BD & Investment Manager, AI + Game Tech
San Jose, CA jobs
About the Hiring Team
Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market.
What the Role Entails
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.
As a Strategic BD and Investment Manager, you will:
Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships;
Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses
Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players.
Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment;
Work directly with senior management across global AI and games markets.
Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks.
You will be responsible for supporting decision-makings for executives and leaders of business groups.
Provide game changing strategy and inspire out-of-the-box thinking to senior leader.
Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan.
Who We Look For:
Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus.
Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming).
Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI.
Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams.
Effective team players with excellent communication and interpersonal skills.
Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages.
Location State(s)
US-California-Palo Alto
The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
BD & Investment Manager, AI + Game Tech
Santa Rosa, CA jobs
About the Hiring Team
Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market.
What the Role Entails
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.
As a Strategic BD and Investment Manager, you will:
Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships;
Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses
Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players.
Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment;
Work directly with senior management across global AI and games markets.
Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks.
You will be responsible for supporting decision-makings for executives and leaders of business groups.
Provide game changing strategy and inspire out-of-the-box thinking to senior leader.
Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan.
Who We Look For:
Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus.
Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming).
Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI.
Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams.
Effective team players with excellent communication and interpersonal skills.
Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages.
Location State(s)
US-California-Palo Alto
The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
BD & Investment Manager, AI + Game Tech
San Francisco, CA jobs
About the Hiring Team
Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market.
What the Role Entails
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.
As a Strategic BD and Investment Manager, you will:
Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships;
Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses
Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players.
Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment;
Work directly with senior management across global AI and games markets.
Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks.
You will be responsible for supporting decision-makings for executives and leaders of business groups.
Provide game changing strategy and inspire out-of-the-box thinking to senior leader.
Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan.
Who We Look For:
Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus.
Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming).
Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI.
Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams.
Effective team players with excellent communication and interpersonal skills.
Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages.
Location State(s)
US-California-Palo Alto
The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
BD & Investment Manager, AI + Game Tech
Fremont, CA jobs
About the Hiring Team
Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market.
What the Role Entails
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.
As a Strategic BD and Investment Manager, you will:
Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships;
Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses
Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players.
Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment;
Work directly with senior management across global AI and games markets.
Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks.
You will be responsible for supporting decision-makings for executives and leaders of business groups.
Provide game changing strategy and inspire out-of-the-box thinking to senior leader.
Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan.
Who We Look For:
Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus.
Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming).
Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI.
Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams.
Effective team players with excellent communication and interpersonal skills.
Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages.
Location State(s)
US-California-Palo Alto
The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
Sr. Audit Manager- Treasury/Finance
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools.
What you will do
Assists with the development of audit budget estimates for respective area of focus.
Assists with the development of the annual risk assessment and audit plan
Leads and performs continuous monitoring activities periodically for the area assigned
Maintains ongoing relationships with management of auditable units
Tracks and manages audit resources to meet the audit budget and audit plan mandates.
Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Completes all required training.
Acts as a role model/mentor to lower level Auditors
Enhances and maintains morale of the audit staff
Performs on-the-job training of lower level auditors
Evaluates and provides performance feedback to lower level auditors
Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance
Participates in interviews and evaluations of new applicants.
Keeps informed of new services, products and events that have a significant business and technology affect.
Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned.
Must-Have
Bachelor's Degree or equivalent
Minimum of 7 years of audit experience
CPA - Certified Public Accountant CPA, CIA, CISA, or CFA
Skills and Knowledge
Must possess strong managerial, organizational, and verbal and written communication skills.
6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution
Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations
Experienced in managing and mentoring staff
Excellent writing and communication skills
Strong project management skills
Compensation
Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks .
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit .
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Senior Lead Mid-Corporate Portfolio Manager - Commercial Banking, Specialized Industries (Franchise Finance Division)
Carlsbad, CA jobs
About this role: This role is responsible for underwriting and portfolio management of credit facilities for large, publicly traded and privately held companies covered by the Franchise Finance team within Commercial Banking. This role offers broad exposure to Mid-Corporate clients with complex needs, including credit, treasury, and other ancillary products & services. The portfolio includes a mix of publicly-traded, sponsor-backed (public and private), and privately held (founder- or family-owned) names.
Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
* Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit and relationship strategy and planning for Mid-Corporate relationships
* Lead the strategy and resolution of complex and unique challenges across multiple areas, delivering solutions that can be long-term and which require innovation, analytical thinking, coordination of complex activities, and guidance to others
* Demonstrate expertise in all levels of underwriting and act as primary lead in Commercial Banking for complex capital structures and credit transactions, including capital markets executions, acquisition finance, bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management
* Provide vision, direction, and expertise to senior leadership on implementing decisions in multi-faceted and significant business solutions that can be large-scale and/or cross-functional (e.g., GPL (treasury management))
* Engage with Relationship Manager partners at all levels on the day-to-day portfolio and relationship needs of Mid-Corporate clients, and work with partners across the enterprise
* Mentor junior team members to provide training, guidance, and feedback to support their development and strengthen team capabilities.
