location_0_addressRegionName

location_0_addressCountryName

INTEGRATED

TEMPORARY

FULL_TIME

CONTRACTOR

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

UNKNOWN

HOUR

Investment Services Associate

Represent Wealth Management in various business activities and maintain contact with clients, administrators, trustees, co-trustees, beneficiaries, attorneys, and other stakeholders regarding accounts. Support Investment Services Managers in preparing compliance reports, including anticipated fees, investment change verifications, zero balance accounts, and accounts not scheduled for events.

KBSkills

ACTIVE

Title: Investment Service Associate II (Enterprise Financial Services) Location Options: Newark DE, Los Angeles, or NY (Hybrid 3 days on-site) Terms: Contract to Hire (Will transfer the Series 7 license) Compensation: $32-$34/hour Work Requirements: US Citizen, GC Holders, or Authorized to Work in the U.S. Responsibilities:<ul><li>Work with Investment Services Managers to manage overall relationships for assigned managed agency accounts.</li><li>Represent Wealth Management in various business activities and maintain contact with clients, administrators, trustees, co-trustees, beneficiaries, attorneys, and other stakeholders regarding accounts.</li><li>Collaborate with portfolio managers, advisors, and other professionals to provide high-quality service while ensuring compliance with all statutory requirements.</li><li>Process fund transfers, wires, checks, ACH transactions, and account transfers, including IRA administration.</li><li>Prepare client portfolio review books for Advisors.</li><li>Handle client account maintenance requests and ad hoc requests (e.g., statements, 1099s, trade confirmations, etc.).</li><li>Assist Investment Services Managers with annual confirmation of investment objectives.</li><li>Support Investment Services Managers in preparing compliance reports, including anticipated fees, investment change verifications, zero balance accounts, and accounts not scheduled for events.</li><li>Prepare custom client reporting.</li><li>Maintain required training and continuing education for internal programs and external licenses/certifications.</li><li>Ensure compliance with regulatory requirements, internal and external audits, and WMS Compliance Officer guidelines.</li><li>Align trust policies and procedures with division and bank objectives.</li></ul>Requirements:<ul><li>Education: Bachelor’s degree or equivalent experience (preferred in Business, Finance, or related field).</li><li>Licenses & Certifications:<ul><li>FINRA Series 7 (required).</li><li>FINRA Series 66 (preferred).</li></ul></li><li>Experience:<ul><li>3 years in an investment management or trust environment.</li><li>2 years in a financial services organization.</li><li>2 years working with Microsoft Office (Word, Excel, PowerPoint, Outlook).</li></ul></li><li>Preferred Skills & Knowledge:<ul><li>Strong organizational and problem-solving skills.</li><li>Experience with SEI’s Trust 3000 Trust Accounting System or Wealthscape.</li><li>Excellent verbal and written communication skills.</li></ul></li></ul>>>> Qualified candidates please apply to this posting; you may also send your updated resume to Krista Joy at kjoy@inspyrsolutions.com for further review.    About INSPYR Solutions Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients’ business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com. INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

INSPYR Solutions

Investment Service Associate II (Enterprise Financial Services) hybrid

salaryMin

salaryMax

payPeriod

currency

Accounting Software

Calendar Management

Communication Skills

Consulting

Contact Management

Develop and Maintain Customers

External Audit

Finance

Financial Services

Internal Audit

Investment Management

Investment Services

Maintain Compliance

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

Organizational Skills

Presentation/Verbal Skills

Problem Solving Skills

Professional Services

Regulatory Compliance

Regulatory Requirements

Relationship Management

Reporting Skills

Series 66

Series 7

Systems/Internals Programming

Technical Delivery

United States Citizen

Wealth Management

Writing Skills

monster

ONSITE

PERMANENT

YEAR

Vice President Credit

Through examinations and monitoring, Credit Review provides an independent assessment of credit decisions, portfolio management, and the effectiveness of credit processes across the Company's credit platform, identifies existing and emerging risks, and reports its findings to various stakeholders, including the Chief Risk Officer, Chief Executive Officer, and Risk Management Committee. In addition, knowledge and insights into the economic environment and its impact on different industry sectors, awareness of competitive dynamics in the financial services sector, experience with higher risk credits, working knowledge of Small Business Administration ( "SBA”) requirements, and the intellectual curiosity to learn will be key success factors in the role and help facilitate career growth.

