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The Certified Financial Planner focuses on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and works closely with internal portfolio managers. Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow.
$170,000 a yearFull-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Responsible for project management execution; presenting analyses and conclusions; acting as a professional on engagements; work on client deliverables; participating in diligence meetings; negotiating engagement documents; participate in business and financial due diligence sessions; participate in the valuation review process; preparing fee proposals to clients, building relationships and maintaining direct contact with current and prospective clients.
$180,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Utilize hands-on experience in stress testing, Value at Risk (VaR), Fundamental Review of the Trading Book (FRTB), time series analysis, and financial instrument valuation. We are looking for a Murex Analyst with a specialized focus on data quality and risk model validation.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Extensive experience in the lending or investing sector, preferably with a CDFI, bank or other financial institution in origination, underwriting or structuring role(s) Prepare quarterly and annual credit reviews, including analysis of borrowers’ financial and social impact data, and compliance with covenants; Monitor real estate projects during construction/lease-up by maintaining awareness of development progress, appropriateness of draw requests, adequacy of capital sources, cost overruns and availability of contingency; Regularly identify efficiency improvements in all operational aspects of CDFG.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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As the company embarks on an exciting phase of growth, we are seeking an accomplished Chief Financial Officer (CFO) to steer financial strategy and operations. With projects close to commission and others in the pipeline, the role will require a hands-on approach, with the CFO taking full responsibility for establishing robust financial controls and processes/systems that support scalability.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Financial Risk Manager (FRM) OR. Chartered Financial Analyst (CFA) OR. This job is responsible for overseeing assigned areas of audit work acting as an Auditor-in-Charge (AIC), and executing on the audit strategy for Lines of Business (LOBs.
$160,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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My client's Middle Office desk is inundated with mandates to deliver on, within the Hedge Fund, Asset Management and Investment Banking space. My client has an outstanding reputation recruiting within the Financial Services space, with a cemented client base spanning Hedge Funds, Asset Managers, Private Equity, Insurance/Pension Funds, & Investment Banks.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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6+ year relevant experience in the financial services industry with specific focus on Treasury, liquidity risk management, stress testing, liquidity reporting and/or asset liability management.
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He/she/they will be responsible for preparing credit risk opinions and market & financial analyses of clients in the Americas with respect to the transactions proposed by the front office groups in the bank with a focus on Corporate and Structured Finance transactions in the Americas: Leveraged Finance/LBO and Corporate Finance/Coverage in particular.
$280,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Manage Assistant Controller of Financial Reporting and Treasury in his/her roles related to financial reporting, including VOA - National reporting and preparation of Financial Management Report (Parent and Consolidated financials), bank reconciliations, cash receipt process flow, etc.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
Full-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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The Corporate Counsel will also assist in providing legal services on a variety of other matters, including commercial contracts, corporate governance, regulatory matters, intellectual property, dispute resolution, litigation, and other projects and initiatives.
RemoteExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Matanuska Valley Federal Credit Union seeks a dynamic financial services professional to lead the Credit Union as President/Chief Executive Officer upon the retirement of the current President/CEO. Collaborating with the Board of Directors, this executive will be responsible for developing and setting the direction for the growth of the organization and achieving the overall goals and objectives included in the strategic plan while maintaining the Credit Union’s financial health and stability.
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Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Partner with the Liquidity Solutions Leadership Team, Investor Relations, Financial Planning & Analysis (FP&A), Regulatory Reporting and Corporate Treasury to understand each department's individual analytics needs related to liquidity products.
$251,179 a yearFull-timeExpandApply NowActive JobUpdated 12 days ago
on financial jobs Company: Dice in New York, WA, Ohio
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