CTBC Bank Jobs

- 31,265 Jobs
  • Executive Assistant & Special Projects Coordinator

    Venture Capital Firm 3.8company rating

    New York, NY Job

    Our client, a leading venture capital firm focused on investing in the most promising blockchain, crypto, and Web3 startups is seeking a highly organized and proactive Executive Assistant & Special Projects Coordinator to support our CEO. This role goes beyond traditional administrative duties-it requires a strategic thinker who can manage high-level projects, oversee operational initiatives, and serve as a key partner in the execution of the company's vision. The ideal candidate will have experience in both executive support and project management! Company: Venture Capital Firm Position: Executive Assistant & Special Projects Coordinator to the CEO Location: New York, NY 4:1 Hybrid Hours: 9-6 or so with some flexibility required depending on CEO's schedule Compensation: $150-250K DOE + Bonus + Benefits Degree: Preferred Key Responsibilities: Executive Support: Provide high-level administrative support to the CEO, including managing calendars, scheduling meetings, preparing reports, handling correspondence, and coordinating travel. Project Management: Lead and assist in special projects, ensuring timely execution and alignment with company goals. Research, analyze, and present data to support decision-making. Strategic Initiatives: Work closely with the CEO on operational priorities, investor relations, and business development opportunities. Assist in driving key company initiatives. Communication Liaison: Serve as a point of contact between the CEO and internal/external stakeholders, including investors, partners, and portfolio companies. Event & Meeting Coordination: Organize executive meetings, offsites, and industry events. Prepare agendas, take minutes, and follow up on action items. Confidentiality & Discretion: Handle sensitive information with the utmost professionalism and confidentiality. Process Optimization: Improve efficiency by implementing better administrative systems and operational workflows. Qualifications: 5+ years of experience as an Executive Assistant, Chief of Staff, or similar role, preferably in venture capital, startups, crypto, or finance. Strong project management skills with a track record of executing high-impact initiatives. Deep interest in crypto, blockchain, and Web3 (prior industry experience is a plus). Exceptional organizational skills and the ability to prioritize multiple tasks in a fast-paced environment. Excellent written and verbal communication skills. Proficiency in Google Workspace, Slack, Notion, and project management tools (e.g., Asana, Trello). High level of professionalism, discretion, and emotional intelligence.
    $76k-116k yearly est. 22d ago
  • 30/hour | Bilingual Talent Manager | Career Growth

    Array 3.5company rating

    Ontario, CA Job

    Bilingual Talent Manager Pay: $30/hour Experience: Related experience desired. Type: Full-time; Direct Hire Schedule: Friday - Monday, 2pm to 12am Logic Staffing is seeking a Bilingual Talent Manager to join a growing and dynamic team! Job Description: Serve as the main liaison for associates after onboarding, identifying and resolving challenges while driving long-term engagement with the brand. Manage and document communication touchpoints with deployed associates and clients, adjusting intervals based on brand and client needs. Collect, monitor, and cycle employee and client feedback, responding with urgency and care. Ensure employees are well-prepared for assignments, providing clear directions, first-day expectations, timekeeping procedures, direct deposit setup, and check-in details. Monitor and evaluate employee performance using quantitative feedback; provide coaching and recommend professional development opportunities. Address performance and conduct issues promptly, determining and administering appropriate actions such as coaching, reassignment, or termination. Collaborate with internal teams to anticipate staffing needs and position talent accordingly. Identify high-potential employees for the Array Career Coaching Program to support career growth. Plan and coordinate employee appreciation and recognition initiatives to enhance engagement and loyalty. Recognize and reward associates for positive behaviors such as consistent attendance, client feedback, and assignment milestones. Position Requirements: Must be bilingual in Spanish Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint. Strong organizational skills with the ability to manage multiple concurrent touchpoints simultaneously. Excellent communication skills, adept at engaging with diverse audiences and providing constructive feedback. Ability to assess feedback and document it appropriately in real-time. Proven ability to build rapport and establish positive, meaningful connections with clients and employees. Logic Staffing is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how labor is bought, sold and delivered to enable universal access to the American Dream. We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
    $30 hourly 5d ago
  • Loan Quality Control Specialist

    Pathfinder Bank 3.6company rating

    Oswego, NY Job

    Summary/Objectives Responsible for implementing, testing and monitoring quality control processes and procedures both operational and compliance related for the Loan Department. Essential Functions Prepares and distributes the Daily Tracking Review Sheet which monitors internal SOX controls in relation to loan funding, loan boarding, and loan review timelines. Performs post-closing review on all Residential and Consumer loans booked to our core system for data accuracy and compliance. Analyze all executed documents for accuracy and completeness. Identifies and tracks errors during Quality Control reviews and follow up with loan officers or other team members to ensure that acceptable corrections are made to satisfy documentation and compliance requirements Performs all File Maintenance and Monetary Reviews for any transaction performed within the Loan Department for accuracy and completeness. Monitors and tracks any corrections and or missing items identified in review. Performs Fannie Mae Residential Prefunding Quality Control review on a monthly basis per the Fannie Mae Guidelines On a quarterly basis review the accuracy of our tax payments, insurance payments and force placed insurance payments. Requirements: Required Education, Experience and Qualifications A four year degree in Business Administration, Accounting, a related field or equivalent experience. Intermediate computer skills, including a proficiency in Microsoft Office Strong interpersonal and communication skills A proactive problem solver Ability to pay attention to detail and multitasking abilities Knowledge of Federal and State Banking Regulations Ability to work with minimum supervision and under time constraints Basic mathematical skills including good knowledge of loan related credit/debit transactions involving advances, interest calculations and fees required Compensation details: 18-20 Hourly Wage PIa48e8f12831e-29***********7
    $70k-99k yearly est. 3d ago
  • Sales Development Representative / Marketing Specialist

