- KeyBank (Overland Park, KS)
- …(PURPOSE)** + Under the direction of the Senior Vice President of Key Commercial Investor Services, the person in this position is responsible for the directing the ... expectations. This person will monitor the work output to ensure all regulatory, investor guidelines and internal policies and procedures are met while ensuring the… more
- Vanguard (Malvern, PA)
- …direction to a dynamic team of compliance professionals focused on Vanguard's Personal Investor and Advice & Wealth Management divisions, along with support of areas ... applicable to investment advisers, broker-dealers and trust services holding retail investor securities. + Ability to work under pressure on multiple tasks… more
- US Bank (Denver, CO)
- …managing the various needs of the syndicated funds from close to investor exit. Additionally, the Syndications Fund Manager communicates with internal Impact Finance ... Asset Managers and investors on lower tier requests to gain investor consent. **Basic Qualifications** - Typically Bachelor's degree, or equivalent work experience -… more
- Huntington National Bank (Byron Center, MI)
- …daily workload with minimal supervision in accordance with established department and investor deadlines. + Must adhere to bank policies and procedures and comply ... with legal, regulatory and investor defined reporting, remitting and reconciling requirements. + Performs other duties as assigned. Basic Qualifications: + High… more
- Scotiabank (San Francisco, CA)
- …analyze data from various sources, including company filings (10K, 10Q), investor presentations, and third-party data providers. + Interact with c-suite management ... Assist sales and trading personnel with communications to Scotiabank's technology investor clients. + Facilitate company marketing efforts with technology industry… more
- Wells Fargo (West Covina, CA)
- …are general in a broad array of commercial and industrial industries, along with investor real estate owners. **In this role, you will:** + Participate in performing ... Qualifications:** + Experience with both Commercial & Industrial (C&I) and Investor Real Estate (IRE) loan underwriting + Complex credit underwriting experience… more
- Access Dubuque (Dubuque, IA)
- …conjunction with the 5-Year Plan. * Fundraising: Responsible for oversight of investor funding for GDDC's economic development efforts through the 5-Year fundraising ... Financial acumen/management (able to manage GDDC's financial affairs; good investor relations). **Position Profile** * Educational institutions (demonstrated collaboration… more
- NFM Lending (Raleigh, NC)
- …scenarios for prospective clients with underwriter, assist with looking at investor guidelines (terms & conditions), sends disclosures, organizes assets/incomes, and ... together for prospective clients. + Research client scenarios with underwriting and investor guidelines. + Contact potential customers via telephone and email when… more
- Kestra Financial (Cranbury, NJ)
- New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting ... make informed decisions + Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients Requirements + Bachelor's… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …This role offers a unique opportunity to work across fund accounting, investor reporting, compliance, and financial analysis. The Associate will collaborate closely ... to strategic financial planning. Key Responsibilities: + Coordinate quarterly investor reporting and oversee capital activity, including waterfall calculations,… more