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Enterprise Housing Credit Investments is seeking an Investor Relations Analyst to support investor relationship management and assist with the placement, due diligence and closing of tax credit projects into its Low Income Housing Tax Credit (Housing Credit) investment funds. The ideal candidate will have strong organizational, interpersonal, and analytical skills, along
Posted 12 days ago
The principal functions of the Portfolio Manager are to (1) continuously monitor and assess the credit profiles of the customers in her/his assigned portfolio; (2) help retain customer relationships by providing exceptional service; (3) assist with routine issues such as overdrafts, wires, new account openings, etc.; (4) ensure that renewals, extensions and annual reviews
Posted 21 days ago
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins
Posted 21 days ago
A Treasury Management Sales Consultant will generate fee income by providing highly skilled and knowledgeable assistance to clients seeking or needing treasury management solutions. This will be accomplished by preparing presentations and proformas, conducting demonstrations and selling those solutions to the client; then collecting the appropriate documentation to suppor
Posted 5 days ago
Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity. Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship. Working with client ad
Posted 21 days ago
May Include Verify, allocate, post and reconcile accounts payable and receivable Reconciling account balances and bank statements Maintaining the general ledger including journal entries, accruals and completing month end close Analyze financial information and summarize financial status Review and recommend modifications to accounting systems and procedures Assist in budg
Posted 1 day ago
Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! Tell me more about this opportunity. Position Overview This position plays a pivotal role in safeguarding the organization against fraud risk and is responsible for developing, implementing, enhancing and maintaining a fraud program to promote adhere
Posted 16 days ago
International Financial and Regulatory Compliance Intern (Master's Students) Job Location US Remote | US VA Arlington Job ID 13020 Job Location United States Category Finance/Accounting Overview Work for a first class institution that is innovative, multi dimensional, and dynamic by joining AIR as an International Financial and Regulatory Compliance Intern. We hire talent
Posted 17 days ago
Primary Work Address 4000 Jones Bridge Road, Chevy Chase, MD, 20815 Current HHMI Employees, click here to apply via your Workday account. The Howard Hughes Medical Institute (HHMI) advances the discovery and sharing of scientific knowledge to benefit us all. As a biomedical research organization and philanthropy, HHMI supports a vibrant community of academic researchers, e
Posted 20 days ago
Title Global Banking & Markets Operations Regulatory Due Diligence Analyst Location Salt Lake City, Utah Duration 6 Months Duties TEAM OVERVIEW Regulatory Due Diligence is required to conduct regulatory adherence checks for counterparties trading with Client to ensure all parties meet its' compliance obligations and other regulatory requirements. Regulatory Due Diligence
Posted 24 days ago
Review and analyze assigned automated transaction alerts produced from the bank's AML monitoring system. Conducts sufficient analysis of the customer patterns and activities in order to Provide clear written statement supporting disposition decision and documentation within the AML software. Meet productivity and quality expectations. Reviews assigned watchlist filtering
Posted 16 days ago
Responsible for supporting the investor relations efforts to broaden and deepen the investment community's understanding of Charter's fundamental growth opportunities and strategies. Key duties include managing Charter's investor relations website, monitoring peer company performance and industry developments, and supporting the quarterly results reporting process. MAJOR
Posted 20 days ago
The Senior Investment Data Analyst plays an important role in planning for, developing and executing performance and investment data related initiatives. He/she will provide data support for the various investment teams and downstream applications within UC Investments. The Senior Analyst is primarily responsible for maintaining the Investment Book of Record by ensuring a
Posted 6 days ago
Assist IR with consolidating investor portals and maintaining data integrity Assist with tracking capital calls for new developments Assist with organizational work associated with next fund offering Prepare customized investor presentations for prospective investors Research small and medium sized institutions, large foundations, and family offices as prospects for futur
Posted 15 days ago
Review and analyze assigned automated transaction alerts produced from the bank's AML monitoring system. Conducts sufficient analysis of the customer patterns and activities in order to Provide clear written statement supporting disposition decision and documentation within the AML software. Meet productivity and quality expectations. Reviews assigned watchlist filtering
Posted 16 days ago
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