    The Cypress Group 3.9company rating

    New York, NY Job

    Our client is a seed-funded AI/ML SaaS Software startup building an AI platform for major Telecom and IT corporations. They need a Sales Development / Marketing Specialist to drive outbound lead generation using targeted outreach and create marketing strategies to generate leads. Applicants must have 2-3 years of experience w/ CRM tools (ideally HubSpot) and other digital marketing tools. Bachelors degree preferred. Must have excellent communication and interpersonal skills and be energetic and driven and have experience working in a startup. Ideal candidates will have the experience and desire to work in a fast-paced startup environment. Healthcare (medical and dental) are provided and salary is ~$60K-$90K plus equity. Must be in office in NYC 4-5 days/week.
    $60k-90k yearly 28d ago
  • BBVA CIB New Generation Program 2025

    BBVA 4.8company rating

    New York, NY Job

    BBVA Corporate & Investment Banking (CIB) encompasses investment banking, market activities, loans and transactional services for international corporate clients and institutional investors. We are a robust global franchise services client in 24 countries around the world, with an extensive network of financial experts, investment-banking specialists and advisers in specific industries and sectors. Our mission is to offer a wide range of value-added products and financial solutions, for the simplest needs and for the most complex ones. We help our clients to carry out their projects and achieve their business, transformation and sustainability objectives, whether they are local or international. The institution rests on solid values: customer first, think big and one team. Our responsible banking model aspires to achieve a more inclusive and sustainable society. Find out more about BBVA CIB here: ************************ About the Program Are you ready to kickstart your career in one of the most dynamic and growing financial institutions? The BBVA CIB NEW GENERATION PROGRAM 2025 is designed for recent graduates who are eager to grow, learn, and make a difference in the world of finance. Join us and be part of a team that's not only focused on driving business success but also committed to sustainability and global transformation. You will have the unique opportunity to rotate through a key area and roles, gain hands-on experience, and embark on a journey of personal and professional development while working alongside some of the brightest minds in finance. The program also includes an international rotation in one of our BBVA offices around the world to learn alongside BBVA CIB colleagues in other countries. Start Date: Between July and September 2025, whenever it suits you best. Duration of the program: 12 months where you will have an immersive onboarding experience designed to provide a global understanding of the CIB environment. By the end of the rotational year, you'll join a specific CIB team and role that aligns with BBVA business needs, your skillset and career goals. Based business needs and considering your preference you will join one of the following areas: Global Transaction Banking: Dive into the world of global payments, collections, and liquidity management, helping clients find optimal solutions to streamline their financial operations across borders. Investment Banking and Finance: Learn from experts in investment banking as you provide long-term financing solutions and strategic advisory to some of the world's largest corporations and institutions. Global Markets: Work with a team of specialists who structure, originate, and distribute financial products that help clients shape their risk profiles and adapt to the ever-changing global markets Bankers and Industry Specialists: Work alongside our specialists in key industries, offering tailored services and strategic support to address clients' unique business needs efficiently What we offer you Career Growth: Through initiatives like the BBVA CIB Career Path, International Mobility Program, we empower you to develop leadership, communication, and other critical skills that will shape your career trajectory. Global Experience/ International rotation: The program offers you the opportunity to collaborate with colleagues from around the world, gaining a truly global perspective and understanding of international markets and cross-border business. Sustainability at the Core: At BBVA, sustainability isn't just a buzzword - it's at the heart of everything we do. From our responsible banking practices to supporting clients in their sustainability goals, we're committed to making a positive impact on society and the planet. Customized Development & Mentorship: The BBVA CIB Talent Program isn't just about joining a company; it's about growing with it. Throughout your journey, you'll receive personalized development with one-on-one guidance from experts and senior mentors. This tailored approach ensures that you're not only learning but also being actively supported in reaching your full potential. You'll be empowered to explore your passions and take ownership of your career path in a nurturing environment that prioritizes your growth every step of the way. If you're excited about the chance to develop your career, take responsibility for meaningful projects, and work in an environment where sustainability and growth are prioritized, then this is the perfect opportunity for you. What we are looking for Are you passionate about finance? Eager to learn and grow in a fast-paced, international environment? We're looking for dynamic individuals who have: Recent graduates or nearly completing a Bachelor degree with outstanding academic records (graduation date between 2023, 2024 and June 2025) Genuine interest in Corporate & Investment Banking and passion for learning in a global, multicultural setting. Global mindset and interest in gaining international exposure Enthusiasm for new technologies and innovation. Fluency in English (C1 level required). Additional languages are a plus but not a requirement. We value empathy as a key skill, both in understanding and addressing clients' needs and in fostering a collaborative and supportive environment with colleagues. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $90,000 to $100,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
    $90k-100k yearly 14d ago
  • Investment Analyst - Software

