K1 Investment Management jobs in Manhattan Beach, CA - 6347 jobs

K1 is seeking a FP&A Manager for our office located in Manhattan Beach, CA. K1 Portfolio FP&A provides the insights and recommendations on current and future performance for our investment management and operations teams to build category leaders. You will be an integral team member acting as a key conduit between our deal teams and portfolio company CFOs, driving insights into opportunities to create value and mitigate risk, providing technical finance leadership for our portfolio companies finance teams and acting as a consultant to bring best practices to our growing companies. This represents a unique opportunity to make the move into a dynamic Private Equity environment and work hand-in-hand with the investment team and key executives at our portfolio companies to drive value creation. Key Responsibilities: Own a portfolio of companies and drive a strong customer-oriented mindset to deliver on what is important to our deal teams (key internal customers) with regard to information needs, finance team development and ongoing risk identification and mitigation. Ensure compliance and credibility of financial reporting across your portfolio. Establish and maintain strong relationships with the CFOs and finance teams of your portfolio. Provide functional finance support to systems implementation teams. Establish the ability to anticipate business risks and financial management issues, raise awareness of them and put in place mitigating strategies. Provide technical and operational advice and leadership with regard to key accounting and finance processes such as the financial close, implementation of new accounting standards, operational finance controls and processes, sales tax, audits and cash management. Working with the rest of the Reporting team to develop, enhance and maintain operational finance best practices relevant for growth stage SaaS companies. Lead the ongoing improvement of K1 reporting practices; enhancing the information provided and the efficiency of its production through process and technology improvements. Position Summary: K1 is seeking a FP&A Manager for our office located in Manhattan Beach, CA. K1 Portfolio FP&A provides the insights and recommendations on current and future performance for our investment management and operations teams to build category leaders. You will be an integral team member acting as a key conduit between our deal teams and portfolio company CFOs, driving insights into opportunities to create value and mitigate risk, providing technical finance leadership for our portfolio companies finance teams and acting as a consultant to bring best practices to our growing companies. This represents a unique opportunity to make the move into a dynamic Private Equity environment and work hand-in-hand with the investment team and key executives at our portfolio companies to drive value creation. Key Responsibilities: Own a portfolio of companies and drive a strong customer-oriented mindset to deliver on what is important to our deal teams (key internal customers) with regard to information needs, finance team development and ongoing risk identification and mitigation. Ensure compliance and credibility of financial reporting across your portfolio. Establish and maintain strong relationships with the CFOs and finance teams of your portfolio. Provide functional finance support to systems implementation teams. Establish the ability to anticipate business risks and financial management issues, raise awareness of them and put in place mitigating strategies. Provide technical and operational advice and leadership with regard to key accounting and finance processes such as the financial close, implementation of new accounting standards, operational finance controls and processes, sales tax, audits and cash management. Working with the rest of the Reporting team to develop, enhance and maintain operational finance best practices relevant for growth stage SaaS companies. Lead the ongoing improvement of K1 reporting practices; enhancing the information provided and the efficiency of its production through process and technology improvements. Requirements: Bachelor's degree required; MBA and/or CPA preferred 10+ years of progressive finance experience, including: Proven track record of generating and implementing best practices within the accounting and finance function of an organization Demonstrated ability to improve the financial close process Excellent understanding of the software industry standard business practice Excellent presentation, interpersonal and negotiation skills Strong interpersonal skills with ability to communicate and manage at all levels of an organization High level of integrity and dependability with a strong sense of urgency and results-orientation Ability to travel About K1: K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: ********************** Skills & Requirements Requirements: Bachelor's degree required; MBA and/or CPA preferred 10+ years of progressive finance experience, including: Proven track record of generating and implementing best practices within the accounting and finance function of an organization Demonstrated ability to improve the financial close process Excellent understanding of the software industry standard business practice Excellent presentation, interpersonal and negotiation skills Strong interpersonal skills with ability to communicate and manage at all levels of an organization High level of integrity and dependability with a strong sense of urgency and results-orientation Ability to travel About K1: K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: **********************