Salary

<img alt="" src="https://solugenix.com/hubfs/Careers%20Page/ICIMS%20Header.svg"/>VP Credit Review Los Angeles, CA (Hybrid) Direct Hire Job ID 25-09507 Solugenix is assisting a client in their search for a VP Credit Review. This is a direct hire opportunity based out of Los Angeles, CA (Hybrid). The Vice President of Credit Review is part of the client's Risk Management Organization, functioning as a Third Line of Defense ( "TLoD”) to independently assess the effectiveness of the First and Second Lines of Defense's Risk Management Activities to identify, measure, monitor, and control risks. The Credit Risk Review ( "CRR”) team fulfills the responsibilities of the Credit Review (or Loan Review) function of the client, consistent with the May 2020 Interagency Guidance on Credit Risk Review Systems. Through examinations and monitoring, Credit Review provides an independent assessment of credit decisions, portfolio management, and the effectiveness of credit processes across the Company's credit platform, identifies existing and emerging risks, and reports its findings to various stakeholders, including the Chief Risk Officer, Chief Executive Officer, and Risk Management Committee. The position requires an individual who has a track record of excellence in both Commercial and Industrial ( "C&I”) and Commercial Real Estate ( "CRE”) lending, ideally gained in underwriting, deal structuring, second-line credit adjudication or credit review function, or a combination thereof. The candidate must demonstrate solid expertise in credit analysis, financial and quantitative analysis, deal structuring, and determination of risk rating (including familiarity with PD / LGD rating models and methodology and use of scorecards). In addition, knowledge and insights into the economic environment and its impact on different industry sectors, awareness of competitive dynamics in the financial services sector, experience with higher risk credits, working knowledge of Small Business Administration ( "SBA”) requirements, and the intellectual curiosity to learn will be key success factors in the role and help facilitate career growth. The candidate's technical expertise will be complemented by excellent communication skills (both verbal and written) and the ability to successfully engage in complex discussions with unit heads of business divisions being audited (auditees). Qualifications:<ul><li>A minimum of 10 years of credit and credit review experience is preferred, but competent candidates with solid potential and less experience are also encouraged to apply.</li><li>Bachelor's Degree with a preference in finance, accounting, economics, or other business concentration.</li><li>A commercial credit background and expertise in credit analysis/underwriting are required. Additionally, experience in credit review or credit audit is highly desirable.</li><li>Strong knowledge of GAAP principles And Regulatory and banking Policies and Procedures.</li><li>Experience in first line underwriting and second-line credit risk management/ adjudication or loan review is required.</li><li>License(s) or Certification(s) in Certified Internal Auditor ( "CIA”), Certified Public Accountant ( "CPA”), or Certified Regulatory Compliance Manager ( "CRCM”) desired, but not required.</li><li>Working expertise with Microsoft Office software, especially Excel, PowerPoint, and Word.</li><li>Credit expertise must include at least three of the following segments - C&I, CRE, financial statement analysis, loan underwriting and structure, valuation, highly leveraged transactions, accounting standards, Uniform Commercial Code, capital markets and other non-traditional credit areas, including off-balance sheet credit risk, etc.</li></ul>Proficiencies:<ul><li>Ability to support conclusions through fact-based analysis and ability to influence senior leaders.</li><li>Excellent credit review/analysis, project management, and leadership skills.</li><li>Strong organizational and communication skills, both written and verbal.</li><li>Ability to manage multiple complex tasks while delivering high-quality results.</li><li>Drives the Issues Management Tracking process of exams for which they have acted as Crew Chief, including Issue Remediation Testing and closure process activities, with Sr. Manager support.</li><li>Assist with special projects assigned by Credit Review Sr. Managers, Sr. Managing Director, or Head of Credit Review.</li></ul>Responsibilities:<ul><li>The VP/Credit Review Leader is primarily responsible for the day-to-day delivery of credit review work on the audit they have been assigned to, including conducting necessary research, coordinating, and contributing to the management of the assigned projects.</li><li>Perform a comprehensive credit review of a judgmentally selected sample of higher-risk commercial credits. The credits will involve loans from various business platforms and industries.</li><li>Use credit and financial analysis expertise to examine and opine on the quality and adequacy of underwriting, including analysis of borrowers' operational and financial strengths/weaknesses, cash flow, leverage, liquidity and net worth, competitive positioning, and external/industry factors impacting the business.</li><li>Review credits and hold discussions with the underwriting and Credit Administration teams as required to opine on comprehensiveness in underwriting relative to risk identification and mitigation (financial and business risks), deal structure, and collateral analysis and take all analyzed factors into account to opine on the appropriateness of the credit risk rating assigned to the borrower.</li><li>As necessary, engage in discussions with underwriting and credit administration teams to communicate the decision to downgrade the risk rating of reviewed credits.</li><li>Use Risk-Based Audit principles to review governance, risk, and control frameworks/processes, including reviewing credit policies and procedures, identifying process risks and controls, assessing controls, and sample-testing them.</li><li>Responsible for writing exam reports and applying exam rating methodology to generate exam report ratings, with guidance from a manager.</li><li>Act as the Examiner in Charge ( "EIC”) on credit reviews, managing the end-to-end execution exams, including planning and sampling, training reviewers, overseeing fieldwork, and reporting process.</li><li>Drive the Issues Management Tracking process of exams, including Issue Remediation Testing and closure process activities.</li><li>Supports Continuous Monitoring activities, including regular communication with the Lending Unit, participation in key Lending Unit meetings, monitoring Key Risk Indicators ( "KRIs”), and review of Lending Unit reports.</li><li>Discuss exceptions/issues with the Chief Risk Officer, draft findings, and engage in discussions with auditees to communicate findings.</li><li>Understand the underlying risks applicable to audit responsibilities through continuous monitoring activities. Strong credit risk, audit, compliance, banking, and product knowledge are required.</li><li>Review and prepare ongoing risk assessments of the Company's business platforms (auditable entities).</li><li>Maintain updated knowledge of industry developments in affected areas of assigned responsibilities.</li><li>Complete audit recommendation validation work.</li><li>Communicate effectively, clearly, concisely, and accurately using written and verbal communication with all levels of management.</li><li>Perform other duties as assigned.</li></ul>Annual Base Salary Range for CA, CO, IL, NJ, NY, WA, and DC: $143,000 to $188,000. Actual compensation offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience. Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. About the Client Our client is a fintech company that offers business loans based out of Southern California. About Solugenix Solugenix is a leader in IT services, delivering cutting-edge technology solutions, exceptional talent, and managed services to global enterprises. With extensive expertise in highly regulated and complex industries, we are a trusted partner for integrating advanced technologies with streamlined processes. Our solutions drive growth, foster innovation, and ensure compliance—providing clients with reliability and a strong competitive edge. Recognized as a 2024 Top Workplace, Solugenix is proud of its inclusive culture and unwavering commitment to excellence. Our recent expansion, with new offices in the Dominican Republic, Jakarta, and the Philippines, underscores our growing global presence and ability to offer world-class technology solutions. Partnering with Solugenix means more than just business—it means having a dedicated our financial client focused on your success in today's fast-evolving digital world.

