Performing comprehensive and in depth company and industry research while incorporating the team's valuation discipline to identify attractive investment opportunities using internal, sell side, and other external information sources. A component of this job would involve facets of portfolio management and portfolio operations in onboarding client accounts using the firm'

Work as part of a systematic investment team looking to design and develop new and innovative investment products. Assist in the design and development of active and passive systematic investment strategies. Play a key role in the SMA platform and strategy development and manage client portfolios using systematic investment approach. Identify new investment insights, leve

Support compliance's review and approval of advisor/broker dealer and international marketing materials and various other electronic communications to ensure compliance with firm and regulatory requirements. Lead and manage projects with minimal supervision related to marketing communications. Experience with working with all levels of the organization to provide the busi

Qualifications Minimum Education and Experience Bachelor's degree with 12 credit hours of accounting coursework; or Associate's degree in Accounting; or Associate's degree in Business or related discipline with 12 credit hours of accounting coursework; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institut

Qualifications Minimum Education and Experience Requires post baccalaureate credentials plus 1 2 years experience; a bachelor's degree plus 2 4 years experience may be substituted for the advanced degree on an exceptional basis. All degrees must be received from appropriately accredited institutions. Other Required Qualifications Strong analytical skills and ability to ap

Other duties as assigned Qualifications Minimum Education and Experience Bachelor's Degree in Business Administration, Public Administration, or related business area and three years of professional accounting experience, of which at least one is supervisory; or equivalent combination of training and experience. All degrees must be received from appropriately accredited i

Other duties as assigned Qualifications Minimum Education and Experience Master's degree and at least one year of relevant experience OR Bachelor's degree with at least two years of relevant experience OR An equivalent combination of education, training, and relevant experience For management level roles, also include with the above requirements 1 2 years of supervisory e

Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n

Appraisal Review Reviews commercial real estate appraisals and property evaluations prepared by independent appraisers to determine the overall quality and reasonableness of appraised values. Ensures compliance with all regulatory requirements as well as internal policies, standards, and procedures. Monitors fee appraiser responsiveness and performance through ongoing aud

Managerial Functions Establishes and monitors expectations to achieve company and department goals. Makes appropriate changes to team, procedures, and efficiencies in order to meet objectives. Manages the performance, training, and evaluation of assigned staff. Serves as a front line resource to executive, line or staff management on Business resolution matters. Business

User Support/Engagement Demonstrate advanced knowledge of the various underwriting and portfolio management systems (i.e. nCino) and FCB's configuration in order to answer user questions including error messages, complex deal entry, system work arounds, and building reports and dashboards. Communicate regularly with users via multiple channels, including educating them on

Tax Manager Private Client Services (PCS) Raleigh, NC, USA Req #765 Thursday, April 25, 2024 EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long range perspective; to help clients meet the pressing issues they face today, and position

Advisory Senior Financial Management & Disbursements Charlotte, NC, USA Req #775 Monday, May 13, 2024 EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long range perspective; to help clients meet the pressing issues they face today, and

Location 1301 Avenue of the Americas New York, New York 10019 KeyBank is committed to growing their National Affordable Housing Platform through their Community Development Lending & Investment group ("CDLI"). CDLI's mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rur

Elastic is a free and open search company that powers enterprise search, observability, and security solutions built on one technology stack that can be deployed anywhere. From finding documents to monitoring infrastructure to hunting for threats, Elastic makes data usable in real time and at scale. Thousands of organizations worldwide, including Barclays, Cisco, eBay, Fa