CONTROL TESTING /REPORTING LEAD 1LODWHAT IS THE OPPORTUNITY?The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit.WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED?Required Qualifications* Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU?CompensationStarting base salary: $77,000-$143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Job ID: 2503847 Job Description: Role Summary/Purpose: The AVP, PayPal Savings Technology Lead is responsible for providing technical expertise and process execution to support the PayPal Savings program. This individual acts as the technical point of contact, coordinating technology oversight, program delivery, solution architecture, governance, audits, issue management, and support the identification of key technology risks. This role will be responsible for oversight across cross functional and cross client teams to ensure compliance with Synchrony standards. Our Way of Working We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home, near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events. Essential Responsibilities: Partner with key stakeholders (including GMs, PayPal leaders, product and technology leads, architects and other stakeholders) to implement deposit product features and provide ongoing communication through project execution. Provide oversight over all the phases of SDLC including but not limited to technical requirements, design/architecture, build, testing, QA, and Production deployment. Manage technology relationship with PayPal and internal cross-functional business and technology teams. Support project and program management for the PayPal Savings program, focusing on Synchrony governance and oversight requirements of PayPal led initiatives Coordinate internal cross functional workstreams to ensure leadership is up to date on status of the program. Ability to analyze production defects, troubleshoot systems, identify root cause, and implement fixes. Own technology L3 governance activities related to PayPal Savings, including the ongoing identification, assessment of key operational risks (RCSA's) and the effectiveness of controls that address those risks. Act as the primary technical liaison for internal and external audits, coordinating documentation requests, managing responses, and driving resolution of audit findings. Document IT oversight governance of key processes, reviews, controls, and governance processes, including but not limited to projects, production incidents, disaster recovery testing. Participate in issue management processes including Enterprise Governance, Risk Management and Compliance (EGRC) processes. Perform other duties and/or special projects as assigned. Qualifications/Requirements: Bachelor's degree in Computer Science, Engineering, or a related field with minimum 4+ years of experience in Information Technology OR in lieu of the Bachelor's degree, High School diploma and minimum 8 years of experience in Information Technology. Prior experience as technical lead/technical project or program manager Experience owning and delivering a mission critical projects on time and within budget Willing to work in a fast-paced environment with PayPal as well as internal cross functional teams Ability to develop and maintain strong collaborative relationships at all levels across IT and Business Stakeholders. Excellent written and oral communication skills. Adept at presenting complex topics, influencing and executing with timely / actionable follow-through. Desired Characteristics: Prior work experience in Banking/FinTech company Ability to drive strong partnerships with second line teams Demonstrated ability to manage complexity and multiple initiatives Experience in retail deposits, regulatory, or risk Experience dealing with sensitive data and software development in highly regulated environment Demonstrated experience in working with partners and clients Leadership experience operating at a strategic level as part of a cross functional team Experience operating as part of a cross functional team Use of advanced technical & analytical competencies in driving effective strategic goals Advanced experience with SAS/SQL or other related analytic tools Experience in leading QA teams Experience with Client/Partner management Grade/Level: 11 The salary range for this position is 90,000. 00 - 155,000. 00 USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. Eligibility Requirements: You must be 18 years or older You must have a high school diploma or equivalent You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U. S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. 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. Our Commitment: When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. Reasonable Accommodation Notice: Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time Job Family Group: Information Technology

PORTFOLIO MANAGER III- AFFORDABLE HOUSINGWHAT IS THE OPPORTUNITY?The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio management expertise to the Bank's CRE clients, including private individuals and family offices, and institutional funds/investors/developers. Colleagues will partner with the origination team to provide tailored CRE lending solutions to clients, while proactively identifying risk on new and existing credits within the portfolio through a combination of internal and external resources. CRE portfolio includes a variety of loan products secured or supported by varying asset types. This position will support the Bank's Affordable Housing credit portfolio, which focuses on construction, bridge, and perm loans as well as other credit offerings nationwide to for-profit and non-profit Affordable Housing developers and investors. It is important that this person understand the benefits of building relationships with clients that may include various CNB internal business partners and their services and products, as appropriate. Candidate will partner with the team responsible for building and maintaining the Affordable Housing loan portfolio, and will be a key contributor to CNB's Community Reinvestment Act (CRA) initiatives. Candidate must have in-depth experience and exercise a strong understanding of the Low Income Housing Tax Credit (LIHTC) Program and other Federal, State, and Local Affordable Housing Programs to assist in underwriting and portfolio management efforts. Candidate to be able to conduct detailed financial and risk analysis of affordable housing projects, developers, investors, tax credit equity syndicators, and municipal and or nonprofit partners. Maintains awareness of competitive products, practices, and changes in market conditions and compliance requirements. WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED?Required Qualifications* Bachelor's Degree or equivalent in Finance, Business or related field Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Advanced experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Advanced analytical skills, with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise WHAT'S IN IT FOR YOU?CompensationStarting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

