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I.e. restructuring / distressed financial advisory, investment banking, management consulting, leveraged finance, mergers & acquisitions, valuation private equity, Big 4 accounting / advisory or similar); strong academic record from a leading undergraduate / graduate program; advanced Excel; superior financial modeling skills (i.e. LBO, DCF); self-motivated and able to work under pressure to meet deadlines.
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Thorough understanding of business processes including:Order to Cash; Procure to Pay; Fixed Assets; Record to ReportSuiteBilling; Revenue Management/ARMExperience with NetSuite SuiteFlow & Advanced Approvals preferredExperience supporting NetSuite integrated applications (Banking/ACH, Avalara, Concur, BILL, RF Smart, etc.
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To help us achieve this we have the PwC Professional; our global leadership development framework. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more.
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Operational procedures, policy exception guidelines, audit procedures, risk/control expectations, dual control, security, and all other regulated banking requirements; communicate any updates to associates.
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Knowledge of various systems including core banking systems, Hyland Web Director, BI and Microsoft Office required. In addition, a demonstration of extensive banking and compliance knowledge in working with AML/BSA/OFAC related issues, as well as adhere to confidentiality in handling information received in the course of responsibilities.
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Work on special projects (FATCA, W8, E-banking, Milenio and Paperless) helping bankers. Process investment proposals, prepare activity reports, upload documents to secure inbox, verify clients E-banking status/ information, download reports to review missing documentation among other duties.
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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.
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8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
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2+ years of experience in investment banking, Private Equity Middle Markets, or management consulting experience. Korn Ferry has partnered with our client on their search for the role, Private Equity Associate.
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The bank’s services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. Who We AreWe are a leading Swiss private banking group with global reach and presence, shaping one of the most attractive growth markets in financial services.
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We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Job Summary The Offshore ETF Product Management Associate is responsible for assisting with daily platform management of UCITS Exchange Traded Products (ETPs), which includes initial evaluation and ongoing review of products for acceptability, viability, and risk as utilized by Stifel International Financial Advisors with their clients subject to review by senior members of the Product Management team.
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Our mission is to empower Business Owners and Real Estate Investors to achieve financial freedom through the Infinite Banking Concept. Infinite Banking Practitioner Certification and understanding of Infinite Banking concepts and strategies (Optional.
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In tandem with key service partners, TL provides their team with support, and coaching, as they focus on the customers' overall financial well-being leading to a White Glove banking experience. 6 plus years related banking sales experience and credit training required.
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Assist in investment banking activities such as mergers, acquisitions, and capital raising. Familiarity with investment banking concepts and processes. Assist in investment banking activities such as mergers, acquisitions, and capital raising.
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Find out more about what we do on our Tax Career Page at pwc.to/whatwedotaxTravel RequirementsUp to 20%Job Posting End DateLearn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy.
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banking job Company: Pwc in Miami, FL
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