- Wellington (Boston, MA)
- …and return objectives, practical market frictions (eg, transactions costs, liquidity limits) and associated workflows within Wellington's portfolio management ... software and trading operations. **QUALIFICATIONS** * Advanced degree (Masters or PhD level) in finance, econometrics, quantitative field (math, statistics, physics, electrical engineering, operations research) * 5+ years of experience working in asset… more
- Associated Electric Cooperative, Inc. (Springfield, MO)
- …for all financial and treasury activities, including long-term debt, liquidity , investment management, cash flow forecasting and financial risk mitigation. ... + Partner with leaders across the organization to align financial planning with strategic priorities, and present as needed to executive management and the Board of Directors. + Build and maintain strong relationships with key external stakeholders including… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …family -Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships. -Coordinate with the investment team to ... ensure adequate funding for investments, expenses, and distributions. -Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required. -Work closely with the CFO and senior management to drive continuous improvement… more
- Mizuho Corporate Bank (New York, NY)
- …Equity Finance and Swaps, including: + Equity Swaps, DMA to Swap + Funding, Liquidity Management + Securities Borrow/Loan + Real Time Front Office Risk Management + ... Reg U Margin Loans, Workflow Management + Credit Facilities backed by Multi-Asset Portfolios + Basis Trading (Equities, Crypto, etc.) This role demands a visionary leader with deep domain expertise and a strong technical foundation to drive platform… more
- Athene (West Des Moines, IA)
- …of monitoring model risk. * Produce accurate and timely company-wide liquidity stress test results, incorporating multiple adverse scenarios and regulatory reporting ... along with performing ad-hoc analysis related to stress tests. * Work with software and system engineers to support ongoing and rapid development and testing of research ideas and models and its deployment to end-users/stakeholders. * Design and supervise the… more
- City National Bank (Madison, WI)
- …* Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads * Reviews for stability of ... residency and employment * Verifies income per established policy * Identifies any exceptions to current policies * Documents a reasonable conclusion mitigating any identified risks supporting the request will be repaid * Accurately sets and clears conditions… more
- University of Rochester (Pittsford, NY)
- …and financial data, including performance, asset allocation, benchmarking, liquidity , holdings transparency, and risk measurements, for regular distribution ... or upon request to the Investment Office team. + Accurately prepares reports and contributes aggregated analysis for the Investment Committee and other internal and external stakeholders, exercising thorough knowledge of policies, practices and procedures for… more
- ExxonMobil (Spring, TX)
- …portfolio level (eg, risk reward trade-off, optimization of constrained risk, liquidity , market fundamentals, and market sentiment sensitivities). * Ensure adherence ... to mandated exposure and risk limits and provide guidance on actions to be taken to reduce risk if necessary. * Execute daily market risk processes and generate risk reports, collaborating closely with Global Trading teams to manage market risk. * Provide… more
- Marex (Houston, TX)
- …Resilient. Dynamic. Marex is a global financial services platform, providing essential liquidity , market access and infrastructure services to clients in the energy, ... commodities and financial markets. The Group provides comprehensive breadth and depth of coverage across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a major franchise in many major metals,… more
- US Bank (Nashville, TN)
- …personal risks that a family of wealth will face including: estate liquidity , creditor (asset protection), personal security, property and casualty loss, reputation, ... lifestyle protection, employment practices, and insurance needs assessment. **Basic Qualifications** - Bachelor's degree, or equivalent work experience - 10 or more years of financial planning experience with HNW/UHNW clients **Preferred Skills/Experience** -… more