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Intermediate Representative, Client Processing
BNY Mellon
-
Pittsburgh, PA
Client Processing Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner. Performs a var
Email Job
Posted 4 days ago
Equity Analyst
Allspring Global Investments
-
Minneapolis, MN / Charlotte, NC
Performing comprehensive and in depth company and industry research while incorporating the team's valuation discipline to identify attractive investment opportunities using internal, sell side, and other external information sources. A component of this job would involve facets of portfolio management and portfolio operations in onboarding client accounts using the firm'
Email Job
Posted 4 days ago
Investment Analyst - Private Debt & Equity
Northwestern Mutual
-
Milwaukee, WI
Analyze and evaluate private equity and private credit investments across a wide range of industries. Develop investment theses. Perform detailed financial analysis and modeling. Assist in the writing of investment memos and contribute to investment committee discussions. Cultivate relationships with internal and external stakeholders, including senior level executives, l
Email Job
Posted 4 days ago
Intermediate Representative, Anti Money Laundering/Prevention/Know Your Client
BNY Mellon
-
Lake Mary, FL
AML/KYC/Prevention Prepares basic and more detailed risk profiles for moderately complex clients and conducts periodic reviews of client profiles for renewal. Gathers information from independent research, online tools or directly from the relationship manager in order to populate risk profiles for new or existing clients. Performs due diligence to ensure accuracy of info
Email Job
Posted 4 days ago
CRE Portfolio Manager ( Remote - Fresno, CA)
Banner Bank
-
Fresno, CA
As a CRE Portfolio Manager you will assist CRE Relationship Managers in commercial real estate loan activity and the underwriting and funding of loans. Develop and analyze credit information. Prepare credit offerings, working closely with CRE Relationship Managers, Credit Administration, and Loan Administration to close transactions originated by the CRE Relationship Mana
Email Job
Posted 5 days ago
Manager, Title III Grant
Lone Star College
-
Cypress, TX
AND SCOPE The Manager, Title III (G) position serves as project administrator, responsible for day to day operations of the Title III program, including all post award administrative responsibilities. Because the Title III project touches many aspects of the college, this individual will coordinate with faculty, staff and administrators across the campus to ensure all acti
Email Job
Posted 5 days ago
Anti-Money Laundering (AML) Fraud Investigator II
Capital One
-
Richmond, VA / Wilmington, DE
West Creek 3 (12073), United States of America, Richmond, Virginia Anti Money Laundering (AML) Fraud Investigator II The qualified candidate will support various Anti Money Laundering (AML) Fraud processes for our various lines of business, which might include suspicious activity investigations, reporting, enhanced due diligence, or other AML Fraud processes. Our ideal can
Email Job
Posted 5 days ago
CRE Portfolio Manager II
Banner Bank
-
Sacramento, CA / Irvine, CA / Walnut Creek, CA
As a CRE Portfolio Manager II you will assist CRE Relationship Managers in more complex, commercial real estate loan activity and the underwriting and funding of loans. Develop and analyze credit information. Prepare credit offerings, working closely with CRE Relationship Managers, Credit Administration, and Loan Administration to close transactions originated by the CRE
Email Job
Posted 5 days ago
CRE Portfolio Manager - Hybrid in Draper, UT
Optum
-
Draper, UT
Underwrite and document loan modification requests and perform periodic reviews on existing commercial loans Prepare clear and concise credit presentations for annual reviews which analyze the loan, the borrower, financial and credit information, repayment sources, risks and mitigation, collateral, and compliance with applicable regulations and policies May also perform c
Email Job
Posted 5 days ago
Portfolio Manager Senior-Equity
Sentry Insurance
-
Stevens Point, WI
Sentry has an opportunity for a Portfolio Manager Senior Equity Investments to join our team at our headquarters in Stevens Point, WI. This role ensures the successful management of the assigned investment portfolios through the appropriate allocation of assets. You will monitor domestic and world situations and analyze their effect on investments to ensure the successful
Email Job
Posted 5 days ago
Head of Risk Assessment, Monitoring and Testing, and Regulatory Change Managemen
Sumitomo Mitsui Banking Corporation (SMBC)
-
New York, NY
SMBC Group is a top tier global financial group. Headquartered in Tokyo and with a 400 year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is t
Email Job
Posted 5 days ago
Senior Portfolio Manager
Fifth Third Bank
-
Louisville, KY
Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity. Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship. Working with client ad
Email Job
Posted 5 days ago
Anti-Money Laundering Subject Matter Expert (SME) - Special Investigations Unit
Capital One
-
Richmond, VA / McLean, VA / Plano, TX / 5 more...
West Creek 3 (12073), United States of America, Richmond, Virginia Anti Money Laundering Subject Matter Expert (SME) Special Investigations Unit (SIU) The Complex Investigations Unit in the AML Department performs specialized investigations to assess risks presented in particular circumstances. A Subject Matter Expert (SME) will work closely with key stakeholders in the CI
Email Job
Posted 5 days ago
Commercial Banking Portfolio Manager - Hybrid
Old Second National Bank
-
Aurora, IL
The Commercial Portfolio Manager is responsible for supporting a middle market banking team with client portfolio management including tracking, collecting & monitoring financial data, covenant testing, Term Loan Review preparation and corresponding with clients and outside counsel as appropriate. Regularly interacts with internal Commercial Relationship Managers & Credit
Email Job
Posted 5 days ago
Senior Manager, Investor Relations
Apellis Pharmaceuticals, Inc.
-
Waltham, MA
Apellis is looking to hire a driven and knowledgeable Senior Manager, Investor Relations to join the Finance team. Reporting into the SVP of Investor Relations & Strategic Finance, this individual is responsible for supporting a variety of investor relations initiatives, including being a point of contact for the investment community. Key Responsibilities Include Assist i
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Posted 5 days ago
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