PROCESS RISK AND CONTROL MANAGERWHAT IS THE OPPORTUNITY?Operational Risk Management (ORM) program is in the second line of defense and is accountable for CNB's Operational Risk strategy and framework, enabling CNB to identify, measure, monitor, and mitigate operational risks arising from CNB's business processes, people, systems, or external events. ORM works across CNB's businesses and functions, providing program communication to first and second lines of defense, training, and procedures to ensure effective implementation of Operational Risk practices in compliance with regulatory and policy requirements. ORM is also accountable to provide insight into CNB's overall Operational Risk Profile.The Process, Risks and Controls (PRC) Manager is responsible for developing and communicating the second line of defense PRC program requirements for first line of defense, Centers of Governance and Operational Risk Business Oversight teams. In this role, the team member will establish, maintain, and oversee adherence to policies, standards, and procedures specific to Process, Risk and Control programs. The team member will also provide oversight of the effectiveness of the second line of defense PRC review and challenge practices, provide quality control reviews and thematic analysis of review and challenge feedback that is communicated to the first line, and monitor and independently report on the PRC programs.WHAT WILL YOU DO? Contribute to the execution of the Process, Risks and Control programs, which includes Process Management, Business Unit and Process RCSA, and Control oversight Review the 1LOD outputs of PRC practices to ensure program requirements are complied with and document policy violations as necessary. Conduct thematic analysis of review and challenge feedback provided to first line of defense. Provide quality control reviews of credible challenge communicated to first line of defense colleagues, ensuring safeguard and risk mitigation measures are upheld in decision making and adherence to second line of defense policies and standards. Develop and maintain effective partnership and teamwork with all key Stakeholders including First Line Business Control Officer teams, the broader ORM team, RBC Operational Risk Shared Services, and other teams is a key success factor. Act as an internal advisor to the Operational Risk Business Oversight team and business / corporate units regarding the PRC programs. Contribute to defining and implementing relevant policies, standards and procedures that facilitate effective PRC programs. Review procedures for completeness, compliance and adequacy Manage metrics to assess risk, compliance and performance of the program(s) and relevant strategies and plans Contribute to management oversight and reporting of all PRC issues and exceptions Prepare status reports, key metrics and other PRC reporting information for management, the Operational Risk Management Committee, and the Management Risk Committee. Contribute to gathering information and documentation in response to regulatory requests. Contribute to reviews of the PRC program to ensure it continues to be appropriate based on emerging risk trends, thematic risks, and regulatory changes. WHAT DO YOU NEED TO SUCCEED?Required Qualifications* Bachelor's Degree or equivalent Minimum 8 years banking or financial services experience Minimum 5 years of experience in Risk Management, ORM or Internal Audit Minimum 3 years of experience with Process, Risk and Control programs Additional Qualifications Must be very knowledgeable of regulatory PRC guidance and industry best practices Strong Microsoft Excel, PowerPoint, and report writing skills, including the ability to evaluate the usefulness of data and use it in meaningful communication Ability to consistently provide superior independent judgment with demonstrated analytical and risk assessment skills Ability to think with a process, risk, and control mindset. The successful candidate will have a strong control design, audit and reporting background Demonstrated ability to handle multiple tasks with shifting deadlines and priorities under limited supervision Strong verbal and written communication skills with proven ability in communicating with senior executives Demonstrated ability to interact effectively, internally and externally, with the most senior representatives of organizations Self-motivated, able to bring projects and reporting to conclusion Remain current on the trends and best practices for PRC WHAT'S IN IT FOR YOU?CompensationStarting base salary: $90,000 - $160,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

