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Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 89 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.
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2+ year’s financial services experience in related business-lines that developed/served business client relationships; including: Treasury Management, Wealth Management, and Consumer Banking.
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Conducts ad hoc projects and assignments as directed by the Business and Personal Banking Wholesale Risk Director, Executive Risk Director or Chief Credit Officer. The SBA Credit Analyst will analyze credit data and financial statements of companies and individuals to determine the creditworthiness of borrowers and their ability to repay.
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Provide support, guidance, and leadership to the Chief Financial Officer in financial management, including planning, forecasting, budgeting, variance analysis, profitability analysis, financial reporting, general ledger accounting, billing and collections, cash flow control, banking relationships, investment, tax planning, tax reporting, trust accounting, payroll, pension plans, and other financial management functions.
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Minimum of three to five years of experience as an analyst with a top investment firm, investment bank, global commodity trading firm, institutional metals and mining investment manager or similar organization, which might include experience in private equity, leveraged finance, merchant banking, buy-side M&A and/or principal investing experience.
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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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J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
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Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
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Cash Advance, Lines of Credit, SBA Term Loans, Bridge Loans, Equipment Financing, consumer and small business banking and Real Estate Financing. We are looking to hire a detail-oriented financial services representative to persuade clients to purchase our financial products and services.
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Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
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Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in states across the southern First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top Most Reputable Bank. Benefit Highlights.
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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
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With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
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Recommend and manage initiatives designed to optimize banking architecture and ERP system integration to support cash management work flows & access to liquidity. Maintain and enhance internal controls, policies and procedures for treasury activities ensuring compliance for all cash, FX, debt transaction, and related financial reporting.
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Banking Specialist IV requires over 5 years’ experience in Bank sales / service environment or equivalent experience to include sales results. Process all manner of financial transaction requests including but not limited to deposits, withdrawals, check cashing, issuance of cashiers’ checks.
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financial banking jobs in Miami, FL
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