Portfolio Management Sourcing of prospective investments through active calling effort Monitors financial performance of individual funds Coverage of industry conferences (SBIA, ILPA) to stay abreast of trends and regulatory changes in the private investment industry Coverage of each fund's annual meeting to stay in tune with fund activities including changes in team, upc

Day to day oversight of multiple processes monitor, report, and plan process improvement or redesign initiatives; define, establish, and manage process controls; identify process improvement opportunities and implement them through collaboration with other groups such as the Risk office, BRO and management; make final recommendations for approval on changes. Collect, anal

Success starts with incredible talent. If you find satisfaction in building meaningful relationships and helping others by providing sound advice, then bring your knowledge, skills, and abilities to BOK Financial! We need an investment and client experience enthusiast like yourself to join our Private Wealth team as a Trust Officer. You will make the most out of every opp

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t

Asset Based Lending Portfolio Manager IV is responsible for protecting the Bank's assets through proactive account management of assigned asset based relationships. Account executives ensure high customer satisfaction while maintaining sound credit structures and reducing credit risks through effective account management. Responsibilities will also include collaborating w

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net worth individuals, their families, family offices, C Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all

Company DescriptionJob Description Construction affects the lives of nearly everyone in the world. It's a $12T global industry, employing 7% of the world's population. However, it's also one of the world's least digitized industries. Construction is in need of a transformation, and Procore is right at the forefront. Will you join our journey? We completed an IPO in 2021 an

Houston Voss Br 743 (31743), United States of America, Houston, Texas Part Time Branch Ambassador Central/Southwest Houston Area The Reimagined Branch Experience Welcome to a new idea in banking. Here at Capital One, we're redefining how people bank. You see, we believe banking should fit our customers' everyday lives not the other way around. As a Branch Ambassador, you'l

Developing new business, cross selling our services, and providing five star client service will drive your success. You will develop in depth knowledge of our products and services and analyze client and prospects' needs to recommend appropriate products and services. Your knowledge of lending, credit underwriting and treasury will position you to advise our clients on s

To contribute to the growth and profitability of both the Community Banking Center (branch) and the bank, by creating a positive working environment and providing superior banking services to customers in a professional manner. Responsibilities and Duties Assumes responsibility for assisting in the supervision of branch sales and services operations. Ensures operations ar

Team Development Lead and develop a skilled team, fostering a growth mindset and nurturing personal and professional development. Hire team members when required. Regularly manage performance through quarterly reviews and frequent one on one discussions. Operational Oversight Manage a range of critical banking operations including transaction processing, fraud review, and

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net worth individuals, their families, family offices, C Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all

The Branch Manager has overall branch responsibility for profit, loss, sales and operations. The Branch Manager is the manager that coordinates the activities of the sales, operations and administration staff of the branch. This is a management position with sales, gross margin, budget, human resources, operations, delivery, customer satisfaction and profitability objecti

What The Role Is Under general supervision, but in accordance with established lending policies and procedures, receives and reviews applications for commercial and consumer credit, primarily commercial. How You Will Make An Impact Solicits business from potential and existing customers (outside and inside bank location) to include loans and deposits. Interviews commercia

Join us as a Credit Product Underwriter I Commercial. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. As an industry leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small when we work together to build relationships. Jo