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Lead discussions about all aspects of Wealth Management Services and be the primary point of contact for all new investment management opportunities. point of contact for Personal & Business Banking (PBB) Bank Responsible for revenue production goals related to advisory services and securities products.
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Webster Bank owns the asset-based lending firm Webster Business Credit Corporation; the equipment finance firm Webster Capital Finance Corporation; and HSA Bank, a division of Webster Bank, which provides health savings account trustee and administrative services.
$140,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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What we value Experience implementing investment solutions within a bank, hedge fund, asset manager or wealth management firm. Who we are looking forA technical delivery manager to lead teams of technical consultants implementing the Charles River Investment Management Solution (CRIMS) for investment, wealth and alternative managers, asset owners and insurers.
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Be a part of the industry setting standard providing Investment Services from Front to Back. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.
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Job Title: Investment Banking Vice President - HealthcareLocation: Charlotte, NCCompany Overview:We are partnered with a specialty boutique investment bank specializing in providing strategic M&A and financial advisory services.
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Company Summary : We are currently partnered with a Middle Market Investment Bank looking to add an Investment Banking Vice President to their team in Tampa, FL. This Investment Banking Vice President will have the opportunity to join a team that is on track to have another record year here in Tampa and have a clear path to a Director seat.
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8+ years leveraged Finance, private Equity, investment banking or related financial services. Leveraged Finance originates and structures bank debt supporting acquisition or recapitalization transactions, often involving private equity sponsors.
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We are seeking a Team Member who will oversee and enhance the Bank's BSA/AML/OFAC and fraud compliance programs as the Bank continues to grow and implement new products and services. Coordinate with the Enterprise Risk Management ("ERM") and the Training Department to ensure appropriate BSA/AML/OFAC compliance training for applicable staff throughout the Bank.
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Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Superb work ethic, attention to detail, team orientation, and commitment to excellence Experience with eFront System and alternative investment third party services is a plus. The Senior Analyst - Investment Operations - Private Equity, Real Estate, Hedge Funds is responsible for providing middle office and back-office support for private equity and real estate holdings and other externally managed fund investments, including investment and portfolio level accounting and operational support, oversight of third-party service providers, and serving as an escalation point for data stewardship.
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Under limited supervision, administers larger and more complex accounts, including, but not limited to trust, investment management, agent for trustee, custody, and related accounts, which may include business interests, complex family issues, litigation, estate planning, and advanced tax considerations.
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Excellent knowledge of bank deposits, lending products, credit products, and services to open accounts. Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed businesses.
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Introduces clients to other Specialists in the Trust Services Group and other lines of business within the Bank, as appropriate. Under the direction of the Personal Trust Department Manager, this position will be responsible for the efficient administration of Fiduciary accounts where the bank is acting as trustee, personal representative, conservator, guardian or agent.
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As part of the continued expansion of our global investment platform, we are currently seeking to recruit a Fixed Income Credit Analyst to join our Bank Loan Credit Research team. As an active member of the High Yield/Bank Loan team, they will be fully integrated into the investment process and expected to provide investment recommendations that add value to client portfolios, as well as to shape portfolio management decisions.
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2+ years of experience, ideally within investment banking, management / strategy consulting, or advisory / related valuation or transaction services. BXCI is also a leading provider of investment management services for insurers, helping those companies better deliver for policyholders through our world-class capabilities in investment grade private credit.
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services investment bank jobs Company: Jp Morgan Chase
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