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B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services.
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Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes.
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The Senior Trust Officer maintains a book of fiduciary and investment management accounts. Primary responsibility is the administrative and business development of the most complex IM&T (Investment Management and Trust) accounts.
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Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred. Bachelors Degree and a minimum of 5 years of trust administration and estate planning experience, preferred.
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The Sr. Trust Advisor, GFO (STA) is responsible for managing a complex book of relationships consisting of principal and single family office clients that require a mix of fiduciary, asset servicing, advisory services, banking, technology & reporting, and investment solutions.
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5+ years of software (enterprise, B2B, SaaS) transaction execution experience in a corporate development/buyside acquisition role or related environment (investment banking, management consulting, private equity, venture capital, top-tier accounting, capital advisory, etc.
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Fidelity Digital Asset Management (FDAM) is seeking an experienced individual to lead Investment Operations. Establish, maintain, and oversee Fidelity's Digital Asset Management investment operations team.
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The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
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Opportunity to work in a fast-growing fintech company that is shaping the future of investment research and data analytics. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.
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6+ years of relevant professional work experience including experience in corporate development, investment banking, venture capital, transaction advisory, or private equity. Maintain the company's LOB performance reporting such as budget comparisons and financial forecasting, including the company's investment performance.
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Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning. The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market.
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They will have experience discussing with companies on specific investment and/or political risk insurance opportunities by providing explanations of products, policies, and timelines for underwriting transactions, while also reviewing loan, guaranty, and/or political risk insurance proposals for credit, policy, and development eligibility.
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Lyft’s Treasurer will be a key member of our Finance Leadership Team. Reporting directly into the Chief Financial Officer, the Head of Treasury will be responsible for capital structure, cash, debt and working capital management, investment management, financial risk management, and corporate banking relationships.
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Reporting to the Chief Executive Officer, the Chief Financial Officer (CFO) will direct, oversee, and be responsible for the credit union's financial activities, including planning, controlling, and directing the credit union's accounting, financial, liquidity, and investment programs/systems.
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Expert understanding of emerging market venture, debt, growth capital, private equity markets, political risk insurance, and other investment products. Assist and advise DFC in the coordination of project financial plans and co-creditor or re/insurance arrangements with other creditors, such as development banks (including but not limited to IDB and other development finance institutions active in LatAm), IFC, MIGA, U.S. Export-Import Bank, and commercial or investment banking institutions.
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