CONTROL TESTING /REPORTING LEAD 1LODWHAT IS THE OPPORTUNITY?The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit.WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED?Required Qualifications* Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU?CompensationStarting base salary: $77,000-$143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Job ID: 2503884 Job Description: Role Summary/Purpose: The VP, Fraud/GEN AI Validation COE is responsible for performing model validation for all the fraud models, and ensure they are meeting the related MRM policies, standards, procedures as well as regulations (SR 11-7). In addition, this role will establish and maintain a validation center of excellence to support the model governance team in designing the quality assurance process and leading the execution across all validations, act as an incubation center to test and run innovation, provide standardized training and staff development, and support the improvement of the model risk professional practice to improve the model stakeholder experience. This role requires high level of expertise with minimal technical supervision to serve as project lead as well as being accountable for validation results. The COE will closely partner with the model governance lead as well as other validation leads to drive tangible improvements to the model risk practice. Our Way of Working We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events. Essential Responsibilities: Candidate will be responsible for work related to model validation and validation COE, both of which are outlined below: Model Validation COE - The candidate is expected to draw experience from validation to establish a validation center of excellence and support the model governance lead to drive best practice, specifically the objectives of the COE are: GEN AI Model Risk Management: Lead the creation and implementation of a comprehensive, end-to-end governance framework for Generative AI models, establishing clear standards, procedures, documentation templates, and process to effectively manage model risks such as hallucination, accuracy, and bias. This framework will enable the organization to consistently monitor and control these critical aspects throughout the model lifecycle, ensuring reliable and trustworthy AI outputs with disciplined and transparent oversight. Quality assurance and Capacity Planning: Establish and maintain a quality assurance process to thoroughly review and assess validation practices. Proactively challenge the status quo to identify gaps or improvement opportunities in validation efforts. Provide guidance on best practices, support capacity planning, and collaborate with the Model Governance team to recommend and implement enhancements that strengthen the overall validation framework. Strategy & Innovation: Serve as an incubation center to explore, test, and implement innovative approaches-leveraging Generative AI capabilities-to accelerate and improve the speed, efficiency, and quality of model validation processes. Professional Practice: Support the Model Governance team to improve 1LOD model owner experience and bring value focused validation practice. Model Validation: Accountable for all fraud model risk management and drive the timeline and completion of the projects with minimal guidance. Supervisory role working with junior reviewers in validation projects. Handle escalation of issues and dispute with model owner level independently. See through the issues remediation, root cause analysis, and potential risk acceptance. Support regulatory examinations and internal audits of the modeling process and selected models samples. Perform other duties and/or special projects as assigned. Qualifications/Requirements: 5+ years of experience in acquisition/transaction fraud model development or model validation in financial services, with experience in CI/CD frameworks preferred. Experience in generative AI model validation, framework development, or complex use case development. Proven experience automating validation processes and reducing cycle times using AutoML, generative AI, and related tools, including the ability to design and build necessary supporting infrastructure Master's degree in Statistics, Mathematics, Data Science, or a related quantitative field; or 9+ years of equivalent experience in model development/validation within financial services, banking, or retail. 4+ years hands-on experience with data science and statistical tools such as Python, SPARK, Data Lake, AWS SageMaker, H2O, and SAS. 4+ years of machine learning experience, including handling large datasets and trend analysis. 4+ years applying US regulatory requirements for Model Risk Management. Ability and flexibility to travel for business as required Desired Characteristics: Strong knowledge of Model Risk Management regulatory requirements with a proven track record of compliance delivery. Experience in people and project management, including developing actionable plans, executing effectively, and meeting deadline-driven objectives. Familiarity with credit card and consumer finance products and business models. Knowledge of Credit Card/Consumer Finance products and business model. Excellent written and oral communication and presentation skills. Grade/Level: 12 The salary range for this position is 135,000. 00 - 230,000. 00 USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. Eligibility Requirements: You must be 18 years or older You must have a high school diploma or equivalent You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U. S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. 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. Our Commitment: When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. Reasonable Accommodation Notice: Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time Job Family Group: Credit

A leading banking institution in San Francisco is seeking a Branch Operations Lead Trainee. This role involves collaborating with the Branch Manager to ensure excellent customer experiences and efficient transactions. Candidates should possess a high school diploma and be organized, detail-oriented, and capable of multi-tasking. Additionally, preferred qualifications include strong customer engagement skills and some prior experience in banking. This position offers flexible work hours, including weekends. #J-18808-Ljbffr