Required Qualifications:
* 7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies.
* Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions.
* Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections.
* Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets
* Strong analytical skills, with heightened attention to detail and accuracy
* Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing.
* Experience developing and maintaining external and internal partnerships
* Experience in adopting and executing change management to enable business growth
* Excellent verbal, written, and interpersonal communication skills
* Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
* Completion of a formal training program
* Bachelor's degree in accounting, finance, or business
Job Expectations:
* This position is not eligible for Visa sponsorship
* This position offers a hybrid work schedule (1 day per week WFH)
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
* Ability to travel up to 10-15% of the time
#CommercialBanking
Location:
* 550 S Tryon St., Charlotte, NC
* 1808 Aston Ave., Carlsbad, CA
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$159,000.00 - $305,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
23 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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 characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Senior Lead Mid-Corporate Portfolio Manager - Commercial Banking, Specialized Industries (Franchise Finance Division)
Carlsbad, CA jobs
**About this role:** This role is responsible for underwriting and portfolio management of credit facilities for large, publicly traded and privately held companies covered by the Franchise Finance team within Commercial Banking. This role offers broad exposure to Mid-Corporate clients with complex needs, including credit, treasury, and other ancillary products & services. The portfolio includes a mix of publicly-traded, sponsor-backed (public and private), and privately held (founder- or family-owned) names.
Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* .
**In this role, you will:**
+ Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit and relationship strategy and planning for Mid-Corporate relationships
+ Lead the strategy and resolution of complex and unique challenges across multiple areas, delivering solutions that can be long-term and which require innovation, analytical thinking, coordination of complex activities, and guidance to others
+ Demonstrate expertise in all levels of underwriting and act as primary lead in Commercial Banking for complex capital structures and credit transactions, including capital markets executions, acquisition finance, bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management
+ Provide vision, direction, and expertise to senior leadership on implementing decisions in multi-faceted and significant business solutions that can be large-scale and/or cross-functional (e.g., GPL (treasury management))
+ Engage with Relationship Manager partners at all levels on the day-to-day portfolio and relationship needs of Mid-Corporate clients, and work with partners across the enterprise
+ Mentor junior team members to provide training, guidance, and feedback to support their development and strengthen team capabilities.
**Required Qualifications:**
+ 7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies.
+ Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions.
+ Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections.
+ Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets
+ Strong analytical skills, with heightened attention to detail and accuracy
+ Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing.
+ Experience developing and maintaining external and internal partnerships
+ Experience in adopting and executing change management to enable business growth
+ Excellent verbal, written, and interpersonal communication skills
+ Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
+ Completion of a formal training program
+ Bachelor's degree in accounting, finance, or business
**Job Expectations:**
+ This position is not eligible for Visa sponsorship
+ This position offers a hybrid work schedule (1 day per week WFH)
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
+ Ability to travel up to 10-15% of the time
\#CommercialBanking
**Location:**
+ 550 S Tryon St., Charlotte, NC
+ 1808 Aston Ave., Carlsbad, CA
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$159,000.00 - $305,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
23 Dec 2025
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. 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 characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-507290
Senior Investment Performance Analyst
Los Angeles, CA jobs
Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst.
This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting.
In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed.
Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.
Manage the daily, monthly and quarterly reporting of investment performance
Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites
Run and analyze performance attribution, providing commentary and insights on observations
Calculate and analyze portfolio fundamental characteristics
Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data
Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes
Develop ways to offer thoughtful insights to better serve both internal and external stakeholders
Participate and lead special initiative projects as needed
Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct
Ideal Qualifications:
Bachelor's degree in economics, finance, statistics or equivalent
Progress towards CIPM, CFA is a plus
At least 5-7 years' relevant experience
Knowledge of GIPS and performance measurement concepts
Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
Microsoft Office Proficiency (Word, Excel, Outlook)
Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
Ability to quickly learn new systems and software
Interpersonal/Communication/Language Skills:
Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines
Effective organizational skills; with the ability to focus on details within the context of the overall goals
Self-starter with motivation to develop new insights, and ideas to enhance current procedures
Strong leadership skills with the ability to train and motivate junior team members
Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders
Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions
The starting salary range is $115,000 to $160,000.
The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan.
Benefits:
We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.
Competitive Pay
Medical, Dental, and Vision Insurance
Life and Disability Insurance
Health Savings Account with a Company Match
Flexible Spending Accounts including Dependent Care
Wellness Program
Tuition Reimbursement
24-Hour Employee Assistance Program
Adoption Assistance
Paid Family Care Time
Paid Volunteer days
Gym onsite
Paid Parking -LA Office
Lunch provided
Hybrid 3/2 (Subject to change)
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is an equal opportunity 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.
