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Credit – Manage the overall processes and budgets within the Credit Department including Cash Application Management, Credit Risk Management, Accounts Receivable Collections Management, Accounts Receivable Deductions Management, Credit-related Risk Management, Corporate Governance and Compliance, Credit Reporting and other credit-related operations. Tax – Manage the overall corporate tax compliance and planning activities for the U.S and Canadian PNA group companies including the timely preparation and filing of federal, state, provincial and local income tax returns, franchise tax returns, payroll tax and other corporate tax filings and reporting requirements.. Insurance – Manage PNA Group companies' property and casualty insurance programs and risks to maximize the protection of assets at reasonable prices, including managing insurance recoveries on losses.. Internal Control – Manage internal company controls and internal and external audits for PNA Group companies' corporate activities to assess the effectiveness and efficiency of internal controls, operations and management.. Manage J-SOX compliance and reporting.
Guggenheim Securities, the Investment Banking division of Guggenheim Partners, is seeking an Engineer to join our growing Houston Energy Investment Banking team.. This role would be fully integrated into our technical and finance team.. Guggenheim Secu Investment, Energy, Banking, Analyst, Associate, Engineer, Technology
Serve on a team of risk evaluation and assurance professionals, working to provide an independent second-line-of-defense approach to risk-based monitoring and evaluation by focusing on current, high impact wealth management and trust-related compliance and operational risks, developing assessments, and providing input over control effectiveness through formal reporting, as well as monitoring remediation activities.. Work independently and with a team on risk-based monitoring and evaluation activities, including risk assessment, monitoring and testing, analysis of findings, and reporting to ensure effective, sustainable risk management processes exist.. Minimum 3 years of wealth management related (e.g. trust/fiduciary, asset management, private banking, securities, etc.). Functional knowledge of wealth management products and services (e.g. trust, private banking, securities/investment management) as well as trust/fiduciary related compliance, operations, and risk management strategies.. Currently maintains or is actively pursuing relevant professional and/or industry sponsored certifications in wealth management, trust, and/or fiduciary risk management and/or compliance.
The Commercial Banking Business provides credit and financing, treasury and payment services, international and real estate services to corporations, municipalities, real estate investors and not for profit organizations.. Prior financial services experience in commercial lending (including commercial real estate lending) and commercial payments products. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.. 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.. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
You will be responsible for building the Firm's relationships with privately owned businesses and their owners in the Mid-Atlantic region.. You will have the opportunity to approach each client and prospect as a generalist on issues of strategic importance to private business owners, such as mergers and acquisitions, exit opportunities, capital structure, capital markets, commercial lending, private equity, corporate governance, and industry insights.. You will also identify opportunities to introduce private business owners to BBH’s Multi-Family Office services such as private wealth investment advisory, trust & estate planning, and philanthropic advisory.. Market the BBH PB value proposition and entire suite of BBH services, including lending, private wealth management, and private equity.. 10+ years’ financial services experience, preferably in corporate lending, corporate finance or mergers and acquisitions
Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan.. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.. SMBC's Global Structured Finance Department is looking for an Associate to join its Project Finance North America Team (the "Team") of Portfolio Management and Agency Group.. The Team is responsible for managing all aspects of North American project finance portfolio.. A minimum of 3 years of experience covering project finance transactions in a portfolio management team or credit department of a lending institution.
Associate interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on M&A advisory engagements, particularly sell-side M&A assignments.. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business.. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.. Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm.
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. Manage the transaction team and their development of qualitative and quantitative analyses in support of transaction execution.. 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
We provide innovative financialsolutions through our Wealth Management, Capital Markets, Futures andAdvanced Clearing & Prime Services divisions. Wedbush Securities is expanding its Investment Banking platform andseeking a Managing Director with deep Industrials sector experienceand active deal flow to lead the charge in one of thehighest-opportunity verticals in the market. This is youropportunity to build a multi-million-dollar practice under your name,backed by the execution, compliance, and capital markets support of anational investment bank. Deep relationships with founders, C-suites, financial sponsors,and corporate development leaders.. Colleagues may be eligiblefor additional, discretionary incentive compensation based on thecolleague's and the firm's performance.
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.
GLC is a leading independent investment banking firm that delivers objective, senior-level advice within a number of industries including: business services, consumer & retail, energy & power, financial services, gaming, general industrials, healthcare, media & telecom, metals & mining and technology. GLC was founded in 2009 and includes Managing Directors who have run groups at Bank of America, Credit Suisse, Dillon Read, Donaldson Lufkin & Jenrette, Lehman Brothers, Morgan Stanley, JP Morgan, Smith Barney and UBS. With over 50 professionals, we have worked through multiple economic cycles dating back to the 1980s and have led more than 900 transactions representing over $800 billion in total transaction value. Our comprehensive service offerings involve all aspects of sell-side and buy-side M&A, capital raising and restructuring. A minimum of 6-8 years of relevant experience, including having direct junior investment banking experience, corporate development, and/or private equity experience. Manage a significant portion of buyer calling activity on live deals (50+ buyers per broad auction).
