- Keystone AI (San Francisco, CA)
- …Preferred Qualifications Expertise in capital markets, financial modeling, credit risk , and securities -related projects Experience with litigation support, ... Principal- Financial Economics, Tax, and Securities Join to apply for the Principal- Financial Economics, Tax, and Securities role at Keystone AI Principal-… more
- Fitch Group (San Francisco, CA)
- …page: Fitch Solutions Commercial Fitch Solutions is currently seeking a Director, Account Manager based out of our San Francisco, California office. How You'll ... insights, data and analytics. It informs investment strategies, strengthens risk management capabilities and helps identify strategic opportunities. Fitch Solutions… more
- JPMorgan Chase (Chicago, IL)
- …are met in accordance with margin regulations, client priorities, and internal risk policies Resolve complex issues related to SWIFT formatting, cash and ... securities settlement instructions (SSIs), and securities settlements...mindset to identify process gaps, prioritize, and mitigate operational risk , especially in payment controls Excellent problem-solving skills and… more
- United Bank (Washington, DC)
- …prudent fiduciary and risk management standards. * Oversees and guides all securities and investment manager due diligence and asset allocation and risk ... managing and monitoring activities related to investment management, conducting securities and manager due diligence research, evaluating investment… more
- PowerToFly (San Francisco, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments * Make securities … more
- JPMorgan Chase (San Francisco, CA)
- Job Category: Relationship Manager Job Description: You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as ... and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be passionate about innovation, the… more
- Soteria Reinsurance Ltd. (Boston, MA)
- …to Fidelity Institutional. This leader will shape the broader Relationship Manager (RM) strategy, lead transformational change, and ensure operational excellence ... Aligns Fidelity and trusted third-party resources to meet client business needs* Mitigates risk to Fidelity and our clients (eg, key policy awareness and compliance,… more
- Sia (San Francisco, CA)
- …and scale leveraging deep expertise and solutions in compliance and risk management, strategic technology partnerships, data science, operations and business ... Job Description Sia is looking for a talented Management Consultant to support our Risk , Regulatory & Compliance Business Unit serving our clients as a project … more
- Gmo Llc. (Boston, MA)
- Company Profile Founded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We ... Industry-wide, we are well known for our focus on valuation- based investing, willingness to take bold positions when conditions...bond markets - specifically focused on the government or risk ‑free parts of the market throughout the developed space… more
- Cambridge Associates LLC. (Boston, MA)
- …and outside advisors), driving investment strategy and asset allocation, investment manager selection and evaluation, risk management, and investment performance ... outside advisors), driving investment strategy and asset allocation, investment manager selection and evaluation, risk management, and...in building and retaining books of business* Must be based in London* Proficiency in one or more European… more
- JP Morgan (New York, NY)
- …client experiences, and redefine solution-oriented success. As a Client Solutions Architect Manager in JP Morgan's Merchant Services team, you are an integral part ... solutions Identifies and defines development requirements for product design enhancements based on client feedback Collaborates with product owners to define product… more
- Goldman Sachs, Inc. (Chicago, IL)
- …the private and public assets within fund Work closely with the lead portfolio manager to manage client onboarding Responsible for regular fund maintenance ( risk ... asset management, and understanding of traditional and alternative asset classes Risk management and control orientation Team player, self-motivated; able to work… more
- Rsm Us Llp. (Boston, MA)
- …earn-outs, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative ... area* Primary advisor to clients/manage CFI engagement team members* Manager /Oversee/Train/develop other CFI valuation professionals**Specific Responsibilities: Develop and maintain… more
- RSM US LLP (Boston, MA)
- …earn-outs, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative ... area Primary advisor to clients/manage CFI engagement team members Manager /Oversee/Train/develop other CFI valuation professionals Specific Responsibilities: Develop and… more
- Infosys Limited (San Francisco, CA)
- …Infosys Consulting's Financial Services practice is seeking a seasoned Program Manager to lead a strategic Payments Modernization initiative focused on High-Value ... product, engineering, compliance, and client stakeholders. Manage program governance, risk mitigation, and stakeholder communication across multiple geographies. Ensure… more
- Epoch Biodesign (Washington, DC)
- …for commercial transactions, ensuring compliance with applicable laws and regulations. Risk Assessment and Mitigation : Identify and assess potential legal risks ... deductions, paid on a semi-monthly basis. The actual salary offered may vary based on relevant factors as determined in the Company's discretion, which may include… more
- Truist (New York, NY)
- …of America) **Please review the following job description:** A first line of defense risk professional leading a team within the Wholesale Business Unit Risk ... position will be responsible for leading a team of risk professionals to support the execution of enterprise ...receive no less than 10 days of vacation (prorated based on date of hire and by full-time or… more
- TD Bank (New York, NY)
- …Excellent oral and written communication skills + Advanced level of critical thinking, risk based decision making, problem solving and conflict resolution skills ... they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and… more
- JPMorgan Chase (Brooklyn, NY)
- …advanced knowledge of product development, design, and data analytics. As a Product Manager within the Wealth Management Data Programs Team, you will serve as the ... adoption of the strategic source of record for Wealth Management Securities Reference Data-including Instrument, Pricing, Classification, and Issuer data. You will… more
- JPMorgan Chase (New York, NY)
- …Securities Services business and our clients. As the Regulatory Practice Americas Manager for Securities Services, you will lead the regional regulatory ... Americas regulatory operating and governance model, aligning with global standards and risk management best practices. + Monitor the regulatory landscape (SEC, CFTC,… more