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We are seeking an executive leader to manage the Corporate Development & Strategy group for our investment firm with a focus on high volume transactions.. A track record in investment banking, private equity, or corporate development is required for this role.. Coordinate with internal teams in diligence, finance, legal, and external advisors to shepherd potential transactions through acquisition.. Minimum of 15 years of experience in corporate development, investment banking, private equity, or corporate strategy with a track record of deal origination and transaction execution.. Venture Capital and Private Equity Principals, Financial Services, and Investment Banking
This job is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients.. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum.. Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury.. Negotiates and structures legal documentation related to loans and derivatives.. BA Degree with concentration in Finance, Accounting or Economics.
D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson & Co. is accepting applicants for an Associate position in the Diversified Industrials Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Associates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. 2 years minimum professional experience working in investment banking, private equity, corporate development, etc.
Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities.. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools.. Enhances and maintains morale of the audit staff. CPA - Certified Public Accountant CPA, CIA, CISA, or CFA. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage in a financial institution
At Stifel, Senior Associates/Junior Vice Presidents are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Participate in M&A, corporate finance (debt, public, and private equity) and restructuring assignments.. Minimum Required: 5-7 years post-undergraduate work experience in investment banking. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Restructuring and Special Situations Advisory. Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter
1-3 years of experience in investment banking, private credit, venture capital, or corporate finance, preferably with exposure to government contracting or defense technology.. Understanding of government procurement processes, SBIR/STTR programs, and DoD contract financing is a plus.. Industry & Market Research: Conduct in-depth analysis on defense technology trends, government contract award data, and emerging opportunities to support investment decisions.. Financial & Risk Analysis: Perform financial modeling, credit risk assessments, and due diligence to evaluate the feasibility and creditworthiness of potential investments.. Due Diligence Support: Assist in reviewing technical feasibility, contract structures, and regulatory considerations to mitigate risks associated with government contract financing.
This is a priority hire for our client and a great opportunity for a mid-level Treasury professional ready to step into a lead role, or a current Treasurer seeking a new challenge with an expanding organization.. 5+ years of progressive treasury, finance, or accounting experience. Strong knowledge of internal controls, cash flow forecasting, financial modeling, and banking relationship management. Certified Treasury Professional (CTP). Certified Public Accountant (CPA)
Title: SVP, Regulatory Reporting. Perform assessments of identified data and control issues to determine impact to our US Bank Regulatory Reports, thru application of Regulatory Reporting expertise.. Participate in the process improvement efforts to enhance the accuracy, efficiency, and transparency of the regulatory reporting process.. In-depth knowledge of U.S. regulatory reports such as those mentioned above along with exposure to Basel III capital regulations, GAAP/SEC Reporting and stress testing frameworks like CCAR.. Bachelor's/University degree in Finance, Accounting or related field; CPA or MBA preferred.
The Senior Analyst plays a critical role in managing the Company’s $8 billion debt portfolio, mitigating financial risk through the strategic execution of the Company’s hedging program and optimizing the Company’s capital structure.. Assists with mitigating financial risk through the analysis of the Company’s exposure to changing interest rates and fuel costs and execution of the Company’s hedging program.. Develops a model to project future cash, liquidity, debt and interest expense.. Serves as backup for various Treasury Operations functions.. 5 years of combined experience in corporate finance, investment banking, capital markets, private equity, corporate finance, and/or financial planning and analysis.
This is your chance to elevate, or begin, your investment banking career with a team that values your contributions and supports your development.. You’ll gain hands-on experience, developing your skills at an accelerated pace in a supportive and collaborative environment.. 3+ years of professional experience in investment banking, M&A, commercial banking, or a Big 4 firm (tax or audit backgrounds are welcome).. The ability to thrive in both autonomous and team-oriented settings.. Adaptability and resilience in a dynamic, fast-paced environment.
