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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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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.
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1-3 years of relevant work experience in financial services, investment management, investment research, investment banking, management consulting, entrepreneurship, or law and/or a degree from a top-tier master’s program.
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Familiarity with Investment Operations functions such as Investment Performance, Investment Reporting, Fund Accounting, Financial Reporting, Tax, and Middle Office. Facilitate the Vendor Management Oversight program within Investment Operations.
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B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction, and liquidation services.
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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.
$107,659 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. Substantial Investment Management business domain expertise across some combination of research, portfolio management, trading and investment operations.
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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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6+ years of relevant work experience in consulting role and/or in Treasury/Treasury Risk management function within financial services industry. Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and Regulatory professionals help organizations identify the regulatory changes impacting their business and implement effective and efficient processes to manage regulatory, capital, liquidity and interest rate risks, respond to evolving regulatory environments and implement programs, measures, and tools to help clients with a specific focus on risk, data, and regulatory processes.
$107,659 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Demonstrate understanding of business processes, regulatory requirements, internal control risk management, process, data and technology controls and related standards and frameworks as related to financial institutions.
$107,659 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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5+ years of proven experience in a financial or accounting capacity with a Hedge Fund, Family Office, Investment Management firm or Big 4 accounting firm. Arootah is a personal and professional development leader in the Investment and Financial Services industry.
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The ideal candidate will have a genuine passion for driving strategic transformation in the financial services industry combined with relationship-building, leadership, and communication skills.
$113,325 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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Experience with project management lifecycle, including defining workflows, defining business, functional, and technical requirements documents, detailed project planning, process, and data mapping, defining key risks, testing, status monitoring, problem tracking and resolution.
$113,325 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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5+ years of experience in corporate finance, investment banking, or financial advisory roles, with a solid foundation in project finance for utility-scale renewable and energy storage projects within the US.
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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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financial services project management investment jobs Company: Rms Computer Corporation in Missouri-city, Missouri
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