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Director, Client Relationship Manager.. Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans.. Minimum of 10 years experience in financial services (preferably investment banking, asset management, and a general understanding of hedge, private equity and real asset structures/business.. Related experience managing client relationships within Fund Administration, Sales, Trading, Risk Management, Operations, OTC Derivatives, or Fund Accounting areas a plus.. Experience in investment banking, asset management, private funds, capital markets a plus
Join to apply for the Managing Director, Strategic Capital Management (U.S. Commercial Banking) role at BMO U.S. Responsibilities include facilitating profitable growth, risk management, and enhanced return initiatives for the bank, analyzing portfolios, advising relationship managers on de-risking strategies, and ensuring compliance with documentation, reporting, and internal controls. Preferred experience in large corporate/commercial lending, syndications. Typically 9+ years of relevant experience with a post-secondary degree or equivalent. CPA, MBA, or equivalent experience in finance, accounting, and business law.
Join to apply for the Director, Corporate Development (Hybrid) role at CareFirst BlueCross BlueShield.. Leveraging past experience in strategy formulation, pipeline development, and transaction execution, the Director will lead CareFirst initiatives including mergers & acquisitions, joint ventures, strategic contracting and partnerships. Lead corporate development initiatives including mergers & acquisitions, joint ventures, strategic contracting and partnerships. 11 years of experience in investment banking, corporate development, management consulting, or a corporate finance environment. Prior experience in strategic venture capital and fund investments.
The Corporate Development and IR team is responsible for evaluating M&A and investment opportunities, driving new capital investments and managing the company's investor base.. Perform market research to help identify new investment trends and opportunities and own company's competitive intelligence. Lead the creation of all investor materials in partnership with the Strategic Finance team for conferences and investor meetings. Minimum of 10 years of financial analysis experience working directly in Corporate Development and investment banking in the technology industry. Minimum of 2 years of experience working directly in Hedge Funds / Venture Capital / Growth Equity firms
Backed by Sequoia Capital and Salesforce Ventures, Front has raised $204M from leading venture capital firms and independent investors including top executives at Atlassian, Okta, Qualtrics, Zoom, and PagerDuty.. 5–7+ years of experience in FP&A, strategic finance, investment banking, or private equity, preferably in a high-growth SaaS environment.. Experience with modern finance tools such as Pigment and Netsuite.. Financial Analyst II - Pottery Barn Kids and Teen. Financial Planning & Analysis Senior Analyst
The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Transaction Advisory (TA).. The Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. Financial planning & analysis.. Support the day-to-day activities of BRG Corporate Finance Turnaround & Restructuring client service teams on engagement.
This role offers an opportunity to lead asset management work, working directly with our assets, joint venture partners, and LPs, and will be involved in all aspects of portfolio management, fund administration, and, ultimately, strategic exit processes.. This position is high-visibility both within and without our organization, and will provide executive-level interactions across a diverse portfolio spanning, among others, a private REIT with leased $100 million greenhouses, executive-level board positions with an AU$1B produce company in Australia, a joint venture in Mexico, and an operating biogas partnership in the U.S. Midwest.. Working with senior management, support the development and execution of a systematic exit plan for portfolio investments over the next 2 to 5 years, which may include:Meeting with REIT and other real asset buyers and strategic partners Sourcing and interviewing investment banks and financial advisors Preparing CIMs and data rooms for portfolio investments Leading due diligence processes. Participate and lead valuation and other internal fund administration processes.. Minimum of six years of experience in investment or portfolio management experience demonstrating; candidates with investment banking, real estate, private equity, or agribusiness.
RESPONSIBILITIES: Oversee all aspects of the firm's direct and indirect tax obligations, including federal, state, local, and international tax compliance (i.e. PFIC and 1042 reporting). Facilitate the completion of W-8s and AML/KYC requests from service providers. Assist with compliance filings, including but not limited to Form ADV, Form PF, CIMA Fund Annual Return, and VAT returns. 7+ years of experience in relevant fields such as private equity/venture capital, public accounting, corporate tax/accounting, or investment banking. Intermediate to advanced bookkeeping skills, and familiarity with fund accounting principles
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. Execute in-depth analyses for complex and high impact new business development, transaction execution and the delivery of investment banking products and services. SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only).. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Have you ever maintained any licenses or registrations (e.g. Series 7, Series 63)?