    G2 Investment Partners 4.2company rating

    New York, NY Job

    G2 Investment Partners G2 is an opportunistic long-short equity strategy focused on small-mid cap stocks with market caps that generally range from $150mm - $2bn at the time of investment. G2 is managed by Josh Goldberg. In our opinion, our unique defined research process, which incorporates a combination of quantitative screens and rigorous fundamental research, enables us to identify companies in the small-cap universe, which are often misunderstood and mispriced by Wall Street analysts as they are anchored to their previous forecasts and estimates. The Manager's ability to generate alpha through short selling has been demonstrated across business and market cycles. G2 understands the importance of stringent risk management and employs controls on both the security and portfolio levels. Core Responsibilities Analytical Skills and Modeling: Conduct thorough analysis of U.S. small-cap companies across various sectors, with a particular focus on software, leveraging experience where applicable. Develop comprehensive research insights and investment theses offering unique perspectives and actionable recommendations. Create and maintain detailed financial models to support investment decisions. Engagement and Communication: Engage frequently with company management teams to gather insights and build relationships. Communicate investment rationales and sector insights effectively to team members. Robust communication with the team; formal weekly meetings to discuss ideas and theses. Independent research environment requires ability to work autonomously and as part of a team. Industry Expertise: Maintain a nuanced understanding of competitive landscapes, sector-specific trends, management styles, and business structures. Proactive Monitoring and Participation: Proactively monitor covered companies, promptly identifying and communicating important developments. Attend industry events and conferences to stay updated on market trends. Ideal Candidate Qualities Investment Acumen: Demonstrated expertise in buy-side investing in the small-cap space with a passion and background in the software sector. Ability to identify mispricing and valuation discrepancies, and make data-driven investment recommendations. Collaboration and Influence: As part of a small team, each member is extremely valuable. This means that you can thrive in a collaborative environment, contribute unique insights and challenge conventional investment views. Growth Mindset: Adaptable and open to continuous learning and evolution within the investment landscape. Perpetual development, whether a new industry, or innovating and anticipating the future trends in the software/technology sector. Intellectually curious, passion for your work, desire to work with the best. Additional Requirements Experience: 5-10 years of relevant experience. References: Outstanding references from previous employers. Location: Rockefeller Center, New York Compensation: Top decile compensation for top decile performers. *Base pay ranges from 125K - 250K, commensurate with experience, plus discretionary bonus.* Please send resumes and cover letters, or referrals to ***********************. We look forward to hearing from you.
    $111k-178k yearly est. 28d ago
  • Large Language Model Algorithm Engineer

    Tencent 4.5company rating

    Palo Alto, CA Job

    Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. Level Infinite is Tencent's global gaming brand. It is a global game publisher offering a comprehensive network of services for games, development teams, and studios around the world. We are dedicated to delivering engaging and original gaming experiences to a worldwide audience, whenever and wherever they choose to play while building a community that fosters inclusivity, connection, and accessibility. Level Infinite also provides a wide range of services and resources to our network of developers and partner studios around the world to help them unlock the true potential of their games. Job Responsibilities: 1. Responsible for building LLMs for the gaming field, including pre-training, instruction fine-tuning, post-training, training and inference acceleration, evaluation, and more, to maintain a leading position in the industry; 2. Establish and improve the theoretical and engineering systems for large language models in games, exploring the application of LLM technology in game AI scenarios, providing intelligent model capabilities for game operations, NPC interaction experiences, and other aspects; 3. Track and explore the cutting-edge technologies and applications of large language models. Job Requirements: 1. More than 5 years of research and work experience in the NLP field, with a background in computer science or related fields; 2. Familiar with the theoretical foundations of NLP, mastering statistical models and machine learning principles, with hands-on NLP experience and participation in related projects; 3. Familiar with the principles and training methods of leading industry LLMs (such as the GPT series, DeepSeek, LLaMA series, etc.); 4. Experience in fine-tuning large models, with familiarity in distributed training and debugging of large models preferred; 5. Experience in text generation, dialogue systems, and game AI preferred; 6. Academic achievements in top NLP conferences or journals preferred. Bonus Points: 1. Experience in the gaming industry; 2. Experience with large models.
    $89k-125k yearly est. 11d ago
  • Employee Engagement Manager | Room to Grow!

    Array 3.5company rating

    Huntington Beach, CA Job

    Employee Engagement Manager Pay: $27 to $30/hour Type: Full-time; Direct Hire Schedule: Monday - Friday HB Staffing is seeking an Employee Engagement Manager to join a growing and dynamic team! Job Description: People-Centered & Personable: Strong ability to connect with and support deployed associates. High Social Awareness & Emotional Intelligence: Ability to balance directness with empathy. Thick-Skinned & Resilient: Can handle setbacks, disappointment, and difficult conversations professionally. Strong Communication Skills: Ability to engage and inspire associates while maintaining professionalism. Coaching & Leadership Experience: Prior experience managing or mentoring employees. Systems-Oriented & Organized: Comfortable managing tracking systems, data analysis, and process improvements. Energetic & Extroverted: Natural ability to build rapport and create a welcoming environment. Adaptability & Problem-Solving: Quick thinker who can navigate challenges with creative solutions. HR Best Practices Knowledge: Familiarity with hiring and termination laws in California. HB Staffing is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how labor is bought, sold and delivered to enable universal access to the American Dream. We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
    $27-30 hourly 5d ago
  • IT Engineer Intern