An equity hedge fund investment manager based in the Miami area is seeking an Equity Research Analyst to join the rapidly growing firm.. The position provides a unique opportunity to work directly with the Portfolio Manager as part of a small investment team with a long history of success and a culture of mentorship.. Candidates should ideally have an undergraduate degree in finance or economics with at least two years of work experience at a top tier investment bank, management consulting firm or investment firm.. Bachelor’s degree in economics or finance from a top tier institution with a track record of academic excellence. 2+ years of relevant work experience in investment banking, management consulting or asset management
We are working with a Private Equity-backed Dallas Energy investment company that is looking to add a Finance Associate to its team.. This position will join a small but growing team and be the go-to for valuations, corporate modeling, board presentations, etc.. 1-3 years of Investment Banking experience; upstream O&G focus. Strong Excel, financial modeling, and presentation skills. This company offers a unique opportunity to join an early-stage team and gain experience in asset management as well as competitive compensation, benefits, positive culture, etc.
We are currently working with a San-Francisco-based private equity firm that is seeking to add an Associate to its investment team. The firm has developed a reputation for its operationally-driven approach and has built a successful track record of investing in founder-led businesses across the lower middle market. Support the identification, evaluation, and execution of investment opportunities in the lower middle market, with a focus on industrials and business services. Participate in all stages of the investment process, including due diligence, financial modeling, deal structuring, and execution. 1.5–3 years of experience in investment banking or private equity.
Vacatia is seeking an experienced and strategic Director of Financial Planning & Analysis (FP&A) to lead financial planning, forecasting, strategic analysis, and capital investment decisions.. Partner with the CFO and executive team on corporate finance initiatives, capital markets strategy, and financial risk management.. Minimum 8 years of experience in FP&A, corporate finance, investment banking, private equity, or real estate finance.. Experience with timeshare, resort sales, or vacation ownership finance.. Background in M&A transactions, financial restructuring, and investment due diligence.
Dartmouth Partners are retained with one of the worlds largest Private Equity and Asset Management firms, with multiple investment strategies and portfolio offerings across the US, Europe and Asia.. The firm is seeking a Director of Finance/SVP to oversee a new open-ended fund investment strategy, working closely with Senior leadership team to drive the opening of this new product and ongoing management.. Oversee NAV processes, Investor Reporting, month-end close and detailed NAV packages and performance metrics. Oversee SEC reporting deliverables (10-Q, 10-K) and leading annual audit process. 10+ years of relevant experience in private equity, asset management or fund audit/control roles
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.. Job Description: This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects.. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
As we continue to grow, we are looking for a talented and dynamic Treasury Manager to join our finance team.. Position Overview: The Treasury Manager will be responsible for overseeing the company's treasury operations, including cash management, banking relationships, liquidity planning, financial risk management, and capital structure.. Collaborate with Accounting and Procurement to manage weekly disbursements by plant and on a consolidated basis Collaborate with Credit & Collections to minimize past due AR Manage and maintain relationships with key banking partners, ensuring optimal banking services, credit lines, and interest rates.. Work closely with internal audit and external auditors during reviews and audits of treasury operations.. MBA or professional certifications (e.g., CTP, CFA) preferred.
As the market leader in IoT-enabled beverage machines, we've raised over $160M in venture capital and we have grown tremendously each year since launch. The Director of Financial Planning & Analysis (FP&A) will play a critical role in shaping Bevi's financial strategy, ensuring alignment with the company's growth objectives, and driving data-informed decision-making. Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or CFA preferred.. Background in investment banking, private equity, equity research, or consulting is a plus.. Happy hours, team-building events, bagel breakfasts, Hero awards - and more!
Support the global health private equity investment strategy. Assist in co-ordinating projects in the impact investing team including new product development; process improvement; system implementation; portfolio management; reporting. Private Equity/Venture Capital/Investment analyst or associate. Familiarity with medical device/pharmaceutical/vaccine clinical and regulatory pathways. Sufficient experience in private equity, venture capital, investment banking, consulting, technology transfer and relevant scientific University degree and preferably with a PhD or medical degree.