeking a highly skilled and strategic Treasurer to lead global treasury operations, corporate finance, and long-term capital planning for our US and Mexico operations.. Based in Houston, Texas , this individual will oversee liquidity management, capital structure optimization, financial risk control, and regional compliance.. Manage treasury operations across the U.S. and Mexico, including cash flow analysis, income and expenditure forecasting, and operating status reporting.. Implement foreign exchange control and hedging strategies to reduce exposure to market fluctuations.. Strong knowledge of foreign exchange controls, hedging, and cross-border treasury practices.
This position will focus on designing and performing monthly audit tests and compliance tasks, collaborating with an external public accounting firm, and aligning compliance work with the Head of Treasury and Assistant Treasurer/Officer to support the SEC attestation related to SEC-registered securitized debt transactions.. Lead collaboration between the Public Accounting firm and the Assistant Treasurer/Head of Treasury to design processes, procedures, and tests related to SEC compliance of publicly issued debt transactions.. Lead documentation of all audit work and resolve findings during testing, coordinating with the Public Accounting firm and relevant PFS departments or an attestation officer.. Support other Treasury Operations duties, such as KYC and AUP reports related to external debt, in collaboration with the Public Accounting firm.. Internal collaboration with: PFSD Treasury, Accounting, Risk Management, Data Analytics, Customer Service, Credit Services, Compliance, PCNA Treasury, Legal, Tax departments
The Director - Portfolio Management (Development) will provide financial oversight of Rockbridge’s development and redevelopment portfolio, highlighted by significant luxury and lifestyle hotel and mixed-use projects throughout the United States.. The Portfolio Management team oversees the financial management of Rockbridge hospitality assets, including financial modeling, ongoing underwriting and forecasting, capitalization management, and in the case of development projects, areas such as leasing and public incentives.. In addition to the Portfolio Management team and the Development team, the role involves cross-team collaboration risk management, asset management, fund accounting, and capital markets.. Financial Oversight - Monitor and provide analytical support for all financial aspects of an investment, including forecasting, valuation, liquidity management, debt compliance, coordination with property teams, and investment reporting to leadership and investors.. Development Management – Integrate and support development management needs during construction, pre-opening, and asset ramp-up, including construction draw oversight, project documentation, public incentive compliance, budget management, and process implementation.
MongoDB is searching for a Director of Treasury who will lead the strategic direction of our global Treasury operations.. As a key member of our Finance organization, you will drive leadership in cash flow management, investments, financial risk mitigation, working capital, and Treasury infrastructure, ensuring the company's continued growth and success.. Partner across the finance and operational teams to ensure we maintain and enhance the Treasury operations necessary to serve the long term strategic needs, managing Treasury policies, procedures and internal controls. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees’ wellbeing and want to support them along every step of their professional and personal journeys.. MongoDB’s base salary range for this role in the U.S. is: $129,000—$253,000 USD. Other benefits for eligible employees may include: equity, participation in the employee stock purchase program, flexible paid time off, 20 weeks fully-paid gender-neutral parental leave, fertility and adoption assistance, 401(k) plan, mental health counseling, access to transgender-inclusive health insurance coverage, and health benefits offerings.
Are you looking for an opportunity to be part of ahigh growth software business within the private equity and venture capital industry?. Atominvest was founded to revolutionise the world of alternative investment technology by providing cutting-edge software to fund managers, investors and intermediaries across private equity, credit, venture capital, real estate and hedge funds. Led by a team with experience in the private equity, VC and asset management industry, the company provides a single, unified tech stack to enable the world’s top alternative investment managers to efficiently manage their business across all core functions of investing, fundraising and operations. Provide white-glove service to customers, ensuring that issues are escalated and resolved quickly.. Deep understanding of the PE/VC industry landscape as well as fund accounting
Join to apply for the Investment Banking Vice President, Financial Sponsors - New York role at Santander Bank, N.A. The Difference You Make As a Vice President in Investment Banking Sponsors Coverage, you will take on a leadership role in deal execution while actively engaging with financial sponsors and managing transaction workflows.. Master's Degree/MBA – Preferred. Strong deal execution experience in investment banking with a focus on financial sponsors. Experience with sell-side and buy-side M&A processes and equity and debt capital raises
Join to apply for the Wealth Management Analyst role at UBS. As a Wealth Management Analyst, you’ll play an important role in developing various wealth management plans and strategies.. UBS is the world’s largest and the only truly global wealth manager.. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. Sign in to set job alerts for “Wealth Management Analyst” roles.