    Tencent Americas 4.5company rating

    Palo Alto, CA Job

    Tencent Overseas IT has the mission to empower Tencent's rapid global growth with future ready, global IT platforms, applications, and services. We are chartered to lead the Overseas IT strategy, architecture, roadmap, and execution. Satisfying our internal/external customers and becoming a world class global IT team are our top aspirations. Responsibilities Develop the Microsoft 360, support IT automation including Service Now development, IT helpdesk support, and integration • Gather business requirements, analyze the process, provide conceptual and detailed design to meet business needs. • Collaborate with UI/UX design team to enhance the user interface and user experience of our enterprise applications. • Assist in the development and testing of application integrations to ensure seamless functionality across platforms. • Contribute to the design and prototyping of new application features and enhancements. • Document and report bugs and issues found during testing and work closely with developers to ensure timely resolution. • Support project management activities, including task tracking, documentations, and communication with stakeholders. • Participate in team meetings, brainstorming sessions, daily standup call and design reviews to contribute ideas and insights. Requirements • Currently enrolled in a U.S. university, pursuing a degree in Computer Science, Engineering, Information Systems, or a related field. • Strong understanding of software development principles and API integrations (SOAP, REST, XML, JSON, OAuth, etc.). • Proficiency in Java, JavaScript, XSLT, or similar languages. • Experience with IT Software Asset Management (ITAM) in ServiceNow, including end-to-end business flows and API-based system integrations. • Familiarity with Agile methodologies (Scrum, Waterfall, etc.), Jira, Confluence, and ITSM tools like ServiceNow. • Ability to work independently and collaborate with cross-functional, global teams.
    $35k-46k yearly est. 22d ago
  • Teller

    Heritage Financial Credit Union 4.4company rating

    Newburgh, NY Job

    If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Salary: $17.00 per hour Who we are… At Heritage Financial Credit Union, we are focused on growth. When you begin your career at HFCU, we want to get to know you, your goals and your aspirations so that we can best support you with the necessary tools, resources and opportunities to help make possible the achievement of your hopes and dreams. Who you are… We are looking for candidates that are team oriented, have a passion for serving others, a positive attitude and a willingness to learn and develop. With a background in the retail industry, you're someone who isn't afraid to roll up their sleeves to help support the branch's goals and initiatives. You're a problem solver, who's always looking to share their thoughts, ideas, and improvements with the team. You are available to work a flexible work week, which includes some Saturday coverage. The role… As a Part-Time Teller with Heritage Financial, your main focus will be to provide outstanding service to our membership base. This includes assisting members with deposits, withdrawals, loan payments and more. You would act as a relationship manager to our members to help discover and identify their financial needs and refer products and services that can help them reach their goals. You take pride in your branch, making sure that your work station is clean, stocked and ready for any member interaction. Why us... Heritage Financial has been in the community for over 80 years. Throughout this time, we have worked diligently to create a culture of teamwork, superior service orientation, and open communication! We offer the opportunity for growth and development as well as competitive pay, flexible hours, paid time and holidays off, and health benefits! ESSENTIAL FUNCTIONS AND BASIC DUTIES Provide outstanding member service by accurately processing member transactions and actively promoting products and services. Transactions include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc. Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures. Represent the Credit Union in a courteous and professional manner. Cross-sell credit union products and services. Process mail and night depository transactions. Create new member packets as needed. Ensure that teller station is properly stocked with forms, supplies etc. Perform member service responsibilities; answering questions and requests, researching and resolving member issues, etc. Assist Branch Supervisor/Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc. Recommend changes, workflow, efficiencies and quality. Meets or exceeds goals as outlined. Performs additional duties as assigned. PERFORMANCE MEASUREMENTS Performance is measured against the core competencies as outlined by the position and against goals established by the supervisor. Requirements EDUCATION/CERTIFICATION: High School Diploma or GED plus two years customer service and cashier experience; or a comparable combination of education and experience. EXPERIENCE REQUIRED: Experience using P.C. based software including Microsoft Office. SKILLS/ABILITIES: Ability to project a professional appearance and positive attitude at all times. Excellent customer service and communication skills.
    $17 hourly 17d ago
  • Technical Account Manager

    Cantor Fitzgerald 4.8company rating

    New York, NY Job

    As part of the Integration team, the Candidate will be responsible for supporting external clients with the development and rollout of company's proprietary APIs and financial products globally. The Candidate will work closely with customers & vendors and internal sales & development teams to coordinate e-trading and STP integration projects and development. The Candidate will also be expected to work/interface with multiple lines of business and geographies. This is not a development position; instead, it requires someone with a breadth of technical, business and support skills mainly in the Fixed Income area. Excellent communication and first-class customer and business facing skills are essential. Flexible working hours may be required. Duties and responsibilities: Provide technical and development support to external investment banking clients and software vendors utilizing company's proprietary binary APIs & FIX for market data, order entry and STP in various financial products. Partner and support Sales on pre and post-engagements with clients for potential integration projects for e-trading. Liaise with internal development to intelligently build enhancements to integration solutions based on client and business feedback. Work with external software vendors that have integrated with our systems, or vice versa. Co-ordinate the release of new APIs and enhancements with external clients. Follow up with technical leads at banks provided by Sales team. Accompany Sales teams to client demos and calls, advise and participate in technical discussions regarding functionality, features, connectivity, development and test efforts. Test enhancements & new releases, demonstrate to Sales, and coordinate its rollout with Sales, clients, and internal implementation and support teams Identify and manage client integration issues. Provide 3rd level of support for production issues relating to API usage. Document procedures and training internal support teams Experience required: 5+ years of client facing experience. 5+ years of binary and FIX protocol experience. Financial industry / Capital market experience, specifically in futures markets. Exposure to third-party trading software and connectivity vendors. Experience with VeriFIX or similar software for testing and certification. Development experience with Java or C++ is recommended. Familiarity with Linux/ Unix. Familiarity with networking protocols such as TCP/IP / UDP. Skills: Ability to prioritise, take full ownership and responsibility of various tasks without losing attention to detail. Excellent communication & interpersonal skills. Ability to work alone and as part of a team, and under pressure. Self-starter, flexible and adaptable. Proactive and enthusiastic attitude to their work The expected base salary for this position ranges from $120,000 to $175,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
    $120k-175k yearly 16d ago
  • Senior Loan Officer