Salary Range:$90,000.00 To $150,000.00 Annually JOB SUMMARY With minimum supervision, provides direct support to Loan Officers to develop and analyze all relevant credit information pertaining to more complex commercial and business loans. Prepares or assists in the preparation of, Credit Authorizations in accordance with Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects. PRIMARY FUNCTIONS Interacts directly with loan officers and customers/prospects regarding commercial business loans.Prepares accurate financial statement spreadsheets and debt service analysis derived from business and personal financial statements and tax returns.Prepares accurate Credit Authorization's in conjunction with loan officers and presents a complete and thorough analysis of existing and potential borrowers.Recognize and act on customer prospects, cross sell opportunities with existing customers.Make proper referral of loan opportunities to lending personnel.Interacts independently, without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis.Assists in the accurate determination of a borrower's debt service capacity in conformity to the type of credit analyzed.Reviews loan agreement covenants for verification of the compliance thereto.Accurately prepares financial projections as required.Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process.Collects industry information relevant to existing and proposed borrowers using internal & external sources.Consult with the President, Chief Credit Officer, Credit Administration Officers, and other Loan Officers, on credit structure, pricing, collateral and other credit consideration issues. Gather information from the Bank's LAS system to compute lending liability to the Bank.Conducts trade and reference checks on customers/prospects.Review documentation to ensure compliance with Bank policy and procedures.Performs special projects as designated by the Credit Administration. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Bachelor's degree (B. A.) from four-year college or university; or 5+ years related experience and/or training; or equivalent combination of education and experience. Knowledge of: Basic knowledge and training in financial statements and tax return analysis typically from a combination of education in accounting, financial and/or credit analysis.Intermediate proficiency with Microsoft Office Suite (Word,Excel, PowerPoint, Outlook, Teams). Working knowledge of Abrigo a plus.Strong understanding of all related State and Federal lending regulations and Bank policies and procedures.Advanced knowledge of commercial, C&I, commercial real estate policies, practices and procedures. Abilities:Possess strong sales and marketing ability to sell Bank Services.Manage priorities to ensure effective accomplishment of objectives.Handle high volume of workflow from various sources.Plan, organize and prioritize tasks to meet deadlines.Lead and motivate employees to complete tasks in accordance with established standards.Analyze and solve work problems.Follow oral or written instructions.Communicate effectively with co-workers, consultants, regulators, and other parties.Prepare clear and concise reports and other documentation and correspondence.

Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr

Managing pricing and rebates shouldn't be a hassle. Enable's intelligent platform is built for the speed of today's market, eliminating disconnects between pricing strategy and rebate execution. We help companies to increase profitability and simplify the complex with accurate, AI-powered insights, real-time performance monitoring, agreement optimization, and simplified rebate management. After securing $291M in Series A-D funding and acquiring Flintfox in 2025, Enable is positioned for continued, significant growth. Since the launch of our flagship product in 2016, we have been rapidly scaling our client base, product offerings, and built a team of top-tier professionals committed to reshaping the industry. Want a glimpse into life at Enable? Visit our Life at Enable page to learn how you can be part of our journey. We're looking for an Events Manager to define, execute, and scale our enterprise events program. In this hands‑on role, you'll work closely with Enterprise Sales, Marketing, and Customer teams to deliver high‑impact, high‑touch events that support complex buying journeys and long sales cycles. Own the strategy and execution of enterprise-focused events-including executive experiences, field events, conferences, and partner events-and collaborate cross‑functionally to deliver thoughtful, well‑executed experiences that build relationships and drive meaningful engagement. Duties and Responsibilities Plan and execute end‑to‑end enterprise events, from concept and strategy through on‑site delivery and post‑event follow‑up Partner closely with Enterprise Sales to align events with account‑based strategies and regional go‑to‑market priorities Deliver executive‑level events such as dinners, roundtables, and customer experiences designed for senior stakeholders Manage all event logistics, including venues, vendors, timelines, budgets, and on‑site execution Source, negotiate, and manage external vendors, venues, agencies, and event technology partners Collaborate with Brand, Product Marketing, Demand Gen, Customer Success, and Marketing Operations teams Ensure seamless on‑site experiences through detailed planning and contingency management Track and report on event performance, engagement, and impact to continuously improve the program Knowledge, Skills, and Abilities Strong project management and organizational skills with exceptional attention to detail Proven ability to negotiate with vendors and partners to deliver high‑quality events while driving budget efficiency Deep understanding of enterprise sales motions and account‑based marketing strategies Ability to manage multiple events simultaneously in a fast‑paced, hypergrowth environment Excellent communication and stakeholder management skills Confident decision‑maker with strong problem‑solving abilities, especially in live event settings Required Education and Experience Bachelor's degree in marketing, Communications, Business, or a related field 5+ years of experience managing B2B events, ideally within enterprise SaaS or high‑growth technology companies Proven experience delivering events that support long sales cycles and complex buying committees Experience working cross‑functionally with Sales and senior stakeholders Preferred Education and Experience Experience delivering executive‑level or C‑suite events Experience supporting global or regional enterprise sales teams Familiarity with CRM and marketing automation platforms such as Salesforce Travel 40% - 50% Total Rewards At Enable, we're committed to your professional growth. During the interview process, we will explore your experience, expertise, and role scope. Starting pay is determined by factors like location, skills, experience, market conditions, and internal parity. Salary/Total Cash Compensation (TCC) is just one component of Enable's Total Rewards package. Enable is committed to investing in the holistic health and wellbeing of all Enablees and their families. Our benefits and perks include, but are not limited to: Unlimited Paid Time Off: Flexible PTO policy based on trust, balancing personal time and business needs Wellness Benefit: Quarterly incentive dedicated to improving your health and well‑being Comprehensive Insurance: Health and life coverage for you and your family Lucrative Bonus Plan: Enjoy a rewarding bonus structure subject to company or individual performance Equity Program: Benefit from our equity program with additional options tied to tenure and performance Career Growth: Explore new opportunities with our internal mobility program Learning & Development: Access a range of workshops and courses designed to boost your professional growth and take your career to new heights According to LinkedIn's Gender Insights Report, women apply for 20% fewer jobs than men, despite similar job search behaviors. At Enable, we're committed to closing this gap by encouraging women and underrepresented groups to apply, even if they don't meet all qualifications. Enable is an equal opportunity employer, fostering an inclusive, accessible workplace that values diversity. We provide fair, discrimination‑free employment, ensuring a harassment‑free environment with equitable treatment. We welcome applications from all backgrounds. If you need reasonable adjustments during recruitment or in the role, please let us know. Enable International participates in the E‑Verify program in certain locations, as required by law. Learn more about E‑Verify and your Right to Work. #J-18808-Ljbffr

