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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
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Junior Corporate Credit Risk Professional supporting commercial lending & investment banking business primarily to US subsidiaries of Japanese corporate customers. Able to understand and assess risk of standard bank products such as loans, stand-by LC, trade finance, forex, derivatives, and securitization.
$80,000 - $95,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Demonstrated direct experience with a commercial real estate firm, real estate development firm, investment sales, mortgage banking firm, or other investment/financial institution; candidates with strong backgrounds in other areas may also be considered.
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Demonstrates thought leader-level abilities with, and/or a proven record of success directing efforts in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, helping companies define and evaluate corporate and business unit strategies and investment portfolios, reflecting market, competitive and other external drivers.
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Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Specialized knowledge of client benefits offered by Frost’s brokerage, investment management, trust, and insurance groups.
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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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Prepare numerous month-end journal entries and reports from the various AS400 systems, NEAM Investment advisors, Fixed Asset software, and Paycom Payroll reports. Perform various daily tasks which could include, processing of daily banking activity, approval of Positive Pay Exceptions, process and reconcile premium refunds and paid claims checks, process insufficient funds transactions, and balancing of daily EFT, Lockbox & internet payment activity.
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3+ years of related experience in investment sales, Brokerage/Insurance and/or Banking/Retail. Must currently possess FINRA Investment License(s) – Series 7 and Series 66, or Series 7 with Series 63 and 65 and be in good standing.
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Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on.
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Minimum of 2 years of investment banking or private equity experience. BW Forsyth Partners is a private investment firm with a long-term investment horizon and evergreen capital base.
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Prior experience of 1-2 years of experience in an investment banking analyst program or similar experience strongly preferred. The Investment Analyst is a member of the Private Equity team with responsibilities relating to administration of investment opportunities through the investment process.
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As a Real Estate Investment Associate , you will be responsible for. As a Real Estate Investment Associate , you will have. Schneider Downs Corporate Finance (SDCF), an affiliate of Schneider Downs & Co., which operates and manages a real estate investment platform that focuses on acquiring and developing multifamily and student housing properties throughout the United States.
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In addition to equity research, Baird provides investment banking, private equity, and, institutional sales and trading services to clients around the world. Recognizing that institutional investors have no shortage of options when it comes to investment research, Strategas works hard to distill, thoughtfully and concisely, complex investment concepts into easily understandable and actionable ideas and themes for investors of all styles and time horizons every day.
$100,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services. You will be responsible for administering a portfolio of complex trust accounts and investment agencies ensuring that each account operates effectively.
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Experience with, and a demonstrated passion for, the A/E/C industry is a big plus, however significant depth of experience with M&A transactions, corporate development, and/or investment banking is welcome as well.
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