    Goodleap 4.6company rating

    Irvine, CA Job

    Note: This position is also available at our campuses in Scottsdale, AZ, Irvine, CA, Dallas, TX, and Sacramento, CA. We provide friendly financing options for those who dream of living a more sustainable lifestyle and want to save money using modern technology. Our collective mission is to make a positive impact on the planet, build lasting relationships with our valued partners and customers, and deliver a tech-enabled financing experience that is simple, fast, and frictionless. We are creating a financial ecosystem that connects billions of dollars of capital to millions of homeowners that want to convert their outdated houses into modern, smart, energy-efficient homes. By unlocking access to numerous products that help people achieve better sustainability, we are revolutionizing the home improvement industry and protecting our only planet. As part of our world-positive initiative, we are also the official sponsor of GivePower - a foundation that uses solar-based solutions to power life's basic needs for people in developing regions of the world. If you have an unstoppable desire to make a meaningful impact on our planet, and help mission-driven businesses and consumers achieve a more sustainable future, join us. Learn more about our perks and culture! Competitive pay Comprehensive benefits package Join a winning team! GoodLeap is looking for talented Loan Officers to originate home loans through our in-house, mortgage banking operation. We hire loan officers that want to offer a world-class experience to our customers. Our exclusive lead source is proven to convert at higher than average rates and we offer an aggressive COMPENSATION PLAN that will continually reward you the more you produce! We also have a dynamic culture that supports your success and long-term career goals. Successful candidates for this role must possess excellent customer service skills, consistent work habits, and a proven track record of meeting client expectations while achieving established company sales quotas. WHAT WE PROVIDE TO YOU: Competitive base salary with a tiered commission and bonus structure to award performance Inbound pre-screened leads provided to you by our in-house, lead generation team We underwrite and fund our loans as a Direct Mortgage Banker A full spectrum of lending options that includes conventional, government, jumbo and non-QM loans Continual education and training to maximize your growth opportunities Requirements: 2-5 years of mortgage experience Proven track record of success in a fast-paced, sales role; inside sales experience preferred Bachelor's degree in business or finance preferred, or equivalent work experience High confidence and relationship skills Ability to handle competing priorities effectively and within established time frames High level of integrity and trust; must be a team player with a selfless attitude Must possess, or have the ability to possess upon hire, a Mortgage Loan Originator (MLO) license per the SAFE Act; may be asked to become licensed in multiple states Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $46k-62k yearly est. 27d ago
  • Fund Services - Hedge Fund/PE Client Facing Account Manager

    Morgan Stanley 4.6company rating

    Harrison, NY Job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Fund Services This wholly owned subsidiary of Morgan Stanley administers over $600 billion of hedge fund assets. Using the Firm's proprietary, globally accessible technology platform, the business provides a full range of fund administration services, including daily accounting and financial reporting; transfer agency and investor services; middle and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by 1,350 professionals based in New York, London, Hong Kong, Dublin, Glasgow, Bangalore and Mumbai. We are seeking a client facing Account Manager for our NYC and Purchase, NY office. Principal Duties •Managing approximately 1-5 client relationships •Cooperating with the Firm's offshore operations and clients to resolve daily trade and accounting breaks •Preparing/reviewing monthly account closing procedures and ensuring compliance with established accounting procedures and controls •Ensuring all fund expenses are accrued timely and in accordance with GAAP •Performing monthly master-feeder accounting allocations •Preparing/reviewing investor allocations •Preparing/reviewing accounting journal entries related to standard accruals, management and incentive fees (calculated in accordance with fund documents), deferred compensation payables, derivative contract financing and broker financing •Ensuring monthly valuations are reviewed and approved prior to distribution to clients and reviewed and approved by clients prior to distribution to investors •Reviewing key legal fund offering documents and identifying possible accounting or administrative implementation issues •Assisting client conversion teams with new client set up and accounting conversion implementation •Identifying and implementing solutions to problems (accounting, operations, investor service) •Leveraging firm resources as appropriate to strengthen control environment: Prepare/review position and cash reconciliations between clients and their custodians Coordinating year-end audit with client and independent auditors Preparing/reviewing draft annual financial statements Requirements •Bachelor's degree •Minimum 7 years prior experience in a client-facing and/or accounting related role •Extensive knowledge of hedge fund investor, accounting concepts including: •Offshore class/series accounting Partnership accounting Allocation of new issues Accounting for complex management and incentive fee terms (hurdle rates) Offshore fee deferrals Side-pocket accounting •Strong knowledge of US generally accepted accounting principles (GAAP) •Experience in GAAP financial statement preparation, including strong understanding of hedge fund structures (master-feeder, mini-master, fund-of-funds) •Strong team and interpersonal skills •Strong communication, accounting, industry and relationship management skills Skills Desired •CPA a plus but not required •Prior experience with a Hedge Fund preferred •Sarbanes-Oxley 404 related experience or experience in SSAE 16 preparation a plus •Tax knowledge and experience in tax return preparation a plus •Knowledge of IFRS a plus Expected base pay rates for the role will be between $105,000 and $170,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $105k-170k yearly 22d ago
  • SAP basis Developer