A leading financial institution seeks a Market Executive in San Francisco to manage relationships within the Software Technology sector and lead banking teams. The candidate will focus on innovative startups and require 15+ years of experience in account management within a Commercial Bank. This role also demands strong communication and problem-solving skills. A competitive salary and benefits are offered for this full-time position, with an emphasis on industry trends and client acquisition. #J-18808-Ljbffr

PORTFOLIO MANAGER II- FUND FINANCE WHAT IS THE OPPORTUNITY?The Portfolio Manager is part of the Fund Finance Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.Primary responsibilities include: Provide customized solutions for asset management clients in support of both their managed Funds and the capital needs of the Firm. Transaction types include (i) capital call and subscription facilities for managed Funds (RLCs used to bridge timing between fund investments acquisition and calling capital from LP investors) and (ii) RLCs/TLs directly to the asset management firm to support working capital, dividend distributions, general corporate purposes, GP investments and partner buy-outs. Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. Provide ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) Comfortable working in a high-volume, fast-paced environment serving financially sophisticated clients. WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED?Required Qualifications* Bachelor's Degree in Finance, Business, or related field Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Intermediate analytical skills, with the ability to interpret complex data and make informed decisions Fund Finance knowledge and expertise WHAT'S IN IT FOR YOU?Compensation - *Hourly Position Starting base salary: $48.66 - $82.86 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#LI-JO1#GD-JO#CA-JO

A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr

A leading global investment firm in San Francisco is seeking a Summer Analyst for a dynamic internship program. This program lasts nine to ten weeks and provides students the opportunity to engage in real responsibilities and training with experienced professionals. Ideal candidates are pursuing a bachelor's or graduate degree with a strong interest in finance. The position offers a competitive salary of $110,000 and champions employee growth through diverse opportunities. #J-18808-Ljbffr

