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From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS.
$550,000 - $900,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
$113,325 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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Job DescriptionJob DescriptionInvestment Advisory AssociateNY Metro AreaISCs team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
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DRS is a full-service consulting firm that delivers quality K-12 project management, FEMA Public Assistance recovery, commercial insurance claim preparation, hazard mitigation assistance, disaster preparedness, and financial grant recovery funding services.
$90,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Sector Compliance Team focuses on services to financial organizations that address SEC, CFTC, FINRA, NFA OCC and other regulatory requirements for retail and institutional broker dealer compliance, capital markets, banking, swap dealer trading, investment management and investment advisor compliance.
$82,800 - $136,600 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Through its relationship with CUSO Financial Services, L. P. (CFS) Citadel Credit Union is seeking a Wealth Management Associate in the West Chester, PA area. Representatives are employed by Citadel Credit Union and registered through CUSO Financial Services, LP (CFS.
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Strong risk management experience in financial services managing employees and operations across a large multi-national organization. Robust project management and coordination skills and the ability to implement new processes across an organization.
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FAS Specialists are responsible for delivering advisory and planning solutions to members in areas such as insurance, investments, trust services, estate planning, and retirement planning in order to assist members in identifying financial goals and objectives, obtaining products and services that will aid in meeting these goals, and to following up accordingly to help maintain the members’ plans over time.
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Under the direction of the VP Controller or Finance Manager, the Financial Analyst I assist in forecasting, budgeting, balance sheet analysis, product pricing, liquidity management, treasury management and participates in month end activities and balance sheet account reconciliations.
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Member Appraisal Institute (MAI), or completion of all requirements for CCIM designation; Project Management Professional (PMP), Leadership in Engineering and Environmental Design (LEED), or Professional Engineer (P.E.) license.
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Consumers Credit Union , as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the Lansing, MI area.
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Having detailed understanding of Yardi Voyager and ancillary modules including investment management; A career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design solutions that address our clients’ complex accounting and financial reporting challenges, as well as their broader business issues.
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2+ years of demonstrated experience in grants management, policy analysis, project management, and previous experience in consulting and advisory services. Project Management Institute’s (PMI) Project Management Professional (PMP) certification, Certified Grants Management Specialist (CGMS), Certified Scrum Master (CSM), or grants management professional certifications preferred.
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5 to 7 years minimum experience in either a real estate role (asset management, acquisitions, development, structured finance, investment sales) or advanced financial role (investment banking analyst program, management consulting, Big 4 accounting.
$85,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Being responsible for completion of implementation tasks, performing project management activities; One or more of the following credentials or certifications is required: CPA License, Levels 1 & 2 of the CFA exam, JD, PhD, MBA or Master’s degree in Accounting, Finance, Tax, Quantitative Statistics, Engineering, Corporate Engineering, Information Systems, Financial Engineering, Economics, Real Estate Finance or Hospitality, Enrolled Agent (EA), State Certified Appraiser License.
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financial services project management investment jobs Title: management Company: Phyton Talent Advisors in Missouri-city, Missouri
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