    Tata Consultancy Services 4.3company rating

    New York, NY Job

    Install, configure, and maintain SAP systems (ECC, S/4HANA, BW, SolMan, etc.). Perform system monitoring, troubleshooting, and performance tuning. Manage user access, roles, and authorizations. Handle SAP transport management and backup/recovery processes. Support system upgrades, patches, and migrations. Collaborate with functional and development teams to resolve system issues. Proficiency in SAP BASIS, S/4HANA, and SAP Business Technology Platform (BTP) is essential. Knowledge of SAP ECC, NetWeaver, HANA Database, and Cloud Integration is a plus. Strong analytical and problem-solving skills to troubleshoot and resolve technical issues. Ability to work effectively with cross-functional teams, business users, and technical stakeholders. Excellent verbal and written communication skills for documentation and stakeholder engagement. Plan and implement SAP S/4 upgrades (kernel, SPS, EHP, patches) and new implementations as required.
    $72k-99k yearly est. 17d ago
  • Licensing Coordinator

    Northwestern Mutual 4.5company rating

    San Diego, CA Job

    GENERAL RESPONSIBILITIES The Licensing Coordinator (known as the Contracting, Licensing, and Registration Coordinator (CLR) in house ) will be responsible for all Network Office and District Offices contracting, licensing and registration of financial representatives (FRs), associate financial representatives (AFRs) and field staff for Northwestern Mutual, Northwestern Mutual Investment Services (NMIS) and Northwestern Long-Term Care (NLTC). The CLR Coordinator will direct and administer contracting, licensing and registration requirements and processes. It is essential for the CLR Coordinator to maintain strict confidentiality and hold all information confidence. Additionally, the CLR Coordinator will communicate sensitive matters to the Managing Partner and/or the individual affected. Furthermore, the CLR Coordinator will act as support for the sales execution team (SET), Office Administration, Sign-on Coordination and Technology. Specific Duties included but are not limited to: Use Northwestern Mutual Home Office systems to administer, input, track and follow-up on requirements and appropriate paperwork for contracting, licensing or registration of personnel. This includes new personnel, changes to existing personnel or termination of personnel. Provides information on the technical requirements of the contracting, licensing, and registration process to appropriate personnel, including candidate portal registration and fingerprinting. Act as liaison between the Network Office, District Offices, and Home Office throughout the entire contracting, licensing, and registration processes. Act as liaison between the Network Office and background investigation company for requesting and follow up of inspection reports. Flag findings to the Managing Partner and Compliance to determine appropriate next steps. Act as liaison between state insurance departments, Home Office, and the candidates in onboarding to gather necessary documentation to fulfill FINRA Disclosure notice requirements. Schedule and track licensing, registration education, and exam requirements for FRs and AFRs. Provide successful course completion information to the Home Office or outside vendors. Provide Investment and Designation exam passing metrics to local office for publication. Monitor and provide data for onboarding metrics, success metrics and candidate metrics to local leadership teams for analysis. Guide FR staff on license and registration process; assist in opening exam windows and purchasing investment study materials. Guide FRs and their teams to process non-resident insurance licenses and registrations. Guide FRs through the Variable licensing process, apply for the variable license with the state, and connect them with CFPS for investment onboarding. Guide FR, AFR, and Staff members during address changes, licensing changes, Network Office moves, Office location moves. Track licensing costs and reimbursements for financial representative candidates; request reimbursement from the Home Office CLR Reimbursement Team. Review and confirm costs with local Recruiting & Finance team once reimbursement have been received. Communicate reminders regarding continuing education and license renewals monthly. Meet weekly with leadership/recruiting team liaisons regarding candidate onboarding. Maintain documentations of onboarding and off-boarding staff members, AFRs, and FRs. Coordinate communication of changes with Home Office NTP Program, local Tech Support, and office administration. Monitor creation of access IDs for all onboarding team members. Provide access for staff and AFRs to work on behalf of various Financial Representatives. Provide access to various NM internal programs and platforms. Create, edit, and maintain all in-office email distribution lists. Provide back up support for office Daily Reports. Provide back up support for office administrative tasks. Provide back up support for basic Tech support. Provide PX and Illustration training through the NM Connect system. Act as back up support to SET with the creation of PXs and Illustrations. Generate and verify the Quarterly NRF report. Communicate with FR and Office teams to ensure accuracy and edit terminations to reflect provided information. Initiate, monitor, and maintain all necessary communication to ensure FR, AFR, and Staff members complete required trainings in a timely manner. Assign NM trainings through the NM Learn when necessary. Purchase and provide account log in information for external trainings when necessary. QUALIFICATIONS Four-year degree preferred Knowledge of licensing and registration laws in the insurance and investment industry beneficial. Strong communication skills, written and verbal, with ability to develop and maintain rapport with professionals at all levels. Proven ability to independently set schedules and handle multiple priority assignments within strict deadlines. Strong organizational skills and attention to detail. Strong analytical and judgement skills with ability to interpret and work within guidelines while adhering to regulatory requirements. Ability to maintain a high degree of confidentiality is essential. Ability to use high degree of diplomacy in handling difficult situations. Knowledge of technology, specifically Windows programs. Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with ability to learn various software programs quickly. COMPENSATION & BENEFITS Competitive Compensation: Base pay of $24.04 - $28.85 per hour, with comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage. Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways. Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction. Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives. Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals. Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives. PHYSICAL AND MENTAL DEMANDS The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment such as computers and printers; reach with hands and arms; and lift to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus. Regular, predictable attendance is required. MENTAL DEMANDS While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks; work under deadlines with frequent interruptions; and interact with colleagues, clients, and others encountered in the course of work, some of whom may be dissatisfied individuals. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is moderate (i.e., business office with computers, phone, and printers, light traffic). EQUAL OPPORTUNITY EMPLOYER Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.
    $24-28.9 hourly 9d ago
  • Assistant Branch Manager

