- Banc of California (Brea, CA)
- …perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of ... Guide credit request through review by division manager, and senior credit review officers. Assist loan administration through the...credit and term loans to business, plus owner-occupied real estate loans. + Combine this analysis with a detailed… more
- United States Steel (Pittsburgh, PA)
- 13424BRJob Description:The Senior Investment Operations Analyst is a pivotal member of the Investment team responsible for executing and overseeing various aspects ... to highlight key performance indicators relevant to each asset class. 6. Tax , Audit, and Accounting: + Create customized reporting templates for different types… more
- Columbia Bank (Seattle, WA)
- …client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Develop ... and portfolio management, private banking, and wealth management skills. + Intermediate estate planning, tax , advanced investment management skills. + CFP, CIMA,… more
- Commerce Bank (Kansas City, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This...compensation range is for the Institutional Administrator III or Senior level job and contemplates a wide range of… more
- Edward Jones (St. Louis, MO)
- …our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan ... monitor progress toward client objectives. + Collaborate with internal stakeholders ( Trust Co., Compliance, Legal, Operations, Senior Portfolio Strategists) to… more
- Auburn University (Auburn, AL)
- …as the university's needs. + **Adaptive Industry Trends:** Keep on top of changes in tax laws, estate planning, and charitable giving trends to provide the best ... **Requisition Number** S4626P **Home Org Name** Planned Giving **Division Name** Senior VP, Advancement **Position Title** Planned Giving Officer **Job Class Code**… more
- Grant Thornton (Dallas, TX)
- …limited to hedge funds, private equity funds, private debt funds, and real estate funds. You will collaborate with Fund Accountants and cross function experienced ... preferred returns, and carried interest. + Collaborate with external auditors and tax advisors to support year-end audits and K-1 preparation. + Lead and… more
- Quantexa (New York, NY)
- …authoritative voice for our solutions and technology in the region, forging trust with executives through relatable dialogue. In the Quantexa Solution Engineering ... strategy, qualify deals and influence account planning. + Cultivate trust as the go-to advisor to clients, big and...ecosystem with exposure to tools, technology and organizational data estate in world of analytics and AI. + Ability… more
- Cherry Bekaert (Raleigh, NC)
- …accounting practice into one of the nation's leading advisory, assurance, and tax firms. Today, Cherry Bekaert's 2,500 professionals across 26 offices serve clients ... Consumer Goods, Public Sector, Private Clients, Private Equity, Professional Services, Real Estate & Hospitality, and Technology & Life Sciences. Cherry Bekaert is… more
- Banc of California (San Luis Obispo, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Teller is responsible for assisting with the execution of branch activities, ... client-facing services and processing transactions. The role of a Senior Teller is to provide exceptional customer service and...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more