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.
This position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity.
p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
p>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.
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.
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.