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The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each clients goals and values.. Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios. Series 65, CFP or CFA required. Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro). Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients.
Greenberg Traurig, a global law firm, currently has an excellent opportunity for an experienced Finance Attorney in our Phoenix office.. The ideal candidate will have 6-12 years of credit, banking and finance experience, including substantial experience in lender and/or borrower-side financings, experience in syndicated credit facilities, acquisition financings and asset-based lending.. Experience in drafting, reviewing and revising credit agreements, security agreements and closing deliverables is required.. Experience in representing private equity sponsors and portfolio companies would be beneficial.. Candidates should possess a strong academic background and superior drafting and negotiation skills, be willing to take on significant responsibility for deal management, client interaction and work product, be diligent, proactive, supportive and team oriented, and admitted, or be eligible for admission, to the Arizona bar.
VP, Leveraged Finance Credit Risk Officer. The VP, Leveraged Finance Credit Risk Officer (Sr. Associate, Credit Risk) is responsible for risk analysis and independent oversight of credit quality of assigned portfolios within the US Leveraged Finance Risk team.. You will be responsible for reviewing, analyzing, and/or evaluating the Company's credit risk management program that renders risk-based processing and reporting to reduce operating losses and maintain maximum protection of the organization's assets, products, and services.. Working on transactions alongside coverage teams, Leveraged Finance Front Office teams, and 1LOD as well as monitoring performance of an assigned portfolio.. 9+ years in Risk Management, Credit Risk or Internal Audit with a minimum of 5 years within a Leveraged Finance Risk role.
We are seeking a Staff Accountant to join our Finance & Accounting Department. The Staff Accountant will collaborate closely with the Development Controller, Club Leadership, and the Corporate Finance and Accounting Team. Maintain and enhance proficiency in company ERP systems (Sage Intacct, Titanium, Procore, Emburse, etc.. Provide backup support for accounts payable and accounts receivable functions. Maintain GAAP/IFRS compliance for club-related accounting.
The role will support the specialty business through development of analytical assessments, market research and financial evaluation to determine the viability and success for opportunities.. + Support the business development activities including opportunity sourcing, due diligence, financial modeling and collaboration with internal stakeholders to gain alignment for deal terms and execution.. Advanced business degree (MBA, CFA etc) or an advanced degree in a life sciences discipline (PhD, MD, PharmD) with >10 years experience in a BD role in the pharmaceutical or biotech industry.. Relevant professional experience in management consulting, venture capital, banking or other life-sciences investing can be considered as well.. + Strong quantitative skills including financial modeling/valuation for strategic transactions and experience developing and presenting business cases
A leading investment banking, sell-side advisory and consulting firm in Irvine is looking for an Executive Assistant to the Managing Director.. The firm also supports the operations of a single-family office, offering a unique opportunity to work in a dynamic, high-integrity environment at the intersection of finance, strategy, and thought leadership.. ¨ Email Management: Serve as a strategic gatekeeper and facilitator by managing email communication with discretion, insight, and prioritization; monitor and triage communications to ensure timely responses, flag critical tasks, and filtering and organizing correspondence. ¨ Industry Research & Thought Leadership: Support initial industry and economic research projects, preparation of thought leadership pieces, and assist with promotion of key executives in the media. ¨ Real Estate Portfolio Oversight: Liaise with key stakeholders to assist with real estate and automotive portfolio management
We run VC Lab, the leading venture capital accelerator worldwide, and operate the Decile Hub platform, which combines CRM, back office, digital signing, data room, and many other critical tools for VCs. Oversee the operational infrastructure of our fund administration business, ensuring seamless delivery of services to our growing portfolio of VC firms.. Ensure regulatory compliance across multiple jurisdictions for our fund administration clients.. 10+ years of experience in operations management, with at least 5 years in financial services or fund administration leadership.. Industries Venture Capital and Private Equity Principals
The California Institute of Technology (Caltech), the world-renowned science and engineering Institute that marshals some of the world's brightest minds and most innovative tools to address fundamental scientific questions and pressing societal challenges, seeks a proven leader to serve as Associate Vice President (AVP) of Audit Services and Institute Compliance & Chief Compliance Officer.. This senior role oversees internal audit, compliance, and enterprise risk management functions across Caltech and the Jet Propulsion Laboratory (JPL).. Caltech has engaged Opus Partners to support the recruitment of this position.. Caltech is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, or national origin, disability status, protected veteran status, or any other characteristic protected by law.. Caltech is a VEVRAA Federal Contractor.