For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************
Auto-ApplyLead ABL/Factoring Portfolio Manager
New York, NY jobs
About this role:
Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products.
In this role, you will:
Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners
Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives
Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives
Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
Be a key participant in large-scale planning related to a given product or specialty's business objectives
Serve as a mentor for less experienced individuals
Required Qualifications:
5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience in Asset Based Lending and Factoring
Microsoft Office: Excel, Word, PowerPoint
Strong understanding of financial statements, collateral analysis, and loan structuring.
Proficiency in financial analysis, including interpreting balance sheets, income statements, and cash flow.
Excellent interpersonal, communication, and negotiation skills.
Strong understanding of commercial banking products and services.
Ability to analyze client needs and develop tailored financial solutions.
Job Expectations:
Travel: 10% of the time
This position offers a hybrid work schedule
Willingness to work on-site at stated location on the job opening.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$167,000.00 - $260,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
30 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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 characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Lead ABL/Factoring Portfolio Manager
New York, NY jobs
**About this role:** Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products.
**In this role, you will:**
+ Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners
+ Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
+ Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
+ Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
+ Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
+ Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives
+ Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives
+ Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
+ Be a key participant in large-scale planning related to a given product or specialty's business objectives
+ Serve as a mentor for less experienced individuals
**Required Qualifications:**
+ 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience in Asset Based Lending and Factoring
+ Microsoft Office: Excel, Word, PowerPoint
+ Strong understanding of financial statements, collateral analysis, and loan structuring.
+ Proficiency infinancial analysis, including interpreting balance sheets, income statements, and cash flow.
+ Excellent interpersonal, communication, and negotiation skills.
+ Strong understanding ofcommercial banking products and services.
+ Ability toanalyze client needsand develop tailored financial solutions.
**Job Expectations:**
+ Travel: 10% of the time
+ This position offers a hybrid work schedule
+ Willingness to work on-site at stated location on the job opening.
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$167,000.00 - $260,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
30 Dec 2025
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. 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 characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-506870
Lead ABL/Factoring Portfolio Manager
New York, NY jobs
About this role: Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products.
In this role, you will:
* Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners
* Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
* Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
* Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
* Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
* Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives
* Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives
* Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
* Be a key participant in large-scale planning related to a given product or specialty's business objectives
* Serve as a mentor for less experienced individuals
Required Qualifications:
* 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience in Asset Based Lending and Factoring
* Microsoft Office: Excel, Word, PowerPoint
* Strong understanding of financial statements, collateral analysis, and loan structuring.
* Proficiency in financial analysis, including interpreting balance sheets, income statements, and cash flow.
* Excellent interpersonal, communication, and negotiation skills.
* Strong understanding of commercial banking products and services.
* Ability to analyze client needs and develop tailored financial solutions.
Job Expectations:
* Travel: 10% of the time
* This position offers a hybrid work schedule
* Willingness to work on-site at stated location on the job opening.
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$167,000.00 - $260,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
30 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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 characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
CIB Markets Counterparty Credit Management (CCM) Lead Portfolio Manager
New York, NY jobs
About this role:
Wells Fargo is seeking a Lead CIB Portfolio Manager (Vice President level) for its CIB Markets Counterparty Credit Management (CCM) team. CCM sits within the Corporate & Investment Banking (CIB) Markets Division and is the front line credit team responsible for underwriting, grading, and ongoing monitoring of counterparty credit exposure with certain institutional client types - mostly non-bank financial institutions such as asset managers and regulated funds, hedge funds, private equity funds, CCPs, GSEs, broker-dealers, mortgage REITs, mortgage originators, and municipalities. This role is in CCM's Regulated Funds team, with a focus on regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting traded products in CIB Markets that generate counterparty credit risk.
In this role, you will:
Focus on counterparty credit for regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting a range of traded products. This business activity may include, but is not limited to: foreign exchange, repo, securities trading, futures & OTC clearing, bilateral derivatives, securities lending & borrowing, prime brokerage, and secondary loan trading.
Conduct due diligence with regulated investment advisors, writing initial and annual credit reviews, setting and recommending credit limits for approval, monitoring client financials, approving bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders.
Serve as primary credit coverage for a portfolio of regulated fund counterparties.
Negotiate key credit terms in master trading agreements with regulated funds, working with internal groups and senior managers for escalation and approval where necessary.
Contribute to various CCM portfolio management tasks, portfolio reviews, periodic exposure monitoring, and policies & procedures.
Have a significant amount of interaction with internal business partners in both the CIB Markets Division and Independent Risk Management, seeking an appropriate balance between assisting front line businesses with obtaining counterparty credit approvals, while also making sound risk decisions commensurate with the firm's risk management framework.
