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Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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The Regional Vice President Referral Sales ( Referral RVP ) is responsible for growing our RIA referral platform. We connect the dots of our clients financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.
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Senior Vice President, Senior Global Financial Crimes (BSA/AML) & Sanctions Audit - Project Manager. Senior Vice President, Audit Project Leader- Global Financial Crimes (BSA/AML) & Sanctions.
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Under the direction of the Assistant Vice President of Finance and the Chief Financial Officer (CFO), the Contract and Financial Analyst will provide support in areas including DMH Contract fiscal analysis, financial-statement variance analysis, budget preparation, and general accounting functions.
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Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) The Regional Vice President, UHNW is responsible for growing our RIA referral platform.
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Strong accounting and credit risk analysis skills (leveraged loan and high yield structures a plus, as is experience with commercial real estate structures), financial modeling/forecasting, and understanding of derivative structures.
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Vice President, Energy Financial Reporting. As the world’s largest logistics real estate provider, Prologis is uniquely positioned to leverage its real estate, development platform, renewable energy expertise and customer base to develop clean energy solutions for our real estate, our customers, and our communities.
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The Vice President, Finance & Accounting and Controller reports to the Executive Vice President & Chief Financial Officer. The Vice President ensures that corporate financial systems and reporting meet statutory, regulatory, and ethical standards.
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Our sustainability reporting services include Global Real Estate Sustainability Benchmark (GRESB), United Nations Principles for Responsible Investment (UNPRI), Global Reporting Initiative (GRI) and Carbon Disclosure Project (CDP) reporting.
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The Vice President assists the Executive Vice President in the development and execution of financial strategy to sustain and grow the company. The Vice President manages systems and develops strategies to enable effective administration and management of financial activities.
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In this role, you will be responsible for operational due diligence of investments across private equity, private credit, real estate, public equities, and other alternative investments and emerging financial instruments and funds.
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Vice President - Investment Banking - Insurance, Financial Institutions Group (FIG) page is loaded. Vice President - Investment Banking - Insurance, Financial Institutions Group (FIG.
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The Treasury Analyst is responsible for performing financial modeling and analysis for the Loan Fund, as well as, collaborating with the Treasurer, Senior Investment Officer and Senior Director, Capital Programs to manage multiple lender/investor relationships and associated operational requirements.
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The Vice President of Finance will lead financial planning, budget management, finance systems, portfolio investment decisions, commercial banking business operations and relationships, real estate acquisition/campus launch schedule and various facility financing structuring functions across all IDEA entities.
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Real Estate, Analyst. Strong interest in the real estate debt and private equity industry. Macquarie Capital's Real Estate Principal Investing team invests Macquarie's own capital across asset classes, investment structures, and geographies in North America.
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