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From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS.
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Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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We are currently seeking a Senior Executive Financial leader to fill the position of Division Director, Finance Strategy and Operations. As financial liaison between enterprise finance functions and the Family Care Group, the Division Director, Finance Strategy and Operations has direct responsibility over group performance metrics, practice support spends and overall financial stability.
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ERM delivers a wide range of climate change services including decarbonization strategy development, creation of Scope 1, 2, and 3 carbon inventories, Task Force on Climate-related Financial Disclosure (TCFD) analysis and reporting, strategy development, policy and regulatory analysis, target setting, and benchmarking.
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EY is the only professional services firm with a separate business unit (“FSO”) that is dedicated to the financial services marketplace. Job Title: Technology Consulting, Financial Services Senior- Technical Business Analyst.
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This role supports strategic planning, access strategy, operations, financial management, quality initiatives, regulatory compliance, and system integration while fostering a culture that promotes diversity, equity, and inclusion.
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5+ years of experience as in-house counsel advising product teams and/or leading regulatory coverage preferably in fintech or institutional financial services. You will partner with innovative product teams harnessing the power of crypto assets and blockchain technology to develop the new financial account for businesses and help plan and implement regulatory strategy against the evolving regulatory landscape for stablecoins and other digital assets.
$180,000 - $237,500 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The People Team is split into four verticals: Global People Partners Centers of Excellence (COEs) People Shared Services (PSS or HR Shared Services) People Strategy & Operations (PS&O) This role will serve as both a strategy architect and hands-on operational leader reporting to the Chief People Officer.
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Identify and evaluate member and employee needs for financial services by assessing the objectives and goals of the individual and developing an investment strategy to for each individual reviewed and evaluated on a regular basis.
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The Community Choice Financial Family of Brands is currently seeking a Senior Analyst, Credit Risk Strategy This Senior Analyst is responsible for helping design, develop, and maintain complex statistical models that support credit risk and collections for our consumer loan products.
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IT Analyst - Service Delivery Center - Finance (Quality Engineering) - Financial Services Office (Senior) (Multiple Positions) (1514932), Ernst & Young LLP, Alpharetta, GA. Provide exceptional testing subject matter expertise and solving complex problems for clients.
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8+ years of financial services experience, preferably in a client service/business development role; CFA/CAIA/MBA a plus. Advise clients on all aspects of portfolio strategy including research, trading, portfolio analytics, performance reporting, ESG data and integration, transitions and securities lending.
$205,000 - $260,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Financial Services Risk Management Advisor, FSRM (Sector Compliance) - Financial Services Office (Senior) (Multiple Positions), Ernst & Young LLP, Chicago, IL. Assist clients in transforming their business models to address their technology challenges, especially in leading mutual fund and hedge fund advisors.
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15+ years of experience in financial services, preferably with experience in online brokerage, strategy, wealth management, online investing, digital banking, equity capital markets, asset management, or a closely related business or a track record of delivering results.
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Our next Creative Services Director will drive all creative efforts while aligning creative execution with brand strategy for all platforms blending both traditional and modern marketing approaches for audience development using all available tools and platforms.
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strategy financial services jobs Title: tax senior Company: Ey
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