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Minimum of six years of financial services experience with a demonstrated ability to meet minimum performance standards working with clients to deliver banking, investments, risk management and retail lending solutions.
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Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. (Banking experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role.
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The Financial Services Group is seeking to support its quickly growing Asset and Wealth Management practice with an experienced Investment Banking Associate or Vice President. Vice Presidents in the Financial Services Group support new business development and investment banking engagements, manage the execution of mainly mergers and acquisitions transactions, and assist with private capital markets and restricting transactions.
$225,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Houlihan Lokey's Asset and Wealth Management practice within the Financial Services Group offers M&A, capital raising, valuation, and corporate restructurings advice to public and private companies.
$225,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
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This SRE technology leader will be responsible for managing the cloud infrastructure of our critical platform and the underlying ecosystem of services like feature management, edge infrastructure, CI/CD pipelines, and all associated components in AWS for one of the largest and most digitally advanced financial institutions serving millions of customers across multiple lines of businesses.
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Direct and oversee the work of the following departments/programs: Accounting/Finance, Student Financial Services, Campus Housing, Event Management, Purchasing, Facilities Maintenance, Warehouse Support, and third-party contractors for custodial and dining services while fostering a culture of continuous improvement, professional growth, and collaboration.
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10+ years of proven effective executive level experience in financial management/accounting including experience in non-profit, fundraising organizations. + Experience with financial reporting to a board or board committee.
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Full command of Microsoft Word, Excel and PowerPoint along with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.
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The Analyst of Finance is a key team member reporting to the VP, Finance, to manage all financial reporting and analytics functions for four service lines: Accountable Care Organization, Telemedicine, Advisory Services and Value-Based Care. In line in collaboration with the business leadership and other centralized functions such as accounting, revenue cycle, corporate finance, IT, etc.
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Financial services industry experience. Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to its member base in San Jose CA and the surrounding areas.
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Financial Management: Extensive experience in and knowledge of finance management, including planning, forecasting, and budgeting, and cost control principles. Position Title: Vice President for Financial Services/CFO.
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5-7 years of relevant credit work experience covering hedge funds, insurance, asset managers and financial institutions. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance.
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Experience working with one or more technology platforms in the financial services compliance or financial crime domains (e.g., Nice Actimize, Oracle Mantas, Pega, Fircosoft, Refinitiv Work-Check One/ LSEG.
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8-10 years of financial services experience, bonus points for experience with broker-dealer compliance or supervision, or prior experience at a regulator. The Governance Team with Robinhood Markets Platforms comprised of the Customer Experience and Customer Trust & Safety areas works with various Robinhood entities including the Operational and Compliance teams at Robinhood Securities, LLC ("RHS"), Robinhood Financial, LLC ("RHF"), Robinhood Crypto LLC (RHC) and Financial Crimes to drive a culture of governance and compliance that actively supports the people, process and technologies vital to our business.
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experience financial services jobs Company: Revolut in Sherwood, Oregon
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