Financial Consultant, Truist Investment Services, Tampa, FL Truist Financial CorporationFinancial Consultant, Truist Investment Services, Tampa, FLTampa, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Advisor, Truist Investment Services, Miami, FL Truist Financial CorporationFinancial Advisor, Truist Investment Services, Miami, FLMiami, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Services, Lancaster, PA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Lancaster, PAWayne, PAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Advisor, Truist Investment Services, Panama City, FL Truist Financial CorporationFinancial Advisor, Truist Investment Services, Panama City, FLPanama City, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Staff Software Engineer, Investment Performance and Analytics RidgelineStaff Software Engineer, Investment Performance and AnalyticsSan Ramon, CA$182,500–$228,000 / yearRidgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk.
Principal, Talent Management Partners Capital Investment Group LLPPrincipal, Talent ManagementBoston, MA$150,000–$170,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University colleges, family offices around the world, and senior executives from leading global investment firms. Manage the mentorship program across business lines, including reviewing and revising mentor pairings, supporting education and development for all North America mentors, and collaborating with cross-regional mentors to ensure familiarity with North America programming.
Associate, Investment Banking - Healthcare Services Wells Fargo & CoAssociate, Investment Banking - Healthcare ServicesNew York, NY$175,000–$225,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Assist the senior banker and deal teams to analyze financial statements, conduct due diligence, build complex financial models, complete industry and comp analysis, and distill large amounts of information into concise memos that address key credit risks.
Financial Consultant, Truist Investment Services, Clearwater. FL Truist Financial CorporationFinancial Consultant, Truist Investment Services, Clearwater. FLClearwater, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Vice President, Investment Banking - Infrastructure M&A Advisory Agentis Capital AdvisorsVice President, Investment Banking - Infrastructure M&A AdvisoryRemoteExceptional level of responsibility on complex transactions across verticals and financial products; Opportunities to work on global transactions; Continuous internal training and leadership development programs; Competitive compensation, employee ownership, and comprehensive benefits package; Paid sabbatical every two years of employment; Entrepreneurial culture with a clear path to partnership; and. The firm has been the recipient of numerous industry rewards in recent years, including North American Financial Advisor of the Year by Proximo Infra (2022) and IJGlobal awards (2021), and several of our past vice presidents have been recognized as future leaders in the industry.
Business Operations Associate Partners Capital Investment Group LLPBusiness Operations AssociateBoston, MA$60,000–$70,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $77B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Investment Banking Expert Weekday AIInvestment Banking ExpertRemoteYou are a good fit if you: Have at least 2 years of experience working at top firms in investment banking and experience in at least one of the following . This is a minimum four week engagement, with potential for significant extension or rotation to similar, future projects.
Return on Investment Specialist CACI International IncReturn on Investment SpecialistFayetteville, NC$68,400–$143,700 / yearPay Range: There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. This role is responsible for cost-benefit analysis, producing readiness metrics and analyzing and evaluating financial and strategic returns while applying provide ROI methodologies to ensure that every resource delivers measurable, mission-aligned results.
Director, Investment Banking - Renewables Agentis Capital AdvisorsDirector, Investment Banking - RenewablesRemoteThe firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Exceptional level of responsibility on complex transactions across verticals and financial products; Opportunities to work on global transactions; Continuous internal training and leadership development programs; Competitive compensation, employee ownership, and comprehensive benefits package; Paid sabbatical every two years of employment; Entrepreneurial culture with a clear path to partnership; and.
Senior Analyst, FP&A Goosehead Insurance IncSenior Analyst, FP&ATXThe Senior Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful financial analyses. Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service.
Director, Investment Banking - Infrastructure M&A Advisory Agentis Capital AdvisorsDirector, Investment Banking - Infrastructure M&A AdvisoryRemoteThe firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Exceptional level of responsibility on complex transactions across verticals and financial products; Opportunities to work on global transactions; Continuous internal training and leadership development programs; Competitive compensation, employee ownership, and comprehensive benefits package; Paid sabbatical every two years of employment; Entrepreneurial culture with a clear path to partnership; and.
Vice President, Investment Banking - Renewables Agentis Capital AdvisorsVice President, Investment Banking - RenewablesRemoteThe firm has been the recipient of numerous industry rewards in recent years, including the 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and several of our past vice presidents have been recognized as future leaders in the industry. Exceptional level of responsibility on complex transactions across verticals and financial products; Opportunities to work on global transactions; Continuous internal training and leadership development programs; Competitive compensation, employee ownership, and comprehensive benefits package; Paid sabbatical every two years of employment; Entrepreneurial culture with a clear path to partnership; and.
Investment Banking Associate - Public Private Partnership Transaction Advisory Agentis Capital AdvisorsInvestment Banking Associate - Public Private Partnership Transaction AdvisoryRemoteYou will gain increasing levels of responsibility as you progress in your career, from overseeing the execution of financial model-related tasks, to managing multiple deal workstreams, to leading client relationships. As an integral member of the global public-private partnership (P3) advisory team, you will be challenged to accept increasing levels of responsibility as you develop your skills and reputation.
Senior Tax Manager - Alternative Investment Funds AndersenSenior Tax Manager - Alternative Investment FundsSan Francisco, California$160,000–$253,900 / yearThe Role: Senior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices. • Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); • Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; • Proficient use of technology.
Tax Manager - Alternative Investment Funds AndersenTax Manager - Alternative Investment FundsSan Francisco, California$125,000–$201,900 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; and. The Role: Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Experienced Tax Associate - Alternative Investment Funds AndersenExperienced Tax Associate - Alternative Investment FundsSan Francisco, California$86,300–$97,900 / yearThe Requirements: 1+ year of relevant tax experience; Bachelor’s and/or relevant advanced degree (MAcc, MST, JD); Strong organizational skills and ability to manage competing priorities; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; Ability to interact with various levels of client and firm management through both written and verbal communication; and. The Role: Experienced Associates with our Alternative Investment Funds practice work with multiple teams to serve a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.