There will be a strong focus on Alternative Products (e.g., digital assets, credit alternatives, private equity, real assets).. In depth knowledge of operational risk management and controls development. Outstanding relationship management and facilitation skills; customer service orientation. Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences.. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Lead the execution and evolution of the enterprise technology risk management framework in alignment with the company's risk appetite and regulatory obligations.. The role will be required to align with the company's Enterprise Risk Management leadership around the structure of the 3LOD (three lines of defense) Program to ensure the consistency in the implementation and operationalization across the enterprise.. Build and manage assigned business line's centralized LOD1 regulatory and audit management function, including strategic vision and implementation plans, acting as the assigned business liaison to Enterprise Risk Management, Operational Risk Management, and Compliance in support of the company's 3LOD program.. Partner with Enterprise Risk Management in the execution of Risk and Control Self Assessments.. Develop, in alignment with ERM's frameworks, a 1LOD risk management governance process across the business lines to support decision making and escalation regarding risks that may be not be consistent with the business' risk tolerance
International long-only fund seeks Global Equity Research Analyst (Associate level) to cover general sectors.. The asset manager focuses on high quality growth stocks in long-term, fundamental value-oriented investment.. Bachelor's degree with a strong academic track record, MBA, CFA a Plus.. 3-10 Years of experience in Equity investment research, financial modeling and analysis. Med-tech /Industrial sector analyst experience is preferable, but not must
We are seeking a passionate, high-energy Senior Consultant. Comfort working with data (qualitative and quantitative) to support decision-making.. Experience in financial services, fintech, or enterprise app development.. Familiarity with digital commercial banking platforms, cash management tools, treasury services, or business onboarding.. Understanding of compliance and regulatory requirements in commercial banking
Position Title: Vice President, Finance.. Reporting directly to the CEO or CSO, the VP of Finance oversees all aspects of financial planning, analysis, reporting, and compliance. Maintain internal controls and procedures to safeguard assets, prevent fraud, and ensure financial integrity. Manage cash flow, liquidity, and investments to optimize financial resources and minimize risk. Oversee grant and contract accounting processes, ensuring compliance with funding requirements and reporting obligations.
This person will play a critical role in client service, project execution, media relations, policy analysis, and strategic communications, ensuring high-impact results for our clients.. Candidates should have a natural curiosity about the stakeholders and evolving landscape of private capital firms, hedge funds, asset managers, investment and commercial banks, fintech companies, real estate investors, insurers and other institutional market participants.. Key Responsibilities Lead communications and public affairs strategies for private wealth clients, including family offices, ultra-high-net-worth individuals, and wealth management firms, ensuring tailored messaging and engagement.. Craft compelling thought leadership content, including op-eds, speeches, corporate messaging, and media materials.. Experience in financial communications, with a strong understanding of financial institutions, hedge funds, private equity, venture capital, and alternative assets
Develop scalable solutions for financial management, including GL (General Ledger), AR (Accounts Receivable), AP (Accounts Payable), fixed assets, budgeting, and forecasting.. Ensure compliance with financial regulations and standards such as GAAP, IFRS, and SOX in all NetSuite implementations.. Technical Expertise:Proficiency in NetSuite Financials, including General Ledger, Advanced Revenue Management, Fixed Assets, and Financial Planning.. Knowledge of system integration tools and middleware for connecting NetSuite with financial applications like Avalara, Expensify, or BlackLine.. NetSuite ERP Consultant Certification or SuiteCloud Developer Certification.
