- Citigroup (Los Angeles, CA)
- …tailored solutions that address clients' investment, risk management, and financing/ liquidity needs. + Set challenging goals, regularly monitoring progress and ... making adjustments to achieve objectives. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Establish a referral network and gain introductions to potential clients which generate new sales. +… more
- US Bank (Los Angeles, CA)
- …group on a number of complex, prudential regulatory areas such as liquidity , capital, and stress testing regulations, enhanced prudential standards, as well as ... bank and financial holding company activities. + Identify, recommend, and engage in advocacy initiatives that consistent with our core values, draft comment letters, and participate in meetings with regulators and trade groups to advance US Bank's positions. +… more
- Umpqua Bank (San Diego, CA)
- …assess, and mitigate risks associated with market dynamics, credit and liquidity . + Proficient in global asset allocation strategies including alternative ... investments. + Monitor and assess portfolio performance. + Excellent communicator that builds trust with clients, business partners and management. + Ability to explain complex financial concepts in simple terms. + Write clear reports and deliver persuasive… more
- NTT America, Inc. (Sacramento, CA)
- …debt interest payments + Transacts movements that meet the requirements for short-term liquidity needs + Maintains listing of all company bank accounts with all the ... related information + Works with parent treasury group to open or close accounts as needed, including the point person for KYC activities and documentation + Company credit card spending analysis, accounting entries, and reconciliation + Manages large… more
- SMBC (Los Angeles, CA)
- …manage a comprehensive suite of treasury products including payments, receivables, liquidity management, fraud prevention, and digital banking tools. * Align product ... offerings with the bank's strategic goals and the unique needs of regional business clients. * Lead product lifecycle management, including ideation, development, pricing, and performance tracking. Client-Centric Innovation * Collaborate with Relationship… more
- Intuit (San Francisco, CA)
- …securitizations and other bespoke structures. + Advanced proficiency in building liquidity forecasting models, optimizing funding costs, and aligning cash needs with ... sourcing strategies. + Experience using SQL is a plus. + Self-starter and able to work with minimal guidance, with demonstrated ability to work in a fast-paced and dynamic environment. + Strong communication skills with the ability to simply lay out the… more
- BMO Financial Group (Newport Beach, CA)
- …a thriving economy, a sustainable future, and an inclusive society. The Liquidity Specialty Group targets the Emerging Middle Market segmentation, $10MM-$50MM in ... company revenues. This exciting role will focus on creating relationships across our footprint with an emphasis on deposits, cash management, commercial cards and cross border/international fee income. In addition, the Relationship Manager will be tasked with… more
- Ankura (Los Angeles, CA)
- …Execution: Support Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or business integrations ... Requirements + Appropriate level will be determined through the interview process + Strong intellectual curiosity and problem-solving skills with the ability to synthesize complex unstructured data rapidly and develop insights and recommendations + Strong… more
- Wells Fargo (San Francisco, CA)
- …writing memorandums focused on a borrower's and guarantor's adjusted net worth, leverage, liquidity , and other key risk factors, including cash flows and ability to ... service debt. + Assist in developing pitches for prospective clients, create due diligence reports and track transaction and market data on an ongoing basis. + Assist in developing all transaction documents including term sheet, offering memorandum and… more
- Citigroup (Los Angeles, CA)
- …tailored solutions that address clients' investment, risk management, and financing/ liquidity needs. + Set challenging goals, regularly monitoring progress and ... making adjustments to achieve objectives. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Establish a referral network and gain introductions to potential clients which generate new sales. +… more