    Heritage Financial Credit Union 4.4company rating

    Monroe, NY Job

    Assistant Branch Manager - Central Valley 273 NY 32 Central Valley, NY 10917 Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. POSITION DESCRIPTION Position Title: Assistant Branch Manager Department: Retail Banking Classification: Exempt Salary Range: $58,000 - $65,000 annually, plus monthly incentives, depending on experience REPORTING RELATIONSHIPS Position reports to: Branch Manager Positions Supervised: Retail Banking Staff POSITION PURPOSE The Assistant Branch Manager will effectively lead all employee development, operational tasks and processes within the designated Retail location in support of HFCU's Great Worthy Cause. Lead, motivate, and develop a team to successfully attain monthly and annual goals, and ensure all service standards are adhered to, both internally and externally. Create a work environment where employees are engaged, encouraging ownership of professional development and team collaboration. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Demonstrate understanding of HFCU's Mission, Vision and Core Value's, along with expertise in HFCU's products and services, including all available tools and resources to effectively support the management of the team. Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member through utilizing HFCU's Relationship Building Model, and individual performance development through monthly 1X1s. Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with Human Resources and HFCU's training and development efforts. Consistently work with the Retail Regional Manager to develop an appropriate succession plan. Effectively communicate with department leaders and peers to develop a network of support and collaboration. Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles, and monthly branch meetings. Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through. Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership. Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount. Assist in recruitment efforts as needed. Partner with the Retail Regional Manager to assume responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed. Proactively plan activities to aid in the attainment of monthly goals. Partner with the Retail Regional Manager to plan sales attainment efforts, and coach and develop team members to successfully participate in such efforts. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information. Participate in community involvement to develop relationships with community leaders within your branch's geographical location, and across HFCU's field of membership, to increase brand awareness. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Maintain a safe and sound work environment adhering to all audit and security expectations. Participate in organizational team projects, representing Retail in a professional and competent manner. Performs other duties as assigned. Requirements Education/Certification: Bachelor's degree plus one to three years' experience as a Branch Supervisor; or a comparable combination of education and experience. Notary License required or within 6 months of hire. REQUIRED KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. Experience Required: Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee management and development, project and team participation, and community development. Experience using P.C. based software including Microsoft Office. Skills/Abilities: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration. Ability to project a professional appearance and positive attitude at all times. Bilingual a plus. Equal Opportunity Statement Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status
    $58k-65k yearly 4d ago
  • Summer 2025 FIG Investment Banking Internship

    Cantor Fitzgerald 4.8company rating

    New York, NY Job

    Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: Investment Banking Summer Internship Programs in the Financial Institutions Group (FIG): Cantor Fitzgerald offers 10-week Investment Banking Summer Analyst Programs in the Financial Institutions Group. They feature invaluable tools and training conducted by pillars of Wall Street focused on modeling, valuation, and financial accounting. Networking opportunities with colleagues, both in Investment Banking and across other businesses at Cantor Fitzgerald, provide ample opportunities for career development. Summer Interns will be able to work on projects across different FIG verticals and products, such as Mergers & Acquisitions Advisory, IPO Offerings, Debt Capital Markets, and more. Throughout the program, they will be staffed on pitches, live deals, and other long-term projects supporting our client-calling efforts. Whenever possible, summer interns are invited to travel to client meetings. In addition, exposure to the same type of work as full-time junior bankers, which includes, but is not limited to: Preparing a company overview, annotated stock price chart, and Wall Street analyst summary Learning how to select the appropriate trading comparable and precedents, as well as understanding how to spread a comparable trade, including looking at the cash, debt, and shares outstanding Conducting client due diligence Becoming familiar with the different valuation methods, including DCF and LBO analysis Preparing offering memoranda along with other written materials, including reports to senior management Midway through the summer, each intern is given constructive feedback on his or her performance and receives the support needed to ensure a solid understanding of the business and skills. Depending on each person's performance, an intern may receive an offer to return to Cantor in a full-time position post-graduation. Qualifications: Summer intern candidates must be rising senior undergraduates, preferably with a major or concentration in finance Previous internships in a professional services or financial services industry Strong analytical and quantitative skills Strong critical thinking and problem-solving skills The ability to work in a team environment but also thrive in an entrepreneurial culture Outstanding interpersonal and presentation skills Self-starters who display initiative, drive, motivation, and leadership Salary: $85,000 Annualized
    $85k yearly 15d ago
  • Investment Banking, Municipal Finance, Associate or Vice President