At Banking Soft Solutions (BSS) LLC, our mission is to launch a new Cryptocurrency exchange called ‘Marai-X'. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging on-chain platform - and with it, the future global financial system. Our team is dedicated to eliminating customer pain points, resolving the current challenges of existing Cryptocurrency exchanges such as weaker protection against hackers, making users keep assets on the exchanges, and high transaction fees. To achieve our mission, we're seeking a very specific candidate. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high-caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. As a Data Architect, you will serve as a Backend DB and Interface Architect for specific modules in the cryptocurrency exchange. Aligned with our mission to deliver outstanding support, you will work closely with developers, software programmers, and QA testers to ensure compliance with audit requirements, generate actionable insights, and share key findings with stakeholders. You'll have the opportunity to work on a high-impact project in the trillion-dollar Cryptocurrency market. We're not just building systems; we're creating a scalable, high-performance exchange that makes a real difference in the crypto world. We prioritize design quality, customer focus, and rapid iteration. Please note that this role is expected to report onsite at our corporate office in San Jose, CA. We are looking to fulfill 2 positions for this same role. Your Role and Responsibilities: Design a centralized Crypto Currency Exchange (Marai-X) with a web interface, admin dashboard, mobile apps, and trading engine. Design features including onboarding, crypto wallet, charts, order book, transaction history, and portfolio analytics. Design crypto staking, cold wallet integration, credit card integration, P2P crypto trading, KYT practices, exchange token, and API endpoints. Collaborate with engineering leaders to define crypto exchange visions and translate them into technical roadmaps. Lead the design and review of new and existing system architecture. Conduct deep research into current platforms and identify areas for optimization. Create documentation, diagrams, and presentations to communicate architectural strategies. Mentor and coach developers to cultivate technical leadership. Architect integration patterns for Developer Platforms and test environments. Develop technical standards, blueprints, and design patterns for internal tools. Implement developer-focused solutions like portals and API gateway integrations. Evaluate strategic architecture investments and technologies. Prioritize scalability, security, traceability, and observability in designs. Guide technology investment decisions aligned with industry standards. Apply organizational principles such as Conway's Law to system design. Lead cross-functional architecture reviews and maintain design records. Support teams in incident management and RCA processes. Collaborate to reduce inefficiencies and redundant development efforts. Mentor teams and advocate engineering excellence and innovation. Communicate technical concepts clearly across all stakeholder levels. Develop with blockchain tools, smart contracts, and decentralized platforms. Drive architectural decisions in a fast-paced startup environment. Qualifications: Education: 4-year bachelor's degree in a relevant field or 3 years of relevant work experience. Creativity, pragmatism, and empathy in solving technical and business challenges. A love of technology and a growth mindset. Strong communication skills in written, verbal, and visual formats. Experience designing large-scale, complex software systems with strategic outcomes. Proven ability in mentoring engineers and developing talent. Experience with high-volume platforms, cloud technologies, and modern architectures. Strong knowledge of systems design, distributed systems, and enterprise architecture. Core Competencies: Mission-driven: Commitment to BSS's mission and enhancing customer experience. Problem solver: Strong analytical and solution-oriented mindset. Expert calibrator: Skilled in communication, negotiation, and alignment handling. Project management: Ability to manage and execute architecture-focused projects. Reporting management: Skilled in dashboards, documentation, and presentations. Stakeholder management: Able to engage and influence across the organization. Time management: Excellent prioritization and deadline management. Nice to Haves: Familiarity with crypto exchange or banking systems. Knowledge of AI capabilities for developer productivity. Expertise in Solidity, Rust, or Move. Backend skills in Node.js, Go, or Python. Proficiency in Web3.js, Ethers.js, or Polkadot.js. Experience with Ethereum, Hyperledger, or Solana. Knowledge of cryptography, consensus, and layer-2 solutions. Experience with Docker, Kubernetes, AWS, or GCP. Understanding of blockchain security practices. Prior supervisory or team leadership experience. Background in customer support or account management. Basic knowledge of cryptocurrency and change management. #J-18808-Ljbffr

A leading technology company is seeking a Director of Project Engineering in San Diego, California. This position entails overseeing the technical execution and engineering performance across various defense and research programs. The ideal candidate will lead project engineering teams, ensure timely and budget-compliant delivery of engineering activities, and drive cross-functional coordination. This role is critical for maintaining disciplined execution and customer satisfaction while managing engineering risks and implementing standardized processes. #J-18808-Ljbffr

