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3 years of experience in fixed income research, analysis, or portfolio management within a hedge fund, investment bank, asset management firm, or similar environment. Report Preparation: Prepare detailed investment reports, presentations, and commentary for internal use and client communications.
$140,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Candidate must have prior Commercial Real Estate/Community Development lending and/or investing experience; affordable housing finance, LIHTC investment, GSE lending or similar experience a plus.
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Client-Centric Development: Address the specific needs of investment advisors, introducing broker-dealers, and prime brokerage clients in product development, ensuring that solutions are tailored to their unique requirements.
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Ideally based in the Miami office, the Investment Associate will be responsible for leading valuation efforts, creating investment summaries, and making investment/divestiture recommendations to the investment committee within in the renewable energy/sustainable fuels space in the U.S.
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Pre- and post-MBA role at a top-tier strategy consulting firm or investment bank. ▶ Work with bright, driven peers from a range of educational and professional backgrounds including software development, energy, engineering, entrepreneurship, investment banking, private equity, and management consulting.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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The Florida Assistant Marketing Director is responsible for developing, organizing, implementing, and monitoring strategic marketing plans to drive sales for Wealth Management and Commercial Lending in the Florida market as well as bank wide.
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Some of our notable customers include Telus, Standard & Poors, Hospital Corporation of America, Royal Bank of Canada, Deutsche Bank, Comcast, Vodafone, Thomson Reuters, Dairy Queen, Lennox International, Chewy.com, and O’Reilly Autoparts.
Full-timeRemoteExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Employee will assist with three main functions servicing LatAm sales teams concerning client acquisition, front office support and account services for both Bank and Investment accounts.
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Investment Data Platform within FIS Capital Markets is aimed at providing a simplified data experience for our clients by providing a platform to aggregate investment data (data warehouse), visualize reports and analytics, participate in data marketplace (data marts), all while governing and orchestrating data with leading edge tools.
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The ideal candidate will have a solid understanding of Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) laws; regulatory consent order action plans and artifact validation; risk and control matrices; and design/operational effectiveness testing.
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2-3 years of professional experience, ideally in investment banking, venture capital or private equity. The RBI Global FP&A and Corporate Development team is responsible for the financial analysis at RBI, sourcing new investment opportunities, preparing financial models, due diligence analysis and internal approval material preparation.
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Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services.
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Advanced skills and experience with: Treasury organizational structure and transformation, financial risk management, cash flow forecasting, analytics, liquidity management, cash and bank relationship management, international treasury centers, debt and investment management, due diligence, governance and controls, carve outs, and hedge accounting.
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The Business Line Liaison services the bank's business segments by providing subject matter expertise to facilitate implementation, maintenance and ensure regulatory compliance with anti-money laundering programs implemented by the bank in order to mitigate regulatory and reputational risk and reduce exposure to civil and criminal liability as they apply to the bank's products, services, processes and systems regarding BSA/AML and OFAC regulations.
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Demonstrated client-facing experience, working with POCs, especially during post-sales processes. dotCMS has been fully remote for over a decade, and as an employee, you may work remotely from any location compatible with standard U.S. business hours.
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investment bank jobs Title: associate client in Miami, FL
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