Requirements include a Bachelor's degree in mathematics, statistics, actuarial science, finance, or related field, at least 5 years of experience in Employee Health Benefits Analytics, understanding of underwriting and actuarial principles, advanced proficiency in Microsoft Excel and PowerPoint, and experience with data warehouse platforms such as Artemis, Cotiviti, Innovu, or Springbuk.. Job function Job function Research, Analyst, and Information Technology. Director, Marketing Analytics and Insights Sr Director - Business Insights and Channel Experimentation (Memphis, TN or Remote in USA) Director of Program Analytics & Reporting Director of Business Development Analytics & Intelligence Director Marketing Analytics and Insight Watershed Director II (Office of Performance and Accountability) Director of Analytics - Employee Benefits DWM Watershed Director II (Office of Performance and Accountability) Atlanta, GA $84,480.00-$112,640.00 1 week ago. Global IT Director - Cloud Financial Operations Director, Business Development - Data Solutions Alpharetta, GA $114,900.00-$244,600.00 2 weeks ago. Associate Director, CRM Strategy for Healthcare/Insurance (Freelance) Associate Director, Connections Strategy (CRM) Atlanta, GA $110,700.00-$143,900.00 2 weeks ago
We are partnering with a well-established, 20+ year-old sell-side advisory firm that offers proven M&A and private equity alternatives to middle-market companies.. In doing so, this boutique investment bank helps companies maintain independence, enhance cash flow, and create tax-advantaged shareholder liquidity events.. Proficiency in Excel, Google Sheets, Docs, ZoomInfo, HubSpot, and other relevant sales and CRM tools.. Lead and scale middle-market sales operations for a premier ESOP Investment Bank.. Fully remote role with travel,
We are hiring at all levels including Consultant/ Senior Consultant/ Principal - Compliance & Risk. You will be part of a cross-cultural global team working on a variety of business consulting engagements such as Risk & Finance digital transformation, regulatory change management.. Hands-on experience with tools like Actimize, SMARTS, Trading Hub or similar surveillance platforms.. Get notified about new Trade Finance Specialist jobs in New York City Metropolitan Area.. Investment Banking Analyst or Associate- Equity Capital Markets, Syndicate New York, NY $110,000.00-$225,000.00 1 week ago. Investment Banking Analyst/Associate | FIG (Specialty Finance) New York, NY $150,000.00-$200,000.00 2 weeks ago
The role will support the specialty business through development of analytical assessments, market research and financial evaluation to determine the viability and success for opportunities.. Support the business development activities including opportunity sourcing, due diligence, financial modeling and collaboration with internal stakeholders to gain alignment for deal terms and execution.. Advanced business degree (MBA, CFA etc) or an advanced degree in a life sciences discipline (PhD, MD, PharmD) with >10 years’ experience in a BD role in the pharmaceutical or biotech industry.. Relevant professional experience in management consulting, venture capital, banking or other life-sciences investing can be considered as well.. Strong quantitative skills including financial modeling/valuation for strategic transactions and experience developing and presenting business cases
This person will play a critical role in client service, project execution, media relations, policy analysis, and strategic communications, ensuring high-impact results for our clients.. Candidates should have a natural curiosity about the stakeholders and evolving landscape of private capital firms, hedge funds, asset managers, investment and commercial banks, fintech companies, real estate investors, insurers and other institutional market participants.. Lead communications and public affairs strategies for private wealth clients, including family offices, ultra-high-net-worth individuals, and wealth management firms, ensuring tailored messaging and engagement.. Craft compelling thought leadership content, including op-eds, speeches, corporate messaging, and media materials.. Experience in financial communications, with a strong understanding of financial institutions, hedge funds, private equity, venture capital, and alternative assets.