Make decisions in complex and multi-faceted situations requiring strong understanding of the functions; products; industry sectors; risk attributes; policies; procedures; constituent, financial, and legal documents; and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives.
Required Qualifications:
5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
5+ years of experience in capital markets and counterparty credit risk, including the major financing and OTC traded products
Advanced aptitude with negotiating credit points in primary master trading legal agreements (ISDA, MRA, MSFTA, PB and FCM, etc.)
Strong written and verbal communication skills
Strong analytical skills with high attention to detail
Understanding of leveraged ETF's
Ability to execute in a fast paced, high demand environment while balancing multiple priorities
BS/BA degree in a related field
Job Expectations:
Ability to travel up to 10% or as needed
This position is not eligible for Visa sponsorship
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$143,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
18 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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 characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
CIB Markets Counterparty Credit Management (CCM) Lead Portfolio Manager
New York, NY jobs
**About this role:** Wells Fargo is seeking a Lead CIB Portfolio Manager (Vice President level) for its CIB Markets Counterparty Credit Management (CCM) team. CCM sits within the Corporate & Investment Banking (CIB) Markets Division and is the front line credit team responsible for underwriting, grading, and ongoing monitoring of counterparty credit exposure with certain institutional client types - mostly non-bank financial institutions such as asset managers and regulated funds, hedge funds, private equity funds, CCPs, GSEs, broker-dealers, mortgage REITs, mortgage originators, and municipalities. This role is in CCM's Regulated Funds team, with a focus on regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting traded products in CIB Markets that generate counterparty credit risk.
**In this role, you will:**
+ Focus on counterparty credit for regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting a range of traded products. This business activity may include, but is not limited to: foreign exchange, repo, securities trading, futures & OTC clearing, bilateral derivatives, securities lending & borrowing, prime brokerage, and secondary loan trading.
+ Conduct due diligence with regulated investment advisors, writing initial and annual credit reviews, setting and recommending credit limits for approval, monitoring client financials, approving bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders.
+ Serve as primary credit coverage for a portfolio of regulated fund counterparties.
+ Negotiate key credit terms in master trading agreements with regulated funds, working with internal groups and senior managers for escalation and approval where necessary.
+ Contribute to various CCM portfolio management tasks, portfolio reviews, periodic exposure monitoring, and policies & procedures.
+ Have a significant amount of interaction with internal business partners in both the CIB Markets Division and Independent Risk Management, seeking an appropriate balance between assisting front line businesses with obtaining counterparty credit approvals, while also making sound risk decisions commensurate with the firm's risk management framework.
+ Make decisions in complex and multi-faceted situations requiring strong understanding of the functions; products; industry sectors; risk attributes; policies; procedures; constituent, financial, and legal documents; and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives.
**Required Qualifications:**
+ 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 5+ years of experience in capital markets and counterparty credit risk, including the major financing and OTC traded products
+ Advanced aptitude with negotiating credit points in primary master trading legal agreements (ISDA, MRA, MSFTA, PB and FCM, etc.)
+ Strong written and verbal communication skills
+ Strong analytical skills with high attention to detail
+ Understanding of leveraged ETF's
+ Ability to execute in a fast paced, high demand environment while balancing multiple priorities
+ BS/BA degree in a related field
**Job Expectations:**
+ Ability to travel up to 10% or as needed
+ This position is not eligible for Visa sponsorship
+ This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$143,000.00 - $224,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
18 Dec 2025
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. 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 characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-492217
CIB Markets Counterparty Credit Management (CCM) Lead Portfolio Manager
New York, NY jobs
About this role: Wells Fargo is seeking a Lead CIB Portfolio Manager (Vice President level) for its CIB Markets Counterparty Credit Management (CCM) team. CCM sits within the Corporate & Investment Banking (CIB) Markets Division and is the front line credit team responsible for underwriting, grading, and ongoing monitoring of counterparty credit exposure with certain institutional client types - mostly non-bank financial institutions such as asset managers and regulated funds, hedge funds, private equity funds, CCPs, GSEs, broker-dealers, mortgage REITs, mortgage originators, and municipalities. This role is in CCM's Regulated Funds team, with a focus on regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting traded products in CIB Markets that generate counterparty credit risk.
In this role, you will:
* Focus on counterparty credit for regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting a range of traded products. This business activity may include, but is not limited to: foreign exchange, repo, securities trading, futures & OTC clearing, bilateral derivatives, securities lending & borrowing, prime brokerage, and secondary loan trading.
* Conduct due diligence with regulated investment advisors, writing initial and annual credit reviews, setting and recommending credit limits for approval, monitoring client financials, approving bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders.
* Serve as primary credit coverage for a portfolio of regulated fund counterparties.
* Negotiate key credit terms in master trading agreements with regulated funds, working with internal groups and senior managers for escalation and approval where necessary.