As a member of CIBC’s team, The Senior Auditor is responsible for conducting risk-focused audits; advising business units on the design, implementation, and maintenance of internal controls; and promoting compliance with CIBC policies and procedures, accounting standards, control policies, and applicable legislation.. You have a comprehensive knowledge of auditing practices, accounting standards, regulatory requirements and Risk Management principles and knowledge of Retail Banking within a large financial institution.. It is an asset if you possess a Bachelor or equivalent degree in Business, Accounting, or Finance and a professional designation (e.g., CPA, MBA, CIA, FRM, CRMA) or equivalent business experience.. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.. Audit Management, Internal Controls, Leadership, Operating Effectiveness, People Management, Risk Based Auditing, Risk Management and Mitigation, Strategic Objectives
The Corporate Banking Portfolio Manager, under the supervision of the FVP Head of Commercial Portfolio Management, will assist with managing the credit risk and loan quality of the C&I loan portfolio, through the preparation of credit analyses for loans being proposed, renewed, or reviewed.. Assist in managing the credit approval process for the completed new loan and existing loan renewal process from origination to closing and post-closing monitoring.. In February 2025, Kroll Bond Rating Agency affirmed CSB’s investment-grade rating, reinforcing the bank’s position as a reliable business lender.. To learn more about how CSB can meet your needs, visit us at cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship.. Remote Investment Operations Manager (Private Credit) - 27357 Property Manager - Multifamily Portfolio Boston, MA $142,600.00-$220,000.00 2 weeks ago
Strategic Finance Analyst, Business Location: South Africa or Kenya Reports to: Regional Head of Finance. Viya Health is the business arm of PSI that focuses on balancing commercial viability and social impact to deliver consumer-powered healthcare at scale through social enterprise entities in markets around the globe - including India, Southern Africa, Angola, Cambodia, Myanmar, Vietnam, Uganda, Kenya, Ethiopia, Paraguay, and Central America.. Viya Health is seeking a Strategic Finance Analyst to partner with the Head of Finance, the Vice President, the rest of the Finance Team and cross-functional teams across the company working on financial strategy and analysis, long-term business planning and scenario planning and analysis, fundraising, investor relations, new business development and corporate development initiatives.. As the Strategic Finance Analyst, you will work closely with senior leadership, business unit and department leaders supporting the development of annual operating plans (AOP), long range plans (LRP), periodic forecast updates, investment analysis and maintaining company KPI’s.. 5+ years of work experience, preferably in analytical finance roles in fields such as Corporate Finance, Investment Banking, Equity Research, Private Equity, Equity Strategic Consulting.
With a mission to redefine the industry, Longmark approaches asset management differently, starting with operational excellence as its foundation and evolving into a leader in capital markets innovation.. We’re building the world’s largest alternative asset manager the smart way and are seeking dynamic professionals who want to be part of this journey.. This role will support Longmark Group’s capital markets activities across both debt and equity, with a focus on credit facility management, loan compliance, and cash flow optimization.. Monitor and report on daily cash positions, ensuring adequate liquidity for operational needs.. Strong understanding of credit facilities, loan documentation, and capital markets.
The Treasury team at Sonos is a key pillar of the Corporate Finance function and is responsible for Short Term Cash Forecasting, Intercompany Capital Structure, Liquidity & Risk Management, Foreign Exchange Exposure and Corporate Insurance.. Additionally, the Analyst will have the opportunity to support transfer pricing and intercompany global structuring.. Support global cash operations including cash reporting, cash positioning/reconciling, intercompany payments. Support corporate insurance program. Regularly review internal processes and systems to ensure compliance with best practices while identifying opportunities to reduce risk, optimize cost, utilize capital efficiently and leverage shared services center
We are seeking a Fund Accountant to join a growing investment management firm based in Miami.. The ideal candidate will have a strong foundation in fund accounting, excellent attention to detail, and the ability to work collaboratively in a fast-paced environment.. 3+ years of fund accounting or investment accounting experience (hedge fund or private equity experience preferred).. Strong proficiency in Microsoft Excel; familiarity with accounting systems and fund administration platforms, a plus.. Industries Banking, Financial Services, and Investment Banking
Bertram Capital is a private equity firm targeting investments in lower middle market companies.. Bertram has distinguished itself in the private equity community by combining venture capital operating methodologies with private equity financial discipline to empower its portfolio companies to unlock their full business potential.. Instead, Bertram focuses on reinvestment and technology enablement to drive growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.. These roles will work on a small deal team and will be exposed to the full spectrum of private equity investing including evaluation of new platform investments, identification and execution of add-on acquisitions, investment thesis development, portfolio management, and deal execution.. Our commitment to Diversity, Equity and Inclusion (DEI) ensures that Bertram is a place that attracts, grows, and promotes top talent from all backgrounds.
Private Equity Investment Talent Lead, North America. We are seeking a Senior Principal to take a leadership role in origination, execution, and portfolio management at a Large Cap Fund investing across industrial automation and adjacent sectors, with a focus on infrastructure, advanced manufacturing, semiconductors, and hardware.. 8-12 years of buy-side experience at a top-tier firm.. Proven track record executing middle-market and large-cap transactions.. Venture Capital and Private Equity Principals
Business Systems Analyst (Banking and Wealth, wealth platforms like Global Plus, Charles River, Pershing) Onsite -Cleveland, OH / Dallas, TX / NYC/ Chicago, IL / BUffalo Grove, ILany of these places) Duration: long term.. We are seeking a highly skilled (BSA) with strong experience in the Banking and Wealth Management domains, specifically with experience in wealth platforms like Global Plus, Charles River, Pershing.. System Analysis & Design: Analyze existing banking and wealth management systems - similar or equivalent to Global Plus, Charles River, Pershing to identify areas for improvement and propose system enhancements or new solutions.. System Integration: Work on the integration of various banking and wealth management systems, including Global Plus, Pershing (for wealth banking operations) and Charles River (for investment management), ensuring seamless data flow and process automation.. Hands-on experience working with Wealth Platforms like Global Plus(for banking and financial services) and Charles River (for investment management, including trading, compliance, and portfolio management), Pershing platforms.