K1 is seeking a Private Equity Business Development Associate for our office located in Manhattan Beach, CA. The Business Development Associate will be at the front lines of K1's success; responsible for identifying and building relationships with executives at exceptional companies that are seen as investment opportunities for the fund. The right candidate will have a knowledge and interest in a variety of businesses and business models, as well as understanding of business fundamentals. Most importantly, the right candidate will fit the values of K1 - Passion, Persistence, Humility, and Excellence. Key Responsibilities: Lead in-person management meetings as the face of K1 Expanding K1's relationship network with key industry contacts Sourcing and evaluating actionable investment opportunities in the enterprise software sector Creating and executing on investment theses within enterprise software Managing the acquisition pipelines for current portfolio companies Preparing investment committee reports to present to senior management Developing proprietary research within the enterprise software industry Performing other duties as assigned Position Summary: K1 is seeking a Private Equity Business Development Associate for our office located in Manhattan Beach, CA. The Business Development Associate will be at the front lines of K1's success; responsible for identifying and building relationships with executives at exceptional companies that are seen as investment opportunities for the fund. The right candidate will have a knowledge and interest in a variety of businesses and business models, as well as understanding of business fundamentals. Most importantly, the right candidate will fit the values of K1 - Passion, Persistence, Humility, and Excellence. Key Responsibilities: Lead in-person management meetings as the face of K1 Expanding K1's relationship network with key industry contacts Sourcing and evaluating actionable investment opportunities in the enterprise software sector Creating and executing on investment theses within enterprise software Managing the acquisition pipelines for current portfolio companies Preparing investment committee reports to present to senior management Developing proprietary research within the enterprise software industry Performing other duties as assigned Requirements: 2-4 years of experience working in Finance, Consulting, Sales or Business Development Background or interest in the enterprise software industry High degree of curiosity, proactive mentality and desire to work in an unstructured, entrepreneurial environment An understanding of finance and accounting as well as exhibit the ability to communicate and build relationships Demonstrated leadership ability Creativity and entrepreneurial spirit Professional ambition, initiative, team player with proven ability to work in a collaborative environment Candidate must be willing to travel Bachelor's degree MBA preferred About K1: K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: ********************** Skills & Requirements Requirements: 2-4 years of experience working in Finance, Consulting, Sales or Business Development Background or interest in the enterprise software industry High degree of curiosity, proactive mentality and desire to work in an unstructured, entrepreneurial environment An understanding of finance and accounting as well as exhibit the ability to communicate and build relationships Demonstrated leadership ability Creativity and entrepreneurial spirit Professional ambition, initiative, team player with proven ability to work in a collaborative environment Candidate must be willing to travel Bachelor's degree MBA preferred About K1: K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: **********************

K1 is seeking a Private Equity Business Development Analyst to join our expanding Business Development team for our office located in Manhattan Beach, CA. At the front lines of our success, Analysts identify and build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an expansive knowledge of a variety of businesses and business models, as well as an intricate understanding of business fundamentals. Candidates are expected to have stellar written and verbal communication skills and a strong record of leadership accomplishments. We encourage applicants of all majors to apply. Most importantly, the right candidate will fit the values of K1 - Passion, Persistence, Humility, and Excellence. Key Responsibilities: Identifying M&A and strategic opportunities for existing portfolio companies Creating and executing on investment theses within enterprise software Developing proprietary research within enterprise software Expanding K1's relationship network with key industry contacts Performing other duties as assigned Position Summary: K1 is seeking a Private Equity Business Development Analyst to join our expanding Business Development team for our office located in Manhattan Beach, CA. At the front lines of our success, Analysts identify and build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an expansive knowledge of a variety of businesses and business models, as well as an intricate understanding of business fundamentals. Candidates are expected to have stellar written and verbal communication skills and a strong record of leadership accomplishments. We encourage applicants of all majors to apply. Most importantly, the right candidate will fit the values of K1 - Passion, Persistence, Humility, and Excellence. Key Responsibilities: Identifying M&A and strategic opportunities for existing portfolio companies Creating and executing on investment theses within enterprise software Developing proprietary research within enterprise software Expanding K1's relationship network with key industry contacts Performing other duties as assigned Requirements: Demonstrated leadership ability Initiative; professional ambition; team orientation Creativity and entrepreneurial spirit Excellent analytical and communications capabilities; organizational discipline; attention to detail Strong work ethic and interest in learning about private equity and the enterprise software industry Ability to build trust and support with senior executives as the face of K1 Bachelor's degree About K1: K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: ********************** Skills & Requirements Requirements: Demonstrated leadership ability Initiative; professional ambition; team orientation Creativity and entrepreneurial spirit Excellent analytical and communications capabilities; organizational discipline; attention to detail Strong work ethic and interest in learning about private equity and the enterprise software industry Ability to build trust and support with senior executives as the face of K1 Bachelor's degree About K1: K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: **********************