* Contribute to various CCM portfolio management tasks, portfolio reviews, periodic exposure monitoring, and policies & procedures.
* Have a significant amount of interaction with internal business partners in both the CIB Markets Division and Independent Risk Management, seeking an appropriate balance between assisting front line businesses with obtaining counterparty credit approvals, while also making sound risk decisions commensurate with the firm's risk management framework.
* Make decisions in complex and multi-faceted situations requiring strong understanding of the functions; products; industry sectors; risk attributes; policies; procedures; constituent, financial, and legal documents; and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives.
Required Qualifications:
* 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 5+ years of experience in capital markets and counterparty credit risk, including the major financing and OTC traded products
* Advanced aptitude with negotiating credit points in primary master trading legal agreements (ISDA, MRA, MSFTA, PB and FCM, etc.)
* Strong written and verbal communication skills
* Strong analytical skills with high attention to detail
* Understanding of leveraged ETF's
* Ability to execute in a fast paced, high demand environment while balancing multiple priorities
* BS/BA degree in a related field
Job Expectations:
* Ability to travel up to 10% or as needed
* This position is not eligible for Visa sponsorship
* This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$143,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
18 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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 characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Senior Analyst - Investments
New York, NY jobs
Senior Analyst - Investments
Department: Investment Team
Reports To: VP/Dir - Investments
Employment Status: Full-Time, Hybrid
Emigrant Partners Overview:
Emigrant Partners ("EP") is a long-term capital and advice partner that makes minority investments into wealth and alternative asset management firms. We act as a comprehensive capital partner to leading firms by providing long-duration capital and growth support through our strategic advice. As one of the earliest minority investors in the space, EP's 21 partner firms include industry leaders that collectively advise on approximately $125 billion of assets. EP's structure enables it to be invested in firms for 10+ years, allows them to remain independent and empowers founders and the next generation to continue running the day-to-day operations of the firm. EP affords the opportunity to be part of an ambitious, dynamic, tight knit, and entrepreneurial team with a pristine reputation and strong track record. EP is owned by Emigrant Bank, which is led by Howard P. Milstein and the Milstein family.
Job Summary:
EP is looking for a talented Senior Analyst to join the Investments team with responsibility for both working on new direct investments as well as supporting our partner firms on their M&A activity. The candidate will be expected to monitor industry trends, review investment opportunities, participate in transaction diligence, build and maintain financial models, assist in transaction negotiations, and execute new investments. The candidate will also be expected to develop relationships with our existing partner firms and serve as a trusted advisor and partner in their execution of tuck-in acquisitions.
Responsibilities:
Support the evaluation of investment opportunities for both EP and EP's partner firms
Build and maintain detailed financial models including operating models, LBO and investment models, scenario analyses, merger accretion/dilution, exit analyses, and ad hoc projects
Assist in key phases of the transaction process, including due diligence and creation of deal materials
Review and analyze company historical performance and projections and determine reasonableness of adjustments and valuation assumptions
Draft investment memos synthesizing qualitative and financial analyses to support investment decisions
Support monitoring of existing partner firms and contribute to project-based value creation initiatives, collaborating with cross-functional teams across finance, operations, and strategy
Conduct ongoing market research and prepare internal materials, including quarterly market updates, deal activity tracking, and portfolio company analyses
Maintain internal databases including deal pipeline, market activity tracking, and portfolio metrics
Help enhance internal processes, tools, and best practices
Qualifications:
1-3 years of experience, with a background in private equity or investment banking
Experience advising and/or investing in the wealth & asset management sector is helpful, but not required
Experience working on deal processes from end-to-end from the buy-side, sell-side or both
Excellent financial modeling, analytical, and research skills
Self-starter with a strong work ethic, problem-solving mindset, and eagerness to learn
Highly organized and capable of managing multiple work streams with minimal supervision
Strong written and verbal communication skills
Demonstrated passion for investing and interest in wealth and alternative asset management
The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its Subsidiaries. Emigrant Bank and its Subsidiaries retains and reserves any and all rights to change, modify , amend, add to or delete from any section of this document as it deems, in its judgment, to be proper.
New York pay range$150,000-$200,000 USD
Senior VC Investor
San Francisco, CA jobs
Benefits:
401(k) matching
Bonus based on performance
Dental insurance
Free food & snacks
Health insurance
Paid time off
Parental leave
Signing bonus
Vision insurance
Wellness resources
Hanwha Asset Management is a global financial asset manager with multiple locations, including Singapore, Korea, and the U.S. We serve institutional clients with our multi-asset business model with about $90B of AUM. We seek investment talents who want to change the world with founders and invest in technologies making us pursue a better life for the next generations. Our recent activities include participation in Mistral AI, Shield AI, Luma AI, Atropos, Groq, Temporal and other startups.
