p style="text-align:inherit"/>Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. For those living in California or applying to a position in California, please click here for additional information.
p>As a Manager in the Financial Services Risk Consulting practice at RSM, you'll be asked to consistently: • Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members • Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions • Effectively manage, motivate and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients • Support multiple client projects simultaneously, while actively contributing to internal initiatives such as talent, practice, and business development • Leverage your understanding of the insurance industry trends to effectively communicate leading risk management practices • Provide subject-matter expertise in risk consulting strategies and internal controls pertaining to the core functions of insurance (claims, product, underwriting, etc.) • Manage a diverse book of business, maintaining overall responsibility for the profitability, effective delivery and engagement risk of all client related work within the portfolio • Leverage your experience and expertise to recruit and retain future leaders of the firm through mentorship that focuses on advancing the professional aspirations and skills of your colleagues • Be proactive in your personal development in areas such as insurance industry expertise, technical specializations, and leadership to drive expansive personal value to our people and our clients • Focus on developing your network and personal brand in the marketplace to drive growth for the insurance risk consulting practice; including: identifying and securing new opportunities.
Bachelor's or Master's Degree in business, engineering, accounting, finance or related discipline A minimum of 5 years of experience working in the insurance industry as an internal auditor, controls specialist, claims specialist, underwriting specialist, management consultant with a minimum of 3 years at a public accounting or professional services firm Experience with leading projects across the three lines of defense and with various lines of business (e.g.
The Associate Director - Corporate Specialty and Govt Banking Portfolio Manager will manage all aspects of a Native American Financial Services (NAFS) credit portfolio of tribal clients, and/or support a specialty area in a Commercial lending relationship, i.e. Government or Non-profit Finance. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers.
Working hand-in-hand with Partners, Principals and Managing Directors, these sales executives focus their highly skilled efforts in developing relationships with qualified targets and decision makers to uncover opportunities, develop effective sales strategies, manage the pursuit process and act as a key advisor to the pursuit team throughout the sales process. Candidates will be expected to have a net-new client development track-record of achievement with an emphasis on large, strategically transformative strategy or technology-led programs in one or more of the following business areas: Marketing, MarTech, Customer Experience, Customer Data Management, and Content Supply Chain.
Summary: The Director -Native American Financial Services - Portfolio Manager will manage all aspects of a Native American Financial Services (NAFS) credit portfolio of tribal clients, and/or support a specialty area in a Commercial lending relationship, i.e. Government or Non-profit Finance. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers.
Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Atlanta, GA, USA; Cambridge, MA, USA; Chicago, IL, USA; Los Angeles, CA, USA; Sunnyvale, CA, USA; New York, NY, USA; Austin, TX, USA; San Francisco, CA, USA. Experience with "Big Data" technologies or concepts (e.g., analytics warehousing, data processing, data transformation, data governance, data migrations, ETL, ELT, SQL, Spark, performance or scalability optimizations, batch versus streaming).
p>The Google Cloud Universal Ledger (GCUL) GTM team leads the early-stage rollout of our blockchain built for financial services that is currently in private preview. From concept design and testing to data analysis and support, you will oversee the technical execution and business operations of Google"s online advertising platforms and/or product partnerships.
li>Discounts for lack of marketability including restricted stock studies, pre-IPO studies, and other quantitative methods Intangible asset valuations, entity valuation issues regarding C-corporations, S-corporations, partnerships, sole proprietorships.
Financial statement analysis including ratio, common-sized, and trend analyses Discount/capitalization rates including buildup method, capital asset pricing model, weighted average cost of capital, and other quantitative approaches.
In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments.
A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.
A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations.
As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Irving Park, IL19 days ago
Bachelor''s Degree and 1 year of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Chicago, Illinois30+ days ago
p/>In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. Learn more about our commitment to our employee’s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here..
li>You will lead analytic client engagements involving descriptive, predictive, and prescriptive analysis through the consumer lending portfolio lifecycle, leveraging a variety of techniques (e.g., segmentation, logistic regression, survival analysis, principal component analysis, Monte Carlo simulation, scenario and sensitivity analysis).
At TransUnion, this team reports to a Director of Data Science & Analytics, playing an integral role by working end-to-end with financial services clients, fostering consultative relationships that enable them to deliver impactful solutions.
You will lead analytic client engagements involving descriptive, predictive, and prescriptive analysis through the consumer lending portfolio lifecycle, leveraging a variety of techniques (e.g., segmentation, logistic regression, gradient boosted trees, survival analysis, principal component analysis, scenario and sensitivity analysis). For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back.
p>The Financial Services Advisor (Regional) is located at an assigned SAE campus and works closely with students and their families across multiple SAE campus locations through a combination of in-person and phone/video conferencing platforms. Financial Services Advisor (Regional) Qualifications:
- Experience in higher education (Financial Aid preferred) environment or an equivalent combination of education and experience;
- Requires excellent computer skills.