Solugenix Corp

VP Credit Review

Accounting

Accounting Standards and Regulations

Adjudication

Analysis Skills

Apache Jakarta

Auditing

Background Investigation

Balance Sheet

Banking Regulations

Banking Services

Business Administration

Capital Markets

Cash Flow

Certified Internal Auditor (CIA)

Certified Public Accountant (CPA)

Commercial Real Estate

Credit Analysis

Credit Processing

Credit Risk

Customer Relations

Customer Support/Service

Economics

Environmental Economics

Environmental Impact

Financial Analysis

Financial Risk

Generally Accepted Accounting Principles (GAAP)

Leadership

Leading Edge Technology

Liquidity

Loan Review

Loan Structuring

Loan Underwriting

Loans

Multitasking

Process Development

Product Positioning

Project/Program Management

Quality Assurance Methodology

Quantitative Analysis

Research Skills

Risk

Risk Analysis

Risk Management

Scorecarding

Small Business

Technical Leadership

Testing

Underwriting

OFFSITE

Unclassified Occupations

If you are passionate about construction, eager to learn from industry leaders, and ready to be a part of a team committed to elevating the business of building, our top-ranked Internship Program is the perfect opportunity to invest in your future as a commercial construction superintendent or project manager. Conduct various preconstruction procedures by reviewing proposals, specifications, and drawings, executing material takeoffs, preparing cost estimates, and attending internal team meetings and client walkthroughs .

Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. No matter your background, education, or career path, if you share our vision to create extraordinary experiences, you belong at HITT.Commercial Construction Intern Job Description:  Join our award-winning HITT Futures Program as a Commercial Construction Intern to kickstart your career in construction management at a top national general contractor. If you are passionate about construction, eager to learn from industry leaders, and ready to be a part of a team committed to elevating the business of building, our top-ranked Internship Program is the perfect opportunity to invest in your future as a commercial construction superintendent or project manager. Our competitively-paid internship prepares you for success through individual mentorship, hands-on learning, professional networking events, career development courses, and personal growth opportunities over an immersive 10-week experience. Established in 1937, HITT’s success is a result of deep relationships with our partners and subcontractors and the trust of our clients. A small, family business founded in the spirit of the American dream, we’re now more than 1,700 teammates strong, with projects in nearly every state. With 14 operating office locations across the country, HITT is ranked as a top workplace from coast to coast. Our HITT Futures Internship Program is ranked nationwide as the #1 Construction Internship and #3 Best Overall Internship by Vault.com.Responsibilities: <ul><li>Support the project management team with subcontractor and supplier coordination, material tracking, file management </li></ul><ul><li>Assist the project management team with progress updates and reporting for client review </li></ul><ul><li>Aids in document control processes such as drafting submittals, RFIs and change orders </li></ul><ul><li>Assist the preparation of bid packages, helping to solicit and evaluate subcontractor bids </li></ul><ul><li>Conduct various preconstruction procedures by reviewing proposals, specifications, and drawings, executing material takeoffs, preparing cost estimates, and attending internal team meetings and client walkthroughs </li></ul><ul><li>Collaborate with onsite superintendents and field-based teams to assist with project layout, construction drawing, trade coordination, verification of site conditions, safety, and quality control inspections </li></ul><ul><li>Actively participate in social and networking events, weekly training and educational classes, and HITT corporate responsibility activities </li></ul>Qualifications: <ul><li>Current student pursuing an undergraduate or graduate degree from an accredited university within the construction, engineering, or business concentrations </li></ul><ul><li>Previous industry internship, volunteer work, or work experiences is a plus </li></ul><ul><li>Passion for construction and general contracting industry </li></ul><ul><li>Ability to work approximately 40 hours per week for the duration of the 10-week program </li></ul><ul><li>Ability to successfully manage multiple, competing priorities in a deadline-driven environment </li></ul><ul><li>Demonstrated ability to learn project-specific software systems, including Microsoft Office 365 (ex. Project, Excel, Word, Outlook, PowerPoint, etc.), Procore, Adobe, and BlueBeam </li></ul><ul><li>Exceptional customer and client focus with ability to succeed in a team environment </li></ul><ul><li>Strong written and verbal communications skills </li></ul>In accordance with California’s Labor Code Section 432.3, the base salary range for this position is:$18.00 - $25.00Compensation in other cities and states may vary. HITT Contracting offers a competitive total benefits and compensation package including performance-based bonuses, premium health care coverage including vision and dental, employer-matched 401(k), wellness reimbursement program, paid holidays and time-off, and other voluntary benefits and leave types. The determination of salary is based on the candidate’s individual professional experience, qualifications, education, skills, and training.HITT Contracting, Inc. is committed to creating a diverse and inclusive environment. We are proud to be an Equal Opportunity and Affirmative Action Employer providing opportunities to all employees and applicants without regard to race, sex, national origin, religion, age, disability, veteran status, genetic information, sexual orientation, gender identity and any other protected status in accordance with applicable law. Women, minorities, individuals with disabilities, veterans, and LGBTQ+ individuals are encouraged to apply. HITT Contracting, Inc. promotes a drug-free workplace.

HITT Contracting

Commercial Construction Intern

CareerBuilder Priority for Arb

Internship Banking jobs in Silver Lake, CA on your radar? Find the best of them right here on Monster.

The Best Internship Banking Jobs in Silver Lake, CA | Monster