THE ROLE.
The Senior Venture Capitalist / Investment Manager will focus on developing investment strategies in AI and related sectors, exploring new and unconventional domains to drive innovation. Responsibilities include identifying startups, conducting market analysis, performing due diligence, and managing complex financial models. This individual will lead and participate in all aspects of our investment process for our venture capital portfolio, including sourcing and portfolio monitoring. The successful candidate will be a smart, resourceful, outgoing self-starter with a proven ability to proactively find and attract the best investment opportunities domestically and/or globally. In addition to deal sourcing and diligence, the Senior Investor will also be expected to support and provide value to our portfolio companies and strategic limited partners.
This position is based in San Francisco, requiring attendance in the office four days per week.
RESPONSIBILITIES.
Strategy Development: Develop and refine Hanwha Asset Management USA's investing strategy in alignment with the company's mission, objectives, and structure.
Investment Sourcing: Identify AI enterprises and technologies that align with the company's strategic goals.
Investment Due Diligence: Lead comprehensive due diligence on prospective investment opportunities. This includes financial analysis, deal structuring, legal compliance, and risk assessment.
Investment Management: Oversee day-to-day portfolio management of the existing investment portfolio.
Risk Management: Work closely with the Asset Management team to develop risk mitigation strategies for investments and establish monitoring mechanisms to track performance over time.
Stakeholder Engagement: Engage with investees and other stakeholders to facilitate ongoing collaboration and support.
Investment Measurement: Develop and implement systems for tracking and measuring investments, including the development of key performance indicators (KPIs).
Reporting: Prepare and present reports on investing activities, performance, and outcomes to leadership and stakeholders
REQUIREMENTS.
Minimum of 7 years of relevant work experience in institutional investment management.
Deep understanding of VC investing and a desire to advance an investment strategy using non-traditional methods.
Proven track record of success in investment sourcing, diligence, structuring, and management of impact investments.
Experience with Notion or other investment performance reporting software is a plus.
Exceptional strategic thinking skills around operationalization and execution in complex and ambiguous environments.
Demonstrated experience building and maintaining relationships with a diverse range of stakeholders across different geographies and subject areas.
Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management and other outside partners.
PhD Degree in AI (CS or DS) and experience in AI/ML, mobile tech, or engineering strongly preferred.
Willingness and ability to travel.
Hanwha Asset Management USA, Ltd. offers a comprehensive medical, dental & vision benefits package, including robust paid time off and a generous 401k match, designed to support your well-being and financial future. Compensation: $200,000.00 - $250,000.00 per year
Hanwha Asset Management Founded in 1988, Hanwha Asset Management has grown into a comprehensive asset management company offering a full range of financial instruments, including stocks, bonds, MMFs, fund of funds, social overhead capital, derivatives, real estate, ETFs, special assets and PEFs in both domestic and overseas capital markets. Our professional staff have unparalleled expertise in operating highly organized systems across all areas, including product development, research, compliance and risk management. All of our products and services cater to customer needs because we strictly adhere to the principle and management philosophy of placing customers above all else. Building on our capabilities in South Korea, we are growing into a global asset management company by operating local subsidiaries in the US, Singapore and China.
At the end of 2022, we were one of South Korea's top asset management companies with USD 78.63 billion in assets under management (AUM). By demonstrating our outstanding expertise in both alternative investment and traditional investment, we achieved the No. 1 position among comprehensive asset management companies in the overseas infrastructure investment fund category. In 2021, as part of expanding into digital finance, we launched the PINE app, a platform for direct sales of funds for individual investors. The app has gained recognition from investors, particularly Millennials and Generation Z, for its user-friendly interface, low sales commission, and valuable investment information. Additionally, we have obtained a REITs AMC license from South Korea's Ministry of Land, Infrastructure and Transport, and entered the REITs business in the first quarter of 2023.
These diverse efforts earned us the Best Overseas Equity Fund at the 2022 Korea Fund Awards by Money Today news media, the Top Prize in global bonds at the 2021 KG Zeroin Korea Fund Awards and the Grand Prize in real estate funds at the 2021 Herald Fund Awards of the Korea Herald news media. Looking ahead, we will continue to build the foundation for future growth with a focus on the retirement plan market and alternative investments. We are also actively promoting global businesses and digital financial platforms as we become a comprehensive asset management solutions provider and top-tier asset management company in Asia.
Talent Is Our Most Important Asset We go to great lengths to attract and nurture highly motivated people who share our core values of challenge, dedication and integrity. In an environment of trust and loyalty, we support our talent every step of the way, cultivating world-class leaders for an ever brighter future.
Hanwha is looking for talented people, who share our core values such as a challenging spirit, dedication and integrity, and can act on those values.
