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An important component of the position is the ability to communicate internally with Bank management and executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc.
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Based in Century City, Los Angeles, Pegasus is a national commercial real estate advisory firm that has a well-diversified services platform consisting of investment sales, capital markets, asset management and leasing.
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3-6 years' work experience in Investment Banking, Equity Research or corporate finance in accounting. Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years.
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The senior team has over 500 years of collective investment experience including prior leadership experience at Blackstone/GSO, Goldman Sachs, Citigroup, J.P. Morgan, Merrill Lynch, Barings, and Thoma Bravo.
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Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family wealth through building comprehensive wealth plans and investment management.
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Professional accounting or auditing designation (e.g., CA, CPA, CFA, CIA, ACCA, ACFE) or to have substantially completed the requirements for such a designation while actively pursuing the completion of such designation preferred.
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Our clients rely on us to help them grow beyond their expectations through a variety of accounting services and professional business counsel including Wealth Management through Investment Partners, LTD, a segment of Rea & Associates.
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Solid understanding of financial and managerial accounting. Experience in Finance, Investment Banking or Management Consulting strongly preferred. Master of Business Administration degree required.
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Understanding of- and working experience with corporate climate strategies, including science-based targets, Greenhouse Gas accounting/reporting, net-zero, and carbon neutrality strategies; Your efforts will ensure credibility for greenhouse gas reductions and removals, foster co-investment, and enable scaled climate action.
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Our flexible technology platform, along with an open and connected ecosystem, allows us to meet the unique needs of real estate businesses, from property-level management and accounting, to investment modeling and analytics for the global commercial and residential markets.
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Reconcile bank accounts (operations, sweep, payroll, investment) and other related asset general ledger accounts. REPORTS TO: Accounting Manager. Must be proficient in MS Word/Excel, and an Accounting database computer system.
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Minimum 2 years of experience in commercial underwriting with a Commercial Bank credit/underwriting team, Fintech risk/credit team, Big 4 accounting firm, or investment/credit risk team of an asset manager/credit fund/hedge fund.
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Thorough knowledge of budgeting and accounting practices, processes, and procedures of non-profit organizations. Convene and attend meetings of Executive Committee, Board of Directors, Club Directors, Finance Committee, and Investment Committee.
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Analyst will assist with vendor and contract management, fixed asset, and accrual accounting, and provide support to the finance team with financial reporting, budgeting, financial analysis, and regulatory reporting, as needed.
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Qualifications/Education: Minimum 5 years relevant accounting or audit experience within Big Four public accounting or a mix of public accounting and investment management industry experience;Bachelor’s degree in Accounting or Finance.
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