Analyze private market trends through the lens of private equity fundraising and dealmaking, focusing on the energy ecosystem across upstream, midstream, and downstream service providers.. 5+ years of experience in equity research, investment banking, venture capital, public investing, consulting, or a related financial services role.. Comprehensive knowledge of the Energy industry, including the ecosystem for upstream, midstream, and downstream service providers, as well as energy equipment.. Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities.. Traumatic brain injury
Senior Tax Manager - 1065 & 1120S through HNW Individual.. This rapidly expanding national investment management firm is excited to add Tax Services and Tax Planning as a bolt-on service included as part of their holistic Wealth Management umbrella!. The firm is adding advisors around the country at a rapid pace who feed this business. Joining the firm now will leave this Senior Tax Manager at the top of the growing tax team!. Investment Management, Investment Banking, and Venture Capital and Private Equity Principals
Address issues related to Treasury Services processes and products, focusing on risk management and client experience. Strong experience in Treasury Services, particularly in businesses similar to Payments in Commercial Bank. In-depth knowledge of Treasury Services products, strategies, and the regulatory landscape. 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. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Our client - a leading global bank with a strong U.S. presence -is seeking a Regulatory Reporting Director to join its Americas Finance team, focusing on US Broker Dealer Regulatory Reporting within its Financial Control function.. This is a high-impact leadership role with direct exposure to regulators (SEC, FINRA, CFTC), senior stakeholders, and critical strategic initiatives.. Identify and mitigate prudential regulatory risks across a wide range of banking products and business activities.. Partner cross-functionally with Finance, Ops, Legal, Risk, Compliance, and Treasury to streamline reporting and align on regulatory expectations.. 10+ years of 15c3-1 Broker Dealer Reg production experience.
Our Investment Banking teams deliver high-quality strategic advice and creative financing solutions to our clients, including mergers and acquisitions, financing, and risk management transactions.. To be the world’s preeminent investment bank – trusted advisor, financier and risk manager for our clients on their most important transactions. Job Category: Analyst. Anaplan Salary Range: $110,000. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
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.
Join to apply for the Vice President Technology M&A Investment Banking role at Barclays Investment Bank. Barclays is looking for a dynamic and passionate Vice President to join our Technology M&A Investment Banking team. Mergers and acquisitions in Technology.. To provide strategic, valuation analysis, negotiation and deal structuring support on public and private mergers, acquisitions, spin-offs, divestitures and identify, evaluate, and execute on potential deals. Conducting in-depth financial analysis, including modelling and valuation, to assess potential M&A opportunities, risks and mitigation action, alongside their impact on clients' financial positions and alignment with the clients strategic objectives
Able to effectively drive deal processes, including loan underwriting, loan documentation and the loan closing process. Maintain in-depth knowledge of the venture capital ecosystem and firm products and services. Recognizes and pursues opportunities to create and strengthen relationships with key stakeholders within the innovation ecosystem, including venture capitalists, founders and executives, and industry advisors. Advanced knowledge in venture lending, underwriting, and portfolio management. Minimum Required: 7+ years of venture banking, commercial banking, investment banking, or private capital investing experience required.
AQ Technology Partners is a software-focused investment bank headquartered in Silicon Valley.. We are seeking a Director to join our investment banking team focusing on M&A, growth equity, and strategic advisory for high growth and mature software companies in our Redwood City, CA office.. Develop and deliver presentations in support of new business development.. MBA or undergraduate degree in Business (Accounting, Finance, Economics), Technical Sciences (Engineering, Physics) or Liberal Arts from a top tier school(s).. FINRA Series 63 and 79 registration.
Sora Investors is a fundamental equity investment manager specializing in global technology markets.. Analysts are the alpha engine driving our strategy and business and this role has potential for unbounded impact and compensation.. Develop and maintain detailed company financial models with a focus on the KPI's driving value. Financial modeling experience (likely developed in a prior hedge fund, equity research, investment banking, private equity or long-only buyside role). Evidence of academic success
We are actively recruiting Corporate Partners with significant portable business for leading law firms across the U.S. If you specialize in M&A, private equity, fund finance, venture capital, or securities , this is an opportunity to elevate your practice within a well-resourced, growth-oriented firm.. We Are Also Hiring Partners in Litigation, Real Estate, IP, Labor & More.. Handle High-Value Corporate Transactions – Work on market-leading deals for Fortune 500 companies, private equity firms, funds and institutional investors.. Mergers & Acquisitions (M&A) & Private Equity. Structured Finance, Banking & Private Credit