Auto-ApplySenior VC Investor
San Francisco, CA jobs
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Dental insurance
Free food & snacks
Health insurance
Paid time off
Parental leave
Signing bonus
Vision insurance
Wellness resources
Hanwha Asset Management is a global financial asset manager with multiple locations, including Singapore, Korea, and the U.S. We serve institutional clients with our multi-asset business model with about $90B of AUM. We seek investment talents who want to change the world with founders and invest in technologies making us pursue a better life for the next generations. Our recent activities include participation in Mistral AI, Shield AI, Luma AI, Atropos, Groq, Temporal and other startups.
THE ROLE.
The Senior Venture Capitalist / Investment Manager will focus on developing investment strategies in AI and related sectors, exploring new and unconventional domains to drive innovation. Responsibilities include identifying startups, conducting market analysis, performing due diligence, and managing complex financial models. This individual will lead and participate in all aspects of our investment process for our venture capital portfolio, including sourcing and portfolio monitoring. The successful candidate will be a smart, resourceful, outgoing self-starter with a proven ability to proactively find and attract the best investment opportunities domestically and/or globally. In addition to deal sourcing and diligence, the Senior Investor will also be expected to support and provide value to our portfolio companies and strategic limited partners.
This position is based in San Francisco, requiring attendance in the office four days per week.
RESPONSIBILITIES.
Strategy Development: Develop and refine Hanwha Asset Management USA's investing strategy in alignment with the company's mission, objectives, and structure.
Investment Sourcing: Identify AI enterprises and technologies that align with the companys strategic goals.
Investment Due Diligence: Lead comprehensive due diligence on prospective investment opportunities. This includes financial analysis, deal structuring, legal compliance, and risk assessment.
Investment Management: Oversee day-to-day portfolio management of the existing investment portfolio.
Risk Management: Work closely with the Asset Management team to develop risk mitigation strategies for investments and establish monitoring mechanisms to track performance over time.
Stakeholder Engagement: Engage with investees and other stakeholders to facilitate ongoing collaboration and support.
Investment Measurement: Develop and implement systems for tracking and measuring investments, including the development of key performance indicators (KPIs).
Reporting: Prepare and present reports on investing activities, performance, and outcomes to leadership and stakeholders
REQUIREMENTS.
Minimum of 7 years of relevant work experience in institutional investment management.
Deep understanding of VC investing and a desire to advance an investment strategy using non-traditional methods.
Proven track record of success in investment sourcing, diligence, structuring, and management of impact investments.
Experience with Notion or other investment performance reporting software is a plus.
Exceptional strategic thinking skills around operationalization and execution in complex and ambiguous environments.
Demonstrated experience building and maintaining relationships with a diverse range of stakeholders across different geographies and subject areas.
Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management and other outside partners.
PhD Degree in AI (CS or DS) and experience in AI/ML, mobile tech, or engineering strongly preferred.
Willingness and ability to travel.
Hanwha Asset Management USA, Ltd. offers a comprehensive medical, dental & vision benefits package, including robust paid time off and a generous 401k match, designed to support your well-being and financial future.
PGIM Real Estate - Sr. Investment Analyst, Debt Originations
Los Angeles, CA jobs
Job Classification:
Investment Management - Investments
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do:
Are you highly motivated, intellectually curious, and willing to jump in to make impactful contributions? Are you ready to be a key contributor to a team and help get the job done? If so, then becoming a Senior Investment Analyst or Investment Associate within a culture that treats our talent like an investment might be the right job for you!
We are looking for an astute, determined professional like you to fulfill a critical Senior Investment Analyst or Associate role
(depending on experience)
supporting our Debt originations business on making new Core, Core Plus, Structured and Agency loans.
This position will be based in Los Angeles, where the team is working in the office 4 days a week.
What you can expect:
Analyze and underwrite commercial real estate debt investment opportunities across all commercial property types with a focus in the Western US.
Create cash flow models, Argus models, sensitivity tables, rent roll analyses, and other financial analyses required to evaluate, pursue, and close debt investment opportunities.
Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in‐depth understanding of investment factors and credit risks.
Analyze economic, market, legal, and political conditions within an investment's geography.
Assist senior investment professionals in leading the due diligence and closing processes for originations in conjunction with the portfolio management team.
Assist in property level financings, appraisal reviews, and other activities that may require feedback from the debt originations or real estate transactions group, portfolio management team, or loan servicing group.
Interact professionally with internal and external parties, including originations, risk, legal, developers, investment firms, borrowers, and third‐party service providers.
What you will bring:
Bachelor's degree and 1‐3 years commercial real estate work experience in transactions or underwriting
Understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, expense recoveries, and property types.
Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property valuations.
Advanced knowledge of Microsoft Excel and Argus.
Experience underwriting stabilized and proforma cash flows across property types.
What will set you apart:
Strong writing and quantitative skills and demonstrated analytical ability.