    Jefferies 4.8company rating

    New York, NY Job

    Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. GROUP DESCRIPTION: Jefferies' Municipal Finance Group currently employs more than 100 specialists focused on the municipal bond market and dedicated to structuring, underwriting, selling and trading municipal securities. Our team provides investment banking and capital markets advisory services to issuers of municipal debt, including states, cities, towns, state authorities, and 501(c)(3) borrowers, among others. With public sector and industry expertise, Jefferies is a market leader in municipal finance, with core regional focuses and an expertise in the following sectors: airports; general government tax-backed; healthcare; higher education; housing and real estate; primary/secondary education; public power and energy; public-private partnerships; securitizations; state revolving funds; transportation; water and sewer; and project finance. PRIMARY RESPONSIBILITIES: The Municipal Finance Group is actively looking for an experienced Associate or Vice President. This position will support senior bankers and rapidly assume significant responsibilities, beginning to lead client coverage and lead senior managed transactions. Associates and Vice President's in Jefferies' Municipal Finance Group are responsible for: running technical analysis in support of transactions and pitches; aiding in the development of financial plans; managing transaction processes and other client coverage efforts; attending and presenting at client meetings; interfacing with underwriters, salesmen and traders; and supporting senior bankers with other ad hoc tasks. Desired Skills and Experience Strong past experience in the public finance industry Desire to be actively involved in client coverage Desire to lead transactions Strong technical, written and verbal communication skills Demonstrated ability to multi-task, managing a variety of transactions and projects simultaneously and sometimes managing conflicting priorities Resourceful self-starter, able to work autonomously and as team player Detail-oriented and organized Excellent interpersonal skills QUALIFICATIONS: Must have at least two years experience in a public finance banking role (or similar - e.g., financial advisory firm, issuer, rating agency, etc.) Must have completed a four-year Bachelor's degree or equivalent program Strong proficiency in Microsoft Excel, Word and PowerPoint Demonstrate professionalism and client management skills At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law.
    $104k-140k yearly est. 9d ago
  • Business Banking Officer

    First Bank 4.6company rating

    Marina del Rey, CA Job

    Details Business Banking Officer A Business Banking Officer is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on client contact and sales of credit relationships including, but not limited to, lines of loans up to $1 million, Commercial Real Estate loans to $2 million and all government loan programs. What You Will Be Doing Direct calling on prospective new clients to generate loans, deposits, fees and alternative bank products and services for the retail branch network. Expected to meet or exceed annual production goals Direct calling on top 40% of existing clients of assigned branches, in coordination with Branch Managers, with focus on relationship retention and new opportunities for loans, deposits, fees and alternative bank products and services for the retail branch network Developing and implementing a marketing plan to increase loan referrals from outside referral sources and assigned retail branches Providing on-the-job training of branch sales staff to augment core training offered by Corporate Training on all business products and services to increase internal referrals Meeting with customers to discuss business needs, recommend ways in which the Bank can serve their needs and obtain complete application packages for submission to respective loan centers for processing Completing basic analysis of business financial information to match bank products accordingly Providing monthly and quarterly Sales Reports to management to measure sales performance to required sales objectives Assisting assigned Branch Managers with servicing the branch portfolio of business credits including control of delinquencies and proactive maturing loan management What Do You Need for this Position? Bachelor's degree (B. A.) in a business-related field from four-year college or university preferred Minimum of 3-5 years sales experience and/or training, preferably in a banking environment; or equivalent combination of education and experience Able to review, understand, and evaluate both Corporate and Individual Tax Returns; required Experience and proficiency in successful sales management to include planning, goal setting, tracking, reporting and selling Knowledge of SBA regulations preferred Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire Multi-lingual, a real plus U.S. Military Veterans are encouraged to apply About Us Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
    $55k-75k yearly est. 29d ago
  • Global Head of Investment Banking Business Selection & Conflicts

    Jefferies 4.8company rating

    New York, NY Job

    We are seeking a strategic and dynamic leader to join as the Global Head of Investment Banking, Business Section & Conflicts. This role is responsible for overseeing and managing strategic decision-making and conflict resolution across our global investment banking operations. The individual will provide executive leadership in managing complex conflicts of interest, ensuring compliance, and driving the long-term success of the firm's business strategies. The ideal candidate will possess deep industry expertise, strong leadership capabilities, and an unparalleled ability to influence and align internal and external stakeholders at all levels. The individual will interact on a daily basis with investment bankers as well as with various functions within Investment Banking (legal, compliance, finance, business operations). Primary Responsibilities: •Lead the firm's efforts in terms of monitoring and managing potential client conflicts that could arise in the course of conducting our investment banking activities across all groups and geographies •Work with our IT team to develop and maintain an automated system to gather information on banker activities to flag potential issues •Serve as coordinator with legal, compliance, banking teams and the conflicts committee when a potential conflict is identified that needs to be addressed •Oversee internal policies, standards and procedures regarding conflicts, as well as periodic training of Jefferies professionals •Report directly to M&A Leadership and the firm's General Counsel Required Background: • Extensive experience (8-10+ years) as an Investment Banker or with Investment Banking, Business Section & Conflicts • Proven track record in overseeing complex, high-value situations and managing critical conflict situations •Strong knowledge of investment banking workstreams •Resourceful self-starter, able to work autonomously and as a team player with all levels of staff •Bachelor's degree from an accredited college or university plus relevant investment banking experience •Currently living in New York or willing to relocate Desired Experience / Skills: •Ability to exercise sound judgment, handle confidential information and situations •Demonstrate professionalism, client management skills and high ethical standards •Excellent written and verbal communication skills •Detail-oriented with exceptional critical thinking and problem-solving abilities •Resourceful self-starter; able to work autonomously •Demonstrated team player and leader The salary for this role is $300,000-$400,000. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse. Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
    $124k-160k yearly est. 7d ago

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