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Seek and assess special situations & venture investment opportunities, leveraging CCM’s network. Develop key banking and customer relationships to source & optimize CCM’s public equities deal flow & execution.
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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.
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1 year of experience working in financial services, investment banking, revenue operations, corporate finance, or a similar role (preferably for a startup). Collaborate with teams to further develop budgeting, financial forecasting, and modeling tools.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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0-2 years of relevant experience in credit analysis, investment banking, or a related financial services role. The ideal candidate will possess a foundational understanding of credit analysis or investment banking with relevant work experience.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Preferred experience in private equity, investment banking, management consulting, or corporate finance/strategy. Solid technical skills with an aptitude for learning a variety of proficiency in Business Intelligence tools and database applications (Domo, PowerBI, Tableau preferred), Accounting ERPs (Dynamics preferred but not mandatory) and advanced Excel modeling.
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As a Vice President on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in Private Equity, Investment Banking, FP&A, Big 4 and Financial Controllers, to identify and rectify issues across a broad range of scenarios.
$170,000 - $205,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Having experience in investment banking, corporate development or corporate finance; Developing high caliber presentation materials for executive leadership, M&A investment committees, board of directors and other stakeholders.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
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Founded in 1869, we are a leading global investment banking, securities and investment management firm. Utilizing SAS, R, Python (or similar) for statistical modeling and analyzing time-series data.
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2-4 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity. Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts.
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Compile findings into cogent and digestible spreadsheet templates and presentation slides. A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses.
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Liquidity & Working Capital Optimization. Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required.
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Validate all data used in calculations, reconcile models and reports individually and in aggregate. Execute operational tasks independently (e.g., development of tools / templates for client use, tasks requested by client, slide deck development, etc.
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5+ years of relevant experience - ideally a combination of corporate strategy, management consulting and/or investment banking. Strong background with data (collection, cleaning, & analysis) and Excel modeling; working knowledge of statistics and data visualization tools a plus.
$131,900 - $184,500 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago
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