Ability to operate independently and in a team environment, with good judgment and attention to detail while managing multiple projects simultaneously.
Self‐motivated with perseverance, and a hands‐on, proactive style.
*We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 to $120,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
About PGIM Real Estate
With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum.
PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com.
#LI-Hybrid
#LI-SC1
What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplySenior Investment Performance Analyst
Los Angeles, CA jobs
Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst.
This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting.
In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed.
Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.
Manage the daily, monthly and quarterly reporting of investment performance
Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites
Run and analyze performance attribution, providing commentary and insights on observations
Calculate and analyze portfolio fundamental characteristics
Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data
Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes
Develop ways to offer thoughtful insights to better serve both internal and external stakeholders
Participate and lead special initiative projects as needed
Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct
Ideal Qualifications:
Bachelor's degree in economics, finance, statistics or equivalent
Progress towards CIPM, CFA is a plus
At least 5-7 years' relevant experience
Knowledge of GIPS and performance measurement concepts
Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
Microsoft Office Proficiency (Word, Excel, Outlook)
Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
Ability to quickly learn new systems and software
Interpersonal/Communication/Language Skills:
Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines
Effective organizational skills; with the ability to focus on details within the context of the overall goals
Self-starter with motivation to develop new insights, and ideas to enhance current procedures
Strong leadership skills with the ability to train and motivate junior team members
Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders
Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions
The starting salary range is $115,000 to $160,000.
The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan.
Benefits:
We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.
Competitive Pay
Medical, Dental, and Vision Insurance
Life and Disability Insurance
Health Savings Account with a Company Match
Flexible Spending Accounts including Dependent Care
Wellness Program
Tuition Reimbursement
24-Hour Employee Assistance Program
Adoption Assistance
Paid Family Care Time
Paid Volunteer days
Gym onsite
Paid Parking -LA Office
Lunch provided
Hybrid 3/2 (Subject to change)
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is an equal opportunity 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.
For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************
Auto-ApplySenior Investment Strategy Analyst
Day, NY jobs
ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.
Position Summary:
We are seeking a highly motivated and talented Senior Investment Strategy Analyst to join our dynamic team. As a Senior Investment Strategy Analyst at ProShares, you will play a critical role on our Investment Strategy Team in delivering investment expertise, research, and analysis that drive our product strategies and then communicate those strategies to clients and prospects. You will also partner with our product development and product management teams, with an emphasis on providing investment-related expertise to help create and position our products most successfully in the market.
Essential Job Functions[1]:
Support the development and implementation of investment models, research and statistics for evaluating fund performance and fund usage.
Develop and maintain periodic collateral.
Conduct and support research and analytics related projects as needed. These include but are not limited to:
Investment performance of the product shelf.
Use of products in investment strategy.
Tactical marketing themes/sales ideas.
Communicate with portfolio team on aspect of fund performance.
Assist with research projects; topics include financial market return and liquidity analysis, fund performance analysis, risk measurement, strategy testing and portfolio construction issues.
Assist in research, catalog and track academic and practitioner articles of interest to the Investment Strategy Group.
Conduct analytics on Product Development concepts.
Effectively communicate with the sales team, with an ultimate goal of direct client/prospect interaction.
Education and Experience:
BA/BS required. CFA or CAIA (or progress towards) strongly preferred. MBA optional.
3-5 years of experience in financial services.
Interest and experience in empirical analysis and statistical techniques applied to financial markets or investment products.
Expertise in analysis of time series data in Excel or other statistical software, PowerPoint experience, strong writing skills and demonstrated attention to detail and rigor in the research process.
Solid understanding of the equity markets.
Strong macro-economic perspective.
Alternative product management / research experience a plus.
Knowledge, Skills and Abilities:
Analysis: Basic familiarity with portfolio management, financial markets, returns and risk measurement; work process must be efficient and appropriate to task complexity and importance; exploits all available information / sources / resources in context of work assignment; demonstrates ability to extract significant conclusions from analysis.
Communication: Ability to communicate sophisticated investment, finance, and economic research analysis and concepts to a wide variety of audiences.
Creation of Deliverables: Demonstrates full proficiency in Word, Excel, and PowerPoint; all work produced is clear and logically structured, of high quality (e.g., accurate, attention to details, grammar, syntax, spelling, layout, etc.); assumes full ownership for deliverable quality and timeliness.
Attention to Detail: Strong focus on details and ability to complete projects according to a defined process.
Individual Attributes: Exhibits constructive, team-oriented cooperative attitudes and behavior; ability to multitask; demonstrates initiative in developing self professionally; demonstrates high energy; organized; consistently applies research experience; highly reliable and discreet.
The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $80,000-$125,000, which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance.
[1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Additional privacy information for CA residents
EOE STATEMENT
ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.
Auto-Apply