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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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Founded in 1869, we are a leading global investment banking, securities and investment management firm. Prior experience in compliance, product controllers, legal, regulatory, audit or risk management functions in the firm's various businesses, e.g., consumer banking, asset or wealth management and/or global banking and markets businesses.
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Relevant certifications, such as CISM (Certified Information Security Manager), CRISC (Certified in Risk and Information Systems Control), or PCI QSA (Qualified Security Assessor), are highly desirable.
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As an Investment Banking Associate, you will play a pivotal role in leading and executing complex acquisitions and divestitures within the upstream sector and providing strategic advice to clients such as top operating companies, mineral and royalty organizations, investment management firms, and private equity firms.
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The Company is a privately held real estate investment firm focusing on the acquisition, asset management and redevelopment of multifamily housing. The Affordable Housing Compliance Specialist will be responsible for supporting the Asset Management team in the day-to-day administration of all Asset Management projects, policies, and procedures with a specific focus on managing all affordable compliance and reporting for BLVD’s affordable portfolio consisting of both Section 8 and LIHTC properties.
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The Manager, BI Product Development is responsible for guiding and supporting all facets of CRM analytics projects. Strategic project planning, and BI Product management.
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Provide outsourced CFO and Controller services to investment managers, hedge funds, private equity and venture capital clients. Junonia Partners provides Outsourced CFO and Controller level services to investment advisors of hedge funds, private equity funds, and venture capital funds.
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Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors.
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The Vice President of Debt Capital Markets will assist in leading all financing and capital markets efforts, and loan portfolio management on behalf of Stream Realty Partners through its dynamic and growing discretionary equity (Investment Management) platform.
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Manage a team that focuses on trade execution support, transaction lifecycle management, trade settlement, and cash management functions for our liquid investing platforms, including Credit Market Strategies, Fundamental Strategies and TAO Equity StrategiesResponsibilities include:Investment pipeline and cash managementSecurities (e.g. equities, bonds, CLOs, ABS, etc.
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Your team prepares Property Condition Assessments (PCAs), Phase I Environmental Site Assessments (ESAs), and Seismic Risk Assessments (SRAs), for a variety of clients including, lenders, real estate investment trusts (REITs), equity investors, and direct buyers/sellers.
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Support the Sustainability Manager in training the Sustainability Analyst on data tracking, benchmarking and analysis of utility data. Our sustainability reporting services include Global Real Estate Sustainability Benchmark (GRESB), United Nations Principles for Responsible Investment (UNPRI), Global Reporting Initiative (GRI) and Carbon Disclosure Project (CDP) reporting.
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The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
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Allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning.
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Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.
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equity and inclusion product manager investment management jobs Company: Wells Fargo in Dallas, TX
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