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The Intermediaries Lending Banker will be part of the team that manages the bank's Community Development Financial Institution (CDFI) lending initiatives, which is part of Chase's Commercial Bank. The position will work with multiple lines of business within Chase including New Markets Tax Credit (NMTC) investing, Community Development Real Estate lending, Government & Non-Profit Banking, and Corporate Responsibility to support client relationships.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Relevant work experience of 5+ years in one or a combination of the following: middle office, collateral, documentation, client onboarding, project management, business operations, strategic planning in financial services, regulatory oversight, AML/KYC, US tax regime & compliance and SSI setup.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Have 5+ years of relevant experience with BSA/AML Regulations within the financial services industry, or at a financial services regulator (e.g., FINRA, Securities and Exchange Commission, Office of the Comptroller of the Currency, Federal Reserve Bank, etc.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Collaborate with the full MSI project team to ensure timely, high-quality deliverables, including monthly technical and financial reports, education research papers, program evaluation reports, and client presentations.
$62,000 - $69,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The person selected for the role will sit within the product team, while partnering with product managers, data science, and frontline partners to streamline our model risk governance and client success processes, fine-tune internal workflows for client services, including transforming and coordinating model governance activities between Visa and the clients who use the products powered by Visa models.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions.
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Will provide the overall financial management for HIV PSA and serve as a primary point of contact with USAID Contracting Officer Representative (COR) team for financial matters, providing professional and timely client service.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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5-10+ years in an enterprise client facing technical role as Solutions Engineer, Sales Engineer, Solutions Architect, Integration Engineer, Implementation Manager, Technical Account Manager, Customer Success Manager or similar● Demonstrated understanding of technical subjects and concepts including web services and applications, PaaS, SaaS, APIs, SDKs, etc.
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We operate free call-in and walk-in clinics throughout the District of Columbia so victims and other DC residents can access free legal services on a wide variety of legal issues including family law, immigration, related criminal cases against abusers, and enforcing victim legal rights in housing, employment, and other financial matters; and non-legal support services including social services referrals, crisis support, and safety planning.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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CEMEN islooking to recruit a Senior Investment Officer (SIO) to lead on CENEMpriorities related to sector strategy and expertise, knowledge creation andsharing, innovation, deal structuring guidance, and global client relationshipand business development.
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Job Duties: Plans and oversees the due diligence process, and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services and products Analyzes financial and operating results within the context of a proposed transaction Performs industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transaction.
$120,000 - $140,000Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Utilize various automated systems to perform research, review, & report client financial data such as PBAS, CAPS-W, ADVANA, MOCAS, IPAC, EDA, EDM, WAAS, and WAWF. · Participate in Monthly Budget Execution Team Reviews to proactively manage financial resources across competing client priorities.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Deliver market research, client analysis and internal intelligence to support the business planning process for our Antitrust, Trade, Government Relations focused offerings. Monitor financial performance of the Antitrust, Trade, Government Relations clients and regulatory practices.
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client financial jobs in Washington, DC
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