FMI Corporation is seeking an experienced investment banking professional to join FMI Capital Advisorsour registered broker/dealer and investment banking groupas a Vice President within our Energy Transition and Utility & Communications Infrastructure practice.. For more than 70 years, FMI has been the leading consulting and investment banking firm dedicated exclusively to the built environment.. Our Energy Transition team builds on that legacy, combining deep expertise with long-standing industry relationships to deliver strategic guidance tailored to high-growth, innovative firms shaping the future of the energy landscape.. This full-time opportunity requires 10-30% travel and will be based in our Cherry Creek office in Denver, Colorado.. Bachelors degree required; MBA or other advanced degree preferred.
Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements while supporting the IB's Sr. Managing Director in managing the team's Associates and Analysts.. 7-10 years of experience in Banking, Investment Banking, or Capital Markets.. Bachelor’s degree in Finance, Accounting, Economics; MBA preferred.. Securities Industry Essentials (SIE), Series 79, and Series 63 licenses required.. The position offers a base salary aligned with the US pay grade, with additional incentive compensation based on performance.
A global investment bank is seeking an experienced and strategic leader to serve as the Head of Regulatory Reporting.. This individual will oversee all aspects of U.S. broker-dealer regulatory reporting and drive process enhancements, governance, and compliance with SEC and FINRA requirements.. 10+ years of progressive experience in broker-dealer regulatory reporting within investment banking or public accounting.. Strong Excel and data analysis skills; experience with regulatory reporting systems (e.g., WolfPAC, RegInsight, or in-house tools) a plus.. SaaS Controller, Growth Track to VP of Finance
Cross-Functional Coordination - Partner with Treasury Services, Wealth and Asset Management, Capital Markets, and other internal teams to deliver full-service solutions.. Regulatory & Compliance - Ensure adherence to regulatory, compliance, and internal policy standards including BSA/AML, HMDA, CRA, and fair lending.. Community Engagement - Represent the Bank in civic and industry organizations, building brand visibility and expanding referral networks in the local market.. Strong credit analysis and structuring skills, including experience underwriting, Commercial and Industrial, Asset Based Lines of Credit, Equipment Finance, and Owner-Occupied Real Estate Loans.. Proficiency in Microsoft Office Suite and familiarity with loan origination and CRM platforms (e.g., nCino, Jack Henry Silverlake).
The Product Lead's primary role is to advise commercial banking clients and prospects on a range of capital markets transactions, including capital raising, M&A, and financial risk management.. + Seven (7) years experience in capital markets, leveraged finance, and/or investment banking (i.e. M&A). + Capable of identifying and qualifying M&A and financial risk management opportunities for referral to the respective business units. + Exposure to ISDA standards. + Credibility with industry banking teams, the financial risk management team, and BlackArch/Clearsight professionals
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
Key responsibilities include supporting the team in investment functions such as financial modeling, valuation analysis of private equity funds and companies, preparation of investment recommendations for Ardian's global investment committee, as well as various ad hoc reports and projects as needed.. Deep understanding of corporate finance principles and how to analyze investment opportunities. Profile Current undergraduate students who are able to participate in full time co-op programs.. A previous experience in finance - investment banking, strategy consulting, or valuation - is a plus. Interest and sound knowledge of corporate finance and Private Equity
Conduct sales calls on current and potential clients in partnership with commercial lending relationship managers and branch managers, as well as generating other leads independently.. Install and troubleshoot remote deposit capture scanners, ACH services, online wires and services along with future Treasury products as needed.. Support Treasury Management area and Commercial Lending in other duties as requested.. Minimum of five (5) years banking experience with at least two (2) years of Treasury Management experience or Retail Banking experience with proven outside sales experience.. Treasury Management (required)
Busey's Leadership Development Institute provides a unique and comprehensive learning experience focused on Commercial Banking and Wealth Management by engaging participants in an intensive 24-month rotational training track through our highest revenue producing business lines, learning how to drive value and create meaningful impact.. Career paths following program graduation are in either Commercial Banking or Wealth Management, with roles such as a Commercial Portfolio Manager or a Wealth Advisor Associate, leading to future opportunities as a Commercial Relationship Manager, Private Wealth Advisor or Fiduciary Advisor.. Commercial rotations include departments like relationship and treasury management, service support and compliance, loan review and special assets. Wealth Management rotations include wealth and fiduciary advisors, portfolio management, investment and retirement plan services, private client managers and compliance teams. Other department rotations include personal banking and various back-office functions like operations, IT, risk and finance